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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 61 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 LONZ PIMCO ETF TR 1,000.0 $50K NEW $50.27 -1.9%
1202 IWO ISHARES TR 155.0 $50K NEW $323.02 +20.2%
1203 DUOL DUOLINGO INC Technology 285.0 $50K NEW $175.46 -30.8%
1204 NG NOVAGOLD RES INC Basic Materials 5,300.0 $49K NEW $9.33 -31.8%
1205 QCLN FIRST TR EXCHANGE-TRADED FD 1,108.0 $49K NEW $44.56 +28.8%
1206 VKTX VIKING THERAPEUTICS INC Healthcare 1,400.0 $49K NEW $35.15 +8.2%
1207 VFC V F CORP Consumer Cyclical 2,684.0 $48K NEW $18.07 -3.9%
1208 KLARNA GROUP PLC 1,659.0 $48K NEW $28.87
1209 U UNITY SOFTWARE INC Technology 1,080.0 $48K NEW $44.15 -36.1%
1210 AOA ISHARES TR 532.0 $48K NEW $89.43 +8.0%
1211 TPL TEXAS PACIFIC LAND CORPORATI Energy 165.0 $47K NEW $287.20 +37.8%
1212 NXPI NXP SEMICONDUCTORS N V Technology 217.0 $47K NEW $216.88 +27.7%
1213 IXN ISHARES TR 448.0 $47K NEW $104.84 +31.8%
1214 IVOL KRANESHARES TRUST 2,450.0 $47K NEW $19.16 -9.0%
1215 GRMN GARMIN LTD Technology 231.0 $47K NEW $202.84 +14.6%
1216 ALLE ALLEGION PLC Industrials 289.0 $46K NEW $159.25 -12.3%
1217 SAM BOSTON BEER INC Consumer Defensive 233.0 $45K NEW $195.04 -1.6%
1218 PMMF BLACKROCK ETF TRUST 450.0 $45K NEW $100.23 +0.2%
1219 TAN INVESCO EXCH TRADED FD TR II 915.0 $45K NEW $49.12 +15.7%
1220 OGN ORGANON & CO Healthcare 6,255.0 $45K NEW $7.16 +88.5%
Page 61 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%