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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 69 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 THC TENET HEALTHCARE CORP Healthcare 119.0 $24K NEW $198.68 -4.9%
1362 CPNG COUPANG INC Consumer Cyclical 1,000.0 $24K NEW $23.59 -25.5%
1363 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 3,203.0 $24K NEW $7.34 +39.1%
1364 SMR NUSCALE PWR CORP Utilities 1,650.0 $23K NEW $14.17 -28.7%
1365 WIX WIX COM LTD Technology 225.0 $23K NEW $103.74 -57.5%
1366 AIR LEASE CORP 362.0 $23K NEW $64.24
1367 HHH HOWARD HUGHES HOLDINGS INC Real Estate 291.0 $23K NEW $79.76 -9.3%
1368 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 336.0 $23K NEW $68.80 +4.1%
1369 VIRTUS DIVIDEND INTEREST & P 1,800.0 $23K NEW $12.84
1370 QS QUANTUMSCAPE CORP Consumer Cyclical 2,201.0 $23K NEW $10.42 -31.3%
1371 VIRT VIRTU FINL INC Financial Services 688.0 $23K NEW $33.32 +82.2%
1372 PDD PDD HOLDINGS INC Consumer Cyclical 201.0 $23K NEW $113.34 -32.5%
1373 GNTX GENTEX CORP Consumer Cyclical 964.0 $22K NEW $23.28 +10.2%
1374 BKU BANKUNITED INC Financial Services 500.0 $22K NEW $44.55 +10.6%
1375 NTSK NETSKOPE INC Technology 1,262.0 $22K NEW $17.52 -41.3%
1376 CDW CDW CORP Technology 161.0 $22K NEW $136.20 -2.1%
1377 TKC TURKCELL ILETISIM HIZMETLERI Communication Services 4,000.0 $22K NEW $5.46 +10.3%
1378 BAX BAXTER INTL INC Healthcare 1,131.0 $22K NEW $19.10 +15.4%
1379 BXC BLUELINX HLDGS INC Industrials 350.0 $21K NEW $61.35 +6.4%
1380 DECK DECKERS OUTDOOR CORP Consumer Cyclical 207.0 $21K NEW $103.64 +0.9%
Page 69 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%