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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 11 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PPG PPG INDS INC Basic Materials 151,470.0 $18.6M 0.05% -9K -5.8% $122.67 -7.5%
202 VXUS VANGUARD STAR FDS 218,124.0 $18.4M 0.05% +43K +24.7% $84.54 +3.9%
203 DIS DISNEY WALT CO Communication Services 191,083.0 $18.3M 0.05% -111K -36.7% $95.78 +8.1%
204 JCI JOHNSON CONTROLS INTERNATION Industrials 124,880.0 $18.1M 0.05% +19K +18.0% $144.86 +6.3%
205 SLV ISHARES SILVER TR Financial Services 337,243.0 $18.1M 0.05% -14K -4.0% $53.63 +11.1%
206 WFC WELLS FARGO & CO Financial Services 209,307.0 $18.0M 0.05% +17K +8.7% $85.98 +1.8%
207 LQD ISHARES TR 165,415.0 $17.9M 0.05% -6K -3.7% $108.47 -2.6%
208 VGK VANGUARD INTL EQUITY INDEX F 203,793.0 $17.9M 0.05% +2K +1.1% $87.81 +4.9%
209 SBUX STARBUCKS CORP Consumer Cyclical 170,573.0 $17.6M 0.05% +7K +4.4% $103.43 +4.3%
210 UNILEVER PLC 288,725.0 $17.6M 0.05% +73K +33.7% $60.92
211 CRH PLC 161,662.0 $17.0M 0.04% -127K -44.0% $105.17
212 NKE NIKE INC Consumer Cyclical 390,183.0 $16.8M 0.04% -122K -23.9% $43.15 -9.4%
213 GDX VANECK ETF TRUST 220,002.0 $16.5M 0.04% $75.09 +22.4%
214 URA GLOBAL X FDS 379,820.0 $16.4M 0.04% +8K +2.2% $43.14 +4.9%
215 DELL DELL TECHNOLOGIES INC Technology 38,158.0 $16.3M 0.04% +1K +3.4% $426.31 +12.6%
216 PFE PFIZER INC Healthcare 673,108.0 $16.1M 0.04% -4K -0.6% $23.91 +12.4%
217 RACE FERRARI N V Consumer Cyclical 42,858.0 $16.1M 0.04% +25K +139.4% $374.69 +11.3%
218 COHR COHERENT CORP Technology 42,873.0 $15.8M 0.04% +9K +26.0% $368.70 -4.7%
219 PLTR PALANTIR TECHNOLOGIES INC Technology 124,366.0 $15.7M 0.04% -3K -2.7% $125.89 +37.1%
220 CRM SALESFORCE INC Technology 95,374.0 $15.6M 0.04% -10K -9.1% $163.32 +16.9%
Page 11 of 121  ·  2,405 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%