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TD Waterhouse Canada Inc.

Form 13F · CIK 1999606. Holdings on 30 Sep 2026, as filed with the SEC on 16 Oct 2026, each set beside the June 2026 quarter. The 13F on the SEC's site.

TD Waterhouse Canada Inc. reported 2,464 positions worth $38.4B for the September 2026 quarter, on a Form 13F filed 16 Oct 2026; the largest holding was Toronto-Dominion Bank, at 6.2% of the fund.

What it bought and sold

The largest moves since the June 2026 quarter, by the dollars that moved: 212 opened, 874 added, 672 trimmed, 153 sold out.

New position: 212

CompanyValueChange in shares
Cheesecake Factory Inc. (CAKE)$13.8M+127,704
Verisign Inc. (VRSN)$9.9M+34,559
Dave Inc. (DAVE)$5.8M+17,204
LifeStance Health Group, Inc. (LFST)$4.9M+411,701
Eni S.p.A. (E)$4.2M+77,732
SK Hynix Inc. Fsponsored ADR 1 ADR Reps 0.1 Ord SHS (SKHY)$4.2M+21,620
Lazard Intl Dyn (IDEQ)$3.3M+95,322
Insperity, Inc. (NSP)$2.8M+56,750
Standard Motor Products, Inc. (SMP)$2.6M+69,241
First Trust Exch Traded FD III (FEMB)$1.7M+61,513

Added: 874

CompanyValueChange in shares
Microsoft Corp. (MSFT)$1.2B+113,400
NVIDIA Corp. (NVDA)$1.3B+368,049
Apple Inc. (AAPL)$1.4B+12,245
Canadian Natural Resources Limited (CNQ)$784.3M+223,444
Agnico Eagle Mines Ltd (AEM)$659.7M+131,514
Enbridge Inc. (ENB)$760.6M+266,866
Nutrien Ltd. (NTR)$424.3M+578,470
Brookfield Corporation (BN)$522.7M+495,666
TC Energy Corporation (TRP)$623.4M+40,969
Bank of Montreal (BMO)$1.1B+20,334

Trimmed: 672

CompanyValueChange in shares
Royal Bank of Canada (RY)$2.2B-239,776
Suncor Energy Inc. (SU)$799.7M-66,306
Toronto-Dominion Bank (TD)$2.4B-84,358
Caterpillar Inc. (CAT)$107.7M-64,169
KLA Corp. (KLAC)$65.6M-236,638
TJX Companies Inc. (TJX)$73.4M-364,467
Broadcom Inc. (AVGO)$367.9M-100,897
Curtiss Wright Corp. (CW)$22.6M-71,642
Canadian Imperial Bank of Commerce (CM)$923.6M-27,980
Telus Corporation (TU)$90.0M-3,382,504

Sold out: 153

CompanyValue a quarter beforeChange in shares
iShares Trust (HEWJ)$8.1M-125,349
SPX Technologies, Inc. (SPXC)$7.0M-30,323
Ligand Pharmaceuticals Inc. (LGND)$6.1M-19,625
Credicorp Ltd (BAP)$5.8M-15,000
iShares Energy Strg Mats ETF (IBAT)$4.2M-95,034
Simplify Exchange Traded Fun (CDX)$1.1M-54,500
ORIX Corporation (IX)$1.1M-28,548
Nova Ltd (NVMI)$1.1M-2,093
Ferrovial SE (FER)$931.3K-13,847
Electronic Arts Inc (EA)$539.9K-2,659

Largest holdings

The 100 largest of 2,464, by value.

CompanyValueOf the fundSharesChange in sharesMove
Toronto-Dominion Bank (TD)$2.4B6.18%20,175,219-84,358Trimmed
Royal Bank of Canada (RY)$2.2B5.77%11,396,432-239,776Trimmed
Apple Inc. (AAPL)$1.4B3.67%4,260,941+12,245Added
NVIDIA Corp. (NVDA)$1.3B3.35%5,564,890+368,049Added
Microsoft Corp. (MSFT)$1.2B3.11%2,322,877+113,400Added
Bank of Montreal (BMO)$1.1B2.75%6,371,237+20,334Added
Canadian Imperial Bank of Commerce (CM)$923.6M2.40%8,447,389-27,980Trimmed
Suncor Energy Inc. (SU)$799.7M2.08%11,591,208-66,306Trimmed
Bank of Nova Scotia (BNS)$796.5M2.07%8,810,703-234,200Trimmed
Canadian Natural Resources Limited (CNQ)$784.3M2.04%16,459,772+223,444Added
Enbridge Inc. (ENB)$760.6M1.98%16,456,664+266,866Added
Manulife Financial Corporation (MFC)$708.1M1.84%16,753,353-4,194Held
Agnico Eagle Mines Ltd (AEM)$659.7M1.72%3,655,707+131,514Added
JPMorgan Chase & Co. (JPM)$638.2M1.66%1,913,426+17,208Added
TC Energy Corporation (TRP)$623.4M1.62%10,660,905+40,969Added
SPDR S&P 500 (SPY)$584.7M1.52%794,124+24,128Added
Amazon.com Inc. (AMZN)$572.0M1.49%2,301,983+44,421Added
Canadian Natl Ry Co. (CNI)$532.5M1.39%4,546,356+248,401Added
Alphabet Inc. (GOOG)$523.4M1.36%1,561,414+70,942Added
Brookfield Corporation (BN)$522.7M1.36%14,398,936+495,666Added
Alphabet Inc. (GOOGL)$515.8M1.34%1,523,504-10,971Trimmed
Canadian Pacific Kansas City Ltd. (CP)$513.4M1.34%6,082,507-107,253Trimmed
Fortis Inc. (FTS)$502.6M1.31%9,504,530+68,504Added
Visa Inc. (V)$433.7M1.13%1,203,973+21,223Added
Nutrien Ltd. (NTR)$424.3M1.10%6,096,905+578,470Added
Sun Life Financial Inc. (SLF)$398.3M1.04%5,167,172-338,863Trimmed
Broadcom Inc. (AVGO)$367.9M0.96%1,069,444-100,897Trimmed
Meta Platforms, Inc. (META)$355.8M0.93%489,675+22,743Added
Johnson & Johnson (JNJ)$319.2M0.83%1,232,683+227,243Added
Cenovus Energy Inc. (CVE)$305.6M0.80%9,696,020+32,151Added
Barrick Mining Corp (B)$296.3M0.77%7,400,867+313,297Added
Eli Lilly & Co. (LLY)$280.1M0.73%243,316+50,983Added
Costco Wholesale Corp. (COST)$275.3M0.72%300,749-32,273Trimmed
Vanguard Ftse Developed Markets (VEA)$262.9M0.69%3,735,854+132,252Added
Shopify Inc. (SHOP)$235.4M0.61%1,580,597+165,731Added
Emera Inc. F (EMA)$223.7M0.58%4,654,934+21,441Added
Brookfield Asset Management Ltd. (BAM)$208.6M0.54%4,721,969-281,159Trimmed
Palo Alto Networks Inc. (PANW)$197.7M0.52%500,395+14,171Added
Franco Nev Corp. (FNV)$196.5M0.51%846,399+29,092Added
Micron Technology Inc. (MU)$195.0M0.51%177,462+50,085Added
Berkshire Hathaway Inc. Class B (BRKB)$187.8M0.49%374,931-10,415Trimmed
Restaurant Brands International Inc. (QSR)$180.1M0.47%2,583,329+109,723Added
Wheaton Precious Metals Corp. (WPM)$167.5M0.44%1,269,982-28,375Trimmed
Home Depot, Inc. (HD)$165.2M0.43%583,791+9,927Added
Teck Resources Ltd (TECK)$164.6M0.43%2,498,130-176,977Trimmed
ExxonMobil Holdings Corp. (XOM)$157.0M0.41%956,953+7,932Added
Rogers Communications Inc. (RCI)$155.5M0.41%5,037,804+332,725Added
Vanguard Ftse Emerging Markets (VWO)$146.8M0.38%2,489,152+138,555Added
Citigroup Inc. (C)$146.0M0.38%1,149,414-73,841Trimmed
Advanced Micro Devices Inc. (AMD)$143.8M0.37%230,554+89,484Added
Thomson Reuters Corporation (TRI)$143.3M0.37%1,468,484+171,375Added
GE Vernova Inc. (GEV)$139.1M0.36%140,799-24,273Trimmed
Waste Connections, Inc. (WCN)$139.0M0.36%927,997+68,624Added
Qualcomm Inc. (QCOM)$137.6M0.36%755,499+69,352Added
SPDR Gold Trust (GLD)$134.6M0.35%351,435+15,256Added
General Electric Co. (GE)$129.3M0.34%413,412-35,493Trimmed
AbCellera Biologics Inc. (ABCL)$128.3M0.33%9,222,005-346,144Trimmed
Magna Intl Inc. (MGA)$128.0M0.33%2,014,237-116,325Trimmed
iShares Trust (IGF)$120.9M0.32%1,847,266+133,586Added
Taiwan Semiconductor Manufacturing Company Limited (TSM)$118.4M0.31%257,581+15,552Added
Pembina Pipeline Corp (PBA)$114.0M0.30%2,526,260+106,462Added
Walmart Inc. (WMT)$113.6M0.30%1,087,885-20,699Trimmed
Goldman Sachs Group Inc. (GS)$110.2M0.29%122,908-23,296Trimmed
Lam Research Corp. (LRCX)$109.1M0.28%320,827-72,902Trimmed
Caterpillar Inc. (CAT)$107.7M0.28%130,227-64,169Trimmed
Technology Select Sector SPDR ETF (XLK)$106.9M0.28%541,544+22,014Added
AbbVie Inc. (ABBV)$104.7M0.27%402,565+36,266Added
Morgan Stanley (MS)$99.4M0.26%528,366-54,923Trimmed
American Express Co. (AXP)$99.3M0.26%328,420-36,887Trimmed
iShares U S ETF Trust (CMDY)$98.2M0.26%1,646,477+212,842Added
Cameco Corp. (CCJ)$97.3M0.25%1,135,870+113,748Added
Mastercard Inc. (MA)$95.5M0.25%173,367+599Added
Arista Networks, Inc. (ANET)$93.7M0.24%455,151+49,974Added
Bank of New York Mellon Corp. (BNY)$93.1M0.24%646,844+35,816Added
Imperial Oil Ltd. (IMO)$91.0M0.24%734,540+23,508Added
McDonald's Corp. (MCD)$90.3M0.23%380,631-60,812Trimmed
McKesson Corp. (MCK)$90.2M0.23%100,118+2,703Added
Telus Corporation (TU)$90.0M0.23%11,002,780-3,382,504Trimmed
Procter & Gamble Co. (PG)$86.2M0.22%597,716+17,498Added
Eaton Corp. plc (ETN)$84.8M0.22%193,681+4,711Added
Gildan Activewear Inc. (GIL)$82.9M0.22%1,995,661+48,333Added
iShares Core S&P 500 ETF (IVV)$82.4M0.21%107,348+1,224Added
Marvell Technology, Inc. (MRVL)$82.0M0.21%305,874-6,381Trimmed
Brookfield Infrast Partners (BIP)$77.0M0.20%2,155,076+175,957Added
Freeport-McMoRan Inc. (FCX)$76.7M0.20%1,106,298+218,635Added
Cheniere Energy, Inc. (LNG)$76.5M0.20%280,613+512Added
Invesco QQQ Trust (QQQ)$73.5M0.19%99,072+6,660Added
TJX Companies Inc. (TJX)$73.4M0.19%549,044-364,467Trimmed
Sempra (SRE)$73.1M0.19%936,357+43,316Added
Brookfield Infrastructure Co. (BIPC)$70.3M0.18%1,966,411-43,780Trimmed
Palantir Technologies Inc. (PLTR)$70.1M0.18%363,691+239,325Added
Merck & Co., Inc. (MRK)$69.9M0.18%485,697+131,302Added
Hilton Worldwide Holdings Inc. (HLT)$69.4M0.18%219,906-37,231Trimmed
Celestica Inc. (CLS)$69.0M0.18%185,144+49,481Added
South Bow Corp. (SOBO)$66.3M0.17%1,978,562+31,776Added
KLA Corp. (KLAC)$65.6M0.17%327,562-236,638Trimmed
Newmont Corp. (NEM)$64.8M0.17%564,461+24,434Added
UnitedHealth Group Inc. (UNH)$64.1M0.17%175,466+24,513Added
Select Sector SPDR Trust (XLV)$62.4M0.16%375,687+16,600Added
Howmet Aerospace Inc. (HWM)$61.7M0.16%269,850-124,010Trimmed

Every quarter it filed

What the fund reported and how many positions it held, each quarter since September 2024.

QuarterReported valuePositions
September 2026 quarter$38.4B2,464
June 2026 quarter$38.0B2,405
March 2026 quarter$33.7B2,307
December 2025 quarter$16.1B2,042
September 2025 quarter$15.3B2,064
June 2025 quarter$14.0B1,992
March 2025 quarter$12.2B1,949
December 2024 quarter$12.4B1,972
September 2024 quarter$12.3B1,914
Every 13F fund · Fund holdings data