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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 17 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AIG AMERICAN INTL GROUP INC Financial Services 100,050.0 $7.7M 0.02% +21K +27.0% $76.67 -0.6%
322 FLR FLUOR CORP Industrials 150,472.0 $7.6M 0.02% -18K -10.7% $50.40 +6.9%
323 BSX BOSTON SCIENTIFIC CORP Healthcare 176,096.0 $7.6M 0.02% -122K -41.0% $43.07 +18.7%
324 VGSH VANGUARD SCOTTSDALE FDS 130,690.0 $7.6M 0.02% -14K -9.6% $58.01 +0.2%
325 TECHNIPFMC PLC 115,519.0 $7.5M 0.02% $65.09
326 SHW SHERWIN WILLIAMS CO Basic Materials 21,661.0 $7.5M 0.02% +4K +20.6% $346.09 +1.1%
327 WST WEST PHARMACEUTICAL SVSC INC Healthcare 20,534.0 $7.5M 0.02% -1K -6.5% $364.99 -5.3%
328 XLF SELECT SECTOR SPDR TR 136,357.0 $7.5M 0.02% -13K -8.7% $54.78 +5.5%
329 AZO AUTOZONE INC Consumer Cyclical 2,319.0 $7.5M 0.02% +1K +123.4% $3220.87 -3.2%
330 CRS CARPENTER TECHNOLOGY CORP Industrials 12,237.0 $7.5M 0.02% +11K +1235.9% $609.91 -14.0%
331 NOC NORTHROP GRUMMAN CORP Industrials 14,306.0 $7.4M 0.02% +6K +82.4% $520.08 +13.9%
332 CEF SPROTT ASSET MANAGEMENT LP Financial Services 183,699.0 $7.4M 0.02% +12K +7.3% $40.17 +9.6%
333 PERIMETER SOLUTIONS INC 212,345.0 $7.4M 0.02% +152K +250.5% $34.64
334 DGRO ISHARES TR 96,188.0 $7.3M 0.02% $76.18 +4.6%
335 DSGX DESCARTES SYS GROUP INC Technology 102,510.0 $7.3M 0.02% +9K +10.0% $71.01 +6.8%
336 AIQ GLOBAL X FDS 114,299.0 $7.3M 0.02% +14K +14.5% $63.61 -1.3%
337 URI UNITED RENTALS INC Industrials 6,432.0 $7.2M 0.02% -4K -39.8% $1112.09 +1.7%
338 SPACE EXPLORATION TECHN CORP 45,101.0 $7.1M 0.02% NEW $157.76
339 SPXC SPX TECHNOLOGIES INC Industrials 30,323.0 $7.0M 0.02% +4K +13.7% $231.85 -8.9%
340 VCIT VANGUARD SCOTTSDALE FDS 85,077.0 $7.0M 0.02% +2K +2.2% $82.18 -1.4%
Page 17 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%