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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $16.1B AUM 2,042 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2042 New
Page 7 of 103  ·  2,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RSP INVESCO EXCHANGE TRADED FD T 127,406.0 $24.4M 0.15% NEW $191.56 +10.9%
122 CVS CVS HEALTH CORP Healthcare 305,619.0 $24.3M 0.15% NEW $79.35 +31.5%
123 ANET ARISTA NETWORKS INC Technology 184,872.0 $24.2M 0.15% NEW $130.98 +20.3%
124 NKE NIKE INC Consumer Cyclical 367,238.0 $23.4M 0.15% NEW $63.74 -36.1%
125 KO COCA COLA CO Consumer Defensive 329,773.0 $23.1M 0.14% NEW $69.92 +18.2%
126 AMD ADVANCED MICRO DEVICES INC Technology 106,994.0 $22.9M 0.14% NEW $214.12 +143.6%
127 TPR TAPESTRY INC Consumer Cyclical 178,148.0 $22.8M 0.14% NEW $127.73 +14.3%
128 SMH VANECK ETF TRUST 63,066.0 $22.7M 0.14% NEW $360.05 +69.9%
129 UNP UNION PAC CORP Industrials 97,967.0 $22.7M 0.14% NEW $231.32 +16.0%
130 BEP BROOKFIELD RENEWABLE PARTNER Utilities 833,139.0 $22.5M 0.14% NEW $26.96 +30.8%
131 MRVL MARVELL TECHNOLOGY INC Technology 261,962.0 $22.3M 0.14% NEW $84.97 +214.0%
132 PDI PIMCO DYNAMIC INCOME FD Financial Services 1,216,266.0 $21.5M 0.13% NEW $17.71 -6.4%
133 BLK BLACKROCK INC Financial Services 20,014.0 $21.4M 0.13% NEW $1070.37 -9.9%
134 CVX CHEVRON CORP NEW Energy 136,667.0 $20.8M 0.13% NEW $152.38 +12.3%
135 SOXX ISHARES TR 68,786.0 $20.7M 0.13% NEW $301.10 +95.9%
136 SPGI S&P GLOBAL INC Financial Services 39,140.0 $20.5M 0.13% NEW $522.60 -21.9%
137 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,703.0 $19.8M 0.12% NEW $5353.74 -96.6%
138 PFE PFIZER INC Healthcare 775,292.0 $19.3M 0.12% NEW $24.90 -2.4%
139 INTC INTEL CORP Technology 516,588.0 $19.1M 0.12% NEW $36.91 +247.7%
140 NOBL PROSHARES TR 181,631.0 $18.9M 0.12% NEW $104.08 -45.9%
Page 7 of 103  ·  2,042 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 36.5%
Technology 15.7%
Energy 9.8%
Consumer Cyclical 6.8%
Communication Services 6.8%
Industrials 6.6%
Basic Materials 5.9%
Healthcare 4.4%
Utilities 4.1%
Consumer Defensive 3.1%