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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 22 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 GPC GENUINE PARTS CO Consumer Cyclical 7,952.0 $934K 0.00% +3K +60.7% $117.43 +14.6%
422 TTD THE TRADE DESK INC Technology 48,692.0 $930K 0.00% +3K +6.1% $19.09 -29.1%
423 PDS PRECISION DRILLING CORP Energy 12,341.0 $929K 0.00% +2K +21.2% $75.28 +16.9%
424 EIS ISHARES INC 7,637.0 $921K 0.00% +2K +29.6% $120.65 +2.0%
425 ESLT ELBIT SYS LTD Industrials 1,210.0 $919K 0.00% +185.0 +18.1% $759.27 -0.9%
426 EMBOTELLADORA ANDINA S A 31,868.0 $918K 0.00% +1K +4.9% $28.80
427 FQAL FIDELITY COVINGTON TRUST 11,236.0 $913K 0.00% +262.0 +2.4% $81.26 +4.3%
428 IDU ISHARES TR 8,055.0 $911K 0.00% +5K +155.1% $113.14 -1.1%
429 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 42,807.0 $886K 0.00% +5K +11.9% $20.70 -16.2%
430 AG FIRST MAJESTIC SILVER CORP Basic Materials 50,422.0 $859K 0.00% +30K +142.6% $17.04 +22.4%
431 FCOR FIDELITY MERRIMACK STR TR 18,130.0 $853K 0.00% +2K +10.7% $47.05 -1.2%
432 VNQ VANGUARD INDEX FDS 8,525.0 $825K 0.00% +145.0 +1.7% $96.83 +1.8%
433 XBI SPDR SERIES TRUST 5,265.0 $824K 0.00% +4K +535.1% $156.55 +8.3%
434 VXF VANGUARD INDEX FDS 3,300.0 $808K 0.00% +3K +3200.0% $244.71 +0.7%
435 VET VERMILION ENERGY INC Energy 107,717.0 $807K 0.00% +60K +127.7% $7.49 +67.7%
436 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,997.0 $790K 0.00% +416.0 +7.5% $131.81 +5.2%
437 MKC MCCORMICK & CO INC Consumer Defensive 14,837.0 $785K 0.00% +274.0 +1.9% $52.90 +6.8%
438 FSM FORTUNA MNG CORP Basic Materials 91,654.0 $765K 0.00% +15K +19.4% $8.34 +39.4%
439 HEICO CORP NEW 2,912.0 $761K 0.00% +270.0 +10.2% $261.36
440 XLP SELECT SECTOR SPDR TR 9,118.0 $760K 0.00% +149.0 +1.7% $83.31 +3.9%
Page 22 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%