2026 Q2 Portfolio Activity
In 2026 Q2, TD Waterhouse Canada Inc. maintained a portfolio of 2535 distinct positions. The most significant new addition was BRIGHTSPRING HEALTH SVCS INC, now representing 0.06% of the total fund value. They heavily accumulated shares in THOMSON REUTERS CORP, increasing the position by 21618383.3%. The fund also reduced its exposure to TELUS CORPORATION by 29.6%.
Position History
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Total Positions
2535
Quarter
2026 Q2
Top Holding
TD (6.5%)
Top 10 Concentration
32.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2535
TD Waterhouse Canada Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TD
TORONTO DOMINIO...
|
Financial Services | 6.53% | 5.77% |
#1
Prev: #1
|
5.1 |
—
|
-391,382 | -1.9% |
P
S
|
20,259,577 | $2,480,001,749 |
$74.57
+59.9%
|
2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | ||
|
RY
ROYAL BK CDA
|
Financial Services | 6.39% | 5.72% |
#2
Prev: #2
|
4.6 |
—
|
-238,768 | -2.0% |
P
S
|
11,636,208 | $2,427,208,742 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AAPL
APPLE INC
|
Technology | 3.29% | 3.18% |
#3
Prev: #3
|
2.8 |
—
|
43,545 | 1.0% |
P
S
|
4,248,696 | $1,250,667,518 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
BMO
BANK MONTREAL M...
|
Financial Services | 2.97% | 2.52% |
#4
1
Prev: #5
|
2.2 |
—
|
123,387 | 2.0% |
P
S
|
6,350,903 | $1,128,679,837 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.70% | 2.44% |
#5
1
Prev: #6
|
3.6 |
—
|
512,917 | 11.0% |
P
S
|
5,196,841 | $1,027,269,154 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
CM
CANADIAN IMPERI...
|
Financial Services | 2.59% | 2.31% |
#6
2
Prev: #8
|
1.5 |
—
|
337,620 | 4.1% |
P
S
|
8,475,369 | $985,226,960 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
ENB
ENBRIDGE INC
|
Energy | 2.27% | 2.53% |
#7
3
Prev: #4
|
1.4 |
—
|
164,934 | 1.0% |
P
S
|
16,189,798 | $863,952,233 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.24% | 2.36% |
#8
1
Prev: #7
|
1.4 |
—
|
53,968 | 2.5% |
P
S
|
2,209,477 | $849,478,435 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
BNS
BANK NOVA SCOTI...
|
Financial Services | 2.08% | 2.00% |
#9
3
Prev: #12
|
1.3 |
—
|
-629,165 | -6.5% |
P
S
|
9,044,903 | $791,298,684 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
TRP
TC ENERGY CORP
|
Energy | 1.83% | 1.88% |
#10
3
Prev: #13
|
1.2 |
—
|
312,027 | 3.0% |
P
S
|
10,619,936 | $695,799,080 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
MFC
MANULIFE FINL C...
|
Financial Services | 1.80% | 1.72% |
#11
3
Prev: #14
|
1.2 |
—
|
81,973 | 0.5% |
P
S
|
16,757,547 | $683,608,613 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
CNQ
CANADIAN NAT RE...
|
Energy | 1.67% | 2.19% |
#12
2
Prev: #10
|
1.2 |
—
|
88,990 | 0.6% |
P
S
|
16,236,328 | $634,507,346 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.67% | 1.64% |
#13
3
Prev: #16
|
1.2 |
—
|
24,393 | 1.3% |
P
S
|
1,896,218 | $633,688,463 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SU
SUNCOR ENERGY I...
|
Energy | 1.65% | 2.16% |
#14
3
Prev: #11
|
1.2 |
—
|
239,208 | 2.1% |
P
S
|
11,657,514 | $625,497,445 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 1.57% | 1.64% |
#15
Prev: #15
|
1.1 |
—
|
248,479 | 1.8% |
P
S
|
13,903,270 | $595,675,990 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.51% | 1.41% |
#16
3
Prev: #19
|
2.6 |
—
|
43,859 | 6.0% |
P
S
|
769,996 | $574,438,624 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.46% | 1.24% |
#17
6
Prev: #23
|
2.6 |
—
|
124,315 | 8.8% |
P
S
|
1,534,475 | $554,591,392 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AEM
AGNICO EAGLE MI...
|
Basic Materials | 1.44% | 2.27% |
#18
9
Prev: #9
|
1.1 |
—
|
-145,706 | -4.0% |
P
S
|
3,524,193 | $546,717,756 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.44% | 1.38% |
#19
1
Prev: #20
|
1.1 |
—
|
49,075 | 2.2% |
P
S
|
2,257,562 | $545,869,744 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
FTS
FORTIS INC
|
Utilities | 1.41% | 1.53% |
#20
3
Prev: #17
|
1.1 |
—
|
129,466 | 1.4% |
P
S
|
9,436,026 | $535,233,690 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.41% | 1.28% |
#21
Prev: #21
|
1.1 |
—
|
20,767 | 1.4% |
P
S
|
1,490,472 | $533,685,440 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 1.40% | 1.42% |
#22
4
Prev: #18
|
1.1 |
—
|
7,826 | 0.1% |
P
S
|
6,189,760 | $532,625,627 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 1.35% | 1.27% |
#23
1
Prev: #22
|
1.0 |
—
|
116,530 | 2.8% |
P
S
|
4,297,955 | $514,643,036 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SLF
SUN LIFE FINANC...
|
Financial Services | 1.14% | 1.03% |
#24
3
Prev: #27
|
1.0 |
—
|
-22,099 | -0.4% |
P
S
|
5,506,035 | $433,831,555 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.14% | 1.05% |
#25
Prev: #25
|
1.0 |
—
|
36,189 | 3.2% |
P
S
|
1,170,341 | $432,457,359 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
V
VISA INC
|
Financial Services | 1.09% | 1.04% |
#26
Prev: #26
|
0.9 |
—
|
3,373 | 0.3% |
P
S
|
1,182,750 | $415,305,737 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
NTR
NUTRIEN LTD
|
Basic Materials | 0.92% | 1.18% |
#27
3
Prev: #24
|
0.9 |
—
|
113,040 | 2.1% |
P
S
|
5,518,435 | $351,149,924 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.81% | 0.99% |
#28
Prev: #28
|
0.8 |
—
|
-3,959 | -1.2% |
P
S
|
333,022 | $308,069,917 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.75% | 0.78% |
#29
2
Prev: #31
|
0.8 |
—
|
13,175 | 2.9% |
P
S
|
466,932 | $286,398,206 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
B
BARRICK MNG COR...
|
Basic Materials | 0.68% | 0.78% |
#30
Prev: #30
|
2.3 |
—
|
824,520 | 13.2% |
P
S
|
7,087,570 | $258,644,590 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.67% | 0.71% |
#31
2
Prev: #33
|
0.8 |
—
|
29,365 | 3.0% |
P
S
|
1,005,440 | $255,483,534 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.67% | 0.65% |
#32
3
Prev: #35
|
2.3 |
—
|
240,873 | 7.2% |
P
S
|
3,603,602 | $253,759,723 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
EMRAF
EMERA INC
|
Unknown | 0.64% | 0.70% |
#33
1
Prev: #34
|
0.8 |
—
|
57,528 | 1.3% |
P
S
|
4,633,493 | $242,576,437 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
CVE
CENOVUS ENERGY ...
|
Energy | 0.62% | 0.74% |
#34
2
Prev: #32
|
0.7 |
—
|
-44,306 | -0.5% |
P
S
|
9,663,869 | $237,085,893 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.60% | 0.50% |
#35
7
Prev: #42
|
2.2 |
—
|
15,982 | 9.1% |
P
S
|
192,333 | $229,298,068 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
BAM
BROOKFIELD ASSE...
|
Financial Services | 0.60% | 0.61% |
#36
Prev: #36
|
2.2 |
—
|
294,966 | 6.3% |
P
S
|
5,003,128 | $227,421,768 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.53% | 0.56% |
#37
1
Prev: #38
|
0.7 |
—
|
1,207 | 0.2% |
P
S
|
573,864 | $201,480,132 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.51% | 0.39% |
#38
16
Prev: #54
|
2.2 |
—
|
15,342 | 8.6% |
P
S
|
194,396 | $192,849,826 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.51% | 0.48% |
#39
4
Prev: #43
|
2.2 |
—
|
43,817 | 12.8% |
P
S
|
385,346 | $192,770,026 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.49% | 0.42% |
#40
7
Prev: #47
|
0.7 |
—
|
5,008 | 3.1% |
P
S
|
165,072 | $187,237,596 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
QSR
RESTAURANT BRAN...
|
Consumer Cyclical | 0.47% | 0.51% |
#41
Prev: #41
|
0.7 |
—
|
112,267 | 4.8% |
P
S
|
2,473,606 | $176,997,748 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.45% | 0.42% |
#42
7
Prev: #49
|
2.2 |
—
|
220,481 | 18.5% |
P
S
|
1,414,866 | $172,369,101 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
FNV
FRANCO NEV CORP
|
Basic Materials | 0.45% | 0.58% |
#43
6
Prev: #37
|
2.2 |
—
|
39,935 | 5.1% |
P
S
|
817,307 | $172,066,417 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.45% | 0.40% |
#44
7
Prev: #51
|
0.7 |
—
|
48,406 | 4.1% |
P
S
|
1,223,255 | $171,513,439 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.45% | 0.26% |
#45
27
Prev: #72
|
0.7 |
—
|
-57,440 | -10.6% |
P
S
|
486,224 | $171,211,825 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.44% | 0.42% |
#46
2
Prev: #48
|
0.7 |
—
|
-37,509 | -7.7% |
P
S
|
448,905 | $168,319,010 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
TECK
TECK RESOURCES ...
|
Basic Materials | 0.42% | 0.37% |
#47
8
Prev: #55
|
2.2 |
—
|
309,422 | 13.1% |
P
S
|
2,675,107 | $159,003,502 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.41% | 0.21% |
#48
36
Prev: #84
|
2.7 |
—
|
70,568 | 21.8% |
P
S
|
393,729 | $153,915,023 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
TU
TELUS CORPORATI...
|
Communication Services | 0.40% | 0.78% |
#49
20
Prev: #29
|
0.2 |
—
|
-6,050,218 | -29.6% |
P
S
|
14,385,284 | $151,638,280 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 | |||
|
RCI
ROGERS COMMUNIC...
|
Communication Services | 0.40% | 0.53% |
#50
10
Prev: #40
|
0.7 |
—
|
-64,111 | -1.3% |
P
S
|
4,705,079 | $151,425,884 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-27 |
Showing 1-50 of 2535 holdings