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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 43 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,531.0 $582K 0.00% -6K -68.9% $229.81 -20.3%
842 QQQE DIREXION SHARES ETF TRUST 4,800.0 $581K 0.00% $121.10 +1.4%
843 BEONE MEDICINES LTD 1,975.0 $573K 0.00% -57.0 -2.8% $290.29
844 NVGS NAVIGATOR HLDGS LTD Energy 30,779.0 $572K 0.00% +7K +30.4% $18.59 +19.1%
845 BP BP PLC Energy 15,689.0 $567K 0.00% +7K +76.2% $36.14 +23.9%
846 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,860.0 $566K 0.00% +286.0 +18.2% $304.34 +12.3%
847 WDAY WORKDAY INC Technology 4,342.0 $566K 0.00% -9K -68.3% $130.30 +53.5%
848 VO VANGUARD INDEX FDS 6,877.0 $553K 0.00% +4K +106.2% $80.46 +3.1%
849 CARG CARGURUS INC Consumer Cyclical 15,718.0 $552K 0.00% -4K -21.6% $35.12 +4.9%
850 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,825.0 $551K 0.00% -146.0 -7.4% $301.73 -21.7%
851 MAT MATTEL INC Consumer Cyclical 39,837.0 $548K 0.00% +4K +10.5% $13.75 +5.5%
852 VDE VANGUARD WORLD FD 3,650.0 $545K 0.00% $149.33 +20.3%
853 O REALTY INCOME CORP Real Estate 8,797.0 $544K 0.00% +225.0 +2.6% $61.83 +1.3%
854 PPL PPL CORP Utilities 15,183.0 $541K 0.00% -13K -46.2% $35.63 -3.5%
855 EA ELECTRONIC ARTS INC Communication Services 2,659.0 $540K 0.00% +527.0 +24.7% $203.06 +3.3%
856 DOW DOW HLDGS INC Basic Materials 19,981.0 $540K 0.00% -59K -74.7% $27.02 +19.7%
857 DDOG DATADOG INC Technology 2,072.0 $538K 0.00% +390.0 +23.2% $259.44 -9.2%
858 BBY BEST BUY INC Consumer Cyclical 6,959.0 $537K 0.00% $77.22 +11.2%
859 NI NISOURCE INC Utilities 11,420.0 $535K 0.00% +2K +18.4% $46.88 -13.3%
860 EUPRAXIA PHARMACEUTICALS INC 79,607.0 $535K 0.00% -2K -2.6% $6.72
Page 43 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%