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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 25 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DRD DRDGOLD LIMITED Basic Materials 28,563.0 $603K 0.00% +4K +14.7% $21.10 +31.9%
482 RIG TRANSOCEAN LTD Energy 121,811.0 $592K 0.00% +7K +6.1% $4.86 +20.2%
483 IONQ IONQ INC Technology 11,498.0 $591K 0.00% +1K +10.6% $51.43 -15.7%
484 SMTC SEMTECH CORP Technology 4,011.0 $590K 0.00% +2K +66.0% $147.07 -14.8%
485 HAFN HAFNIA LTD Industrials 89,597.0 $588K 0.00% +8K +9.5% $6.56 +20.6%
486 PULS PGIM ETF TR 11,776.0 $584K 0.00% +12K +4766.1% $49.61 +0.1%
487 NVGS NAVIGATOR HLDGS LTD Energy 30,779.0 $572K 0.00% +7K +30.4% $18.59 +16.6%
488 BP BP PLC Energy 15,689.0 $567K 0.00% +7K +76.2% $36.14 +21.0%
489 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,860.0 $566K 0.00% +286.0 +18.2% $304.34 +10.6%
490 VO VANGUARD INDEX FDS 6,877.0 $553K 0.00% +4K +106.2% $80.46 +3.2%
491 MAT MATTEL INC Consumer Cyclical 39,837.0 $548K 0.00% +4K +10.5% $13.75 +5.7%
492 O REALTY INCOME CORP Real Estate 8,797.0 $544K 0.00% +225.0 +2.6% $61.83 +1.8%
493 EA ELECTRONIC ARTS INC Communication Services 2,659.0 $540K 0.00% +527.0 +24.7% $203.06 +3.3%
494 DDOG DATADOG INC Technology 2,072.0 $538K 0.00% +390.0 +23.2% $259.44 -10.0%
495 NI NISOURCE INC Utilities 11,420.0 $535K 0.00% +2K +18.4% $46.88 -11.2%
496 RITM RITHM CAPITAL CORP Real Estate 55,750.0 $521K 0.00% +54K +3496.8% $9.35 +11.0%
497 QBTS D-WAVE QUANTUM INC Technology 22,126.0 $520K 0.00% +5K +29.9% $23.52 -17.9%
498 SON SONOCO PRODS CO Consumer Cyclical 9,003.0 $505K 0.00% +8K +1285.1% $56.15 +3.1%
499 CQQQ INVESCO EXCH TRADED FD TR II 8,780.0 $500K 0.00% +2K +23.8% $56.98 -13.1%
500 MPWR MONOLITHIC PWR SYS INC Technology 373.0 $496K 0.00% +16.0 +4.5% $1330.98 -2.3%
Page 25 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%