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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 37 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SFBS SERVISFIRST BANCSHARES INC Financial Services 10,621.0 $944K 0.00% -210.0 -1.9% $88.92 -51.3%
722 CARNIVAL CORP LTD 32,849.0 $937K 0.00% NEW $28.53
723 GPC GENUINE PARTS CO Consumer Cyclical 7,952.0 $934K 0.00% +3K +60.7% $117.43 +14.1%
724 PROF PROFOUND MED CORP Healthcare 138,110.0 $934K 0.00% -5K -3.5% $6.76 +0.5%
725 FERROVIAL NV 13,847.0 $931K 0.00% -2K -12.8% $67.26
726 TTD THE TRADE DESK INC Technology 48,692.0 $930K 0.00% +3K +6.1% $19.09 -31.1%
727 PDS PRECISION DRILLING CORP Energy 12,341.0 $929K 0.00% +2K +21.2% $75.28 +21.8%
728 IBDU ISHARES TR 40,266.0 $929K 0.00% $23.06 -0.0%
729 SLJY AMPLIFY ETF TR 33,752.0 $928K 0.00% NEW $27.50 +18.3%
730 EIS ISHARES INC 7,637.0 $921K 0.00% +2K +29.6% $120.65 +1.7%
731 ESLT ELBIT SYS LTD Industrials 1,210.0 $919K 0.00% +185.0 +18.1% $759.27 -2.4%
732 EMBOTELLADORA ANDINA S A 31,868.0 $918K 0.00% +1K +4.9% $28.80
733 UAL UNITED AIRLS HLDGS INC Industrials 6,758.0 $914K 0.00% -83.0 -1.2% $135.21 -16.3%
734 FQAL FIDELITY COVINGTON TRUST 11,236.0 $913K 0.00% +262.0 +2.4% $81.26 +4.1%
735 IDU ISHARES TR 8,055.0 $911K 0.00% +5K +155.1% $113.14 -3.7%
736 BTG B2GOLD CORP Basic Materials 236,669.0 $903K 0.00% -20K -7.8% $3.82 +44.7%
737 DFUS DIMENSIONAL ETF TRUST 10,974.0 $895K 0.00% -3K -19.5% $81.59 +2.5%
738 IRM IRON MTN INC DEL Real Estate 9,519.0 $894K 0.00% -1K -10.3% $93.90 +29.9%
739 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 42,807.0 $886K 0.00% +5K +11.9% $20.70 -16.7%
740 ACGL ARCH CAP GROUP LTD Financial Services 8,747.0 $862K 0.00% -80.0 -0.9% $98.58 +0.8%
Page 37 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%