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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 23 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 IUSG ISHARES TR 22,803.0 $4.3M 0.01% $187.35 +2.0%
442 PFM INVESCO EXCHANGE TRADED FD T 77,041.0 $4.3M 0.01% -6K -7.6% $55.35 +4.2%
443 NOA NORTH AMERN CONSTR GROUP LTD Energy 329,224.0 $4.3M 0.01% +4K +1.1% $12.92 +5.7%
444 IEF ISHARES TR 44,940.0 $4.2M 0.01% -8K -15.6% $94.08 -1.2%
445 IBAT ISHARES TR 95,034.0 $4.2M 0.01% NEW $44.42 -9.2%
446 DAL DELTA AIR LINES INC Industrials 45,161.0 $4.2M 0.01% +39K +646.6% $93.16 -8.0%
447 BNDX VANGUARD CHARLOTTE FDS 86,829.0 $4.2M 0.01% +4K +4.8% $48.26 -1.4%
448 IWF ISHARES TR 33,750.0 $4.2M 0.01% +26K +314.5% $122.98 +0.1%
449 AGG ISHARES TR 41,927.0 $4.1M 0.01% +2K +4.9% $98.49 -1.2%
450 NSC NORFOLK SOUTHN CORP Industrials 12,886.0 $4.1M 0.01% +994.0 +8.4% $319.00 +6.2%
451 SAP SAP SE Technology 24,917.0 $4.1M 0.01% -22K -46.9% $164.17 +28.2%
452 MPC MARATHON PETE CORP Energy 15,333.0 $4.1M 0.01% -1K -6.8% $264.91 +38.2%
453 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 16,092.0 $4.0M 0.01% +2K +15.8% $250.26 -3.1%
454 FSLR FIRST SOLAR INC Energy 17,102.0 $4.0M 0.01% $232.30 -5.3%
455 EQT EQT CORP Energy 75,267.0 $4.0M 0.01% +16K +27.9% $52.50 +1.2%
456 SHV ISHARES TR 35,849.0 $3.9M 0.01% +17K +94.8% $110.04 +0.2%
457 LULU LULULEMON ATHLETICA INC Consumer Cyclical 33,897.0 $3.9M 0.01% +14K +73.8% $116.37 +2.3%
458 SOLARIS RES INC 490,870.0 $3.9M 0.01% +32K +7.0% $7.99
459 OVV OVINTIV INC Energy 74,799.0 $3.9M 0.01% +50K +204.8% $52.11 +24.8%
460 THC TENET HEALTHCARE CORP Healthcare 20,379.0 $3.9M 0.01% -742.0 -3.5% $191.24 +41.3%
Page 23 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%