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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 87 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 680.0 $15K $21.88 +4.8%
1722 CBSH COMMERCE BANCSHARES INC Financial Services 252.0 $15K $58.74 +0.1%
1723 YETI YETI HLDGS INC Consumer Cyclical 300.0 $15K NEW $49.29 -10.7%
1724 CHKP CHECK POINT SOFTWARE TECH LT Technology 110.0 $15K -3K -96.9% $134.25 -2.9%
1725 VSTS VESTIS CORPORATION Industrials 1,000.0 $15K $14.68 -12.7%
1726 VMD VIEMED HEALTHCARE INC Healthcare 1,245.0 $15K -25K -95.3% $11.75 -27.0%
1727 ITRI ITRON INC Technology 173.0 $15K -52K -99.7% $84.49 +16.5%
1728 BROWN FORMAN CORP 562.0 $15K $25.84
1729 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 540.0 $15K $26.87 +5.6%
1730 PLXS PLEXUS CORP Technology 50.0 $15K $290.18 -16.6%
1731 SPBO SPDR SERIES TRUST 500.0 $14K NEW $28.91 -1.7%
1732 PNR PENTAIR PLC Industrials 189.0 $14K -300.0 -61.4% $76.45 -16.6%
1733 NWL NEWELL BRANDS INC Consumer Defensive 2,449.0 $14K +97.0 +4.1% $5.89 -1.7%
1734 TQQQ PROSHARES TR 186.0 $14K -52.0 -21.9% $77.48 -9.0%
1735 FNF FIDELITY NATL FINL INC Financial Services 300.0 $14K $47.93 -1.0%
1736 POWL POWELL INDS INC Industrials 54.0 $14K +43.0 +390.9% $264.56 -25.4%
1737 INTEGRA RES CORP 6,346.0 $14K -1K -13.6% $2.24
1738 VOX VANGUARD WORLD FD 75.0 $14K $188.80 -2.3%
1739 STAG STAG INDUSTRIAL INC Real Estate 369.0 $14K $38.34 -5.1%
1740 MPT MEDICAL PROPERTIES TRUST INC Financial Services 3,079.0 $14K $4.59 -11.2%
Page 87 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%