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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 44 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 LAZ LAZARD INC Financial Services 12,809.0 $529K 0.00% -289.0 -2.2% $41.31 +6.9%
862 IYR ISHARES TR 5,106.0 $524K 0.00% $102.68 +2.0%
863 RITM RITHM CAPITAL CORP Real Estate 55,750.0 $521K 0.00% +54K +3496.8% $9.35 +9.0%
864 QBTS D-WAVE QUANTUM INC Technology 22,126.0 $520K 0.00% +5K +29.9% $23.52 -13.3%
865 CHIPMOS TECHNOLOGIES INC 7,977.0 $517K 0.00% NEW $64.81
866 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 6,109.0 $514K 0.00% -6K -48.6% $84.19 +19.9%
867 SON SONOCO PRODS CO Consumer Cyclical 9,003.0 $505K 0.00% +8K +1285.1% $56.15 +5.9%
868 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 107,586.0 $505K 0.00% NEW $4.69 +14.3%
869 JLL JONES LANG LASALLE INC Real Estate 1,578.0 $503K 0.00% -13.0 -0.8% $318.45 +21.6%
870 CQQQ INVESCO EXCH TRADED FD TR II 8,780.0 $500K 0.00% +2K +23.8% $56.98 -13.4%
871 MPWR MONOLITHIC PWR SYS INC Technology 373.0 $496K 0.00% +16.0 +4.5% $1330.98 -1.1%
872 SGDM SPROTT ETF TRUST 7,819.0 $493K 0.00% +2K +36.4% $63.05 +35.6%
873 XAR SPDR SERIES TRUST 1,725.0 $492K 0.00% +80.0 +4.9% $284.99 -4.3%
874 TFLR T ROWE PRICE EXCHANGE-TRADED 9,670.0 $486K 0.00% +7K +344.6% $50.27 +1.0%
875 ATI ATI INC Industrials 2,515.0 $483K 0.00% -5K -67.1% $192.04 +7.8%
876 IDMO INVESCO EXCH TRADED FD TR II 8,073.0 $483K 0.00% +4K +113.9% $59.81 +5.1%
877 QUBT QUANTUM COMPUTING INC Technology 50,996.0 $481K 0.00% $9.43 -5.4%
878 NATWEST GROUP PLC 26,688.0 $480K 0.00% $17.99
879 LAMR LAMAR ADVERTISING CO Real Estate 3,051.0 $478K 0.00% +3K +1120.4% $156.67 -3.8%
880 WSO WATSCO INC Industrials 1,170.0 $477K 0.00% -12.0 -1.0% $407.45 -23.4%
Page 44 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%