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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 13 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TRGP TARGA RES CORP Energy 20,344.0 $5.2M 0.01% +5K +30.2% $258.02 +7.7%
242 CTAS CINTAS CORP Industrials 29,734.0 $5.2M 0.01% +16K +115.5% $174.21 +13.6%
243 HYG ISHARES TR 64,808.0 $5.2M 0.01% +2K +3.9% $79.63 -0.0%
244 SNOW SNOWFLAKE INC Technology 19,282.0 $5.0M 0.01% +7K +61.4% $261.07 +26.4%
245 KHC KRAFT HEINZ CO Consumer Defensive 199,994.0 $5.0M 0.01% +16K +8.8% $25.03 -1.1%
246 BIV VANGUARD BD INDEX FDS 65,108.0 $5.0M 0.01% +2K +4.0% $76.30 -1.1%
247 VOE VANGUARD INDEX FDS 24,877.0 $4.9M 0.01% +1K +5.2% $198.27 +5.8%
248 XLC SELECT SECTOR SPDR TR 44,726.0 $4.9M 0.01% +3K +6.2% $109.72 +1.0%
249 KWEB KRANESHARES TRUST 194,351.0 $4.9M 0.01% +29K +17.4% $25.10 +7.4%
250 EIRL ISHARES TR 61,176.0 $4.8M 0.01% +3K +6.1% $78.62 +5.6%
251 ROST ROSS STORES INC Consumer Cyclical 22,679.0 $4.8M 0.01% +713.0 +3.2% $212.04 +11.0%
252 EWS ISHARES INC 160,224.0 $4.8M 0.01% +9K +6.0% $29.73 +14.1%
253 EWL ISHARES INC 75,192.0 $4.7M 0.01% +5K +6.4% $62.57 +0.6%
254 AXON AXON ENTERPRISE INC Industrials 7,915.0 $4.7M 0.01% +1K +18.9% $593.83 +1.8%
255 DHI D R HORTON INC Consumer Cyclical 29,887.0 $4.7M 0.01% +4K +15.2% $157.23 -5.7%
256 BMY BRISTOL-MYERS SQUIBB CO Healthcare 81,526.0 $4.6M 0.01% +54K +194.9% $56.49 +14.4%
257 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 47,194.0 $4.6M 0.01% +24K +103.2% $97.39 -53.3%
258 RPRX ROYALTY PHARMA PLC Healthcare 81,697.0 $4.6M 0.01% +45K +121.2% $55.86 +6.4%
259 ENZL ISHARES TR 101,746.0 $4.5M 0.01% +12K +13.5% $44.59 +5.7%
260 TAC TRANSALTA CORP Utilities 332,341.0 $4.5M 0.01% +96K +40.7% $13.60 -6.5%
Page 13 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%