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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 21 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BROOKFIELD WEALTH SOL LTD 2,069.0 $89K -30.0 -1.4% $42.83
402 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 5,073.0 $86K -5K -51.0% $17.03 +28.4%
403 ORLA ORLA MNG LTD NEW Basic Materials 8,638.0 $85K -3K -26.7% $9.78 -3.5%
404 RXI ISHARES TR 425.0 $83K -50.0 -10.5% $194.42 +4.0%
405 BIDU BAIDU INC Communication Services 678.0 $80K -147.0 -17.8% $117.85 -21.6%
406 NLR VANECK ETF TRUST 681.0 $78K -1K -62.3% $114.73 +1.3%
407 RXRX RECURSION PHARMACEUTICALS IN Healthcare 20,331.0 $75K -18K -46.7% $3.68 -7.7%
408 GFI GOLD FIELDS LTD Basic Materials 2,158.0 $73K -8K -78.8% $33.75 +28.5%
409 STZ CONSTELLATION BRANDS INC Consumer Defensive 530.0 $73K -117.0 -18.1% $136.85 -2.6%
410 PDD PDD HOLDINGS INC Consumer Cyclical 873.0 $72K -633.0 -42.0% $82.55 +8.5%
411 VEEV VEEVA SYS INC Healthcare 387.0 $71K -185.0 -32.3% $184.46 +35.4%
412 MORN MORNINGSTAR INC Financial Services 435.0 $70K -365.0 -45.6% $161.83 +34.1%
413 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 263.0 $68K -22.0 -7.7% $259.15 -11.2%
414 ON ON SEMICONDUCTOR CORP Technology 713.0 $67K -34.0 -4.5% $94.65 -18.5%
415 AMTM AMENTUM HOLDINGS INC Industrials 3,342.0 $67K -1K -24.9% $20.19 +5.6%
416 SCI SERVICE CORP INTL Consumer Cyclical 845.0 $65K -17.0 -2.0% $76.74 +8.4%
417 ANNALY CAPITAL MANAGEMENT IN 2,914.0 $65K -775.0 -21.0% $22.21
418 CPA COPA HOLDINGS SA Industrials 423.0 $65K -9K -95.4% $152.93 -15.4%
419 FVC FIRST TR EXCHANGE TRADED FD 1,494.0 $64K -331.0 -18.1% $42.73 -0.3%
420 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 1,571.0 $63K -1K -39.5% $40.28 -2.7%
Page 21 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%