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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 23 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TX TERNIUM SA Basic Materials 1,186.0 $49K -9.0 -0.8% $41.55 +30.0%
442 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 5,972.0 $48K -82.0 -1.4% $8.04 -3.2%
443 XLB SELECT SECTOR SPDR TR 927.0 $47K -24K -96.2% $50.99 +3.0%
444 IOT SAMSARA INC Technology 1,357.0 $46K -2K -58.1% $34.18 +14.7%
445 CLX CLOROX CO DEL Consumer Defensive 474.0 $46K -4K -88.2% $96.45 +11.9%
446 AM ANTERO MIDSTREAM CORP Energy 2,019.0 $45K -60K -96.8% $22.44 -0.1%
447 BAX BAXTER INTL INC Healthcare 2,084.0 $45K -87.0 -4.0% $21.69 +22.8%
448 VOD VODAFONE GROUP PLC Communication Services 3,395.0 $44K -33K -90.6% $13.01 +24.3%
449 URNM SPROTT FDS TR 841.0 $44K -26.0 -3.0% $52.46 +5.9%
450 SMURFIT WESTROCK PLC 937.0 $43K -340.0 -26.6% $46.08
451 XYLD GLOBAL X FDS 1,043.0 $43K -578.0 -35.7% $40.81 +2.1%
452 SOUN SOUNDHOUND AI INC Technology 6,200.0 $41K -5K -43.3% $6.68 +7.2%
453 BUNGE GLOBAL SA 390.0 $41K -2K -84.0% $104.99
454 DB DEUTSCHE BK AG Financial Services 1,200.0 $41K -29K -96.0% $33.96 +12.0%
455 TEM TEMPUS AI INC Healthcare 660.0 $41K -185.0 -21.9% $61.61 -0.6%
456 AGX ARGAN INC Industrials 52.0 $40K -28.0 -35.0% $765.50 -31.0%
457 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 1,020.0 $39K -3K -75.2% $38.66 +8.3%
458 BHC BAUSCH HEALTH COS INC Healthcare 8,061.0 $39K -2K -19.1% $4.78 +44.2%
459 CHRW C H ROBINSON WORLDWIDE IN Industrials 200.0 $38K -16K -98.8% $191.21 -24.4%
460 VSNT VERSANT MEDIA GROUP INC Industrials 1,049.0 $38K -462.0 -30.6% $36.37 +8.0%
Page 23 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%