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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 13 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ENERFLEX LTD 558,010.0 $13.2M 0.04% +239K +74.7% $23.60
242 EFA ISHARES TR 127,379.0 $13.1M 0.04% +6K +4.7% $103.08 +4.4%
243 CPRT COPART INC Industrials 456,184.0 $13.1M 0.04% +317K +228.7% $28.77 +12.4%
244 EMR EMERSON ELEC CO Industrials 91,819.0 $12.8M 0.03% +6K +7.1% $139.55 +13.9%
245 JIVE J P MORGAN EXCHANGE TRADED F 139,660.0 $12.7M 0.03% +37K +36.4% $91.21 +6.3%
246 DOX AMDOCS LTD Technology 247,521.0 $12.7M 0.03% +31K +14.1% $51.23 +12.9%
247 AHR AMERICAN HEALTHCARE REIT INC Real Estate 232,553.0 $12.5M 0.03% +33K +16.4% $53.67 +2.8%
248 MTZ MASTEC INC Industrials 31,516.0 $12.3M 0.03% -1K -3.5% $390.94 -25.1%
249 AMT AMERICAN TOWER CORP Real Estate 73,822.0 $12.3M 0.03% -711.0 -0.9% $166.17 +4.8%
250 EFV ISHARES TR 160,087.0 $12.3M 0.03% +59K +57.8% $76.56 +6.5%
251 EXPE EXPEDIA GROUP INC Consumer Cyclical 46,016.0 $12.2M 0.03% +3K +7.8% $264.55 +23.1%
252 ING ING GROEP N.V. Financial Services 385,973.0 $12.2M 0.03% -44K -10.2% $31.50 +12.7%
253 DHR DANAHER CORP DEL Healthcare 62,015.0 $12.0M 0.03% -7K -9.7% $193.82 +3.9%
254 HSBC HSBC HLDGS PLC Financial Services 125,095.0 $12.0M 0.03% +103K +476.1% $95.92 +7.9%
255 ITA ISHARES TR 48,878.0 $11.9M 0.03% -45K -48.1% $243.66 +2.8%
256 FBT FIRST TR EXCHANGE-TRADED FD 47,342.0 $11.8M 0.03% +6K +15.2% $249.17 +4.8%
257 FORTINET INC 74,138.0 $11.8M 0.03% -22K -22.6% $159.02
258 AAXJ ISHARES TR 98,508.0 $11.4M 0.03% +97K +6467.2% $116.03 -1.8%
259 VRSK VERISK ANALYTICS INC Industrials 61,114.0 $11.2M 0.03% +6K +10.5% $183.82 -1.6%
260 PM PHILIP MORRIS INTL INC Consumer Defensive 63,181.0 $11.2M 0.03% +26K +72.2% $177.73 +5.2%
Page 13 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%