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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 26 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 VMD VIEMED HEALTHCARE INC Healthcare 1,245.0 $15K -25K -95.3% $11.75 -23.0%
502 ITRI ITRON INC Technology 173.0 $15K -52K -99.7% $84.49 +19.1%
503 PNR PENTAIR PLC Industrials 189.0 $14K -300.0 -61.4% $76.45 -16.2%
504 TQQQ PROSHARES TR 186.0 $14K -52.0 -21.9% $77.48 -1.4%
505 INTEGRA RES CORP 6,346.0 $14K -1K -13.6% $2.24
506 BYND BEYOND MEAT INC Consumer Defensive 18,775.0 $14K -100.0 -0.5% $0.75 +1460.8%
507 OCCIDENTAL PETE CORP 550.0 $14K -3.0 -0.5% $25.01
508 ULTA ULTA BEAUTY INC Consumer Cyclical 30.0 $14K -34.0 -53.1% $454.67 +8.5%
509 MCHI ISHARES TR 257.0 $13K -35K -99.3% $51.52 +6.9%
510 REGN REGENERON PHARMACEUTICALS Healthcare 19.0 $12K -3K -99.4% $624.74 +29.0%
511 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 100.0 $12K -5.0 -4.8% $117.45 +8.2%
512 ETSY INC 160.0 $12K -15.0 -8.6% $72.91
513 SLI STANDARD LITHIUM CORP Basic Materials 4,050.0 $11K -4K -46.4% $2.74 -16.5%
514 FN FABRINET Technology 20.0 $11K -11K -99.8% $547.65 +9.3%
515 OGI ORGANIGRAM GLOBAL INC Healthcare 10,692.0 $11K -33K -75.5% $1.01 +21.6%
516 ZETA ZETA GLOBAL HOLDINGS CORP Technology 516.0 $11K -1K -72.8% $20.84 +38.3%
517 SNDL INC 7,027.0 $10K -242.0 -3.3% $1.37
518 ENS ENERSYS Industrials 43.0 $9K -9.0 -17.3% $220.47 -8.2%
519 EVGO EVGO INC Consumer Cyclical 5,020.0 $9K -1K -16.6% $1.88 -17.6%
520 ENOV ENOVIS CORPORATION Industrials 466.0 $9K -213.0 -31.4% $20.06 +23.3%
Page 26 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%