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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 115 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 QSI QUANTUM SI INC Healthcare 300.0 $276.0 $0.92 -19.1%
2282 KEX KIRBY CORP Industrials 2.0 $262.0 $131.00 +7.7%
2283 TDUP THREDUP INC Consumer Cyclical 35.0 $242.0 $6.91 -58.6%
2284 DHC DIVERSIFIED HEALTHCARE TR Real Estate 25.0 $231.0 $9.24 -10.3%
2285 APT ALPHA PRO TECH LTD Industrials 40.0 $230.0 $5.75 -6.8%
2286 SEAT VIVID SEATS INC Communication Services 35.0 $229.0 $6.54 +7.0%
2287 RMR RMR GROUP INC Real Estate 11.0 $226.0 $20.55 -0.8%
2288 HUMA HUMACYTE INC Healthcare 326.0 $219.0 $0.67 -16.5%
2289 SCLX SCILEX HOLDING CO Healthcare 27.0 $212.0 $7.85 -18.5%
2290 ASGN EVERFORTH INC Technology 12.0 $211.0 $17.58 +9.5%
2291 ATOS ATOSSA THERAPEUTICS INC Healthcare 103.0 $210.0 $2.04 +36.8%
2292 EHC ENCOMPASS HEALTH CORP Healthcare 2.0 $203.0 $101.50 +20.2%
2293 IWC ISHARES TR 1.0 $200.0 $200.00 -0.3%
2294 BATT AMPLIFY ETF TR 13.0 $199.0 $15.31 +1.6%
2295 PLURI INC 95.0 $198.0 +2.0 +2.1% $2.08
2296 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 25.0 $188.0 $7.52 -17.3%
2297 UNFI UNITED NAT FOODS INC Consumer Defensive 4.0 $183.0 $45.75 +5.2%
2298 IYM ISHARES TR 1.0 $179.0 $179.00 +5.6%
2299 CLRB CELLECTAR BIOSCIENCES INC Healthcare 63.0 $178.0 $2.83 -9.4%
2300 BKSY BLACKSKY TECHNOLOGY INC Technology 6.0 $172.0 NEW $28.67 +7.3%
Page 115 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%