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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 46 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 KDEF EXCHANGE LISTED FDS TR 10,875.0 $446K 0.00% +213.0 +2.0% $41.01 +0.3%
902 TTMI TTM TECHNOLOGIES INC Technology 2,455.0 $441K 0.00% +2K +4363.6% $179.70 -38.5%
903 MTB M & T BK CORP Financial Services 1,815.0 $439K 0.00% NEW $241.95 -0.7%
904 UUUU ENERGY FUELS INC Energy 30,503.0 $434K 0.00% $14.24 +6.3%
905 SCHD SCHWAB STRATEGIC TR 13,527.0 $431K 0.00% -20K -59.8% $31.85 +10.2%
906 VIAV VIAVI SOLUTIONS INC Technology 9,138.0 $431K 0.00% $47.11 -17.4%
907 FXE INVESCO CURRENCYSHARES EURO Financial Services 4,098.0 $430K 0.00% $104.93 +2.7%
908 STIP ISHARES TR 4,214.0 $426K 0.00% +4K +532.7% $101.14 -0.2%
909 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 8,930.0 $425K 0.00% -539.0 -5.7% $47.64 +17.1%
910 JKHY HENRY JACK & ASSOC INC Technology 2,975.0 $424K 0.00% +100.0 +3.5% $142.46 +16.7%
911 WCC WESCO INTL INC Industrials 1,310.0 $420K 0.00% -394.0 -23.1% $320.86 +8.8%
912 CCI CROWN CASTLE INC Real Estate 5,407.0 $414K 0.00% -45K -89.2% $76.54 -1.3%
913 ICOP ISHARES TR 8,476.0 $411K 0.00% -11K -55.8% $48.48 +22.4%
914 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 7,710.0 $409K 0.00% -2K -23.1% $53.02 +0.9%
915 EXEL EXELIXIS INC Healthcare 7,541.0 $407K 0.00% $54.02 +0.1%
916 RQI COHEN & STEERS QUALITY INCOM Financial Services 33,000.0 $407K 0.00% +1K +3.1% $12.32 +0.5%
917 CMPS COMPASS PATHWAYS PLC Healthcare 30,306.0 $402K 0.00% +30K +4292.2% $13.28 +0.4%
918 MILLROSE PPTYS INC 13,563.0 $402K 0.00% -13K -48.5% $29.66
919 J JACOBS SOLUTIONS INC Industrials 3,214.0 $401K 0.00% -669.0 -17.2% $124.77 +20.3%
920 WTRG ESSENTIAL UTILS INC Utilities 10,473.0 $398K 0.00% +421.0 +4.2% $38.03 +5.6%
Page 46 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%