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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 111 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 KVYO KLAVIYO INC Technology 57.0 $933.0 NEW $16.37 +7.2%
2202 CRSR CORSAIR GAMING INC Technology 95.0 $898.0 $9.45 +29.5%
2203 BMI BADGER METER INC Technology 6.0 $878.0 -63.0 -91.3% $146.33 -12.1%
2204 ASIX ADVANSIX INC Basic Materials 44.0 $873.0 $19.84 -15.8%
2205 WLDN WILLDAN GROUP INC Industrials 11.0 $858.0 $78.00 +7.0%
2206 CNXT VANECK ETF TRUST 14.0 $851.0 NEW $60.79 -11.7%
2207 GTM ZOOMINFO TECHNOLOGIES INC Technology 300.0 $849.0 $2.83 +32.9%
2208 MVIS MICROVISION INC DEL Technology 2,033.0 $841.0 $0.41 +417.3%
2209 HGBL HERITAGE GLOBAL INC Financial Services 698.0 $839.0 $1.20 -2.7%
2210 JBLU JETBLUE AIRWAYS CORP Industrials 140.0 $829.0 $5.92 -11.5%
2211 SPRE TIDAL TRUST I 38.0 $803.0 $21.13 +1.5%
2212 GASS STEALTHGAS INC Industrials 100.0 $795.0 $7.95 +20.8%
2213 STAA STAAR SURGICAL CO Healthcare 28.0 $789.0 NEW $28.18 -14.5%
2214 XRX XEROX HOLDINGS CORP Technology 250.0 $776.0 $3.10 -5.0%
2215 DCO DUCOMMUN INC DEL Industrials 4.0 $760.0 +3.0 +300.0% $190.00 +8.0%
2216 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 215.0 $743.0 $3.46 +18.1%
2217 OCGN OCUGEN INC Healthcare 500.0 $741.0 NEW $1.48 -7.2%
2218 NPO ENPRO INC Industrials 2.0 $721.0 +1.0 +100.0% $360.50 -3.9%
2219 PK PARK HOTELS & RESORTS INC Real Estate 50.0 $710.0 $14.20 +5.6%
2220 ANY SPHERE 3D CORP NEW Technology 291.0 $708.0 NEW $2.43 -13.7%
Page 111 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%