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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $16.1B AUM 2,042 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2042 New
Page 46 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 HOG HARLEY DAVIDSON INC Consumer Cyclical 9,215.0 $189K 0.00% NEW $20.49 +22.9%
902 RL RALPH LAUREN CORP Consumer Cyclical 533.0 $188K 0.00% NEW $353.61 +16.3%
903 VONE VANGUARD SCOTTSDALE FDS 609.0 $188K 0.00% NEW $308.92 +7.1%
904 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,005.0 $187K 0.00% NEW $186.41 -92.1%
905 Q QNITY ELECTRONICS INC Technology 2,286.0 $187K 0.00% NEW $81.65 +93.8%
906 FXE INVESCO CURRENCYSHARES EURO Financial Services 1,720.0 $186K 0.00% NEW $108.42 -3.1%
907 DRS LEONARDO DRS INC Industrials 5,459.0 $186K 0.00% NEW $34.08 +24.6%
908 IXUS ISHARES TR 2,194.0 $186K 0.00% NEW $84.62 +11.4%
909 COKE COCA COLA CONS INC Consumer Defensive 1,200.0 $184K 0.00% NEW $153.27 +22.7%
910 JNK SPDR SERIES TRUST 1,891.0 $184K 0.00% NEW $97.19 -1.0%
911 AFL AFLAC INC Financial Services 1,650.0 $182K 0.00% NEW $110.27 +9.0%
912 VMD VIEMED HEALTHCARE INC Healthcare 24,465.0 $182K 0.00% NEW $7.43 +56.5%
913 GLPI GAMING & LEISURE PPTYS INC Real Estate 4,000.0 $179K 0.00% NEW $44.68 +2.7%
914 TTD THE TRADE DESK INC Technology 4,678.0 $178K 0.00% NEW $37.95 -51.6%
915 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 2,130.0 $177K 0.00% NEW $82.99 -51.8%
916 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,954.0 $176K 0.00% NEW $90.03 -1.3%
917 KBE SPDR SERIES TRUST 2,889.0 $175K 0.00% NEW $60.67 +12.8%
918 NGG NATIONAL GRID PLC Utilities 2,262.0 $175K 0.00% NEW $77.34 +7.3%
919 TCHP T ROWE PRICE ETF INC 3,541.0 $175K 0.00% NEW $49.33 -2.1%
920 UHS UNIVERSAL HLTH SVCS INC Healthcare 800.0 $174K 0.00% NEW $217.94 -33.2%
Page 46 of 103  ·  2,042 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 36.5%
Technology 15.7%
Energy 9.8%
Consumer Cyclical 6.8%
Communication Services 6.8%
Industrials 6.6%
Basic Materials 5.9%
Healthcare 4.4%
Utilities 4.1%
Consumer Defensive 3.1%