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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $16.1B AUM 2,042 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2042 New
Page 14 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VV VANGUARD INDEX FDS 18,429.0 $5.8M 0.04% NEW $314.74 +6.9%
262 IJR ISHARES TR 47,947.0 $5.8M 0.04% NEW $120.18 +22.7%
263 PERIMETER SOLUTIONS INC 209,129.0 $5.8M 0.04% NEW $27.52
264 DY DYCOM INDS INC Industrials 16,999.0 $5.7M 0.04% NEW $338.23 +44.4%
265 INGERSOLL RAND INC 72,075.0 $5.7M 0.04% NEW $79.21
266 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 99,227.0 $5.7M 0.04% NEW $57.49 +33.6%
267 VWOB VANGUARD WHITEHALL FDS 82,846.0 $5.6M 0.04% NEW $67.41 -0.3%
268 IEF ISHARES TR 57,732.0 $5.6M 0.04% NEW $96.16 -1.2%
269 JBL JABIL INC Technology 24,234.0 $5.5M 0.03% NEW $228.02 +57.3%
270 AIQ GLOBAL X FDS 106,655.0 $5.4M 0.03% NEW $50.85 +24.2%
271 VCIT VANGUARD SCOTTSDALE FDS 64,696.0 $5.4M 0.03% NEW $83.75 -1.0%
272 URTH ISHARES INC 28,841.0 $5.4M 0.03% NEW $185.66 +6.3%
273 SPXC SPX TECHNOLOGIES INC Industrials 26,506.0 $5.3M 0.03% NEW $200.04 +15.9%
274 REGN REGENERON PHARMACEUTICALS Healthcare 6,856.0 $5.3M 0.03% NEW $771.85 -18.0%
275 FSV FIRSTSERVICE CORP NEW Real Estate 33,741.0 $5.2M 0.03% NEW $154.82 -9.0%
276 TECHNIPFMC PLC 115,713.0 $5.2M 0.03% NEW $44.55
277 DON WISDOMTREE TR 100,025.0 $5.2M 0.03% NEW $51.53 +10.2%
278 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 325,033.0 $5.2M 0.03% NEW $15.85 +27.2%
279 PFM INVESCO EXCHANGE TRADED FD T 99,659.0 $5.1M 0.03% NEW $51.47 +7.3%
280 VRSK VERISK ANALYTICS INC Industrials 22,543.0 $5.0M 0.03% NEW $223.68 -18.6%
Page 14 of 103  ·  2,042 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 36.5%
Technology 15.7%
Energy 9.8%
Consumer Cyclical 6.8%
Communication Services 6.8%
Industrials 6.6%
Basic Materials 5.9%
Healthcare 4.4%
Utilities 4.1%
Consumer Defensive 3.1%