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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 12 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CBOE CBOE GLOBAL MKTS INC Financial Services 62,611.0 $15.5M 0.04% +42K +197.8% $248.02 +18.9%
222 UBER UBER TECHNOLOGIES INC Technology 211,728.0 $15.4M 0.04% -8K -3.7% $72.67 +5.6%
223 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 145,294.0 $15.4M 0.04% +7K +5.0% $105.80 +1.9%
224 IJR ISHARES TR 103,538.0 $15.3M 0.04% -1K -1.2% $147.62 +0.7%
225 AMP AMERIPRISE FINL INC Financial Services 31,831.0 $15.3M 0.04% -2K -6.8% $479.69 +18.0%
226 BLK BLACKROCK INC Financial Services 15,441.0 $15.1M 0.04% -804.0 -5.0% $980.77 +17.8%
227 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 497,860.0 $15.1M 0.04% +36K +7.9% $30.41 +9.5%
228 WELL WELLTOWER INC Real Estate 65,218.0 $15.0M 0.04% +7K +11.8% $230.32 +3.2%
229 KGC KINROSS GOLD CORP Basic Materials 638,589.0 $15.0M 0.04% -751K -54.0% $23.48 +16.6%
230 MAS MASCO CORP Industrials 183,135.0 $15.0M 0.04% +77K +72.6% $81.67 -9.5%
231 BDX BECTON DICKINSON & CO Healthcare 96,211.0 $14.7M 0.04% +14K +17.1% $152.95 +20.2%
232 CGGE CAPITAL GROUP GLOBAL EQUITY 417,606.0 $14.6M 0.04% +93K +28.6% $34.89 +1.6%
233 EBAY EBAY INC. Consumer Cyclical 128,869.0 $14.3M 0.04% -55K -29.9% $111.32 -7.1%
234 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 152,374.0 $14.1M 0.04% -88K -36.7% $92.70 -1.2%
235 AEIS ADVANCED ENERGY INDS Industrials 39,420.0 $14.1M 0.04% +7K +21.8% $356.46 -10.6%
236 CIGI COLLIERS INTL GROUP INC Real Estate 136,823.0 $13.8M 0.04% +9K +7.2% $101.02 +4.0%
237 MET METLIFE INC Financial Services 157,970.0 $13.8M 0.04% +5K +3.3% $87.23 +11.7%
238 ISRG INTUITIVE SURGICAL INC Healthcare 34,033.0 $13.7M 0.04% +229.0 +0.7% $402.35 -1.2%
239 NVS NOVARTIS AG Healthcare 86,457.0 $13.3M 0.04% +12K +15.8% $154.09 +0.5%
240 NTAP NETAPP INC Technology 84,306.0 $13.2M 0.04% -72K -46.0% $156.40 +30.6%
Page 12 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%