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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 82 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 OGN ORGANON & CO Healthcare 1,663.0 $23K -5K -74.3% $13.55 +1.4%
1622 SUN SUNOCO LP/SUNOCO FIN CORP Energy 328.0 $22K -350.0 -51.6% $67.79 +11.2%
1623 JGRO J P MORGAN EXCHANGE TRADED F 227.0 $22K -65.0 -22.3% $96.85 -3.2%
1624 OKTA OKTA INC Technology 156.0 $22K $140.44 -4.5%
1625 CGGO CAPITAL GROUP GBL GROWTH EQT 529.0 $22K $41.36 -2.0%
1626 AVT AVNET INC Technology 250.0 $22K $87.26 -0.4%
1627 SCHM SCHWAB STRATEGIC TR 600.0 $22K $36.34 -1.2%
1628 BWAY BRAINSWAY LTD Healthcare 1,430.0 $22K $15.22 -1.6%
1629 W WAYFAIR INC Consumer Cyclical 228.0 $22K -7K -97.0% $95.20 +8.5%
1630 OLED UNIVERSAL DISPLAY CORP Technology 261.0 $22K $83.05 +4.1%
1631 RBRK RUBRIK INC. Technology 264.0 $22K -14K -98.1% $82.00 +18.9%
1632 FIDU FIDELITY COVINGTON TRUST 220.0 $22K +214.0 +3566.7% $98.25 -2.9%
1633 WAL WESTERN ALLIANCE BANCORP Financial Services 257.0 $21K +12.0 +4.9% $83.48 -5.2%
1634 UA UNDER ARMOUR INC Consumer Cyclical 3,351.0 $21K +68.0 +2.1% $6.40 -19.5%
1635 BXC BLUELINX HLDGS INC Industrials 350.0 $21K $60.32 +37.5%
1636 HHH HOWARD HUGHES HOLDINGS INC Real Estate 291.0 $21K $72.51 -6.3%
1637 RUM RUM GROUP INC Technology 3,350.0 $21K $6.28 +34.2%
1638 GKOS GLAUKOS CORP Healthcare 151.0 $21K $137.75 +34.2%
1639 LFUS LITTELFUSE INC Technology 47.0 $21K NEW $440.00 -6.4%
1640 VONV VANGUARD SCOTTSDALE FDS 193.0 $21K +100.0 +107.5% $106.93 +5.1%
Page 82 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 37.7%
Technology 17.7%
Energy 10.8%
Industrials 6.7%
Basic Materials 5.8%
Communication Services 5.6%
Consumer Cyclical 5.5%
Healthcare 4.2%
Utilities 3.4%
Consumer Defensive 2.3%