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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 28 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ICLR ICON PUB LTD CO Healthcare 25.0 $4K -77.0 -75.5% $175.04 -3.2%
542 ROL ROLLINS INC Consumer Cyclical 100.0 $4K -76.0 -43.2% $42.15 -14.5%
543 PUK PRUDENTIAL PLC Financial Services 138.0 $4K -3.0 -2.1% $27.68 +1.8%
544 LCII LCI INDS Consumer Cyclical 36.0 $4K -47.0 -56.6% $102.06 +2.0%
545 WLK WESTLAKE CORPORATION Basic Materials 49.0 $4K -1K -96.4% $72.86 +7.3%
546 TE T1 ENERGY INC Industrials 379.0 $3K -1K -77.0% $9.18 -46.9%
547 CHARGEPOINT HOLDINGS INC 582.0 $3K -45.0 -7.2% $5.96
548 EPR EPR PPTYS Real Estate 60.0 $3K -2K -97.0% $57.73 +4.8%
549 FMC FMC CORP Basic Materials 315.0 $3K -40.0 -11.3% $10.93 -6.9%
550 ILF ISHARES TR 88.0 $3K -412.0 -82.4% $33.52 +0.3%
551 UPST UPSTART HLDGS INC Financial Services 80.0 $3K -3.0 -3.6% $35.80 -16.9%
552 FRPT FRESHPET INC Consumer Defensive 50.0 $3K -1K -95.7% $55.98 +29.8%
553 ALMONTY INDS INC 175.0 $3K -225.0 -56.2% $15.95
554 TMF DIREXION SHARES ETF TRUST 75.0 $3K -75.0 -50.0% $34.79 -14.2%
555 AMC ENTMT HLDGS INC 1,285.0 $2K -168.0 -11.6% $1.92
556 NIU NIU TECHNOLOGIES Consumer Cyclical 1,100.0 $2K -100.0 -8.3% $2.05 +0.0%
557 GLDG GOLDMINING INC Basic Materials 3,000.0 $2K -30.0 -1.0% $0.75 +39.8%
558 HIGHLANDER SILVER CORP 470.0 $2K -9K -94.9% $4.67
559 CPNG COUPANG INC Consumer Cyclical 120.0 $2K -3K -96.2% $18.14 -13.3%
560 ACRE ARES COML REAL ESTATE CORP Real Estate 450.0 $2K -100.0 -18.2% $4.53 +2.0%
Page 28 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%