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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 67 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 GSIE GOLDMAN SACHS ETF TR 1,561.0 $71K NEW $45.45 +5.9%
1322 IAGG ISHARES TR 1,398.0 $71K NEW $50.63 -1.7%
1323 EWJV ISHARES TR 1,586.0 $71K NEW $44.52 +6.2%
1324 FFIV F5 INC Technology 166.0 $70K $424.40 -9.4%
1325 MORN MORNINGSTAR INC Financial Services 435.0 $70K -365.0 -45.6% $161.83 +33.5%
1326 PHIN PHINIA INC Consumer Cyclical 900.0 $70K $78.15 -6.9%
1327 BAND BANDWIDTH INC Technology 1,100.0 $70K NEW $63.76 -25.5%
1328 REMX VANECK ETF TRUST 793.0 $70K +377.0 +90.6% $87.67 -7.9%
1329 BLACKROCK ETF TRUST 2,150.0 $69K $32.07
1330 CNP CENTERPOINT ENERGY INC Utilities 1,572.0 $69K $43.74 -11.4%
1331 NEXM NEXMETALS MINING CORP. Basic Materials 27,842.0 $68K +28K +10000.0% $2.45 +1.1%
1332 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 263.0 $68K -22.0 -7.7% $259.15 -11.0%
1333 EWQ ISHARES INC 1,506.0 $68K $44.97 +4.5%
1334 ON ON SEMICONDUCTOR CORP Technology 713.0 $67K -34.0 -4.5% $94.65 -21.6%
1335 DLN WISDOMTREE TR 700.0 $67K NEW $96.41 +4.5%
1336 AMTM AMENTUM HOLDINGS INC Industrials 3,342.0 $67K -1K -24.9% $20.19 +6.4%
1337 FLUTTER ENTMT PLC 630.0 $67K +250.0 +65.8% $105.85
1338 MEDP MEDPACE HLDGS INC Healthcare 122.0 $66K +112.0 +1120.0% $543.56 +14.2%
1339 QCLN FIRST TR EXCHANGE-TRADED FD 1,108.0 $66K $59.60 -15.3%
1340 NOVT NOVANTA INC Technology 400.0 $66K $163.93 -11.4%
Page 67 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%