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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 84 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 RKT ROCKET COS INC Financial Services 1,164.0 $18K -340.0 -22.6% $15.83 -11.2%
1662 OSPN ONESPAN INC Technology 1,250.0 $18K -3K -71.6% $14.73 +5.8%
1663 XANADU QUANTUM TECHNOLO LTD 1,550.0 $18K +50.0 +3.3% $11.87
1664 MGV VANGUARD WORLD FD 113.0 $18K +5.0 +4.6% $162.78 +2.7%
1665 TMC TMC THE METALS COMPANY INC Basic Materials 4,210.0 $18K $4.36 -8.9%
1666 HYXF ISHARES TR 393.0 $18K $46.48 -0.1%
1667 TRULIEVE CANNABIS CORP 1,923.0 $18K NEW $9.49
1668 DX DYNEX CAP INC Real Estate 1,400.0 $18K NEW $12.96 +2.2%
1669 OHI OMEGA HEALTHCARE INVS INC Real Estate 375.0 $18K -3K -88.9% $48.16 -2.9%
1670 SGU STAR GROUP LP Energy 1,400.0 $18K $12.84 -2.0%
1671 AURORA CANNABIS INC 6,383.0 $18K +4K +174.9% $2.81
1672 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 500.0 $18K $35.86 +13.7%
1673 MIR MIRION TECHNOLOGIES INC Industrials 1,000.0 $18K $17.90 -14.9%
1674 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 274.0 $18K $65.01 +0.7%
1675 EFSC ENTERPRISE FINL SVCS CORP Financial Services 265.0 $18K $67.00 -4.5%
1676 BIRKENSTOCK HOLDING PLC 400.0 $18K $44.20
1677 RCAT RED CAT HLDGS INC Technology 1,659.0 $17K +856.0 +106.6% $10.54 -9.6%
1678 AIOT POWERFLEET INC Technology 4,000.0 $17K -4K -52.9% $4.37 -30.9%
1679 IETC ISHARES U S ETF TR 162.0 $17K $107.50 +0.2%
1680 TCHI ISHARES TR 664.0 $17K $26.19 -11.2%
Page 84 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%