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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 76 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 PIO INVESCO EXCH TRADED FD TR II 282.0 $12K NEW $44.01 +2.6%
1502 VRSN VERISIGN INC Technology 50.0 $12K NEW $242.88 +5.2%
1503 ROKU ROKU INC Communication Services 112.0 $12K NEW $108.38 +24.9%
1504 IESC IES HLDGS INC Industrials 31.0 $12K NEW $388.94 +83.8%
1505 AVT AVNET INC Technology 250.0 $12K NEW $48.09 +79.6%
1506 HLIT HARMONIC INC Technology 1,202.0 $12K NEW $9.89 +50.7%
1507 OMAH TIDAL TRUST III 630.0 $12K NEW $18.74 -0.6%
1508 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 135.0 $12K NEW $87.42 -27.2%
1509 LPLA LPL FINL HLDGS INC Financial Services 33.0 $12K NEW $357.18 -24.8%
1510 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 200.0 $12K NEW $58.89 -35.2%
1511 BITFARMS LTD 5,000.0 $12K NEW $2.34
1512 RVTY REVVITY INC Healthcare 120.0 $12K NEW $96.71 +16.9%
1513 VDE VANGUARD WORLD FD 92.0 $12K NEW $125.89 +20.8%
1514 W WAYFAIR INC Consumer Cyclical 114.0 $11K NEW $100.39 -5.9%
1515 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 1,954.0 $11K NEW $5.83 -25.0%
1516 AGCO AGCO CORP Industrials 109.0 $11K NEW $104.31 +12.5%
1517 HEICO CORP NEW 45.0 $11K NEW $252.42
1518 METL SPROTT FDS TR 448.0 $11K NEW $25.24 +2.1%
1519 MEDP MEDPACE HLDGS INC Healthcare 20.0 $11K NEW $561.40 -6.1%
1520 BLTE BELITE BIO INC Healthcare 70.0 $11K NEW $159.96 -7.0%
Page 76 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%