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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 63 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 AMKR AMKOR TECHNOLOGY INC Technology 1,279.0 $102K +1K +1539.7% $80.04 -37.2%
1242 FBP FIRST BANCORP CORPORATION Financial Services 3,805.0 $102K $26.69 +6.9%
1243 NFG NATIONAL FUEL GAS CO Energy 1,310.0 $102K $77.51 +6.4%
1244 SUZ SUZANO S A Basic Materials 12,902.0 $101K -7K -34.0% $7.80 +12.6%
1245 KWR QUAKER HOUGHTON Basic Materials 615.0 $99K $161.39 +1.0%
1246 GRMN GARMIN LTD Technology 417.0 $99K +85.0 +25.6% $237.78 +24.0%
1247 HDB HDFC BANK LTD Financial Services 3,868.0 $99K +3K +215.5% $25.58 -7.7%
1248 JBS N.V. 8,185.0 $99K $12.06
1249 MIDD MIDDLEBY CORP Industrials 574.0 $99K $171.82 -32.8%
1250 FCLD FIDELITY COVINGTON TRUST 2,500.0 $97K $38.97 +11.9%
1251 JOBY JOBY AVIATION INC Industrials 11,000.0 $97K -38K -77.3% $8.83 -14.8%
1252 INFY INFOSYS LTD Technology 9,090.0 $97K +1K +14.2% $10.66 +12.0%
1253 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 1,825.0 $97K +993.0 +119.3% $53.01 +7.8%
1254 FOXA FOX CORP Communication Services 1,536.0 $97K +1K +2503.4% $62.93 +8.9%
1255 KEY KEYCORP Financial Services 4,145.0 $96K $23.26 -6.0%
1256 BXP BXP INC Real Estate 1,420.0 $96K +1K +10000.0% $67.75 -0.1%
1257 BKF ISHARES INC 2,448.0 $95K -22.0 -0.9% $38.92 +4.7%
1258 LUV SOUTHWEST AIRLS CO Industrials 1,872.0 $95K -28.0 -1.5% $50.50 -20.0%
1259 BOAT TIDAL TRUST I 2,506.0 $95K $37.71 +31.8%
1260 BKR BAKER HUGHES COMPANY Energy 1,750.0 $94K -40K -95.8% $53.83 +15.8%
Page 63 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%