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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 2 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CARNIVAL CORP LTD 32,849.0 $937K 0.00% NEW $28.53
22 SLJY AMPLIFY ETF TR 33,752.0 $928K 0.00% NEW $27.50 +11.4%
23 DGII DIGI INTL INC Technology 9,240.0 $685K 0.00% NEW $74.13 +12.4%
24 CEREBRAS SYSTEMS INC 2,858.0 $630K 0.00% NEW $220.54
25 AIRR FIRST TR EXCHANGE TRADED FD 4,555.0 $589K 0.00% NEW $129.24 -3.4%
26 OCEANAGOLD CORP 23,331.0 $584K 0.00% NEW $25.02
27 CHIPMOS TECHNOLOGIES INC 7,977.0 $517K 0.00% NEW $64.81
28 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 107,586.0 $505K 0.00% NEW $4.69 +11.3%
29 SEABRIDGE GOLD INC 17,211.0 $450K 0.00% NEW $26.13
30 MTB M & T BK CORP Financial Services 1,815.0 $439K 0.00% NEW $241.95 +4.5%
31 SPROTT PHYSICAL COPPER TRUST 27,461.0 $315K 0.00% NEW $11.49
32 XMAG TIDAL TRUST II 10,989.0 $283K 0.00% NEW $25.73 +2.8%
33 DRAM ROUNDHILL ETF TRUST 2,833.0 $209K 0.00% NEW $73.88 -18.3%
34 SPTS SPDR SERIES TRUST 6,181.0 $179K NEW $28.90 +0.2%
35 ENTG ENTEGRIS INC Technology 1,068.0 $177K NEW $165.39 -1.4%
36 CRAK VANECK ETF TRUST 3,038.0 $142K NEW $46.71 +28.2%
37 VCRB VANGUARD MALVERN FDS 1,625.0 $125K NEW $76.82 -1.2%
38 SYBT STOCK YDS BANCORP INC Financial Services 1,575.0 $123K NEW $78.27 +7.7%
39 BDC BELDEN INC Technology 1,000.0 $117K NEW $116.91 +17.7%
40 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1,300.0 $116K NEW $89.15 +0.6%
Page 2 of 12  ·  229 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%