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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 73 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 AM ANTERO MIDSTREAM CORP Energy 2,019.0 $45K -60K -96.8% $22.44 -1.3%
1442 BAX BAXTER INTL INC Healthcare 2,084.0 $45K -87.0 -4.0% $21.69 +21.4%
1443 OMDA OMADA HEALTH INC Healthcare 2,000.0 $45K $22.60 +5.7%
1444 SNN SMITH & NEPHEW PLC Healthcare 1,561.0 $45K +230.0 +17.3% $28.73 +1.8%
1445 GNTX GENTEX CORP Consumer Cyclical 1,817.0 $45K +28.0 +1.6% $24.68 -4.2%
1446 TKC TURKCELL ILETISIM Communication Services 7,500.0 $44K +4K +87.5% $5.90 -7.5%
1447 XSW SPDR SERIES TRUST 250.0 $44K $176.95 +14.1%
1448 VOD VODAFONE GROUP PLC Communication Services 3,395.0 $44K -33K -90.6% $13.01 +22.7%
1449 TDIV FIRST TR EXCHANGE TRADED FD 390.0 $44K $113.23 +1.2%
1450 URNM SPROTT FDS TR 841.0 $44K -26.0 -3.0% $52.46 +10.9%
1451 EWU ISHARES TR 958.0 $44K $45.96 +6.5%
1452 GRC GORMAN RUPP CO Industrials 493.0 $44K +389.0 +374.0% $88.84 -12.1%
1453 EMN EASTMAN CHEM CO Basic Materials 646.0 $43K $67.13 +10.4%
1454 SMURFIT WESTROCK PLC 937.0 $43K -340.0 -26.6% $46.08
1455 WAY WAYSTAR HLDG CORP Technology 2,000.0 $43K $21.46 +16.5%
1456 XYLD GLOBAL X FDS 1,043.0 $43K -578.0 -35.7% $40.81 +2.0%
1457 ABRDN ASIA PACIFIC INCOME FU 2,928.0 $43K NEW $14.53
1458 IVOL KRANESHARES TRUST 2,450.0 $42K $17.29 +1.1%
1459 NICE NICE LTD Technology 445.0 $42K $94.91 +5.6%
1460 SPHY SPDR SERIES TRUST 1,807.0 $42K $23.31 -0.0%
Page 73 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%