TD Waterhouse Canada Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), TD Waterhouse Canada Inc. reported 2,396 stock positions worth $38.0 billion. Its top holding was Toronto-Dominion Bank (TD) at 6.5% of the portfolio, followed by Royal Bank of Canada (RY, 6.4%) and Apple (AAPL, 3.3%). Compared with Q1 2026, it opened 216 new positions, sold out of 118, added to 854 and reduced 620. The biggest buy was Bank of Montreal (BMO, shares +2%) and the biggest sale Agnico Eagle Mines (AEM, shares −4%).

Most Recent 13F
Q2 2026
Location
TORONTO, A6
CIK
0001999606
Portfolio Value
$38.0B (Q2 2026)
SEC Filing
0002052595-26-000080 ↗ filed Jul 27, 2026

Holdings Value

0$10.0B$20.0B$30.0B$40.0B Q1 2024: $13.3B Q1 2024 Q2 2024: $11.2B Q2 2024 Q3 2024: $12.3B Q3 2024 Q4 2024: $12.4B Q4 2024 Q1 2025: $12.2B Q1 2025 Q2 2025: $14.0B Q2 2025 Q3 2025: $15.3B Q3 2025 Q4 2025: $16.1B Q4 2025 Q1 2026: $33.7B Q1 2026 Q2 2026: $38.0B $38.0B Q2 2026

Holdings 2,396 stocks · $38.0B

TD Toronto-Dominion Bank 6.53% 20,259,577 $2.5B Reduce -1.9%
RY Royal Bank of Canada 6.39% 11,636,208 $2.4B Reduce -2.0%
AAPL Apple Inc. 3.29% 4,248,696 $1.3B Add +1.0%
BMO Bank of Montreal filed as BANK MONTREAL MEDIUM 2.97% 6,350,903 $1.1B Add +2.0%
NVDA Nvidia Corp. 2.70% 5,196,841 $1.0B Add +10.9%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 2.59% 8,475,369 $985.2M Add +4.2%
ENB Enbridge Inc. 2.27% 16,189,798 $864.0M Add +1.0%
MSFT Microsoft Corp. 2.24% 2,209,477 $849.5M Add +2.5%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C 2.08% 9,044,903 $791.3M Reduce -6.5%
TRP TC Energy Corp. 1.83% 10,619,936 $695.8M Add +3.0%
MFC Manulife Financial Corp. 1.80% 16,757,547 $683.6M Add +0.5%
CNQ Canadian Natural Resources 1.67% 16,236,328 $634.5M Add +0.6%
JPM JPMorgan Chase & Co. 1.67% 1,896,218 $633.7M Add +1.3%
SU Suncor Energy Inc. 1.65% 11,657,514 $625.5M Add +2.1%
BN Brookfield Corp. 1.57% 13,903,270 $595.7M Add +1.8%
SPY SS SPDR S&P 500 ETF Trust-US 1.51% 769,996 $574.4M Add +6.0%
GOOGL Alphabet Inc. Class A 1.46% 1,534,475 $554.6M Add +8.8%
AEM Agnico Eagle Mines Ltd. 1.44% 3,524,193 $546.7M Reduce -4.0%
AMZN Amazon.com Inc. 1.44% 2,257,562 $545.9M Add +2.2%
FTS Fortis Inc. 1.41% 9,436,026 $535.2M Add +1.4%
GOOG Alphabet Inc. Class C 1.41% 1,490,472 $533.7M Add +1.4%
CP Canadian Pacific Kansas City 1.40% 6,189,760 $532.6M Add +0.1%
CNI Canadian Natl Railway Co. 1.35% 4,297,955 $514.6M Add +2.8%
SLF Sun Life Financial Inc. 1.14% 5,506,035 $433.8M Reduce -0.4%
AVGO Broadcom Inc. 1.14% 1,170,341 $432.5M Add +3.2%
V Visa Inc. Class A 1.09% 1,182,750 $415.3M Add +0.3%
NTR Nutrien Ltd. 0.92% 5,518,435 $351.1M Add +2.1%
COST Costco Wholesale Corp. 0.81% 333,022 $308.1M Reduce -1.2%
META Meta Platforms Inc. Class A 0.75% 466,932 $286.4M Add +2.9%
B Barrick Mining Corp. 0.68% 7,087,570 $258.6M Add +13.2%
JNJ Johnson & Johnson 0.67% 1,005,440 $255.5M Add +3.0%
VEA Vanguard Ftse Developed ETF 0.67% 3,603,602 $253.8M Add +7.2%
EMA Emera Inc. 0.64% 4,633,493 $242.6M Add +1.3%
CVE Cenovus Energy Inc. 0.62% 9,663,869 $237.1M Reduce -0.5%
LLY Eli Lilly & Co. 0.60% 192,333 $229.3M Add +9.1%
BAM Brookfield Asset Mgmt-A 0.60% 5,003,128 $227.4M Add +6.3%
HD Home Depot Inc. 0.53% 573,864 $201.5M Add +0.2%
CAT Caterpillar Inc. 0.51% 194,396 $192.8M Add +8.6%
BRK.B Berkshire Hathaway Inc. Class B 0.51% 385,346 $192.8M Add +12.8%
GEV GE Vernova Inc. 0.49% 165,072 $187.2M Add +3.1%
QSR Restaurant Brands Intern 0.47% 2,473,606 $177.0M Add +4.8%
SHOP Shopify Inc. Class A 0.45% 1,414,866 $172.4M Add +18.5%
FNV Franco-Nevada Corp. 0.45% 817,307 $172.1M Add +5.1%
C Citigroup Inc. 0.45% 1,223,255 $171.5M Add +4.1%
PANW Palo Alto Networks Inc. 0.45% 486,224 $171.2M Reduce -10.6%
GE General Electric filed as GE AEROSPACE 0.44% 448,905 $168.3M Reduce -7.7%
TECK Teck Resources Ltd.-CLS B 0.42% 2,675,107 $159.0M Add +13.1%
LRCX Lam Research Corp. 0.41% 393,729 $153.9M Add +21.8%
TU Telus Corp. 0.40% 14,385,284 $151.6M Reduce -29.6%
RCI Rogers Communications Inc. Class B 0.40% 4,705,079 $151.4M Reduce -1.3%
KLAC KLA Corp. 0.40% 564,200 $150.3M Reduce -5.8%
GS Goldman Sachs Group Inc. 0.39% 146,204 $149.2M Add +11.9%
WPM Wheaton Precious Metals Corp. 0.38% 1,298,357 $144.9M Reduce -3.4%
WCN Waste Connections Inc. 0.37% 859,373 $141.6M Add +3.1%
VWO Vanguard Ftse Emerging Marke 0.37% 2,350,597 $139.3M Add +10.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.36% 913,511 $138.3M Reduce -0.4%
MGA Magna International Inc. 0.35% 2,130,562 $134.6M Add +10.7%
MU Micron Technology Inc. 0.35% 127,377 $131.5M Add +115.5%
XOM Exxon Mobil Corp. 0.34% 949,021 $129.4M Reduce -1.1%
AXP American Express Co. 0.33% 365,307 $127.2M Reduce -3.0%
QCOM Qualcomm Inc. 0.33% 686,147 $124.9M Reduce -10.5%
GLD SPDR Gold Shares 0.33% 336,179 $124.7M Add +10.4%
MS Morgan Stanley 0.33% 583,289 $123.6M Add +24.2%
WMT Walmart Inc. 0.32% 1,108,584 $120.7M Reduce -4.5%
MCD McDonald's Corp. 0.31% 441,443 $119.0M Reduce -1.7%
IGF iShares Global Infrastructur 0.30% 1,713,680 $112.8M Add +12.6%
PBA Pembina Pipeline Corp. 0.29% 2,419,798 $111.0M Reduce -2.0%
TRI Thomson Reuters Corp. 0.29% 1,297,109 $110.3M Reduce -2.0%
TSM Taiwan Semiconductor-SP ADR 0.28% 242,029 $107.6M Add +1.2%
HWM Howmet Aerospace Inc. 0.28% 393,860 $105.4M Add +0.9%
GIL Gildan Activewear Inc. 0.27% 1,947,328 $101.0M Add +6.7%
CCJ Cameco Corp. 0.26% 1,022,122 $99.7M Add +15.4%
GLW Corning Inc. 0.25% 436,618 $96.4M Reduce -1.0%
XLK SS Technology Select Sector 0.25% 519,530 $96.2M Add +0.5%
ABBV Abbvie Inc. 0.24% 366,299 $92.0M Reduce -27.2%
MA Mastercard Inc. Class A 0.24% 172,768 $90.3M Add +6.0%
BNY Bank of New York Mellon Corp. 0.24% 611,028 $89.3M Add +106.7%
CW Curtiss-Wright Corp. 0.23% 113,131 $85.8M Reduce -0.5%
PG The Procter & Gamble Co. 0.23% 580,218 $85.6M Add +0.9%
HLT Hilton Worldwide Holdings Inc. 0.23% 257,137 $85.5M Add +4.6%
MRVL Marvell Technology Inc. 0.22% 312,255 $85.0M Add +7.2%
SRE Sempra 0.21% 893,041 $81.7M Add +10.4%
APH Amphenol Corp. Class A 0.21% 462,987 $79.8M Reduce -38.9%
IVV iShares Core S&P 500 ETF 0.21% 106,124 $79.5M Add +9.5%
IMO Imperial Oil Ltd. 0.21% 711,032 $79.0M Reduce -6.0%
CMDY iShares Bloomberg Roll Selec 0.21% 1,433,635 $78.9M Add +27.1%
AMAT Applied Materials Inc. 0.21% 120,779 $78.5M Add +17.5%
ETN Eaton Corp. PLC 0.21% 188,970 $78.0M Add +6.7%
BIPC Brookfield Infrastructure-A 0.20% 2,010,191 $77.0M Add +8.8%
AMD Advanced Micro Devices 0.20% 141,070 $76.3M Add +29.3%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.20% 41,040 $75.6M Reduce -1.2%
MCK McKesson Corp. 0.20% 97,415 $74.9M Reduce -23.6%
ABCL Abcellera Biologics Inc. 0.19% 9,568,149 $72.6M Add +0.0%
BIP Brookfield Infrastructure Pa 0.19% 1,979,119 $71.2M Add +6.1%
LNG Cheniere Energy Inc. 0.18% 280,101 $68.0M Reduce -6.9%
TSLA Tesla Inc. 0.18% 159,516 $67.9M Reduce -2.6%
ANET Arista Networks Inc. 0.18% 405,177 $67.6M Add +51.6%
SOBO South Bow Corp. 0.18% 1,946,786 $67.1M Add +0.8%
QQQ Invesco QQQ Trust Series 1 0.18% 92,412 $67.0M Add +3.2%
SYK Stryker Corp. 0.17% 210,670 $66.0M Reduce -1.5%

Show all 2,396 holdings

Other holdings (8): bonds, preferreds, convertibles and warrants · $131K (not counted above)
SecurityClassShares / PrincipalValueChange
ALBEMARLE CORP (ALB 7.25 03/01/27) 7.25% DEP SHS A 2,000$112KNew
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 550$14KReduce -0.5%
RVMDW Revolution Medicines Inc.-28 *W EXP 12/17/202 448$4KNo change
GME.WS Gamestop Corp. *W EXP 10/30/202 535$2KAdd +2.1%
XRXDW Xerox Holdings Corp. *W EXP 02/11/202 125$36No change
OPENW Opendoor Technologies Inc.-26 *W EXP 11/20/202 66$33No change
OPENL Opendoor Technologies Inc.-26 *W EXP 11/20/202 66$18No change
OPENZ Opendoor Technologies Inc.-26 *W EXP 11/20/202 66$17No change
Lines left out (1) · $3 — a value with no share or principal amount
SecurityClassSharesValue
TWO Two Harbors Investment Corp. COM0$3

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $38.0B.

Portfolio Sells Q1 2026 → Q2 2026

AEM Agnico Eagle Mines Ltd. Reduce -4.0% 1.44% −0.84
TU Telus Corp. Reduce -29.6% 0.40% −0.38
COST Costco Wholesale Corp. Reduce -1.2% 0.81% −0.18
WPM Wheaton Precious Metals Corp. Reduce -3.4% 0.38% −0.16
RCI Rogers Communications Inc. Class B Reduce -1.3% 0.40% −0.13
MCK McKesson Corp. Reduce -23.6% 0.20% −0.13
XOM Exxon Mobil Corp. Reduce -1.1% 0.34% −0.12
CVE Cenovus Energy Inc. Reduce -0.5% 0.62% −0.11
WMT Walmart Inc. Reduce -4.5% 0.32% −0.11
MCD McDonald's Corp. Reduce -1.7% 0.31% −0.10
GIB Cgi Inc. Reduce -29.8% 0.12% −0.09
KGC Kinross Gold Corp. Reduce -54.0% 0.04% −0.09
NFLX Netflix Inc. Reduce -17.1% 0.11% −0.08
COR Cencora Inc. Reduce -52.2% 0.05% −0.08
IMO Imperial Oil Ltd. Reduce -6.0% 0.21% −0.08
NEM Newmont Corp. Reduce -14.0% 0.13% −0.08
ABBV Abbvie Inc. Reduce -27.2% 0.24% −0.08
APH Amphenol Corp. Class A Reduce -38.9% 0.21% −0.08
TJX TJX Companies Inc. Reduce -0.4% 0.36% −0.08
RTX RTX Corp. Reduce -44.1% 0.07% −0.07
GILD Gilead Sciences Inc. Reduce -12.8% 0.16% −0.07
GRTUF Granite Real Estate Investme Sold out 0.00% −0.07
LNG Cheniere Energy Inc. Reduce -6.9% 0.18% −0.07
TRI Thomson Reuters Corp. Reduce -2.0% 0.29% −0.06
EVR Evercore Inc. Class A Reduce -45.0% 0.07% −0.05
LPLA LPL Financial Holdings Inc. Reduce -88.5% 0.01% −0.05
CRH CRH PLC Reduce -44.0% 0.04% −0.05
BBUC Brookfield Business Corp. Class A Reduce -38.1% 0.06% −0.05
VZ Verizon Communications Inc. Reduce -9.8% 0.10% −0.04
TMO Thermo Fisher Scientific Inc. Reduce -39.2% 0.06% −0.04
CVX Chevron Corp. Reduce -16.3% 0.07% −0.04
HII Huntington Ingalls Industrie Reduce -88.3% 0.00% −0.04
IBP Installed Building Products Reduce -96.9% 0.00% −0.04
DE Deere & Co. Reduce -20.0% 0.15% −0.04
BKNG Booking Holdings Inc. Reduce -69.3% 0.02% −0.04
DIS The Walt Disney Co. Reduce -36.7% 0.05% −0.04
ORCL Oracle Corp. Reduce -10.0% 0.14% −0.04
ZS Zscaler Inc. Reduce -82.0% 0.01% −0.04
SYK Stryker Corp. Reduce -1.5% 0.17% −0.04
BSX Boston Scientific Corp. Reduce -41.0% 0.02% −0.03
VIG Vanguard Dividend Apprec ETF Reduce -36.3% 0.05% −0.03
SPYG SS SPDR P S&P 500 Growth ETF Reduce -91.7% 0.00% −0.03
ITA iShares U.S. Aerospace & Def Reduce -48.1% 0.03% −0.03
CMCSA Comcast Corp. Class A Reduce -36.6% 0.02% −0.03
AMGN Amgen Inc. Reduce -15.0% 0.10% −0.03
ORLY O'reilly Automotive Inc. Reduce -36.7% 0.04% −0.03
WAB Wabtec Corp. Reduce -25.2% 0.06% −0.03
PBA Pembina Pipeline Corp. Reduce -2.0% 0.29% −0.03
ETR Entergy Corp. Reduce -8.1% 0.11% −0.03
MRK Merck & Co. Inc. Reduce -10.9% 0.12% −0.03

Portfolio Buys Q1 2026 → Q2 2026

BMO Bank of Montreal Add +2.0% 2.97% +0.45
CM Can Imperial BK of Commerce Add +4.2% 2.59% +0.29
MU Micron Technology Inc. Add +115.5% 0.35% +0.28
NVDA Nvidia Corp. Add +10.9% 2.70% +0.27
GOOGL Alphabet Inc. Class A Add +8.8% 1.46% +0.22
LRCX Lam Research Corp. Add +21.8% 0.41% +0.19
AMD Advanced Micro Devices Add +29.3% 0.20% +0.13
MRVL Marvell Technology Inc. Add +7.2% 0.22% +0.13
BNY Bank of New York Mellon Corp. Add +106.7% 0.24% +0.13
GOOG Alphabet Inc. Class C Add +1.4% 1.41% +0.12
CAT Caterpillar Inc. Add +8.6% 0.51% +0.12
AAPL Apple Inc. Add +1.0% 3.29% +0.11
LLY Eli Lilly & Co. Add +9.1% 0.60% +0.10
SPY SS SPDR S&P 500 ETF Trust-US Add +6.0% 1.51% +0.10
STX Seagate Technology Holdings Add +40.8% 0.16% +0.10
AMAT Applied Materials Inc. Add +17.5% 0.21% +0.10
INTC Intel Corp. Add +93.9% 0.12% +0.10
MS Morgan Stanley Add +24.2% 0.33% +0.09
ABCL Abcellera Biologics Inc. Add +0.0% 0.19% +0.09
AVGO Broadcom Inc. Add +3.2% 1.14% +0.09
CNI Canadian Natl Railway Co. Add +2.8% 1.35% +0.08
ANET Arista Networks Inc. Add +51.6% 0.18% +0.08
CAE Cae Inc. Add +179.7% 0.13% +0.08
MFC Manulife Financial Corp. Add +0.5% 1.80% +0.08
SNDK Sandisk Corp. Add +2.0% 0.12% +0.08
GEV GE Vernova Inc. Add +3.1% 0.49% +0.07
IBKR Interactive Brokers Gro Class A Add +79.4% 0.13% +0.07
ADI Analog Devices Inc. Add +834.9% 0.07% +0.06
AMZN Amazon.com Inc. Add +2.2% 1.44% +0.06
GS Goldman Sachs Group Inc. Add +11.9% 0.39% +0.06
SPGI S&P Global Inc. Add +128.9% 0.12% +0.06
PEP Pepsico Inc. Add +100.3% 0.15% +0.06
CSCO Cisco Systems Inc. Add +66.9% 0.11% +0.06
UNH Unitedhealth Group Inc. Add +10.1% 0.17% +0.06
BTSG Brightspring Health Services New 0.06% +0.06
CVS CVS Health Corp. Add +43.0% 0.12% +0.06
MGA Magna International Inc. Add +10.7% 0.35% +0.05
TXN Texas Instruments Inc. Add +14.6% 0.15% +0.05
V Visa Inc. Class A Add +0.3% 1.09% +0.05
C Citigroup Inc. Add +4.1% 0.45% +0.05
PWR Quanta Services Inc. Add +36.4% 0.15% +0.05
TECK Teck Resources Ltd.-CLS B Add +13.1% 0.42% +0.05
XLK SS Technology Select Sector Add +0.5% 0.25% +0.05
CSX CSX Corp. Add +61.7% 0.10% +0.04
TSM Taiwan Semiconductor-SP ADR Add +1.2% 0.28% +0.04
SOXX iShares Semiconductor ETF Add +1.7% 0.10% +0.04
SHOP Shopify Inc. Class A Add +18.5% 0.45% +0.04
LITE Lumentum Holdings Inc. Add +150.4% 0.06% +0.03
JPM JPMorgan Chase & Co. Add +1.3% 1.67% +0.03
TKR Timken Co. Add +55.3% 0.07% +0.03

Notes & Other Activity Q1 2026 → Q2 2026

ALBEMARLE CORP (ALB 7.25 03/01/27) 7.25% DEP SHS A New 2,000 $112K
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A Sold out 32 $37Kbefore exit
ENERGY TRANSFER LP (ET 9.25 PERP I) 9.250% FXD PFD I Sold out 1,245 $14Kbefore exit
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Reduce -0.5% 550 $14K
GME.WS Gamestop Corp. *W EXP 10/30/202 Add +2.1% 535 $2K
GABELLI EQUITY TRUST-RT RIGHT 04/14/2026 Sold out 9,150 $320before exit
GENVR Gen Digital Inc. - CVR RIGHT 99/99/9999 Sold out 66 $32before exit
TWO Two Harbors Investment Corp. COM Reduce -100.0% 0 $3

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2,396$38.0BTD, RY, AAPL, BMO, NVDA
Q1 2026 2,296$33.7BTD, RY, AAPL, ENB, BMO
Q4 2025 2,034$16.1BRY, TD, MSFT, AAPL, ENB
Q3 2025 2,060$15.3BRY, TD, MSFT, AAPL, ENB
Q2 2025 1,987$14.0BRY, TD, MSFT, ENB, AAPL
Q1 2025 1,944$12.2BRY, TD, MSFT, AAPL, ENB
Q4 2024 1,966$12.4BRY, TD, MSFT, AAPL, ENB
Q3 2024 1,907$12.3BRY, TD, MSFT, AAPL, ENB
Q2 2024Amended 1,901$11.2BRY, TD, MSFT, AAPL, ENB
Q1 2024 1,765$13.3BRY, TD, MSFT, ENB, CNQ