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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 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ESE ESCO TECHNOLOGIES INC Technology 50.0 $17K NEW $340.46 -9.5%
82 HODL VANECK BITCOIN ETF 1,018.0 $17K NEW $16.63 +9.2%
83 KTB KONTOOR BRANDS INC Consumer Cyclical 200.0 $17K NEW $83.86 -2.5%
84 TELA TELA BIO INC Healthcare 23,000.0 $17K NEW $0.72 -9.7%
85 DFAE DIMENSIONAL ETF TRUST 420.0 $16K NEW $39.20 +1.2%
86 TEMA ETF TRUST 541.0 $16K NEW $29.12
87 YETI YETI HLDGS INC Consumer Cyclical 300.0 $15K NEW $49.29 -12.8%
88 SPBO SPDR SERIES TRUST 500.0 $14K NEW $28.91 -2.0%
89 SBS COMPANHIA DE SANEAMENTO BASI Utilities 2,450.0 $14K NEW $5.75 -20.4%
90 TORO CORP 2,800.0 $14K NEW $5.00
91 INFQ INFLEQTION INC Technology 1,040.0 $13K NEW $12.93 +3.7%
92 VMET VERSAMET ROYALTIES CORP Financial Services 1,000.0 $13K NEW $12.53 -17.6%
93 OPUS GENETICS INC 3,000.0 $13K NEW $4.18
94 FLCH FRANKLIN TEMPLETON ETF TR 600.0 $12K NEW $20.64 +5.6%
95 OMEX ODYSSEY MARINE EXPL INC Industrials 15,000.0 $12K NEW $0.82 +4.4%
96 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 300.0 $12K NEW $39.57 +10.1%
97 GBIL GOLDMAN SACHS ETF TR 115.0 $11K NEW $99.99 +0.1%
98 MNTN INC 1,000.0 $11K NEW $10.89
99 SCHP SCHWAB STRATEGIC TR 380.0 $10K NEW $26.23 -1.3%
100 FXH FIRST TR EXCHANGE-TRADED FD 80.0 $10K NEW $123.46 +6.2%
Page 5 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%