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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 36 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 MTN VAIL RESORTS INC Consumer Cyclical 7,377.0 $1.0M 0.00% -4K -35.4% $136.36 +12.1%
702 TFC TRUIST FINL CORP Financial Services 19,739.0 $1.0M 0.00% +2K +9.6% $50.91 -1.0%
703 CGIE CAPITAL GROUP INTERNATIONAL 27,473.0 $998K 0.00% +2K +6.3% $36.32 +4.7%
704 CVNA CARVANA CO Consumer Cyclical 14,697.0 $998K 0.00% +12K +467.0% $67.87 +3.0%
705 MLI MUELLER INDS INC Industrials 17,324.0 $995K 0.00% +367.0 +2.2% $57.44 +10.1%
706 GH GUARDANT HEALTH INC Healthcare 5,797.0 $990K 0.00% +900.0 +18.4% $170.82 -0.1%
707 IYY ISHARES TR 5,421.0 $986K 0.00% $181.85 +2.7%
708 HAS HASBRO INC Consumer Cyclical 12,096.0 $986K 0.00% -618.0 -4.9% $81.49 +14.8%
709 SAN BANCO SANTANDER SA Financial Services 71,212.0 $985K 0.00% +27K +61.9% $13.83 +5.5%
710 LIBERTY MEDIA CORP DEL 6,985.0 $980K 0.00% -7K -49.3% $140.24
711 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 16,491.0 $978K 0.00% +15K +822.3% $59.33 +21.7%
712 FLGV FRANKLIN TEMPLETON ETF TR 48,500.0 $978K 0.00% $20.17 -1.1%
713 DEO DIAGEO PLC Consumer Defensive 12,311.0 $969K 0.00% -11K -48.3% $78.71 +20.2%
714 VFMV VANGUARD WELLINGTON FD 6,827.0 $951K 0.00% -195.0 -2.8% $139.37 +4.6%
715 RGTI RIGETTI COMPUTING INC Technology 50,850.0 $951K 0.00% +2K +3.6% $18.69 -4.2%
716 TWLO TWILIO INC Communication Services 4,528.0 $948K 0.00% -2K -29.8% $209.47 +7.6%
717 SII SPROTT INC Financial Services 8,405.0 $947K 0.00% -2K -20.7% $112.72 +17.4%
718 ITOT ISHARES TR 5,776.0 $947K 0.00% $163.98 +2.4%
719 MSCI MSCI INC Financial Services 1,624.0 $945K 0.00% +872.0 +116.0% $582.17 -3.2%
720 IBDT ISHARES TR 37,604.0 $945K 0.00% -25K -40.1% $25.14 +0.2%
Page 36 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%