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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 25 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NUE NUCOR CORP Basic Materials 15,876.0 $3.5M 0.01% +10K +149.4% $219.04 +13.6%
482 MSGE SPHERE ENTERTAINMENT CO Communication Services 19,248.0 $3.5M 0.01% +19K +10000.0% $180.13 -54.2%
483 GNRC GENERAC HLDGS INC Industrials 12,831.0 $3.5M 0.01% +2K +16.1% $270.01 -21.9%
484 GFS GLOBALFOUNDRIES INC Technology 44,844.0 $3.5M 0.01% NEW $77.18 -37.1%
485 SOXQ INVESCO EXCH TRADED FD TR II 32,794.0 $3.4M 0.01% +32K +7252.9% $105.10 -12.1%
486 COF CAPITAL ONE FINL CORP Financial Services 16,691.0 $3.4M 0.01% -10K -36.3% $204.97 +7.7%
487 AES AES CORP Utilities 233,600.0 $3.4M 0.01% -8K -3.5% $14.64 +0.4%
488 USMV ISHARES TR 35,218.0 $3.4M 0.01% +6K +19.1% $96.47 +5.0%
489 XME SPDR SERIES TRUST 32,400.0 $3.4M 0.01% +805.0 +2.5% $104.18 +12.4%
490 DRI DARDEN RESTAURANTS INC Consumer Cyclical 16,666.0 $3.4M 0.01% +272.0 +1.7% $202.10 +9.8%
491 IGV ISHARES TR 36,780.0 $3.4M 0.01% +14K +62.5% $91.51 +12.4%
492 ILMN ILLUMINA INC Healthcare 18,215.0 $3.3M 0.01% +13K +263.6% $183.89 +11.5%
493 XLU SELECT SECTOR SPDR TR 74,048.0 $3.3M 0.01% -39K -34.5% $44.75 -1.6%
494 EWZ ISHARES INC 96,022.0 $3.3M 0.01% +65K +204.7% $34.17 +0.3%
495 QUAL ISHARES TR 14,921.0 $3.3M 0.01% +6K +63.3% $219.44 +2.2%
496 VSS VANGUARD INTL EQUITY INDEX F 21,135.0 $3.3M 0.01% +17K +459.6% $154.28 +3.2%
497 DUK DUKE ENERGY CORP NEW Utilities 25,694.0 $3.2M 0.01% -1K -4.1% $125.83 -1.8%
498 KRE SPDR SERIES TRUST 41,681.0 $3.2M 0.01% +21K +100.3% $76.21 -1.6%
499 PCG PG&E CORP Utilities 191,416.0 $3.2M 0.01% +18K +10.5% $16.58 +6.5%
500 SYY SYSCO CORP Consumer Defensive 37,892.0 $3.2M 0.01% -14K -26.6% $83.17 -0.9%
Page 25 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%