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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 110 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 ENVX ENOVIX CORPORATION Industrials 200.0 $1K $5.84 -38.4%
2182 AIR AAR CORP Industrials 8.0 $1K +7.0 +700.0% $142.75 +7.7%
2183 MERC MERCER INTL INC Basic Materials 1,700.0 $1K -7K -80.2% $0.67 -27.5%
2184 RWR SPDR SERIES TRUST 10.0 $1K $113.40 +0.3%
2185 VCX FUNDRISE INNOVATION FD LLC Financial Services 13.0 $1K NEW $86.54 -52.6%
2186 TME TENCENT MUSIC ENTMT GROUP Communication Services 130.0 $1K $8.63 +2.8%
2187 CHAT TIDAL TRUST II 12.0 $1K NEW $93.50 +1.0%
2188 PBT PERMIAN BASIN RTY TR Energy 45.0 $1K $24.82 +32.6%
2189 MILN GLOBAL X FDS 25.0 $1K NEW $44.28 +3.4%
2190 EDESA BIOTECH INC 142.0 $1K $7.73
2191 PJT PJT PARTNERS INC Financial Services 7.0 $1K +2.0 +40.0% $155.86 +9.7%
2192 ENCORE ENERGY CORP 786.0 $1K $1.36
2193 GAME GAMESQUARE HLDGS INC Technology 2,877.0 $1K $0.37 +18.6%
2194 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 100.0 $1K $10.60 +3.8%
2195 JOB GEE GROUP INC Industrials 5,000.0 $1K $0.21 +12.2%
2196 ELBM ELECTRA BATTERY MATERIALS CO Basic Materials 1,833.0 $1K NEW $0.57 +0.3%
2197 VERSIGENT PLC 25.0 $1K NEW $41.84
2198 WHWK WHITEHAWK THERAPEUTICS INC Healthcare 232.0 $993.0 $4.28 +8.4%
2199 MSTU ETF OPPORTUNITIES TRUST 610.0 $988.0 NEW $1.62 +16.1%
2200 GSBD GOLDMAN SACHS BDC INC Financial Services 102.0 $988.0 $9.69 +1.0%
Page 110 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%