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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 75 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 LII LENNOX INTL INC Industrials 70.0 $40K +4.0 +6.1% $571.43 -29.5%
1482 UTG REAVES UTIL INCOME FD Financial Services 1,000.0 $40K $39.98 -3.8%
1483 FLQL FRANKLIN TEMPLETON ETF TR 509.0 $40K $78.28 +0.3%
1484 AGX ARGAN INC Industrials 52.0 $40K -28.0 -35.0% $765.50 -34.5%
1485 WISDOMTREE TR 1,050.0 $40K NEW $37.82
1486 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 1,020.0 $39K -3K -75.2% $38.66 +2.1%
1487 NXPI NXP SEMICONDUCTORS N V Technology 140.0 $39K +17.0 +13.8% $279.41 -19.3%
1488 AYA GOLD & SILVER INC 2,040.0 $39K NEW $19.10
1489 TBN TAMBORAN RES CORP Basic Materials 1,245.0 $39K +35.0 +2.9% $31.14 +21.9%
1490 DAX GLOBAL X FDS 875.0 $39K $44.10 +7.1%
1491 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 5,324.0 $39K $7.25 -7.0%
1492 BHC BAUSCH HEALTH COS INC Healthcare 8,061.0 $39K -2K -19.1% $4.78 +34.8%
1493 XT ISHARES TR 465.0 $38K NEW $82.41 +0.6%
1494 WESTPORT FUEL SYSTEMS INC 18,114.0 $38K $2.11
1495 CHRW C H ROBINSON WORLDWIDE IN Industrials 200.0 $38K -16K -98.8% $191.21 -25.9%
1496 VIRT VIRTU FINL INC Financial Services 618.0 $38K $61.79 +9.9%
1497 VSNT VERSANT MEDIA GROUP INC Industrials 1,049.0 $38K -462.0 -30.6% $36.37 +6.6%
1498 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 73.0 $38K $514.60 +0.4%
1499 FDHY FIDELITY COVINGTON TRUST 766.0 $38K $48.99 +0.3%
1500 CINF CINCINNATI FINL CORP Financial Services 200.0 $37K $187.15 -10.1%
Page 75 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%