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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 27 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PATH UIPATH INC Technology 779.0 $9K -3K -80.2% $11.52 +38.8%
522 DINO HF SINCLAIR CORP Energy 122.0 $9K -24.0 -16.4% $72.56 +30.9%
523 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 70.0 $9K -100.0 -58.8% $122.69 +8.8%
524 METV LISTED FDS TR 550.0 $8K -386.0 -41.2% $14.72 +30.4%
525 LSCC LATTICE SEMICONDUCTOR CORP Technology 53.0 $8K -20.0 -27.4% $146.30 -9.3%
526 OC OWENS CORNING NEW Industrials 50.0 $8K -318.0 -86.4% $150.58 +2.1%
527 BRBR BELLRING BRANDS INC Consumer Defensive 554.0 $7K -13K -95.9% $13.34 -23.7%
528 WFRD WEATHERFORD INTL PLC Energy 79.0 $6K -1.0 -1.2% $80.15 +16.1%
529 WMS ADVANCED DRAIN SYS INC DEL Industrials 41.0 $6K -60.0 -59.4% $151.20 -2.1%
530 CSGP COSTAR GROUP INC Real Estate 195.0 $6K -300.0 -60.6% $29.38 +6.7%
531 IVOG VANGUARD ADMIRAL FDS INC 39.0 $6K -8.0 -17.0% $144.62 +2.7%
532 CAI CARIS LIFE SCIENCES INC Healthcare 300.0 $6K -14K -97.9% $18.78 +15.2%
533 CACC CREDIT ACCEP CORP MICH Financial Services 8.0 $5K -12.0 -60.0% $656.38 -12.7%
534 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 625.0 $5K -300.0 -32.4% $8.02 +1.0%
535 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 457.0 $5K -39K -98.8% $10.86 -6.4%
536 PERI PERION NETWORK LTD Communication Services 486.0 $5K -51.0 -9.5% $9.57 +1.1%
537 SMMD ISHARES TR 50.0 $5K -35.0 -41.2% $91.64 +1.6%
538 NNDM NANO DIMENSION LTD Technology 3,040.0 $5K -150.0 -4.7% $1.49 +6.6%
539 OZK BANK OZK LITTLE ROCK ARK Financial Services 84.0 $4K -18K -99.5% $52.90 -3.4%
540 FLGT FULGENT GENETICS INC Healthcare 210.0 $4K -100.0 -32.3% $20.84 -10.5%
Page 27 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%