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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 6 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BSX BOSTON SCIENTIFIC CORP Healthcare 176,096.0 $7.6M 0.02% -122K -41.0% $43.07 +19.4%
102 VGSH VANGUARD SCOTTSDALE FDS 130,690.0 $7.6M 0.02% -14K -9.6% $58.01 +0.2%
103 WST WEST PHARMACEUTICAL SVSC INC Healthcare 20,534.0 $7.5M 0.02% -1K -6.5% $364.99 -5.0%
104 XLF SELECT SECTOR SPDR TR 136,357.0 $7.5M 0.02% -13K -8.7% $54.78 +5.1%
105 URI UNITED RENTALS INC Industrials 6,432.0 $7.2M 0.02% -4K -39.8% $1112.09 +4.7%
106 EW EDWARDS LIFESCIENCES CORP Healthcare 75,765.0 $7.0M 0.02% -5K -6.1% $92.01 -1.3%
107 GEN GEN DIGITAL INC Technology 266,947.0 $7.0M 0.02% -115K -30.1% $26.11 +5.0%
108 OR OR ROYALTIES INC. Basic Materials 221,068.0 $7.0M 0.02% -2K -1.0% $31.46 +5.9%
109 IWN ISHARES TR 30,804.0 $6.8M 0.02% -1K -4.5% $221.78 +2.1%
110 BIL SPDR SERIES TRUST 78,907.0 $6.8M 0.02% -15K -16.4% $86.56 +5.8%
111 VRTX VERTEX PHARMACEUTICALS INC Healthcare 13,646.0 $6.8M 0.02% -128.0 -0.9% $498.47 +3.4%
112 RMD RESMED INC Healthcare 33,441.0 $6.7M 0.02% -2K -5.8% $201.10 +9.6%
113 VLO VALERO ENERGY CORP Energy 24,571.0 $6.6M 0.02% -23K -47.8% $269.44 +28.9%
114 CIEN CIENA CORP Technology 13,733.0 $6.4M 0.02% -252.0 -1.8% $463.02 -3.9%
115 RS RELIANCE INC Basic Materials 16,980.0 $6.3M 0.02% -95.0 -0.6% $372.63 +14.9%
116 GM GENERAL MTRS CO Consumer Cyclical 83,499.0 $6.3M 0.02% -69K -45.1% $75.60 +11.6%
117 INGERSOLL RAND INC 75,430.0 $6.1M 0.02% -464.0 -0.6% $80.86
118 FERG FERGUSON ENTERPRISES INC Industrials 26,457.0 $6.1M 0.02% -2K -7.5% $229.25 +6.9%
119 INTU INTUIT Technology 22,693.0 $6.1M 0.02% -4K -15.1% $267.12 +25.6%
120 PHM PULTE GROUP INC Consumer Cyclical 45,479.0 $6.0M 0.02% -6K -12.1% $132.71 -3.2%
Page 6 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%