TD Waterhouse Canada Inc.TD Waterhouse Canada Inc.

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings2,307 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

TORONTO DOMINION BK ONT

20.7M$1.9B5.8%$81.81+47.32%
18 qtrssince 2021-Q4
Increased
100

ROYAL BK CDA

11.9M$1.9B5.7%$131.75+60.22%
18 qtrssince 2021-Q4
Increased
100

APPLE INC

4.2M$1.1B3.2%$231.40+36.27%
9 qtrssince 2024-Q1
Increased
94

ENBRIDGE INC

16M$853.7M2.5%$44.16+23.79%
18 qtrssince 2021-Q4
Increased
88

BANK MONTREAL MEDIUM

6.2M$848.6M2.5%$124.63+43.59%
9 qtrssince 2024-Q1
Increased
88

NVIDIA CORPORATION

4.7M$822.2M2.4%$162.24+30.03%
18 qtrssince 2021-Q4
Increased
88

MICROSOFT CORP

2.2M$794.9M2.4%$370.75+3.87%
18 qtrssince 2021-Q4
Increased
88

CANADIAN IMPERIAL BANK OF CO

8.1M$777.1M2.3%$78.66+49.74%
18 qtrssince 2021-Q4
Increased
88

AGNICO EAGLE MINES LTD

3.7M$766.7M2.3%$188.02-21.89%
9 qtrssince 2024-Q1
Increased
88

CANADIAN NAT RES LTD MED TER

16.1M$739.5M2.2%$37.49+11.53%
18 qtrssince 2021-Q4
Increased
88

SUNCOR ENERGY INC NEW

11.4M$727.4M2.2%$44.68+32.60%
18 qtrssince 2021-Q4
Increased
88

BANK NOVA SCOTIA B C

9.7M$675.7M2.0%$61.15+43.23%
9 qtrssince 2024-Q1
Increased
87

TC ENERGY CORP

10.3M$635.2M1.9%$52.57+28.07%
18 qtrssince 2021-Q4
Increased
80

MANULIFE FINL CORP

16.7M$580.5M1.7%$26.98+53.02%
18 qtrssince 2021-Q4
Increased
80

BROOKFIELD CORP

13.7M$551.6M1.6%$37.85+15.54%
14 qtrssince 2022-Q4
Increased
80

JPMORGAN CHASE & CO

1.9M$551.6M1.6%$224.03+50.19%
18 qtrssince 2021-Q4
Increased
78

FORTIS INC

9.3M$516.2M1.5%$48.71+17.84%
18 qtrssince 2021-Q4
Increased
76

CANADIAN PACIFIC KANSAS CITY

6.2M$477.6M1.4%$85.03+5.99%
12 qtrssince 2023-Q2
Increased
80
SPYSPY
Unit

State Street Spdr S&p 500 Etf Trust TR UNIT

726,137$475M1.4%$579.94+30.18%
18 qtrssince 2021-Q4
Increased
77

AMAZON COM INC

2.2M$464.2M1.4%$197.43+24.27%
9 qtrssince 2024-Q1
Increased
77
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$33.7B
AUM
2,307
Positions
Q1 2026
Filing
Rating · 3.5
Quarterly Portfolio Change
+1%Q4'24$12.4B-1%Q1'25$12.2B+14%Q2'25$14B+10%Q3'25$15.3B+5%Q4'25$16.1B+110%Q1'26$33.7B
Activity profile
$ moved · Q1'26
New1%Increased97%Decreased2%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 2.9 years
<1Q9%1-4Q8%1-2Y9%2Y+73%

TD Waterhouse Canada Inc. manages $33.7B across 2307 positions as of Q1 2026. Top holdings: TD (5.8%), RY (5.7%), AAPL (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.

Q1 2026 Summary

Active quarter - 368 new positions, 103 exits, 1122 increased. Top move: TD (INCREASED, conviction 100). Portfolio: $33.7B across 2307 positions.

Top holdings by portfolio weight

Total AUM$34B
TD5.77%
RY5.72%
AAPL3.18%
ENB2.53%
BMO2.52%
NVDA2.44%
MSFT2.36%
CM2.31%
AEM2.27%
CNQ2.19%
Other2.16%

Portfolio allocation by GICS sector

Sectors11
Financial Services29.69%
Technology13.80%
Energy11.90%
Industrials8.45%
Unknown7.79%
Basic Materials7.00%
Communication Services5.56%
Consumer Cyclical5.28%
Healthcare4.15%
Utilities3.65%
Other2.72%

Behavioral investing profile

7-dimension quality assessment
Strong(3.5 / 5.0)
Track Record49
Conviction40
Concentration47
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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