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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 77 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 NGVT INGEVITY CORP Basic Materials 187.0 $11K NEW $59.18 +30.3%
1522 GFF GRIFFON CORP Industrials 150.0 $11K NEW $73.62 +31.0%
1523 INGR INGREDION INC Consumer Defensive 100.0 $11K NEW $110.28 -11.6%
1524 YUMC YUM CHINA HLDGS INC Consumer Cyclical 230.0 $11K NEW $47.72 -14.4%
1525 SAIC SCIENCE APPLICATIONS INTL CO Technology 109.0 $11K NEW $100.63 +9.6%
1526 SKYT SKYWATER TECHNOLOGY INC Technology 600.0 $11K NEW $18.15 +92.4%
1527 BOX BOX INC Technology 361.0 $11K NEW $29.90 -11.5%
1528 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 6,000.0 $11K NEW $1.79 +28.5%
1529 SNDL INC 6,459.0 $11K NEW $1.65
1530 MUR MURPHY OIL CORP Energy 339.0 $11K NEW $31.25 +10.8%
1531 ROL ROLLINS INC Consumer Cyclical 176.0 $11K NEW $60.01 -27.9%
1532 KNF KNIFE RIVER CORP Basic Materials 150.0 $11K NEW $70.34 +32.2%
1533 CENOVUS ENERGY INC 738.0 $10K NEW $14.22
1534 ATI ATI INC Industrials 91.0 $10K NEW $114.73 +72.1%
1535 ULST SSGA ACTIVE ETF TR 256.0 $10K NEW $40.50 -0.2%
1536 ROBT FIRST TR EXCHANGE TRADED FD 200.0 $10K NEW $51.82 +4.1%
1537 PPH VANECK ETF TRUST 100.0 $10K NEW $103.13 +6.1%
1538 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 105.0 $10K NEW $97.92 +22.4%
1539 WDS WOODSIDE ENERGY GROUP LTD Energy 658.0 $10K NEW $15.58 +21.6%
1540 VSGX VANGUARD WORLD FD 143.0 $10K NEW $71.62 +13.4%
Page 77 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%