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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 8 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RSG REPUBLIC SVCS INC Industrials 21,896.0 $4.7M 0.01% -2K -7.8% $214.90 +0.2%
142 MTD METTLER TOLEDO INTERNATIONAL Healthcare 3,572.0 $4.6M 0.01% -232.0 -6.1% $1300.72 +9.0%
143 EWT ISHARES INC 43,879.0 $4.6M 0.01% -24K -34.9% $105.79 +1.9%
144 VV VANGUARD INDEX FDS 13,160.0 $4.5M 0.01% -313.0 -2.3% $343.38 +3.7%
145 OXY OCCIDENTAL PETE CORP Energy 92,759.0 $4.4M 0.01% -36K -28.1% $47.95 +23.1%
146 BSV VANGUARD BD INDEX FDS 56,031.0 $4.3M 0.01% -374.0 -0.7% $77.61 -0.0%
147 PFM INVESCO EXCHANGE TRADED FD T 77,041.0 $4.3M 0.01% -6K -7.6% $55.35 +4.0%
148 IEF ISHARES TR 44,940.0 $4.2M 0.01% -8K -15.6% $94.08 -1.3%
149 SAP SAP SE Technology 24,917.0 $4.1M 0.01% -22K -46.9% $164.17 +26.6%
150 MPC MARATHON PETE CORP Energy 15,333.0 $4.1M 0.01% -1K -6.8% $264.91 +35.2%
151 THC TENET HEALTHCARE CORP Healthcare 20,379.0 $3.9M 0.01% -742.0 -3.5% $191.24 +38.3%
152 ROK ROCKWELL AUTOMATION INC Industrials 7,861.0 $3.8M 0.01% -304.0 -3.7% $483.05 -8.0%
153 ODFL OLD DOMINION FREIGHT LINE IN Industrials 17,134.0 $3.7M 0.01% -9K -33.6% $218.04 -2.8%
154 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 206,417.0 $3.7M 0.01% -7K -3.1% $18.08 +5.1%
155 VPU VANGUARD WORLD FD 19,012.0 $3.7M 0.01% -285.0 -1.5% $193.40 -1.2%
156 VONG VANGUARD SCOTTSDALE FDS 28,171.0 $3.6M 0.01% -13K -32.1% $126.53 +1.8%
157 ADP AUTOMATIC DATA PROCESSING IN Industrials 14,797.0 $3.5M 0.01% -4K -20.8% $235.74 +12.9%
158 COF CAPITAL ONE FINL CORP Financial Services 16,691.0 $3.4M 0.01% -10K -36.3% $204.97 +8.0%
159 AES AES CORP Utilities 233,600.0 $3.4M 0.01% -8K -3.5% $14.64 +0.8%
160 XLU SELECT SECTOR SPDR TR 74,048.0 $3.3M 0.01% -39K -34.5% $44.75 -1.3%
Page 8 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%