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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 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 BTAL AGF INVTS TR 282 $4K SOLD
82 GREAT LAKES DREDGE & DOCK CO 200 $3K SOLD
83 XPLR INFRASTRUCTURE LP 225 $2K SOLD
84 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 20 $2K SOLD
85 AVTR AVANTOR INC Healthcare 261 $2K SOLD
86 CMB.TECH NV 152 $2K SOLD
87 RDWR RADWARE LTD Technology 69 $2K SOLD
88 ZTO ZTO EXPRESS CAYMAN INC Industrials 61 $2K SOLD
89 AUST AUSTIN GOLD CORP Basic Materials 1,000 $2K SOLD
90 BEKE KE HLDGS INC Real Estate 100 $1K SOLD
91 SAIA SAIA INC Industrials 4 $1K SOLD
92 CIFR CIPHER DIGITAL INC Financial Services 100 $1K SOLD
93 SIDUS SPACE INC 495 $1K SOLD
94 BLUE OWL CAPITAL CORPORATION 92 $985.0 SOLD
95 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 3 $951.0 SOLD
96 CRTO CRITEO S A Communication Services 43 $791.0 SOLD
97 FMAT FIDELITY COVINGTON TRUST 13 $756.0 SOLD
98 SPOK SPOK HLDGS INC Healthcare 68 $749.0 SOLD
99 MRCC MONROE CAP CORP Financial Services 134 $608.0 SOLD
100 OSUR ORASURE TECHNOLOGIES INC Healthcare 200 $608.0 SOLD
Page 5 of 7  ·  131 positions
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%