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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 14 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EWA ISHARES INC 162,327.0 $4.5M 0.01% +9K +5.8% $27.73 +6.8%
262 VHT VANGUARD WORLD FD 14,839.0 $4.5M 0.01% +530.0 +3.7% $300.74 +6.0%
263 QAT ISHARES TR 244,546.0 $4.4M 0.01% +27K +12.2% $18.08 -4.2%
264 USFD US FOODS HLDG CORP Consumer Defensive 43,216.0 $4.4M 0.01% +750.0 +1.8% $102.04 +4.8%
265 MFG MIZUHO FINANCIAL GROUP INC Financial Services 439,047.0 $4.3M 0.01% +437K +10000.0% $9.81 +8.5%
266 NOA NORTH AMERN CONSTR GROUP LTD Energy 329,224.0 $4.3M 0.01% +4K +1.1% $12.92 +5.7%
267 DAL DELTA AIR LINES INC Industrials 45,161.0 $4.2M 0.01% +39K +646.6% $93.16 -8.0%
268 BNDX VANGUARD CHARLOTTE FDS 86,829.0 $4.2M 0.01% +4K +4.8% $48.26 -1.4%
269 IWF ISHARES TR 33,750.0 $4.2M 0.01% +26K +314.5% $122.98 +0.1%
270 AGG ISHARES TR 41,927.0 $4.1M 0.01% +2K +4.9% $98.49 -1.2%
271 NSC NORFOLK SOUTHN CORP Industrials 12,886.0 $4.1M 0.01% +994.0 +8.4% $319.00 +6.2%
272 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 16,092.0 $4.0M 0.01% +2K +15.8% $250.26 -3.1%
273 EQT EQT CORP Energy 75,267.0 $4.0M 0.01% +16K +27.9% $52.50 +1.2%
274 SHV ISHARES TR 35,849.0 $3.9M 0.01% +17K +94.8% $110.04 +0.2%
275 LULU LULULEMON ATHLETICA INC Consumer Cyclical 33,897.0 $3.9M 0.01% +14K +73.8% $116.37 +2.3%
276 SOLARIS RES INC 490,870.0 $3.9M 0.01% +32K +7.0% $7.99
277 OVV OVINTIV INC Energy 74,799.0 $3.9M 0.01% +50K +204.8% $52.11 +24.8%
278 PLD PROLOGIS INC. Real Estate 27,985.0 $3.8M 0.01% +3K +12.5% $136.89 +2.3%
279 MINT PIMCO ETF TR 38,119.0 $3.8M 0.01% +9K +32.5% $100.47 +0.2%
280 FISV FISERV INC Technology 75,296.0 $3.8M 0.01% +28K +57.9% $50.72 +2.0%
Page 14 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%