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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $38.0B AUM 2,405 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 229 New 827 Added 583 Reduced 131 Exited
Page 20 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 KB KB FINL GROUP INC Financial Services 1,178.0 $121K -2K -66.5% $102.54 +14.8%
382 SWKS SKYWORKS SOLUTIONS INC Technology 1,825.0 $120K -384.0 -17.4% $65.93 +2.3%
383 QTUM ETF SER SOLUTIONS 721.0 $116K -148.0 -17.0% $160.21 -5.0%
384 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 2,117.0 $111K -22K -91.2% $52.56 +24.3%
385 KXI ISHARES TR 1,605.0 $108K -600.0 -27.2% $67.45 +1.7%
386 ANGLOGOLD ASHANTI PLC 1,309.0 $106K -70K -98.2% $80.85
387 TSN TYSON FOODS INC Consumer Defensive 1,801.0 $105K -248.0 -12.1% $58.43 -0.8%
388 TRMB TRIMBLE INC Technology 2,000.0 $105K -161.0 -7.5% $52.56 +8.4%
389 CX CEMEX SA EURO MTN BE 144A Basic Materials 8,555.0 $104K -500.0 -5.5% $12.12 -12.1%
390 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 1,655.0 $104K -15.0 -0.9% $62.55 +19.7%
391 BR BROADRIDGE FINL SOLUTIONS IN Technology 728.0 $103K -48.0 -6.2% $140.94 +20.5%
392 VAW VANGUARD WORLD FD 448.0 $102K -524.0 -53.9% $228.59 +1.3%
393 SUZ SUZANO S A Basic Materials 12,902.0 $101K -7K -34.0% $7.80 +1.7%
394 JOBY JOBY AVIATION INC Industrials 11,000.0 $97K -38K -77.3% $8.83 -13.4%
395 BKF ISHARES INC 2,448.0 $95K -22.0 -0.9% $38.92 +3.5%
396 LUV SOUTHWEST AIRLS CO Industrials 1,872.0 $95K -28.0 -1.5% $50.50 -15.9%
397 BKR BAKER HUGHES COMPANY Energy 1,750.0 $94K -40K -95.8% $53.83 +19.7%
398 APA APA CORPORATION Energy 2,944.0 $94K -185.0 -5.9% $31.88 +32.9%
399 HOG HARLEY DAVIDSON INC Consumer Cyclical 3,687.0 $89K -1K -27.7% $24.16 +12.7%
400 AMERICA MOVIL SAB DE CV 3,462.0 $89K -34.0 -1.0% $25.60
Page 20 of 30  ·  583 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.7%
Technology 17.7%
Energy 10.8%
Industrials 6.7%
Basic Materials 5.8%
Communication Services 5.6%
Consumer Cyclical 5.5%
Healthcare 4.2%
Utilities 3.4%
Consumer Defensive 2.3%