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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 35 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 VTV VANGUARD INDEX FDS 5,237.0 $1.1M 0.00% +2K +74.7% $217.43 +4.2%
682 OFG OFG BANCORP Financial Services 22,285.0 $1.1M 0.00% -625.0 -2.7% $50.16 +3.9%
683 HMY HARMONY GOLD MNG LTD Basic Materials 72,537.0 $1.1M 0.00% +4K +5.7% $15.16 +55.9%
684 IX ORIX CORP Financial Services 28,548.0 $1.1M 0.00% NEW $38.44 +0.3%
685 F FORD MTR CO Consumer Cyclical 79,930.0 $1.1M 0.00% +10K +14.6% $13.65 +6.1%
686 SKM SK TELECOM CO LTD Communication Services 33,821.0 $1.1M 0.00% +33K +5390.4% $31.88 +27.3%
687 HYS PIMCO ETF TR 11,566.0 $1.1M 0.00% +93.0 +0.8% $92.96 -0.1%
688 MCHP MICROCHIP TECHNOLOGY INC. Technology 12,111.0 $1.1M 0.00% -138.0 -1.1% $88.75 -14.2%
689 COM DIREXION SHARES ETF TRUST 32,768.0 $1.1M 0.00% +4K +12.4% $32.64 +6.5%
690 NVR NVR INC Consumer Cyclical 160.0 $1.1M 0.00% -2.0 -1.2% $6647.70 -4.0%
691 SPYM SPDR SERIES TRUST 12,075.0 $1.1M 0.00% +672.0 +5.9% $87.76 +2.7%
692 CART MAPLEBEAR INC Consumer Cyclical 23,592.0 $1.1M 0.00% +8K +51.1% $44.81 +11.6%
693 AX AXOS FINANCIAL INC Financial Services 10,650.0 $1.1M 0.00% -218.0 -2.0% $99.07 -2.6%
694 HDV ISHARES TR 38,460.0 $1.1M 0.00% +30K +352.9% $27.41 +8.8%
695 NVMI NOVA LTD Technology 2,093.0 $1.1M 0.00% +16.0 +0.8% $502.38 -25.1%
696 KINIKSA PHARMACEUTICALS INTL 16,691.0 $1.0M 0.00% +724.0 +4.5% $62.85
697 OMF ONEMAIN HLDGS INC Financial Services 17,265.0 $1.0M 0.00% -508.0 -2.9% $60.38 +4.8%
698 ROBO EXCHANGE TRADED CONCEPTS TRU 12,103.0 $1.0M 0.00% $85.46 -4.8%
699 MSM MSC INDL DIRECT INC Industrials 8,253.0 $1.0M 0.00% -202.0 -2.4% $123.16 -3.4%
700 SEDG SOLAREDGE TECHNOLOGIES INC Energy 18,035.0 $1.0M 0.00% $56.00 -44.8%
Page 35 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 38.2%
Technology 18.0%
Energy 11.0%
Industrials 6.8%
Basic Materials 5.9%
Consumer Cyclical 5.6%
Healthcare 4.3%
Communication Services 4.1%
Utilities 3.5%
Consumer Defensive 2.3%