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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 41 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 LYFT LYFT INC Technology 260.0 $4K +100.0 +62.5% $14.83 +16.1%
802 GPN GLOBAL PMTS INC Industrials 50.0 $4K +30.0 +150.0% $75.12 +20.3%
803 KULR TECHNOLOGY GROUP INC 925.0 $4K +875.0 +1750.0% $3.87
804 USHY ISHARES TR 80.0 $3K +31.0 +63.3% $37.05 -0.6%
805 INOVIO PHARMACEUTICALS INC 2,383.0 $3K +2K +5712.2% $1.18
806 TDOC TELADOC HEALTH INC Healthcare 281.0 $3K +25.0 +9.8% $9.09 -28.1%
807 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 665.0 $2K +604.0 +990.2% $2.80 +11.6%
808 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 37.0 $2K +25.0 +208.3% $42.54 +4.2%
809 GAMESTOP CORP NEW 535.0 $2K +11.0 +2.1% $2.90
810 DPRO DRAGANFLY INC. Industrials 267.0 $1K +100.0 +59.9% $5.30 -11.6%
811 TIDAL TRUST II 108.0 $1K +2.0 +1.9% $12.96
812 AIR AAR CORP Industrials 8.0 $1K +7.0 +700.0% $142.75 +7.7%
813 PJT PJT PARTNERS INC Financial Services 7.0 $1K +2.0 +40.0% $155.86 +9.7%
814 DCO DUCOMMUN INC DEL Industrials 4.0 $760.0 +3.0 +300.0% $190.00 +8.0%
815 NPO ENPRO INC Industrials 2.0 $721.0 +1.0 +100.0% $360.50 -3.9%
816 PINS PINTEREST INC Communication Services 32.0 $700.0 +2.0 +6.7% $21.88 +5.5%
817 NNOX NANO X IMAGING LTD Healthcare 445.0 $611.0 +10.0 +2.3% $1.37 -32.0%
818 RMAX RE/MAX HLDGS INC Real Estate 45.0 $470.0 +35.0 +350.0% $10.44 +22.6%
819 GVA GRANITE CONSTR INC Industrials 2.0 $300.0 +1.0 +100.0% $150.00 -14.7%
820 CVLT COMMVAULT SYS INC Technology 2.0 $294.0 +1.0 +100.0% $147.00 -1.8%
Page 41 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%