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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 18 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EW EDWARDS LIFESCIENCES CORP Healthcare 75,765.0 $7.0M 0.02% -5K -6.1% $92.01 -1.1%
342 GEN GEN DIGITAL INC Technology 266,947.0 $7.0M 0.02% -115K -30.1% $26.11 +5.9%
343 OR OR ROYALTIES INC. Basic Materials 221,068.0 $7.0M 0.02% -2K -1.0% $31.46 +2.7%
344 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 362,737.0 $6.9M 0.02% +20K +5.9% $18.92 +9.4%
345 IWN ISHARES TR 30,804.0 $6.8M 0.02% -1K -4.5% $221.78 +1.2%
346 BIL SPDR SERIES TRUST 78,907.0 $6.8M 0.02% -15K -16.4% $86.56 +5.8%
347 VRTX VERTEX PHARMACEUTICALS INC Healthcare 13,646.0 $6.8M 0.02% -128.0 -0.9% $498.47 +6.0%
348 RMD RESMED INC Healthcare 33,441.0 $6.7M 0.02% -2K -5.8% $201.10 +9.4%
349 VLO VALERO ENERGY CORP Energy 24,571.0 $6.6M 0.02% -23K -47.8% $269.44 +29.9%
350 SPMO INVESCO EXCH TRADED FD TR II 42,322.0 $6.6M 0.02% +6K +17.6% $155.29 -2.8%
351 SPG SIMON PPTY GROUP INC NEW Real Estate 29,031.0 $6.5M 0.02% +24K +502.8% $223.03 -1.1%
352 COPX GLOBAL X FDS 85,710.0 $6.5M 0.02% +2K +2.9% $75.39 +13.5%
353 ACN ACCENTURE PLC IRELAND Technology 49,120.0 $6.4M 0.02% +397.0 +0.8% $131.13 +31.9%
354 USIG ISHARES TR 126,130.0 $6.4M 0.02% +7K +6.2% $51.00 -1.6%
355 BKNG BOOKING HOLDINGS INC Consumer Cyclical 35,002.0 $6.4M 0.02% +30K +666.6% $182.69 +14.0%
356 MLM MARTIN MARIETTA MATLS INC Basic Materials 10,981.0 $6.4M 0.02% +244.0 +2.3% $579.54 -9.8%
357 CIEN CIENA CORP Technology 13,733.0 $6.4M 0.02% -252.0 -1.8% $463.02 -12.4%
358 RS RELIANCE INC Basic Materials 16,980.0 $6.3M 0.02% -95.0 -0.6% $372.63 +13.1%
359 GM GENERAL MTRS CO Consumer Cyclical 83,499.0 $6.3M 0.02% -69K -45.1% $75.60 +10.7%
360 ARM ARM HOLDINGS PLC Technology 18,674.0 $6.3M 0.02% +102.0 +0.6% $337.85 -25.0%
Page 18 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%