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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 40 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ALTY GLOBAL X FDS 906.0 $11K +576.0 +174.6% $12.37 -0.2%
782 EQH EQUITABLE HLDGS INC Financial Services 250.0 $11K +34.0 +15.7% $44.06 +16.0%
783 RYN RAYONIER INC Real Estate 487.0 $10K +66.0 +15.7% $21.28 +0.6%
784 BBAI BIGBEAR AI HLDGS INC Technology 2,797.0 $10K +3K +1251.2% $3.63 -11.6%
785 FSLY FASTLY INC Technology 488.0 $9K +3.0 +0.6% $18.55 +56.5%
786 HALO HALOZYME THERAPEUTICS INC Healthcare 116.0 $9K +13.0 +12.6% $77.01 +33.8%
787 MADISON SQUARE GARDEN ENTMT 111.0 $9K +51.0 +85.0% $79.48
788 SIRI SIRIUSXM HOLDINGS INC Communication Services 283.0 $8K +140.0 +97.9% $29.99 -2.9%
789 YPF YPF SOCIEDAD ANONIMA Energy 185.0 $8K +183.0 +9150.0% $44.95 +17.2%
790 RDW REDWIRE CORPORATION Industrials 570.0 $7K +400.0 +235.3% $11.96 +12.1%
791 RALLIANT CORP 84.0 $6K +77.0 +1100.0% $71.80
792 DDD 3D SYS CORP DEL Technology 2,025.0 $6K +120.0 +6.3% $2.95 +23.3%
793 GRAN TIERRA ENERGY INC 1,000.0 $6K +900.0 +900.0% $5.96
794 GRAB GRAB HOLDINGS LIMITED Technology 1,520.0 $6K +20.0 +1.3% $3.90 -8.2%
795 PHG KONINKLIJKE PHILIPS N V Healthcare 194.0 $5K +5.0 +2.6% $27.24 -1.6%
796 ORIO ORION DIGITAL CORP Technology 6,245.0 $5K +333.0 +5.6% $0.81 +9.8%
797 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 900.0 $5K +500.0 +125.0% $5.41 -21.0%
798 HTZ HERTZ GLOBAL HLDGS INC Industrials 2,020.0 $4K +2K +10000.0% $2.19 -1.4%
799 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 110.0 $4K +10.0 +10.0% $39.97 -19.6%
800 AUPH AURINIA PHARMACEUTICALS INC Healthcare 275.0 $4K +94.0 +51.9% $15.81 -3.3%
Page 40 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%