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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 4 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFE PFIZER INC Healthcare 673,108.0 $16.1M 0.04% -4K -0.6% $23.91 +12.4%
62 PLTR PALANTIR TECHNOLOGIES INC Technology 124,366.0 $15.7M 0.04% -3K -2.7% $125.89 +37.1%
63 CRM SALESFORCE INC Technology 95,374.0 $15.6M 0.04% -10K -9.1% $163.32 +16.9%
64 UBER UBER TECHNOLOGIES INC Technology 211,728.0 $15.4M 0.04% -8K -3.7% $72.67 +3.2%
65 IJR ISHARES TR 103,538.0 $15.3M 0.04% -1K -1.2% $147.62 +1.5%
66 AMP AMERIPRISE FINL INC Financial Services 31,831.0 $15.3M 0.04% -2K -6.8% $479.69 +17.1%
67 BLK BLACKROCK INC Financial Services 15,441.0 $15.1M 0.04% -804.0 -5.0% $980.77 +17.0%
68 KGC KINROSS GOLD CORP Basic Materials 638,589.0 $15.0M 0.04% -751K -54.0% $23.48 +18.0%
69 EBAY EBAY INC. Consumer Cyclical 128,869.0 $14.3M 0.04% -55K -29.9% $111.32 -9.3%
70 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 152,374.0 $14.1M 0.04% -88K -36.7% $92.70 -2.7%
71 NTAP NETAPP INC Technology 84,306.0 $13.2M 0.04% -72K -46.0% $156.40 +30.6%
72 MTZ MASTEC INC Industrials 31,516.0 $12.3M 0.03% -1K -3.5% $390.94 -22.6%
73 AMT AMERICAN TOWER CORP Real Estate 73,822.0 $12.3M 0.03% -711.0 -0.9% $166.17 +3.6%
74 ING ING GROEP N.V. Financial Services 385,973.0 $12.2M 0.03% -44K -10.2% $31.50 +13.1%
75 DHR DANAHER CORP DEL Healthcare 62,015.0 $12.0M 0.03% -7K -9.7% $193.82 +4.5%
76 ITA ISHARES TR 48,878.0 $11.9M 0.03% -45K -48.1% $243.66 +3.1%
77 FORTINET INC 74,138.0 $11.8M 0.03% -22K -22.6% $159.02
78 RELX RELX PLC Communication Services 352,742.0 $11.1M 0.03% -21K -5.5% $31.39 +6.9%
79 GFL GFL ENVIRONMENTAL INC Industrials 290,351.0 $10.9M 0.03% -2K -0.8% $37.49 +10.8%
80 TLT ISHARES TR 126,248.0 $10.8M 0.03% -3K -2.2% $85.52 -4.9%
Page 4 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%