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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 81 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 ELEMENTAL RTY CORP 1,373.0 $25K +400.0 +41.1% $18.19
1602 PROSHARES TR II 700.0 $25K NEW $35.50
1603 ACI ALBERTSONS COMPANIES INC Consumer Defensive 1,800.0 $25K $13.80 -10.3%
1604 PPH VANECK ETF TRUST 230.0 $25K +130.0 +130.0% $107.96 +8.0%
1605 CGAU CENTERRA GOLD INC Basic Materials 1,574.0 $24K -367.0 -18.9% $15.53 +52.9%
1606 APLD APPLIED DIGITAL CORP Technology 685.0 $24K -38.0 -5.3% $35.57 -23.5%
1607 FVD FIRST TR EXCHANGE-TRADED FD 500.0 $24K $48.46 +4.6%
1608 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 242.0 $24K $99.97 +12.6%
1609 TREX TREX INC Industrials 496.0 $24K +178.0 +56.0% $48.73 -3.9%
1610 JBHT HUNT J B TRANS SVCS INC Industrials 83.0 $24K NEW $289.95 -5.0%
1611 TMDX TRANSMEDICS GROUP INC Healthcare 351.0 $24K +50.0 +16.6% $67.86 +39.7%
1612 HXL HEXCEL CORP NEW Industrials 240.0 $24K $98.18 -4.4%
1613 HAE HAEMONETICS CORP MASS Healthcare 314.0 $24K $74.88 +45.3%
1614 EVEREST GROUP LTD 65.0 $23K $360.43
1615 GILT GILAT SATELLITE NETWORKS LTD Technology 1,725.0 $23K +225.0 +15.0% $13.27 -20.9%
1616 GROY GOLD ROYALTY CORP Basic Materials 8,252.0 $23K +6K +245.1% $2.76 +24.5%
1617 ECG EVERUS CONSTR GROUP Industrials 151.0 $23K +1.0 +0.7% $151.01 -16.6%
1618 XPO XPO INC Industrials 110.0 $23K -16.0 -12.7% $207.07 -4.5%
1619 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 379.0 $23K +171.0 +82.2% $60.06 +28.3%
1620 CNM CORE & MAIN INC Industrials 500.0 $23K $45.41 -1.2%
Page 81 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%