BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 42 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 HRL HORMEL FOODS CORP Consumer Defensive 24,703.0 $615K 0.00% +3K +12.2% $24.88 -4.0%
822 NET CLOUDFLARE INC Technology 2,494.0 $614K 0.00% +469.0 +23.2% $246.33 +19.0%
823 CRCL CIRCLE INTERNET GROUP INC Financial Services 9,870.0 $613K 0.00% $62.14 +41.6%
824 DOO BRP INC Consumer Cyclical 10,420.0 $612K 0.00% -349.0 -3.2% $58.75 +15.8%
825 IYC ISHARES TR 6,009.0 $610K 0.00% +2K +66.1% $101.50 +1.2%
826 GDXJ VANECK ETF TRUST 6,189.0 $607K 0.00% +2K +44.8% $98.05 +35.2%
827 PNW PINNACLE WEST CAP CORP Utilities 5,706.0 $607K 0.00% +1K +23.1% $106.30 -8.4%
828 DRD DRDGOLD LIMITED Basic Materials 28,563.0 $603K 0.00% +4K +14.7% $21.10 +45.5%
829 VICI VICI PPTYS INC Real Estate 22,888.0 $601K 0.00% -338.0 -1.5% $26.27 +0.9%
830 KMX CARMAX INC Consumer Cyclical 11,532.0 $597K 0.00% -12K -50.5% $51.81 +19.9%
831 RIG TRANSOCEAN LTD Energy 121,811.0 $592K 0.00% +7K +6.1% $4.86 +21.8%
832 IONQ IONQ INC Technology 11,498.0 $591K 0.00% +1K +10.6% $51.43 -12.8%
833 SCHF SCHWAB STRATEGIC TR 21,658.0 $591K 0.00% $27.30 +4.2%
834 SMTC SEMTECH CORP Technology 4,011.0 $590K 0.00% +2K +66.0% $147.07 -15.6%
835 AIRR FIRST TR EXCHANGE TRADED FD 4,555.0 $589K 0.00% NEW $129.24 -10.8%
836 SE SEA LTD Consumer Cyclical 5,747.0 $588K 0.00% -2K -22.1% $102.36 +14.8%
837 HAFN HAFNIA LTD Industrials 89,597.0 $588K 0.00% +8K +9.5% $6.56 +24.4%
838 PULS PGIM ETF TR 11,776.0 $584K 0.00% +12K +4766.1% $49.61 +0.1%
839 SDVY FIRST TR EXCHANGE TRADED FD 13,532.0 $584K 0.00% -178.0 -1.3% $43.17 +1.6%
840 OCEANAGOLD CORP 23,331.0 $584K 0.00% NEW $25.02
Page 42 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%