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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 21 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FIX COMFORT SYS USA INC Industrials 2,787.0 $5.2M 0.01% -75.0 -2.6% $1866.47 -6.9%
402 CTAS CINTAS CORP Industrials 29,734.0 $5.2M 0.01% +16K +115.5% $174.21 +14.5%
403 HYG ISHARES TR 64,808.0 $5.2M 0.01% +2K +3.9% $79.63 -0.1%
404 MSI MOTOROLA SOLUTIONS INC Technology 12,278.0 $5.1M 0.01% -10K -44.4% $419.12 +12.0%
405 EMEQ NOMURA ETF TR 72,925.0 $5.1M 0.01% NEW $69.65 -9.4%
406 EQIX EQUINIX INC Real Estate 5,001.0 $5.1M 0.01% -52.0 -1.0% $1014.11 +7.0%
407 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 60,733.0 $5.0M 0.01% -6K -9.0% $82.96 -27.6%
408 SNOW SNOWFLAKE INC Technology 19,282.0 $5.0M 0.01% +7K +61.4% $261.07 +24.6%
409 KHC KRAFT HEINZ CO Consumer Defensive 199,994.0 $5.0M 0.01% +16K +8.8% $25.03 -0.8%
410 BIV VANGUARD BD INDEX FDS 65,108.0 $5.0M 0.01% +2K +4.0% $76.30 -1.1%
411 VOE VANGUARD INDEX FDS 24,877.0 $4.9M 0.01% +1K +5.2% $198.27 +5.4%
412 XLC SELECT SECTOR SPDR TR 44,726.0 $4.9M 0.01% +3K +6.2% $109.72 +0.7%
413 EOG EOG RES INC Energy 37,999.0 $4.9M 0.01% -1K -3.7% $128.63 +15.6%
414 KWEB KRANESHARES TRUST 194,351.0 $4.9M 0.01% +29K +17.4% $25.10 +6.7%
415 SDY SPDR SERIES TRUST 31,779.0 $4.9M 0.01% -56K -63.6% $153.07 +3.0%
416 FLTW FRANKLIN TEMPLETON ETF TR 47,432.0 $4.8M 0.01% NEW $102.19 -2.3%
417 HUM HUMANA INC Healthcare 11,819.0 $4.8M 0.01% $409.72 -6.8%
418 EIRL ISHARES TR 61,176.0 $4.8M 0.01% +3K +6.1% $78.62 +5.1%
419 ROST ROSS STORES INC Consumer Cyclical 22,679.0 $4.8M 0.01% +713.0 +3.2% $212.04 +11.5%
420 EWS ISHARES INC 160,224.0 $4.8M 0.01% +9K +6.0% $29.73 +12.6%
Page 21 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%