Arkolith/Funds/TD Waterhouse Canada Inc.

TD Waterhouse Canada Inc.

CIK 1999606Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

TD Waterhouse Canada Inc. holds a diversified book of 2404 stocks worth $38.0B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Thomson Reuters Corp and trimmed Toronto-Dominion Bank. Their largest long position is Toronto-Dominion Bank at 7% of the equity book.

Opened
307
bought for the first time
Added to
859
already held, bought more
Trimmed
608
sold some, still holds it
Sold out
132
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
33%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

92% mapped to company sectors

Financials
32%
Information Technology
20%
Industrials
10%
ETF / fund or unclassified
8%
Materials
7%
Consumer Discretionary
6%
Utilities
6%
Energy
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as TD Waterhouse Canada Inc.

Manager / fundShared namesTheir $ in those
HUNTINGTON NATIONAL BANK80 / 80$9.1B
Arax Advisory Partners80 / 80$3.2B
Integrated Wealth Concepts LLC80 / 80$3.0B
Global Retirement Partners, LLC80 / 80$1.4B
Transamerica Financial Advisors, LLC80 / 80$254.2M
BlackRock, Inc.79 / 80$2.3T
FMR LLC79 / 80$874.1B
MORGAN STANLEY79 / 80$565.7B

Ranked by how many of TD Waterhouse Canada Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2,404 positions
#SecurityValueShares% PortLast moveHistory
1Toronto Dominion BK Ont
COM NEW
$2.5B20.26M
6.5%
−1.9%
Reduced · −391K sh
2Royal BK Cda
COM
$2.4B11.64M
6.4%
−2.0%
Reduced · −239K sh
3Apple Inc
COM
$1.3B4.25M
3.3%
+1.0%
Added · +44K sh
4Bank Montreal Medium
COM
$1.1B6.35M
3.0%
+2.0%
Added · +123K sh
5Nvidia Corporation
COM
$1.0B5.20M
2.7%
+11%
Added · +513K sh
6Canadian Imperial Bank Of Co
COM
$985.2M8.48M
2.6%
+4.1%
Added · +338K sh
7Enbridge Inc
COM
$864.0M16.19M
2.3%
+1.0%
Added · +165K sh
8Microsoft Corp
COM
$849.5M2.21M
2.2%
+2.5%
Added · +54K sh
9Bank Nova Scotia B C
COM
$791.3M9.04M
2.1%
−6.5%
Reduced · −629K sh
10TC Energy Corp
COM
$695.8M10.62M
1.8%
+3.0%
Added · +312K sh
11Manulife Finl Corp
COM
$683.6M16.76M
1.8%
+0.5%
Added · +82K sh
12Canadian Nat Res Ltd Med Ter
COM
$634.5M16.24M
1.7%
+0.6%
Added · +89K sh
13JPMorgan Chase & Co
COM
$633.7M1.90M
1.7%
+1.3%
Added · +24K sh
14Suncor Energy Inc New
COM
$625.5M11.66M
1.6%
+2.1%
Added · +239K sh
15Brookfield Corp
CL A LTD VT SH
$595.7M13.90M
1.6%
+1.8%
Added · +248K sh
16State STR SPDR S&P 500 ETF T
TR UNIT
$574.4M770.0K
1.5%
+6.0%
Added · +44K sh
17Alphabet Inc
CAP STK CL A
$554.6M1.53M
1.5%
+8.8%
Added · +124K sh
18Agnico Eagle Mines Ltd
COM
$546.7M3.52M
1.4%
−4.0%
Reduced · −146K sh
19Amazon Com Inc
COM
$545.9M2.26M
1.4%
+2.2%
Added · +49K sh
20Fortis Inc
COM
$535.2M9.44M
1.4%
+1.4%
Added · +129K sh
21Alphabet Inc
CAP STK CL C
$533.7M1.49M
1.4%
+1.4%
Added · +21K sh
22Canadian Pacific Kansas City
COM
$532.6M6.19M
1.4%
+0.1%
Added · +8K sh
23Canadian Natl Ry Co
COM
$514.6M4.30M
1.4%
+2.8%
Added · +117K sh
24Sun Life Financial Inc.
COM
$433.8M5.51M
1.1%
−0.4%
Reduced · −22K sh
25Broadcom Inc
COM
$432.5M1.17M
1.1%
+3.2%
Added · +36K sh
26Visa Inc
COM CL A
$415.3M1.18M
1.1%
+0.3%
Added · +3K sh
27Nutrien Ltd
COM
$351.1M5.52M
0.9%
+2.1%
Added · +113K sh
28Costco Wholesale Corporation
COM
$308.1M333.0K
0.8%
−1.2%
Reduced · −4K sh
29Meta Platforms Inc
CL A
$286.4M466.9K
0.8%
+2.9%
Added · +13K sh
30Barrick MNG Corp
COM SHS
$258.6M7.09M
0.7%
+13%
Added · +825K sh
31Johnson & Johnson
COM
$255.5M1.01M
0.7%
+3.0%
Added · +29K sh
32Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$253.8M3.60M
0.7%
+7.2%
Added · +241K sh
33Emera Inc
COM
$242.6M4.63M
0.6%
+1.3%
Added · +58K sh
34Cenovus Energy Inc
COM
$237.1M9.66M
0.6%
−0.5%
Reduced · −44K sh
35Eli Lilly & Co
COM
$229.3M192.3K
0.6%
+9.1%
Added · +16K sh
36Brookfield Asset Managmt Ltd
CL A LMT VTG SHS
$227.4M5.00M
0.6%
+6.3%
Added · +295K sh
37Home Depot Inc
COM
$201.5M573.9K
0.5%
+0.2%
Added · +1K sh
38Caterpillar Inc
COM
$192.8M194.4K
0.5%
+8.6%
Added · +15K sh
39Berkshire Hathaway Inc Del
CL B NEW
$192.8M385.3K
0.5%
+13%
Added · +44K sh
40Ge Vernova Inc
COM
$187.2M165.1K
0.5%
+3.1%
Added · +5K sh
41Restaurant Brands Intl Inc
COM
$177.0M2.47M
0.5%
+4.8%
Added · +112K sh
42Shopify Inc
CL A SUB VTG SHS
$172.4M1.41M
0.5%
+18%
Added · +220K sh
43Franco Nev Corp
COM
$172.1M817.3K
0.5%
+5.1%
Added · +40K sh
44Citigroup Inc
COM NEW
$171.5M1.22M
0.5%
+4.1%
Added · +48K sh
45Palo Alto Networks Inc
COM
$171.2M486.2K
0.5%
−11%
Reduced · −57K sh
46Ge Aerospace
COM NEW
$168.3M448.9K
0.4%
−7.7%
Reduced · −38K sh
47Teck Resources Ltd
CL B
$159.0M2.68M
0.4%
+13%
Added · +309K sh
48Lam Research Corp
COM NEW
$153.9M393.7K
0.4%
+22%
Added · +71K sh
49Telus Corporation
COM
$151.6M14.39M
0.4%
−30%
Reduced · −6.1M sh
50Rogers Communications Inc
CL B
$151.4M4.71M
0.4%
−1.3%
Reduced · −64K sh
Showing 50 of 2,404 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 20262,405$38.0B13F-HR
Q1 2026Mar 31, 2026May 12, 20262,307$33.7B13F-HR
Q4 2025Dec 31, 2025Jan 27, 20262,042$16.1B13F-HR
Q3 2025Sep 30, 2025Nov 3, 20252,064$15.3B13F-HR
Q2 2025Jun 30, 2025Aug 11, 20251,992$14.0B13F-HR
Q1 2025Mar 31, 2025May 9, 20251,949$12.2B13F-HR
Q4 2024Dec 31, 2024Feb 13, 20251,972$12.4B13F-HR
Q3 2024Sep 30, 2024Nov 12, 20241,914$12.3B13F-HR
Q2 2024Jun 30, 2024Nov 12, 20241,909$11.2B13F-HR/A
Q1 2024Mar 31, 2024May 10, 20241,771$13.3B13F-HR
Q4 2023Dec 31, 2023May 10, 20241,715$10.7B13F-HR/A
Q3 2023Sep 30, 2023Nov 13, 20231,715$9.6B13F-HR
Q2 2023Jun 30, 2023Nov 13, 20231,759$10.0B13F-HR
Q1 2023Mar 31, 2023Nov 13, 20231,742$9.7B13F-HR
Q4 2022Dec 31, 2022Nov 13, 20231,701$9.1B13F-HR
Q3 2022Sep 30, 2022Nov 13, 20231,707$8.8B13F-HR
Q2 2022Jun 30, 2022Nov 13, 20231,743$8.9B13F-HR
Q1 2022Mar 31, 2022Nov 13, 20231,773$10.2B13F-HR
Q4 2021Dec 31, 2021Nov 13, 20231,742$10.3B13F-HR
Amended / restated
  • Q2 2024 · filed Aug 2, 202413F-HR · superseded
  • Q4 2023 · filed Feb 12, 202413F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.