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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 5 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 B BARRICK MNG CORP Basic Materials 923,397.0 $40.2M 0.25% NEW $43.53 -14.3%
82 IGF ISHARES TR 635,672.0 $39.0M 0.24% NEW $61.35 +9.9%
83 BROOKFIELD BUSINESS PARTNERS 1,092,963.0 $37.5M 0.23% NEW $34.31
84 GD GENERAL DYNAMICS CORP Industrials 110,339.0 $37.1M 0.23% NEW $336.61 +3.0%
85 VZ VERIZON COMMUNICATIONS INC Communication Services 905,359.0 $36.9M 0.23% NEW $40.75 +14.2%
86 SOUTH BOW CORP 1,336,103.0 $36.7M 0.23% NEW $27.47
87 MGA MAGNA INTL INC Consumer Cyclical 689,923.0 $36.7M 0.23% NEW $53.15 +21.5%
88 BX BLACKSTONE INC Financial Services 234,240.0 $36.1M 0.23% NEW $154.15 -25.1%
89 IAU ISHARES GOLD TR Financial Services 439,095.0 $35.6M 0.22% NEW $81.15 -5.7%
90 IVE ISHARES TR 165,522.0 $35.1M 0.22% NEW $212.01 +6.8%
91 LOW LOWES COS INC Consumer Cyclical 144,447.0 $34.8M 0.22% NEW $241.17 -7.7%
92 TIP ISHARES TR 316,647.0 $34.8M 0.22% NEW $109.91 -0.2%
93 UNH UNITEDHEALTH GROUP INC Healthcare 103,907.0 $34.3M 0.21% NEW $330.17 +29.6%
94 KGC KINROSS GOLD CORP Basic Materials 1,208,270.0 $34.0M 0.21% NEW $28.15 -13.8%
95 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 111,839.0 $34.0M 0.21% NEW $303.79 +42.3%
96 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 398,119.0 $32.7M 0.20% NEW $82.03 -19.8%
97 AXP AMERICAN EXPRESS CO Financial Services 87,655.0 $32.4M 0.20% NEW $369.99 -8.0%
98 ETN EATON CORP PLC Industrials 99,661.0 $31.7M 0.20% NEW $318.51 +26.4%
99 CLS CELESTICA INC Technology 107,559.0 $31.7M 0.20% NEW $295.10 +14.4%
100 PAAS PAN AMERN SILVER CORP Basic Materials 610,203.0 $31.6M 0.20% NEW $51.77 -12.2%
Page 5 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%