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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 52 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ED CONSOLIDATED EDISON INC Utilities 2,342.0 $260K 0.00% $111.03 -4.2%
1022 BGRN ISHARES TR 5,500.0 $260K 0.00% $47.25 -0.8%
1023 CSL CARLISLE COS INC Industrials 720.0 $260K 0.00% -56.0 -7.2% $360.88 +1.9%
1024 SGDJ SPROTT ETF TRUST 3,466.0 $258K 0.00% +2K +101.3% $74.48 +36.0%
1025 EQNR EQUINOR ASA Energy 8,244.0 $257K 0.00% -5K -39.1% $31.22 +37.3%
1026 RJF RAYMOND JAMES FINL INC Financial Services 1,596.0 $253K 0.00% -55.0 -3.3% $158.24 +10.7%
1027 TOLZ PROSHARES TR 4,292.0 $252K 0.00% +2K +72.0% $58.67 +0.5%
1028 DFAU DIMENSIONAL ETF TRUST 4,882.0 $252K 0.00% +737.0 +17.8% $51.52 +3.0%
1029 RL RALPH LAUREN CORP Consumer Cyclical 626.0 $249K 0.00% +81.0 +14.9% $398.51 -6.5%
1030 MRNA MODERNA INC Healthcare 3,388.0 $246K 0.00% +85.0 +2.6% $72.57 +100.0%
1031 CMS CMS ENERGY CORP Utilities 3,227.0 $245K 0.00% -17K -84.2% $75.92 -10.1%
1032 VOYA VOYA FINANCIAL INC Financial Services 2,611.0 $242K 0.00% $92.71 +5.4%
1033 DRS LEONARDO DRS INC Industrials 5,651.0 $241K 0.00% $42.67 -4.6%
1034 TFLO ISHARES TR 4,734.0 $239K 0.00% -335.0 -6.6% $50.49 +0.3%
1035 GALAXY DIGITAL INC. 9,231.0 $239K 0.00% +4K +81.6% $25.88
1036 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,015.0 $238K 0.00% +243.0 +3.6% $33.98 +28.6%
1037 ALGN ALIGN TECHNOLOGY INC Healthcare 1,294.0 $235K 0.00% -2K -62.9% $181.59 -10.5%
1038 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 24,599.0 $235K 0.00% -26K -51.8% $9.55 -8.5%
1039 QYLD GLOBAL X FDS 12,800.0 $234K 0.00% -5K -27.6% $18.30 +0.1%
1040 AEE AMEREN CORP Utilities 2,066.0 $232K 0.00% $112.19 -5.4%
Page 52 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%