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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 18 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SMCI SUPER MICRO COMPUTER INC Technology 83,055.0 $2.3M 0.01% +19K +30.7% $27.66 +34.6%
342 ES EVERSOURCE ENERGY Utilities 31,726.0 $2.3M 0.01% +1K +4.4% $72.31 -0.9%
343 STT STATE STR CORP Financial Services 13,394.0 $2.3M 0.01% +12K +1169.6% $169.63 +10.8%
344 RSPD INVESCO EXCHANGE TRADED FD T 40,443.0 $2.3M 0.01% +16K +66.8% $56.05 +3.2%
345 RGLD ROYAL GOLD INC Basic Materials 11,361.0 $2.3M 0.01% +462.0 +4.2% $198.96 +24.8%
346 BSJQ INVESCO EXCH TRD SLF IDX FD 96,442.0 $2.2M 0.01% +48K +98.0% $22.94 +0.1%
347 BOXX EA SERIES TRUST 18,741.0 $2.2M 0.01% +868.0 +4.9% $117.13 +0.7%
348 JBND J P MORGAN EXCHANGE TRADED F 40,829.0 $2.2M 0.01% +5K +12.4% $53.24 -0.8%
349 AGI ALAMOS GOLD INC Basic Materials 70,786.0 $2.1M 0.01% +3K +4.0% $30.32 +19.6%
350 IYW ISHARES TR 8,622.0 $2.1M 0.01% +2K +24.1% $248.73 +0.1%
351 SGOV ISHARES TR 21,333.0 $2.1M 0.01% +7K +44.0% $100.41 +0.2%
352 CPER UNITED STS COMMODITY INDEX F Financial Services 57,387.0 $2.1M 0.01% +399.0 +0.7% $37.19 +6.0%
353 GSK GSK PLC Healthcare 41,253.0 $2.1M 0.01% +8K +25.2% $51.31 +1.7%
354 VUG VANGUARD INDEX FDS 24,407.0 $2.1M 0.01% +20K +491.8% $86.20 +2.3%
355 R RYDER SYS INC Industrials 7,498.0 $2.0M 0.01% +7K +1010.8% $265.98 -4.6%
356 SOLV SOLVENTUM CORP Healthcare 24,990.0 $2.0M 0.01% +23K +1414.5% $78.35 +12.7%
357 MCCORMICK & CO INC 35,682.0 $1.9M 0.01% +9K +32.6% $53.77
358 GWRE GUIDEWIRE SOFTWARE INC Technology 14,957.0 $1.9M 0.01% +7K +86.3% $127.70 +44.6%
359 HAL HALLIBURTON CO Energy 57,624.0 $1.9M 0.01% +7K +13.1% $33.01 +6.1%
360 SPWO SP FUNDS TRUST 56,091.0 $1.9M 0.01% +6K +12.3% $33.30 +0.3%
Page 18 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%