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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 94 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 PBI PITNEY BOWES INC Industrials 500.0 $9K $17.56 -8.4%
1862 INCY INCYTE CORP Healthcare 77.0 $9K $113.81 +12.9%
1863 HST HOST HOTELS & RESORTS INC Real Estate 373.0 $9K $23.35 -0.9%
1864 CXSE WISDOMTREE TR 224.0 $9K NEW $38.72 -0.8%
1865 WES WESTERN MIDSTREAM PARTNERS L Energy 200.0 $9K $43.17 +13.5%
1866 SSNC SS&C TECH HLDGS Technology 135.0 $9K $63.93 +28.7%
1867 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 70.0 $9K -100.0 -58.8% $122.69 +8.6%
1868 SIRI SIRIUSXM HOLDINGS INC Communication Services 283.0 $8K +140.0 +97.9% $29.99 -4.4%
1869 GOOW ROUNDHILL ETF TRUST 125.0 $8K $67.79 -8.7%
1870 TSMY TIDAL TRUST II 500.0 $8K NEW $16.88 -10.5%
1871 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 50.0 $8K NEW $167.70 -7.3%
1872 YPF YPF SOCIEDAD ANONIMA Energy 185.0 $8K +183.0 +9150.0% $44.95 +11.4%
1873 GPGI GPGI INC Industrials 500.0 $8K $16.63 -21.5%
1874 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 318.0 $8K $25.88 +2.3%
1875 BBEU J P MORGAN EXCHANGE TRADED F 105.0 $8K $77.77 +3.6%
1876 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 100.0 $8K $81.14 +2.7%
1877 METV LISTED FDS TR 550.0 $8K -386.0 -41.2% $14.72 +30.9%
1878 REGCO REGENCY CTRS CORP Real Estate 101.0 $8K $79.48 -72.5%
1879 PCT PURECYCLE TECHNOLOGIES INC Industrials 1,000.0 $8K $8.02 -10.6%
1880 USAR USA RARE EARTH INC Basic Materials 400.0 $8K NEW $19.99 -9.5%
Page 94 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%