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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 102 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 130.0 $4K $32.67 +8.7%
2022 ROL ROLLINS INC Consumer Cyclical 100.0 $4K -76.0 -43.2% $42.15 -13.8%
2023 VEON LTD 80.0 $4K $52.34
2024 AWR AMER STATES WTR CO Utilities 50.0 $4K $83.34 +6.7%
2025 UAA UNDER ARMOUR INC Consumer Cyclical 631.0 $4K $6.58 -23.0%
2026 REVOLUTION MEDICINES INC 448.0 $4K $9.19
2027 SG SWEETGREEN INC Consumer Cyclical 450.0 $4K $9.08 -35.9%
2028 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 39.0 $4K $103.90 -3.8%
2029 POLESTAR AUTOMOTIVE HLDG UK 200.0 $4K $20.18
2030 SMRF ALPS ETF TR 155.0 $4K NEW $25.81 -2.7%
2031 EGY VAALCO ENERGY INC Energy 807.0 $4K $4.96 +17.6%
2032 AIAI HOLDINGS CORP 275.0 $4K NEW $14.51
2033 BRX BRIXMOR PPTY GROUP INC Real Estate 127.0 $4K $31.24 -5.2%
2034 Z ZILLOW GROUP INC Communication Services 120.0 $4K $33.02 +4.7%
2035 LEA LEAR CORP Consumer Cyclical 30.0 $4K $130.40 -5.0%
2036 LYFT LYFT INC Technology 260.0 $4K +100.0 +62.5% $14.83 +14.1%
2037 CNYA ISHARES TR 100.0 $4K NEW $38.30 -5.0%
2038 PUK PRUDENTIAL PLC Financial Services 138.0 $4K -3.0 -2.1% $27.68 +1.4%
2039 IONS IONIS PHARMACEUTICALS INC Healthcare 48.0 $4K $79.15 -24.7%
2040 BLOK AMPLIFY ETF TR 60.0 $4K $62.77 -5.7%
Page 102 of 121  ·  2,405 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%