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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 25 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SUN SUNOCO LP/SUNOCO FIN CORP Energy 328.0 $22K -350.0 -51.6% $67.79 +10.6%
482 JGRO J P MORGAN EXCHANGE TRADED F 227.0 $22K -65.0 -22.3% $96.85 +0.2%
483 W WAYFAIR INC Consumer Cyclical 228.0 $22K -7K -97.0% $95.20 +8.3%
484 RBRK RUBRIK INC. Technology 264.0 $22K -14K -98.1% $82.00 +23.2%
485 URG UR-ENERGY INC Energy 15,000.0 $20K -5K -25.0% $1.36 -0.1%
486 NTRA NATERA INC Healthcare 73.0 $20K -9K -99.2% $276.32 +13.7%
487 OKLO OKLO INC Utilities 374.0 $20K -354.0 -48.6% $52.46 -16.4%
488 HIMS HIMS & HERS HEALTH INC Healthcare 503.0 $19K -1K -67.5% $37.50 -23.7%
489 RKT ROCKET COS INC Financial Services 1,164.0 $18K -340.0 -22.6% $15.83 -8.4%
490 OSPN ONESPAN INC Technology 1,250.0 $18K -3K -71.6% $14.73 +8.1%
491 OHI OMEGA HEALTHCARE INVS INC Real Estate 375.0 $18K -3K -88.9% $48.16 -3.3%
492 AIOT POWERFLEET INC Technology 4,000.0 $17K -4K -52.9% $4.37 -34.1%
493 ARKQ ARK ETF TR 127.0 $17K -75.0 -37.1% $132.22 -1.3%
494 AWI ARMSTRONG WORLD INDS INC NEW Industrials 103.0 $16K -38.0 -26.9% $158.27 +13.2%
495 SPPP SPROTT ASSET MANAGEMENT LP Financial Services 1,283.0 $16K -950.0 -42.5% $12.60 +13.1%
496 IESC IES HOLDINGS INC Industrials 23.0 $16K -3.0 -11.5% $698.87 +13.6%
497 XLG INVESCO EXCHANGE TRADED FD T 260.0 $16K -3K -92.5% $61.08 +2.9%
498 FITB FIFTH THIRD BANCORP Financial Services 268.0 $15K -49.0 -15.5% $57.52 +0.1%
499 SPXU PROSHARES TR 400.0 $15K -450.0 -52.9% $37.21 -9.3%
500 CHKP CHECK POINT SOFTWARE TECH LT Technology 110.0 $15K -3K -96.9% $134.25 -5.4%
Page 25 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%