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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 39 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 HEICO CORP NEW 2,912.0 $761K 0.00% +270.0 +10.2% $261.36
762 XLP SELECT SECTOR SPDR TR 9,118.0 $760K 0.00% +149.0 +1.7% $83.31 +3.2%
763 NOK NOKIA CORP Technology 58,872.0 $760K 0.00% -47K -44.1% $12.90 -20.9%
764 BKLN INVESCO EXCH TRADED FD TR II 37,280.0 $759K 0.00% -10K -21.3% $20.36 +1.2%
765 TRMD TORM PLC Energy 28,852.0 $757K 0.00% +8K +37.3% $26.25 +21.1%
766 ESGV VANGUARD WORLD FD 5,710.0 $756K 0.00% +422.0 +8.0% $132.41 +2.5%
767 SMG SCOTTS MIRACLE-GRO CO Basic Materials 10,994.0 $754K 0.00% +4K +61.3% $68.57 -11.0%
768 RKLB ROCKET LAB CORP Industrials 7,511.0 $751K 0.00% +974.0 +14.9% $100.01 -27.4%
769 ELAN ELANCO ANIMAL HEALTH INC Healthcare 30,882.0 $744K 0.00% -9K -22.7% $24.08 -0.5%
770 NRG NRG ENERGY INC Utilities 5,281.0 $744K 0.00% -2K -28.6% $140.80 -19.7%
771 WEN WENDYS CO Consumer Cyclical 82,939.0 $741K 0.00% +38K +82.8% $8.94 +0.8%
772 NYT NEW YORK TIMES CO MTN BE Communication Services 10,267.0 $737K 0.00% +2K +25.6% $71.82 -8.5%
773 BCI ABRDN ETFS 32,921.0 $732K 0.00% $22.23 +14.6%
774 BLOCK INC 9,478.0 $732K 0.00% +471.0 +5.2% $77.19
775 CF CF INDUSTRIES HOLD Basic Materials 6,756.0 $731K 0.00% +2K +35.1% $108.17 +19.9%
776 TEAM ATLASSIAN CORPORATION Technology 8,728.0 $726K 0.00% +9K +10000.0% $83.16 +106.6%
777 Q QNITY ELECTRONICS INC Technology 4,726.0 $725K 0.00% -623.0 -11.7% $153.44 -16.0%
778 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,529.0 $722K 0.00% +934.0 +157.0% $472.43 +13.0%
779 PFF ISHARES TR 23,528.0 $717K 0.00% +5K +26.0% $30.47 -0.0%
780 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,727.0 $716K 0.00% -657.0 -27.6% $414.78 -7.5%
Page 39 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%