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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 19 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CRWV COREWEAVE INC Technology 73,470.0 $6.3M 0.02% +17K +30.6% $85.77 +8.6%
362 HPE HEWLETT PACKARD ENTERPRISE C Technology 141,101.0 $6.3M 0.02% +104K +280.4% $44.30 +25.7%
363 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 186,889.0 $6.2M 0.02% +9K +5.3% $33.44 +9.4%
364 VIS VANGUARD WORLD FD 17,378.0 $6.2M 0.02% +650.0 +3.9% $355.88 -1.0%
365 HCA HCA HEALTHCARE INC Healthcare 15,646.0 $6.1M 0.02% $392.45 +4.9%
366 LGND LIGAND PHARMACEUTICALS INC Healthcare 19,625.0 $6.1M 0.02% NEW $311.93 -7.8%
367 INGERSOLL RAND INC 75,430.0 $6.1M 0.02% -464.0 -0.6% $80.86
368 FERG FERGUSON ENTERPRISES INC Industrials 26,457.0 $6.1M 0.02% -2K -7.5% $229.25 +6.6%
369 INTU INTUIT Technology 22,693.0 $6.1M 0.02% -4K -15.1% $267.12 +31.2%
370 VGT VANGUARD WORLD FD 51,495.0 $6.0M 0.02% +45K +685.8% $117.22 +2.2%
371 PHM PULTE GROUP INC Consumer Cyclical 45,479.0 $6.0M 0.02% -6K -12.1% $132.71 -5.0%
372 COP CONOCOPHILLIPS Energy 57,131.0 $5.9M 0.02% -7K -10.3% $103.28 +25.6%
373 BAP CREDICORP LTD Financial Services 15,000.0 $5.8M 0.01% +6K +62.4% $387.01 -4.8%
374 HOOD ROBINHOOD MKTS INC Financial Services 53,324.0 $5.8M 0.01% +18K +51.1% $108.71 -15.8%
375 FAST FASTENAL CO Industrials 120,557.0 $5.8M 0.01% -113K -48.4% $47.76 +7.3%
376 TER TERADYNE INC Technology 13,405.0 $5.7M 0.01% -158.0 -1.2% $427.93 -5.5%
377 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 71,329.0 $5.7M 0.01% -64K -47.2% $80.27 -3.5%
378 BTI BRITISH AMERN TOB PLC Consumer Defensive 94,068.0 $5.7M 0.01% +64K +217.2% $60.59 -7.0%
379 ALL ALLSTATE CORP Financial Services 23,373.0 $5.7M 0.01% +404.0 +1.8% $243.31 +7.3%
380 CTVA CORTEVA INC Basic Materials 67,810.0 $5.7M 0.01% -2K -2.6% $83.54 -6.7%
Page 19 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%