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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 62 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 MGC VANGUARD WORLD FD 400.0 $109K $273.11 +2.6%
1222 EUDG WISDOMTREE TR 2,835.0 $109K NEW $38.48 +4.8%
1223 KXI ISHARES TR 1,605.0 $108K -600.0 -27.2% $67.45 +2.4%
1224 FLCO FRANKLIN TEMPLETON ETF TR 5,060.0 $108K $21.31 -1.7%
1225 ICVT ISHARES TR 874.0 $107K +400.0 +84.4% $121.91 -5.0%
1226 PODD INSULET CORP Healthcare 664.0 $106K +179.0 +36.9% $159.82 -7.3%
1227 ANGLOGOLD ASHANTI PLC 1,309.0 $106K -70K -98.2% $80.85
1228 AEHR AEHR TEST SYS Technology 1,250.0 $106K $84.42 +20.5%
1229 ARMK ARAMARK Industrials 1,880.0 $106K +880.0 +88.0% $56.12 +6.5%
1230 JNK SPDR SERIES TRUST 1,100.0 $105K $95.87 +0.0%
1231 TSN TYSON FOODS INC Consumer Defensive 1,801.0 $105K -248.0 -12.1% $58.43 +0.1%
1232 PEGA PEGASYSTEMS INC Technology 3,380.0 $105K +1K +45.2% $31.10 +7.9%
1233 TRMB TRIMBLE INC Technology 2,000.0 $105K -161.0 -7.5% $52.56 +14.6%
1234 ROKU ROKU INC Communication Services 747.0 $105K $140.51 +12.1%
1235 AAT AMERICAN ASSETS TR INC Real Estate 4,133.0 $104K $25.26 -9.6%
1236 PFFA ETFIS SER TR I 5,000.0 $104K $20.78 +0.5%
1237 CX CEMEX SA EURO MTN BE 144A Basic Materials 8,555.0 $104K -500.0 -5.5% $12.12 -8.3%
1238 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 1,655.0 $104K -15.0 -0.9% $62.55 +19.3%
1239 BR BROADRIDGE FINL SOLUTIONS IN Technology 728.0 $103K -48.0 -6.2% $140.94 +29.3%
1240 VAW VANGUARD WORLD FD 448.0 $102K -524.0 -53.9% $228.59 +4.8%
Page 62 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%