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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 103 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 GPN GLOBAL PMTS INC Industrials 50.0 $4K +30.0 +150.0% $75.12 +22.7%
2042 LOOP LOOP INDS INC Basic Materials 4,000.0 $4K $0.94 -29.9%
2043 GEF GREIF INC Consumer Cyclical 50.0 $4K $74.84 +16.9%
2044 DTCR GLOBAL X FDS 126.0 $4K NEW $29.49 -2.8%
2045 LCII LCI INDS Consumer Cyclical 36.0 $4K -47.0 -56.6% $102.06 +4.0%
2046 DWM WISDOMTREE TR 50.0 $4K NEW $73.04 +4.0%
2047 GEO GEO GROUP INC Industrials 120.0 $4K $30.33 +2.4%
2048 KULR TECHNOLOGY GROUP INC 925.0 $4K +875.0 +1750.0% $3.87
2049 ATAIBECKLEY INC 733.0 $4K $4.87
2050 WLK WESTLAKE CORPORATION Basic Materials 49.0 $4K -1K -96.4% $72.86 +5.8%
2051 POWR ISHARES INC 130.0 $4K NEW $27.27 -2.1%
2052 TE T1 ENERGY INC Industrials 379.0 $3K -1K -77.0% $9.18 -49.5%
2053 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 125.0 $3K $27.81 -24.1%
2054 CHARGEPOINT HOLDINGS INC 582.0 $3K -45.0 -7.2% $5.96
2055 EPR EPR PPTYS Real Estate 60.0 $3K -2K -97.0% $57.73 +5.6%
2056 FMC FMC CORP Basic Materials 315.0 $3K -40.0 -11.3% $10.93 -7.6%
2057 TUR ISHARES INC 88.0 $3K $39.12 +1.3%
2058 VNT VONTIER CORPORATION Technology 120.0 $3K $28.58 +13.2%
2059 TENB TENABLE HLDGS INC Technology 90.0 $3K $37.90 -4.6%
2060 ESTC ELASTIC N V Technology 57.0 $3K $58.53 +46.5%
Page 103 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%