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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 22 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FIG FIGMA INC Technology 3,220.0 $63K -2K -33.0% $19.47 +33.6%
422 FCFS FIRSTCASH HOLDINGS INC Financial Services 282.0 $62K -1K -82.5% $218.13 -2.5%
423 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 3,574.0 $61K -1K -22.3% $17.16 +26.0%
424 NU NU HLDGS LTD Financial Services 4,542.0 $61K -175K -97.5% $13.37 +7.3%
425 UHS UNIVERSAL HLTH SVCS INC Healthcare 400.0 $60K -33.0 -7.6% $150.55 +15.0%
426 KDP KEURIG DR PEPPER INC Consumer Defensive 1,800.0 $60K -524.0 -22.6% $33.37 -7.7%
427 SPYX SPDR SERIES TRUST 971.0 $59K -309.0 -24.1% $61.23 +2.7%
428 PII POLARIS INC Consumer Cyclical 916.0 $59K -57.0 -5.9% $64.78 +4.4%
429 RING ISHARES INC 907.0 $59K -58K -98.5% $64.53 +20.4%
430 PSA PUBLIC STORAGE Real Estate 181.0 $58K -31.0 -14.6% $323.16 -0.0%
431 VKTX VIKING THERAPEUTICS INC Healthcare 1,550.0 $58K -600.0 -27.9% $37.46 -10.9%
432 IREN IREN LIMITED Financial Services 1,339.0 $58K -203.0 -13.2% $43.35 -3.1%
433 ODDITY TECH LTD 3,377.0 $57K -4K -53.9% $17.01
434 DKNG DRAFTKINGS INC NEW Consumer Cyclical 2,190.0 $56K -2K -44.8% $25.76 -6.7%
435 TCOM TRIP COM GROUP LTD Consumer Cyclical 1,366.0 $56K -3K -68.3% $41.08 +8.4%
436 RBLX ROBLOX CORP Technology 948.0 $55K -2K -68.3% $58.01 -35.1%
437 NTNX NUTANIX INC Technology 1,072.0 $55K -8.0 -0.7% $51.21 +28.5%
438 AGNC AGNC INVT CORP Real Estate 4,952.0 $53K -700.0 -12.4% $10.79 +1.2%
439 TAN INVESCO EXCH TRADED FD TR II 876.0 $51K -39.0 -4.3% $57.87 -13.8%
440 NXT NEXTPOWER INC Technology 433.0 $50K -45K -99.0% $116.22 -21.6%
Page 22 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%