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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 47 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 BAYTEX ENERGY CORP 101,108.0 $395K 0.00% -144K -58.8% $3.90
922 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,174.0 $394K 0.00% +2K +2188.4% $181.28 +2.7%
923 NNN NNN REIT INC Real Estate 8,403.0 $391K 0.00% $46.57 -1.6%
924 QQQJ INVESCO EXCH TRADED FD TR II 8,556.0 $389K 0.00% -194.0 -2.2% $45.47 +1.2%
925 SPAB SPDR SERIES TRUST 15,200.0 $386K 0.00% $25.38 -1.1%
926 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 15,396.0 $385K 0.00% $24.98 +16.2%
927 WBD WARNER BROS DISCOVERY INC Communication Services 14,328.0 $384K 0.00% $26.79 +6.6%
928 HIMX HIMAX TECHNOLOGIES INC Technology 26,960.0 $384K 0.00% +20K +274.9% $14.23 -3.1%
929 INSTALLED BLDG PRODS INC 1,689.0 $379K 0.00% -53K -96.9% $224.24
930 FLAGSTAR BANK NATIONAL ASSOC 25,275.0 $379K 0.00% -1K -4.6% $14.98
931 AVUV AMERICAN CENTY ETF TR 3,042.0 $378K 0.00% +400.0 +15.1% $124.41 +1.6%
932 CELH CELSIUS HLDGS INC Consumer Defensive 11,876.0 $378K 0.00% +3K +33.3% $31.86 +4.7%
933 EWBC EAST WEST BANCORP INC Financial Services 2,888.0 $378K 0.00% +1K +65.1% $130.75 -0.6%
934 HEI HEICO CORP NEW Industrials 1,049.0 $377K 0.00% -2K -66.7% $359.78 -1.3%
935 IDLV INVESCO EXCH TRADED FD TR II 11,022.0 $377K 0.00% $34.24 +5.6%
936 YUM YUM BRANDS INC Consumer Cyclical 2,321.0 $375K 0.00% +31.0 +1.4% $161.59 -5.3%
937 IYF ISHARES TR 2,875.0 $374K 0.00% -254.0 -8.1% $130.19 +4.6%
938 FIRST HAWAIIAN INC 12,321.0 $372K 0.00% -27K -69.0% $30.21
939 FDS FACTSET RESH SYS INC Financial Services 1,517.0 $372K 0.00% +1K +872.4% $245.24 +22.3%
940 CGNX COGNEX CORP Technology 5,193.0 $370K 0.00% +1K +32.5% $71.31 -15.1%
Page 47 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%