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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 50 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 FPH FIVE POINT HOLDINGS LLC Real Estate 23,343.0 $130K 0.00% NEW $5.58 -2.2%
982 SWKS SKYWORKS SOLUTIONS INC Technology 2,051.0 $130K 0.00% NEW $63.41 +7.2%
983 R RYDER SYS INC Industrials 675.0 $129K 0.00% NEW $191.28 +36.4%
984 CROX CROCS INC Consumer Cyclical 1,500.0 $128K 0.00% NEW $85.49 +49.4%
985 PODD INSULET CORP Healthcare 450.0 $128K 0.00% NEW $284.11 -44.3%
986 VICI VICI PPTYS INC Real Estate 4,513.0 $127K 0.00% NEW $28.11 -3.2%
987 VEGN ETF SER SOLUTIONS 2,083.0 $127K 0.00% NEW $60.81 +30.3%
988 NIO NIO INC Consumer Cyclical 24,884.0 $127K 0.00% NEW $5.09 -4.5%
989 NOK NOKIA CORP Technology 19,370.0 $125K 0.00% NEW $6.46 +101.4%
990 GAMESTOP CORP NEW 6,207.0 $125K 0.00% NEW $20.08
991 EWBC EAST WEST BANCORP INC Financial Services 1,089.0 $122K 0.00% NEW $112.37 +15.2%
992 SNPE DBX ETF TR 1,955.0 $122K 0.00% NEW $62.42 +8.2%
993 CART MAPLEBEAR INC Consumer Cyclical 2,709.0 $122K 0.00% NEW $44.98 +5.5%
994 EWG ISHARES INC 2,863.0 $122K 0.00% NEW $42.50 -4.4%
995 ACWI ISHARES TR 850.0 $120K 0.00% NEW $141.49 +9.0%
996 SYY SYSCO CORP Consumer Defensive 1,630.0 $120K 0.00% NEW $73.70 +12.4%
997 IEV ISHARES TR 1,750.0 $120K 0.00% NEW $68.53 +4.7%
998 ONON ON HLDG AG Consumer Cyclical 2,556.0 $119K 0.00% NEW $46.45 -20.2%
999 FVC FIRST TR EXCHANGE TRADED FD 3,262.0 $118K 0.00% NEW $36.30 +16.4%
1000 JBS N.V. 8,185.0 $118K 0.00% NEW $14.42
Page 50 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%