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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 66 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 DFIV DIMENSIONAL ETF TRUST 1,481.0 $78K NEW $52.47 +11.1%
1302 EEMV ISHARES INC 1,032.0 $78K +995.0 +2689.2% $75.29 -0.8%
1303 BHB BAR HBR BANKSHARES Financial Services 2,000.0 $77K $38.62 +2.7%
1304 CNC CENTENE CORP DEL Healthcare 1,128.0 $77K $68.39 -4.9%
1305 MAGS LISTED FDS TR 1,196.0 $77K +32.0 +2.8% $64.35 +4.5%
1306 PTON PELOTON INTERACTIVE INC Consumer Cyclical 13,025.0 $77K +176.0 +1.4% $5.90 -8.3%
1307 MSTR STRATEGY INC Technology 815.0 $76K +167.0 +25.8% $93.43 +27.6%
1308 SVAL ISHARES TR 1,820.0 $76K $41.81 +4.4%
1309 ONDS ONDAS INC Technology 9,553.0 $76K +4K +79.2% $7.94 +9.8%
1310 GSL GLOBAL SHIP LEASE INC Industrials 2,000.0 $76K $37.83 +15.9%
1311 LADR LADDER CAP CORP Real Estate 7,500.0 $75K $9.98 -0.6%
1312 RXRX RECURSION PHARMACEUTICALS IN Healthcare 20,331.0 $75K -18K -46.7% $3.68 -4.9%
1313 DVA DAVITA INC Healthcare 325.0 $74K $227.94 -23.7%
1314 SWK STANLEY BLACK & DECKER INC Industrials 810.0 $74K $91.35 +9.5%
1315 GFI GOLD FIELDS LTD Basic Materials 2,158.0 $73K -8K -78.8% $33.75 +41.6%
1316 STZ CONSTELLATION BRANDS INC Consumer Defensive 530.0 $73K -117.0 -18.1% $136.85 -0.9%
1317 HPQ HP INC Technology 3,277.0 $72K +867.0 +36.0% $22.01 +35.0%
1318 PDD PDD HOLDINGS INC Consumer Cyclical 873.0 $72K -633.0 -42.0% $82.55 +7.1%
1319 LPTH LIGHTPATH TECHNOLOGIES INC Technology 4,500.0 $71K NEW $15.87 -9.1%
1320 VEEV VEEVA SYS INC Healthcare 387.0 $71K -185.0 -32.3% $184.46 +34.4%
Page 66 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%