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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 24 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 USO UNITED STS OIL FD LP Financial Services 371.0 $37K -197.0 -34.7% $100.43 +30.1%
462 NTSK NETSKOPE INC Technology 3,182.0 $37K -250.0 -7.3% $11.65 +31.9%
463 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 495.0 $37K -8K -94.3% $74.16 +0.4%
464 XHE SPDR SERIES TRUST 428.0 $37K -65.0 -13.2% $85.56 +10.8%
465 TROW PRICE T ROWE GROUP INC Financial Services 312.0 $36K -35.0 -10.1% $116.14 -5.0%
466 DUOL DUOLINGO INC Technology 291.0 $35K -5.0 -1.7% $121.14 +15.3%
467 ALLY ALLY FINL INC Financial Services 761.0 $35K -6K -88.1% $46.08 -5.3%
468 INDY ISHARES TR 721.0 $31K -51.0 -6.6% $43.37 -0.1%
469 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 589.0 $31K -26K -97.8% $52.72 +1.2%
470 EWP ISHARES INC 502.0 $30K -66K -99.2% $58.92 +5.4%
471 AAL AMERICAN AIRLINES GROUP INC Industrials 1,629.0 $30K -5K -76.7% $18.16 -22.6%
472 AAOI APPLIED OPTOELECTRONICS INC Technology 201.0 $28K -2K -92.0% $139.02 -5.5%
473 BRO BROWN & BROWN INC Financial Services 412.0 $28K -28K -98.5% $67.36 +3.0%
474 EFAX SPDR INDEX SHS FDS 479.0 $26K -239.0 -33.3% $53.80 +3.5%
475 SCZ ISHARES TR 309.0 $26K -50.0 -13.9% $82.91 +3.3%
476 APTIV PLC 414.0 $25K -6K -93.8% $60.35
477 CGAU CENTERRA GOLD INC Basic Materials 1,574.0 $24K -367.0 -18.9% $15.53 +37.0%
478 APLD APPLIED DIGITAL CORP Technology 685.0 $24K -38.0 -5.3% $35.57 -19.8%
479 XPO XPO INC Industrials 110.0 $23K -16.0 -12.7% $207.07 -2.1%
480 OGN ORGANON & CO Healthcare 1,663.0 $23K -5K -74.3% $13.55 +0.9%
Page 24 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%