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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $38.0B AUM 2,405 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 229 New 827 Added 583 Reduced 131 Exited
Page 10 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FDX FEDEX CORP Industrials 31,275.0 $9.8M 0.03% +8K +33.4% $314.57 +5.4%
182 TIGO MILLICOM INTL CELLULAR S A Communication Services 108,535.0 $9.8M 0.03% +4K +4.1% $90.49 +4.2%
183 ENVA ENOVA INTL INC Financial Services 40,478.0 $9.8M 0.03% +8K +23.2% $242.17 +9.0%
184 SHEL SHELL PLC Energy 126,557.0 $9.7M 0.03% +10K +8.1% $76.57 +19.7%
185 DY DYCOM INDS INC Industrials 20,549.0 $9.7M 0.03% +880.0 +4.5% $470.79 -8.1%
186 EEM ISHARES TR 144,741.0 $9.6M 0.03% +102K +242.4% $66.52 +1.2%
187 BND VANGUARD BD INDEX FDS 131,195.0 $9.6M 0.03% +1K +0.9% $73.05 -1.2%
188 SONY SONY GROUP CORP Technology 471,304.0 $9.5M 0.03% +45K +10.6% $20.22 +17.2%
189 FSV FIRSTSERVICE CORP NEW Real Estate 66,437.0 $9.5M 0.03% +8K +13.8% $143.27 -2.4%
190 EME EMCOR GROUP INC Industrials 11,832.0 $9.5M 0.03% +474.0 +4.2% $804.32 +7.2%
191 AVDV AMERICAN CENTY ETF TR 91,314.0 $9.5M 0.03% +2K +1.9% $103.70 +7.2%
192 RIO RIO TINTO PLC Basic Materials 100,630.0 $9.4M 0.03% +30K +43.2% $93.44 +4.0%
193 UBS UBS GROUP AG Financial Services 187,902.0 $9.4M 0.03% +34K +21.8% $49.77 +7.4%
194 FLS FLOWSERVE CORP Industrials 126,781.0 $9.2M 0.02% +54K +74.5% $72.38 +11.9%
195 EWC ISHARES INC 159,019.0 $9.2M 0.02% +17K +11.9% $57.68 +7.8%
196 GRNJ TIDAL TRUST III 295,308.0 $9.1M 0.02% +285K +2685.9% $30.97 +2.5%
197 WMB WILLIAMS COS INC Energy 121,584.0 $8.9M 0.02% +1K +1.1% $72.79 +0.9%
198 AQN ALGONQUIN POWER & UTILITIES Utilities 1,604,081.0 $8.8M 0.02% +64K +4.2% $5.46 +6.8%
199 VYMI VANGUARD WHITEHALL FDS 85,432.0 $8.4M 0.02% +20K +31.1% $97.83 +6.7%
200 DGX QUEST DIAGNOSTICS INC Healthcare 37,951.0 $8.2M 0.02% +599.0 +1.6% $216.13 +9.0%
Page 10 of 42  ·  827 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.7%
Technology 17.7%
Energy 10.8%
Industrials 6.7%
Basic Materials 5.8%
Communication Services 5.6%
Consumer Cyclical 5.5%
Healthcare 4.2%
Utilities 3.4%
Consumer Defensive 2.3%