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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 9 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DUK DUKE ENERGY CORP NEW Utilities 25,694.0 $3.2M 0.01% -1K -4.1% $125.83 -1.5%
162 SYY SYSCO CORP Consumer Defensive 37,892.0 $3.2M 0.01% -14K -26.6% $83.17 -1.5%
163 MAR MARRIOTT INTL INC NEW Consumer Cyclical 8,483.0 $3.1M 0.01% -509.0 -5.7% $368.34 -3.0%
164 IDXX IDEXX LABS INC Healthcare 5,721.0 $3.1M 0.01% -3K -34.5% $537.62 +2.9%
165 J P MORGAN EXCHANGE TRADED F 61,016.0 $3.1M 0.01% -38K -38.5% $50.39
166 OMFL INVESCO EXCH TRD SLF IDX FD 44,424.0 $3.0M 0.01% -6K -12.5% $68.44 +3.3%
167 XLE SELECT SECTOR SPDR TR 57,355.0 $3.0M 0.01% -51K -47.1% $52.82 +20.5%
168 SPSK TIDAL TRUST I 164,405.0 $3.0M 0.01% -4K -2.1% $17.99 -0.4%
169 APOS APOLLO GLOBAL MGMT INC Financial Services 24,424.0 $2.9M 0.01% -1K -4.1% $118.37 -78.5%
170 PGR PROGRESSIVE CORP Financial Services 12,332.0 $2.8M 0.01% -13K -50.7% $225.28 -8.0%
171 ZS ZSCALER INC Technology 18,851.0 $2.8M 0.01% -86K -82.0% $146.50 +26.8%
172 EPD ENTERPRISE PRODS PARTNERS L Energy 75,517.0 $2.8M 0.01% -4K -4.8% $36.52 +5.8%
173 ISHARES TR 56,289.0 $2.8M 0.01% -9K -14.3% $49.00
174 IGSB ISHARES TR 51,871.0 $2.7M 0.01% -1K -2.3% $52.18 -0.1%
175 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 8,753.0 $2.7M 0.01% -358.0 -3.9% $306.42 -1.0%
176 LUNR INTUITIVE MACHINES INC Industrials 132,092.0 $2.7M 0.01% -119K -47.4% $20.19 -4.4%
177 CEG CONSTELLATION ENERGY CORP Utilities 11,262.0 $2.7M 0.01% -722.0 -6.0% $236.46 +12.8%
178 VTC VANGUARD SCOTTSDALE FDS 34,466.0 $2.6M 0.01% -995.0 -2.8% $76.41 -1.8%
179 CDNS CADENCE DESIGN SYSTEM INC Technology 6,882.0 $2.6M 0.01% -7K -49.5% $377.84 -16.2%
180 PNC PNC FINL SVCS GROUP INC Financial Services 10,234.0 $2.6M 0.01% -65.0 -0.6% $251.64 +1.1%
Page 9 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%