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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 33 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 RDDT REDDIT INC Communication Services 7,339.0 $1.4M 0.00% +998.0 +15.7% $197.43 -23.9%
642 SUNC SUNOCOCORP LLC Energy 21,217.0 $1.4M 0.00% -7K -23.7% $67.96 +12.9%
643 IGOV ISHARES TR 34,327.0 $1.4M 0.00% -710.0 -2.0% $40.93 +1.3%
644 KRP KIMBELL RTY PARTNERS LP Energy 96,553.0 $1.4M 0.00% -17K -15.0% $14.51 +4.5%
645 EPI WISDOMTREE TR 32,235.0 $1.4M 0.00% $42.50 +0.9%
646 DNN DENISON MINES CORP Energy 445,379.0 $1.4M 0.00% +27K +6.4% $3.07 +2.1%
647 DTM DT MIDSTREAM INC Energy 9,477.0 $1.4M 0.00% -11K -52.6% $143.74 -9.6%
648 DLR DIGITAL RLTY TR INC Real Estate 7,645.0 $1.3M 0.00% +334.0 +4.6% $176.46 +10.1%
649 BB BLACKBERRY LTD Technology 105,040.0 $1.3M 0.00% +59K +127.2% $12.84 -36.6%
650 AFG AMERICAN FINANCIAL GROUP INC Financial Services 9,566.0 $1.3M 0.00% -208.0 -2.1% $140.75 +2.1%
651 TREKOR METALS LTD 190,808.0 $1.3M 0.00% NEW $7.01
652 CBRE CBRE GROUP INC Real Estate 9,708.0 $1.3M 0.00% -60K -86.0% $137.04 +10.8%
653 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 32,326.0 $1.3M 0.00% -2K -6.3% $41.07 +48.3%
654 HII HUNTINGTON INGALLS INDS INC Industrials 4,658.0 $1.3M 0.00% -35K -88.2% $278.85 +8.1%
655 PYLD PIMCO ETF TR 49,029.0 $1.3M 0.00% +1K +2.5% $26.33 -0.6%
656 ITW ILLINOIS TOOL WKS INC Industrials 4,755.0 $1.3M 0.00% +367.0 +8.4% $269.04 +5.1%
657 HRB BLOCK H & R INC Consumer Cyclical 32,485.0 $1.3M 0.00% NEW $39.33 +34.9%
658 TRV TRAVELERS COMPANIES INC Financial Services 3,810.0 $1.3M 0.00% -507.0 -11.7% $334.76 +8.9%
659 IEI ISHARES TR 10,689.0 $1.3M 0.00% +379.0 +3.7% $116.95 -0.3%
660 WRB BERKLEY W R CORP Financial Services 17,680.0 $1.2M 0.00% -19K -51.6% $70.69 -2.1%
Page 33 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%