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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 29 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PSIX POWER SOLUTIONS INTL INC Industrials 55.0 $2K -60.0 -52.2% $36.73 +7.5%
562 ATHM AUTOHOME INC Communication Services 97.0 $2K -2K -95.0% $19.08 +17.9%
563 KEP KOREA ELEC PWR CORP Utilities 140.0 $2K -37K -99.6% $12.00 -1.6%
564 BHF BRIGHTHOUSE FINL INC Financial Services 24.0 $2K -3.0 -11.1% $63.88 -12.7%
565 LARGO INC 1,873.0 $1K -2K -45.1% $0.74
566 FMST FOREMOST CLEAN ENERGY LTD Basic Materials 1,000.0 $1K -800.0 -44.4% $1.38 -13.9%
567 MKSI MKS INC. Technology 3.0 $1K -5.0 -62.5% $410.67 -21.9%
568 AI C3 AI INC Technology 128.0 $1K -32.0 -20.0% $9.42 +3.0%
569 MERC MERCER INTL INC Basic Materials 1,700.0 $1K -7K -80.2% $0.67 -27.5%
570 BMI BADGER METER INC Technology 6.0 $878.0 -63.0 -91.3% $146.33 -12.1%
571 IT GARTNER INC Technology 5.0 $669.0 -5.0 -50.0% $133.80 +33.9%
572 POOL POOL CORP Industrials 3.0 $645.0 -8.0 -72.7% $215.00 -11.4%
573 DXYZ DESTINY TECH100 INC 25.0 $621.0 -225.0 -90.0% $24.84 +36.9%
574 HELP CYBIN INC Healthcare 83.0 $521.0 -34.0 -29.1% $6.28 +84.3%
575 RRC RANGE RES CORP Energy 12.0 $444.0 -788.0 -98.5% $37.00 +6.4%
576 FOUR SHIFT4 PMTS INC Technology 8.0 $394.0 -49.0 -86.0% $49.25 -9.9%
577 RUN SUNRUN INC Energy 25.0 $328.0 -334.0 -93.0% $13.12 -25.1%
578 EMBC EMBECTA CORP Healthcare 91.0 $306.0 -3.0 -3.2% $3.36 +52.6%
579 CRNC CERENCE INC Technology 10.0 $115.0 -571.0 -98.3% $11.50 -25.9%
580 SKYE BIOSCIENCE INC 52.0 $35.0 -27.0 -34.2% $0.67
Page 29 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%