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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 93 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 1,904.0 $9K $4.94 -27.5%
1842 BBAR BANCO BBVA ARGENTINA S A Financial Services 485.0 $9K NEW $19.34 -25.1%
1843 GLNG GOLAR LNG LTD Energy 188.0 $9K $49.79 +4.9%
1844 ENOV ENOVIS CORPORATION Industrials 466.0 $9K -213.0 -31.4% $20.06 +32.1%
1845 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 100.0 $9K $92.32 +14.2%
1846 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 48.0 $9K $191.46 +6.0%
1847 ISHARES TR 400.0 $9K $22.82
1848 AMR ALPHA METALLURGICAL RESOUR I Energy 58.0 $9K $157.33 +23.6%
1849 IZRL ARK ETF TR 300.0 $9K $30.38 -4.1%
1850 MLKN MILLERKNOLL INC Consumer Cyclical 430.0 $9K $21.19 +9.6%
1851 THNQ EXCHANGE TRADED CONCEPTS TRU 100.0 $9K $91.09 -0.9%
1852 QRVO QORVO INC Technology 100.0 $9K $91.01 +6.4%
1853 FSLY FASTLY INC Technology 488.0 $9K +3.0 +0.6% $18.55 +27.5%
1854 AMZY TIDAL TRUST II 842.0 $9K NEW $10.75 +3.1%
1855 QLC FLEXSHARES TR 100.0 $9K $89.87 +3.2%
1856 PATH UIPATH INC Technology 779.0 $9K -3K -80.2% $11.52 +37.0%
1857 HALO HALOZYME THERAPEUTICS INC Healthcare 116.0 $9K +13.0 +12.6% $77.01 +39.8%
1858 UFPT UFP TECHNOLOGIES INC Healthcare 33.0 $9K $268.58 +16.5%
1859 DINO HF SINCLAIR CORP Energy 122.0 $9K -24.0 -16.4% $72.56 +30.4%
1860 MADISON SQUARE GARDEN ENTMT 111.0 $9K +51.0 +85.0% $79.48
Page 93 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%