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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 27 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 HIMX HIMAX TECHNOLOGIES INC Technology 26,960.0 $384K 0.00% +20K +274.9% $14.23 -2.3%
522 AVUV AMERICAN CENTY ETF TR 3,042.0 $378K 0.00% +400.0 +15.1% $124.41 +1.7%
523 CELH CELSIUS HLDGS INC Consumer Defensive 11,876.0 $378K 0.00% +3K +33.3% $31.86 +1.2%
524 EWBC EAST WEST BANCORP INC Financial Services 2,888.0 $378K 0.00% +1K +65.1% $130.75 -0.3%
525 YUM YUM BRANDS INC Consumer Cyclical 2,321.0 $375K 0.00% +31.0 +1.4% $161.59 -9.7%
526 FDS FACTSET RESH SYS INC Financial Services 1,517.0 $372K 0.00% +1K +872.4% $245.24 +21.6%
527 CGNX COGNEX CORP Technology 5,193.0 $370K 0.00% +1K +32.5% $71.31 -15.0%
528 MGK VANGUARD WORLD FD 4,210.0 $370K 0.00% +3K +228.7% $87.88 +1.7%
529 OUSTER INC 6,152.0 $369K 0.00% +3K +115.8% $60.01
530 ZVIA ZEVIA PBC Consumer Defensive 198,150.0 $359K 0.00% +8K +4.0% $1.81 -26.5%
531 PHO INVESCO EXCHANGE TRADED FD T 4,978.0 $343K 0.00% +550.0 +12.4% $68.89 +5.1%
532 ADSK AUTODESK INC Technology 1,648.0 $340K 0.00% +419.0 +34.1% $206.35 +21.8%
533 AOA ISHARES TR 3,459.0 $337K 0.00% +847.0 +32.4% $97.46 +1.8%
534 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,814.0 $334K 0.00% +143.0 +8.6% $184.03 +0.1%
535 ONEQ FIDELITY COMWLTH TR 3,233.0 $332K 0.00% +3K +708.2% $102.54 +1.2%
536 PFL PIMCO INCOME STRATEGY FD Financial Services 41,665.0 $329K 0.00% +17K +68.1% $7.89 -2.8%
537 SETM SPROTT FDS TR 10,338.0 $320K 0.00% +9K +535.0% $30.92 +8.2%
538 SANM SANMINA CORP Technology 1,295.0 $319K 0.00% +576.0 +80.1% $246.40 -21.0%
539 IWD ISHARES TR 1,269.0 $309K 0.00% +579.0 +83.9% $243.89 +6.1%
540 AOR ISHARES TR 4,463.0 $309K 0.00% +2K +106.2% $69.23 +1.0%
Page 27 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%