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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 19 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MUX MCEWEN INC. Basic Materials 8,347.0 $150K -151.0 -1.8% $18.00 +12.4%
362 JD JD.COM INC Consumer Cyclical 5,697.0 $150K -274.0 -4.6% $26.30 +11.6%
363 IQDG WISDOMTREE TR 3,385.0 $146K -3K -43.3% $43.08 +3.2%
364 AA ALCOA CORP Basic Materials 3,048.0 $145K -850.0 -21.8% $47.47 +8.6%
365 VALE VALE S A Basic Materials 9,680.0 $144K -22K -69.1% $14.91 -6.8%
366 CRSP CRISPR THERAPEUTICS AG Healthcare 2,592.0 $144K -110.0 -4.1% $55.57 +7.6%
367 OPLN OPENLANE INC Consumer Cyclical 3,500.0 $141K -2K -30.0% $40.19 -14.4%
368 IBDR ISHARES TR 5,791.0 $140K -206.0 -3.4% $24.16 +0.2%
369 IVES WEDBUSH SER TR 3,616.0 $137K -203K -98.2% $37.87 +2.1%
370 SOMNIGROUP INTERNATIONAL INC 1,755.0 $135K -739.0 -29.6% $77.19
371 AOK ISHARES TR 3,268.0 $135K -611.0 -15.8% $41.37 +0.1%
372 VTRS VIATRIS INC Healthcare 8,303.0 $134K -751.0 -8.3% $16.18 +0.4%
373 GXO GXO LOGISTICS INCORPORATED Industrials 2,610.0 $134K -500.0 -16.1% $51.28 -9.6%
374 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,592.0 $132K -5K -77.5% $82.97 +10.6%
375 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 1,230.0 $130K -31.0 -2.5% $105.80 +7.0%
376 FPH FIVE POINT HOLDINGS LLC Real Estate 24,891.0 $130K -25K -50.0% $5.21 -1.0%
377 ABNB AIRBNB INC Consumer Cyclical 866.0 $128K -194.0 -18.3% $147.35 +26.5%
378 H HYATT HOTELS CORP Consumer Cyclical 650.0 $124K -145.0 -18.2% $191.08 -4.2%
379 HLN HALEON PLC Healthcare 13,071.0 $123K -2K -11.8% $9.40 +5.0%
380 JHID JOHN HANCOCK EXCHANGE TRADED 2,928.0 $122K -512.0 -14.9% $41.50 +7.0%
Page 19 of 30  ·  583 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%