2026 Q1 Portfolio Activity
In 2026 Q1, TD Waterhouse Canada Inc. maintained a portfolio of 2408 distinct positions. The most significant new addition was ASTRAZENECA PLC, now representing 0.08% of the total fund value. They heavily accumulated shares in AGNICO EAGLE MINES LTD, increasing the position by 245.7%.
Position History
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Total Positions
2408
Quarter
2026 Q1
Top Holding
TD (5.8%)
Top 10 Concentration
31.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2408
TD Waterhouse Canada Inc. Full Holdings List — 2026 Q1
| 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 | 5.77% | 5.44% |
#1
1
Prev: #2
|
7.3 |
—
|
11,368,674 | 122.5% |
P
S
|
20,650,959 | $1,944,686,084 |
$74.57
+60.8%
|
2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
RY
ROYAL BK CDA
|
Financial Services | 5.72% | 5.75% |
#2
1
Prev: #1
|
6.8 |
—
|
6,454,203 | 119.1% |
P
S
|
11,874,976 | $1,928,575,102 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AAPL
APPLE INC
|
Technology | 3.18% | 2.56% |
#3
1
Prev: #4
|
5.3 |
—
|
2,691,633 | 177.8% |
P
S
|
4,205,151 | $1,073,456,775 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ENB
ENBRIDGE INC
|
Energy | 2.53% | 2.18% |
#4
1
Prev: #5
|
4.5 |
—
|
8,679,884 | 118.2% |
P
S
|
16,024,864 | $853,664,018 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BMO
BANK MONTREAL M...
|
Financial Services | 2.52% | 1.87% |
#5
4
Prev: #9
|
4.5 |
—
|
3,910,927 | 168.8% |
P
S
|
6,227,516 | $848,618,087 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.44% | 1.66% |
#6
6
Prev: #12
|
4.0 |
—
|
3,251,838 | 227.1% |
P
S
|
4,683,924 | $822,245,607 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.36% | 2.90% |
#7
4
Prev: #3
|
3.9 |
—
|
1,192,675 | 123.9% |
P
S
|
2,155,509 | $794,920,976 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CM
CANADIAN IMPERI...
|
Financial Services | 2.31% | 1.90% |
#8
Prev: #8
|
3.9 |
—
|
4,771,444 | 141.7% |
P
S
|
8,137,749 | $777,054,757 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AEM
AGNICO EAGLE MI...
|
Basic Materials | 2.27% | 1.12% |
#9
14
Prev: #23
|
3.9 |
—
|
2,608,190 | 245.7% |
P
S
|
3,669,899 | $766,696,744 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CNQ
CANADIAN NAT RE...
|
Energy | 2.19% | 1.42% |
#10
9
Prev: #19
|
3.9 |
—
|
9,388,893 | 138.9% |
P
S
|
16,147,338 | $739,527,585 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SU
SUNCOR ENERGY I...
|
Energy | 2.16% | 1.20% |
#11
11
Prev: #22
|
3.9 |
—
|
7,082,743 | 163.4% |
P
S
|
11,418,306 | $727,375,156 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BNS
BANK NOVA SCOTI...
|
Financial Services | 2.00% | 2.14% |
#12
6
Prev: #6
|
3.8 |
—
|
5,014,969 | 107.6% |
P
S
|
9,674,068 | $675,720,732 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TRP
TC ENERGY CORP
|
Energy | 1.88% | 1.64% |
#13
2
Prev: #15
|
3.8 |
—
|
5,501,777 | 114.5% |
P
S
|
10,307,909 | $635,224,860 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MFC
MANULIFE FINL C...
|
Financial Services | 1.72% | 1.55% |
#14
3
Prev: #17
|
3.7 |
—
|
9,788,775 | 142.1% |
P
S
|
16,675,574 | $580,476,759 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 1.64% | 1.73% |
#15
5
Prev: #10
|
3.7 |
—
|
7,576,389 | 124.6% |
P
S
|
13,654,791 | $551,604,926 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.64% | 1.96% |
#16
9
Prev: #7
|
3.7 |
—
|
893,874 | 91.4% |
P
S
|
1,871,825 | $551,560,516 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FTS
FORTIS INC
|
Utilities | 1.53% | 1.66% |
#17
4
Prev: #13
|
3.6 |
—
|
4,168,007 | 81.1% |
P
S
|
9,306,560 | $516,205,705 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 1.42% | 0.78% |
#18
11
Prev: #29
|
3.6 |
—
|
4,473,502 | 261.8% |
P
S
|
6,181,934 | $477,551,163 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.41% | 1.64% |
#19
5
Prev: #14
|
3.6 |
—
|
339,462 | 87.8% |
P
S
|
726,137 | $475,036,312 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.38% | 1.68% |
#20
9
Prev: #11
|
3.6 |
—
|
1,037,442 | 88.6% |
P
S
|
2,208,487 | $464,178,887 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.28% | 1.57% |
#21
5
Prev: #16
|
3.5 |
—
|
664,865 | 82.6% |
P
S
|
1,469,705 | $432,723,780 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 1.27% | 1.22% |
#22
1
Prev: #21
|
3.5 |
—
|
2,203,112 | 111.4% |
P
S
|
4,181,425 | $429,641,248 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.24% | 1.24% |
#23
3
Prev: #20
|
3.5 |
—
|
775,340 | 122.1% |
P
S
|
1,410,160 | $418,730,238 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NTR
NUTRIEN LTD
|
Basic Materials | 1.18% | 0.90% |
#24
2
Prev: #26
|
3.5 |
—
|
3,046,373 | 129.1% |
P
S
|
5,405,395 | $397,804,682 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.05% | 0.83% |
#25
3
Prev: #28
|
3.4 |
—
|
748,966 | 194.4% |
P
S
|
1,134,152 | $354,540,084 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
V
VISA INC
|
Financial Services | 1.04% | 1.49% |
#26
8
Prev: #18
|
3.4 |
—
|
496,655 | 72.7% |
P
S
|
1,179,377 | $351,462,963 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SLF
SUN LIFE FINANC...
|
Financial Services | 1.03% | 0.85% |
#27
Prev: #27
|
3.4 |
—
|
3,340,511 | 152.7% |
P
S
|
5,528,134 | $345,858,613 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.99% | 1.00% |
#28
4
Prev: #24
|
3.4 |
—
|
150,513 | 80.7% |
P
S
|
336,981 | $335,363,871 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TU
TELUS CORPORATI...
|
Communication Services | 0.78% | 0.76% |
#29
2
Prev: #31
|
3.3 |
—
|
11,207,818 | 121.5% |
P
S
|
20,435,502 | $263,866,406 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
B
BARRICK MNG COR...
|
Basic Materials | 0.78% | 0.25% |
#30
51
Prev: #81
|
3.3 |
—
|
5,339,653 | 578.3% |
P
S
|
6,263,050 | $262,991,754 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.78% | 0.78% |
#31
1
Prev: #30
|
3.3 |
—
|
264,126 | 139.3% |
P
S
|
453,757 | $262,147,936 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CVE
CENOVUS ENERGY ...
|
Energy | 0.74% | 0.46% |
#32
16
Prev: #48
|
3.3 |
—
|
5,324,572 | 121.5% |
P
S
|
9,708,175 | $248,558,077 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.71% | 0.56% |
#33
7
Prev: #40
|
3.3 |
—
|
541,483 | 124.6% |
P
S
|
976,075 | $237,908,356 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EMRAF
EMERA INC
|
Unknown | 0.70% | 0.61% |
#34
2
Prev: #36
|
3.3 |
—
|
2,574,963 | 128.7% |
P
S
|
4,575,965 | $235,325,770 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.65% | 0.74% |
#35
3
Prev: #32
|
3.3 |
—
|
1,445,909 | 75.4% |
P
S
|
3,362,729 | $218,472,247 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BAM
BROOKFIELD ASSE...
|
Financial Services | 0.61% | 0.48% |
#36
11
Prev: #47
|
3.2 |
—
|
3,238,527 | 220.4% |
P
S
|
4,708,162 | $206,138,954 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FNV
FRANCO NEV CORP
|
Basic Materials | 0.58% | 0.36% |
#37
24
Prev: #61
|
3.2 |
—
|
493,035 | 173.4% |
P
S
|
777,372 | $193,851,995 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.56% | 0.63% |
#38
3
Prev: #35
|
3.2 |
—
|
280,520 | 96.0% |
P
S
|
572,657 | $188,347,884 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WPM
WHEATON PRECIOU...
|
Basic Materials | 0.54% | 0.54% |
#39
3
Prev: #42
|
3.2 |
—
|
600,257 | 80.7% |
P
S
|
1,344,436 | $182,389,405 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
RCI
ROGERS COMMUNIC...
|
Communication Services | 0.53% | 0.57% |
#40
1
Prev: #39
|
3.2 |
—
|
2,322,784 | 94.9% |
P
S
|
4,769,190 | $178,966,228 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
QSR
RESTAURANT BRAN...
|
Consumer Cyclical | 0.51% | 0.41% |
#41
12
Prev: #53
|
3.2 |
—
|
1,387,138 | 142.4% |
P
S
|
2,361,339 | $173,516,240 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.50% | 0.63% |
#42
8
Prev: #34
|
3.2 |
—
|
82,725 | 88.4% |
P
S
|
176,351 | $168,176,876 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.48% | 0.94% |
#43
18
Prev: #25
|
2.2 |
—
|
41,083 | 13.7% |
P
S
|
341,529 | $163,244,933 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.46% | 0.16% |
#44
76
Prev: #120
|
3.2 |
—
|
748,537 | 353.8% |
P
S
|
960,087 | $154,091,574 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.44% | 0.29% |
#45
30
Prev: #75
|
3.2 |
—
|
613,111 | 201.6% |
P
S
|
917,172 | $148,299,032 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.43% | 0.63% |
#46
13
Prev: #33
|
2.7 |
—
|
251,833 | 27.7% |
P
S
|
1,161,042 | $144,552,537 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.42% | 0.17% |
#47
66
Prev: #113
|
3.2 |
—
|
118,214 | 282.5% |
P
S
|
160,064 | $143,043,605 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.42% | 0.45% |
#48
2
Prev: #50
|
3.2 |
—
|
251,507 | 107.1% |
P
S
|
486,414 | $142,188,598 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.42% | 0.51% |
#49
6
Prev: #43
|
3.2 |
—
|
680,092 | 132.2% |
P
S
|
1,194,385 | $140,943,984 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.41% | 0.58% |
#50
13
Prev: #37
|
2.7 |
—
|
146,244 | 48.3% |
P
S
|
449,253 | $137,857,495 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 2408 holdings