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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 15 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ENVA ENOVA INTL INC Financial Services 40,478.0 $9.8M 0.03% +8K +23.2% $242.17 +9.2%
282 OMC OMNICOM GROUP INC Communication Services 127,880.0 $9.7M 0.03% -95K -42.5% $76.14 +14.4%
283 WAT WATERS CORP Healthcare 25,732.0 $9.7M 0.03% $378.10 +6.6%
284 SHEL SHELL PLC Energy 126,557.0 $9.7M 0.03% +10K +8.1% $76.57 +20.1%
285 DY DYCOM INDS INC Industrials 20,549.0 $9.7M 0.03% +880.0 +4.5% $470.79 -10.9%
286 EEM ISHARES TR 144,741.0 $9.6M 0.03% +102K +242.4% $66.52 -1.7%
287 TMUS T-MOBILE US INC Communication Services 55,588.0 $9.6M 0.03% -2K -3.9% $173.15 +5.7%
288 BND VANGUARD BD INDEX FDS 131,195.0 $9.6M 0.03% +1K +0.9% $73.05 -1.2%
289 SONY SONY GROUP CORP Technology 471,304.0 $9.5M 0.03% +45K +10.6% $20.22 +15.8%
290 FSV FIRSTSERVICE CORP NEW Real Estate 66,437.0 $9.5M 0.03% +8K +13.8% $143.27 -0.6%
291 EME EMCOR GROUP INC Industrials 11,832.0 $9.5M 0.03% +474.0 +4.2% $804.32 +2.5%
292 IJH ISHARES TR 124,356.0 $9.5M 0.03% -4K -3.1% $76.46 +1.5%
293 AVDV AMERICAN CENTY ETF TR 91,314.0 $9.5M 0.03% +2K +1.9% $103.70 +5.9%
294 CAH CARDINAL HEALTH INC Healthcare 39,592.0 $9.4M 0.03% -866.0 -2.1% $238.03 -0.5%
295 SCHY SCHWAB STRATEGIC TR 316,645.0 $9.4M 0.03% NEW $29.75 +11.2%
296 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 22,598.0 $9.4M 0.03% -13K -36.8% $416.10 -4.5%
297 RIO RIO TINTO PLC Basic Materials 100,630.0 $9.4M 0.03% +30K +43.2% $93.44 +3.2%
298 UBS UBS GROUP AG Financial Services 187,902.0 $9.4M 0.03% +34K +21.8% $49.77 +6.4%
299 NOW SERVICENOW INC Technology 87,545.0 $9.3M 0.02% -6K -6.4% $105.79 +13.4%
300 MCO MOODYS CORP Financial Services 19,739.0 $9.2M 0.02% -3K -14.2% $468.00 +3.9%
Page 15 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%