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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 5 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PSX PHILLIPS 66 Energy 59,533.0 $10.4M 0.03% -558.0 -0.9% $174.57 +37.8%
82 CI THE CIGNA GROUP Healthcare 37,274.0 $10.3M 0.03% -375.0 -1.0% $277.03 -0.6%
83 BOYD GROUP SERVICES INC 104,698.0 $9.9M 0.03% -2K -1.8% $94.43
84 OMC OMNICOM GROUP INC Communication Services 127,880.0 $9.7M 0.03% -95K -42.5% $76.14 +12.2%
85 TMUS T-MOBILE US INC Communication Services 55,588.0 $9.6M 0.03% -2K -3.9% $173.15 +4.0%
86 IJH ISHARES TR 124,356.0 $9.5M 0.03% -4K -3.1% $76.46 +2.6%
87 CAH CARDINAL HEALTH INC Healthcare 39,592.0 $9.4M 0.03% -866.0 -2.1% $238.03 -1.0%
88 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 22,598.0 $9.4M 0.03% -13K -36.8% $416.10 -6.2%
89 NOW SERVICENOW INC Technology 87,545.0 $9.3M 0.02% -6K -6.4% $105.79 +11.3%
90 MCO MOODYS CORP Financial Services 19,739.0 $9.2M 0.02% -3K -14.2% $468.00 +2.0%
91 SNY SANOFI SA Healthcare 219,429.0 $9.1M 0.02% -21K -8.9% $41.65 +6.6%
92 LYG LLOYDS BANKING GROUP PLC Financial Services 1,494,395.0 $8.8M 0.02% -266K -15.1% $5.91 +4.0%
93 CMCSA COMCAST CORP NEW Communication Services 360,860.0 $8.6M 0.02% -209K -36.6% $23.74 +7.7%
94 CME CME GROUP INC Financial Services 36,144.0 $8.4M 0.02% -269.0 -0.7% $231.11 +15.9%
95 JBL JABIL INC Technology 22,029.0 $8.3M 0.02% -1K -5.6% $375.67 -1.5%
96 LMT LOCKHEED MARTIN CORP Industrials 15,743.0 $8.2M 0.02% -5K -25.2% $521.64 +13.8%
97 ADBE ADOBE INC Technology 37,518.0 $7.9M 0.02% -16K -29.9% $210.96 +20.4%
98 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 102,158.0 $7.8M 0.02% -26K -20.1% $76.67 +6.0%
99 XOP SPDR SERIES TRUST 50,309.0 $7.7M 0.02% -3K -5.1% $153.41 +19.5%
100 FLR FLUOR CORP Industrials 150,472.0 $7.6M 0.02% -18K -10.7% $50.40 +8.6%
Page 5 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%