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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 32 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 WHR WHIRLPOOL CORP Consumer Cyclical 40,137.0 $1.6M 0.00% -4K -9.3% $40.22 +0.6%
622 ALC ALCON AG Healthcare 24,160.0 $1.6M 0.00% -1K -4.5% $66.80 +9.2%
623 IYH ISHARES TR 23,911.0 $1.6M 0.00% -535.0 -2.2% $67.40 +8.3%
624 GOVT ISHARES TR 70,234.0 $1.6M 0.00% +32K +82.4% $22.79 -1.4%
625 DFTX DEFINIUM THERAPEUTICS INC Healthcare 36,694.0 $1.6M 0.00% +35K +1936.3% $43.39 +4.6%
626 NXE NEXGEN ENERGY LTD Energy 168,426.0 $1.6M 0.00% +9K +5.9% $9.45 +8.2%
627 MOS MOSAIC CO Basic Materials 74,682.0 $1.6M 0.00% +44K +141.7% $21.29 +9.7%
628 QQQM INVESCO EXCH TRADED FD TR II 5,323.0 $1.6M 0.00% +4K +395.2% $298.58 -1.9%
629 TXNM ENERGY INC 27,908.0 $1.6M 0.00% +4K +15.9% $56.72
630 QXO QXO INC Industrials 94,005.0 $1.6M 0.00% +31K +49.7% $16.55 -19.4%
631 WEC WEC ENERGY GROUP INC Utilities 13,287.0 $1.5M 0.00% -12K -46.5% $116.26 -6.7%
632 NGG NATIONAL GRID PLC Utilities 19,097.0 $1.5M 0.00% -1K -5.0% $80.19 +0.5%
633 FEDEX FGHT HLDG CO INC 9,815.0 $1.5M 0.00% NEW $155.84
634 EL LAUDER ESTEE COS INC Consumer Defensive 18,428.0 $1.5M 0.00% +15K +381.8% $82.46 +16.6%
635 BSJR INVESCO EXCH TRD SLF IDX FD 68,060.0 $1.5M 0.00% NEW $22.32 +0.4%
636 PCAR PACCAR INC Industrials 12,413.0 $1.5M 0.00% -179.0 -1.4% $121.27 +6.3%
637 SCHW SCHWAB CHARLES CORP Financial Services 15,634.0 $1.5M 0.00% -7K -32.1% $95.81 +14.6%
638 UPS UNITED PARCEL SVCS INC Industrials 13,464.0 $1.5M 0.00% -16K -54.0% $109.57 -6.4%
639 IWB ISHARES TR 3,600.0 $1.5M 0.00% $408.75 +2.2%
640 BBCA J P MORGAN EXCHANGE TRADED F 14,634.0 $1.5M 0.00% +4K +38.6% $99.40 +7.1%
Page 32 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%