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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 5 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CLS CELESTICA INC Technology 135,663.0 $49.0M 0.13% +17K +14.3% $361.36 -5.8%
82 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 516,646.0 $48.2M 0.13% +229K +79.4% $93.27 +1.1%
83 CVS CVS HEALTH CORP Healthcare 452,488.0 $47.4M 0.12% +136K +43.0% $104.86 -10.3%
84 ATS CORPORATION 1,683,683.0 $47.4M 0.12% +49K +3.0% $28.17
85 INTC INTEL CORP Technology 369,989.0 $47.0M 0.12% +179K +93.9% $127.04 -18.5%
86 TIP ISHARES TR 425,671.0 $46.1M 0.12% +47K +12.3% $108.28 -1.4%
87 SNDK SANDISK CORP Technology 22,532.0 $45.8M 0.12% +449.0 +2.0% $2034.39 -12.2%
88 SPGI S&P GLOBAL INC Financial Services 110,261.0 $45.8M 0.12% +62K +128.9% $415.43 -1.2%
89 OTEX OPEN TEXT CORP Technology 1,977,244.0 $45.2M 0.12% +64K +3.3% $22.88 +4.6%
90 NEE NEXTERA ENERGY INC Utilities 521,191.0 $45.0M 0.12% +75K +16.8% $86.43 -0.2%
91 CSCO CISCO SYS INC Technology 345,623.0 $40.5M 0.11% +139K +66.9% $117.08 -3.6%
92 SOXX ISHARES TR 65,681.0 $39.3M 0.10% +1K +1.7% $599.09 -6.7%
93 IAU ISHARES GOLD TR Financial Services 517,314.0 $39.3M 0.10% +60K +13.2% $75.96 +9.4%
94 CSX CSX CORP Industrials 810,318.0 $39.2M 0.10% +309K +61.7% $48.35 +4.6%
95 UNP UNION PAC CORP Industrials 138,223.0 $38.4M 0.10% +5K +3.4% $277.83 +7.9%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 131,314.0 $37.6M 0.10% +13K +11.2% $286.41 -20.1%
97 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 579,138.0 $37.6M 0.10% +50K +9.5% $64.91 +11.5%
98 BEP BROOKFIELD RENEWABLE ENERGY Utilities 1,072,131.0 $36.9M 0.10% +20K +1.9% $34.45 -0.0%
99 RSP INVESCO EXCHANGE TRADED FD T 168,478.0 $35.9M 0.10% +22K +15.2% $213.38 +3.5%
100 BX BLACKSTONE INC Financial Services 300,392.0 $35.9M 0.10% +5K +1.5% $119.57 +17.6%
Page 5 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%