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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 40 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 YUMC YUM CHINA HLDGS INC Consumer Cyclical 17,411.0 $713K 0.00% -6K -25.7% $40.96 +20.9%
782 TIMB TIM S A Communication Services 33,394.0 $713K 0.00% +1K +4.6% $21.35 -16.4%
783 ICLN ISHARES TR 35,191.0 $711K 0.00% +12K +51.8% $20.19 -12.9%
784 MINE MAYFAIR GOLD CORP Basic Materials 323,150.0 $709K 0.00% +312K +2772.4% $2.19 +40.4%
785 IYT ISHARES TR 8,153.0 $707K 0.00% +7K +466.2% $86.76 +0.3%
786 CPB THE CAMPBELLS COMPANY Consumer Defensive 30,005.0 $704K 0.00% +1K +4.4% $23.47 +2.0%
787 RF REGIONS FINANCIAL CORP NEW Financial Services 22,588.0 $696K 0.00% -335.0 -1.5% $30.79 -1.2%
788 MOO VANECK ETF TRUST 8,791.0 $695K 0.00% -4K -29.7% $79.01 +7.8%
789 EFG ISHARES TR 5,577.0 $694K 0.00% $124.42 +1.0%
790 FTSL FIRST TR EXCHANGE-TRADED FD 15,477.0 $693K 0.00% $44.76 -0.0%
791 DGII DIGI INTL INC Technology 9,240.0 $685K 0.00% NEW $74.13 +1.1%
792 SCCO SOUTHERN COPPER CORP Basic Materials 4,054.0 $684K 0.00% -11K -72.3% $168.79 +28.0%
793 SNPS SYNOPSYS INC Technology 1,505.0 $684K 0.00% +47.0 +3.2% $454.56 -12.5%
794 TSCO TRACTOR SUPPLY CO Consumer Cyclical 21,050.0 $679K 0.00% +148.0 +0.7% $32.27 +8.4%
795 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,228.0 $673K 0.00% -68.0 -5.2% $547.82 -6.3%
796 WFG WEST FRASER TIMBER CO LTD Basic Materials 10,086.0 $668K 0.00% +141.0 +1.4% $66.21 +5.3%
797 FEZ SPDR INDEX SHS FDS 9,830.0 $667K 0.00% -92.0 -0.9% $67.88 +5.7%
798 ET ENERGY TRANSFER L P Energy 35,016.0 $667K 0.00% -15K -30.1% $19.04 +11.3%
799 A AGILENT TECHNOLOGIES INC Healthcare 4,987.0 $665K 0.00% $133.40 +19.1%
800 NTES NETEASE COM INC Technology 5,130.0 $665K 0.00% +536.0 +11.7% $129.61 -1.1%
Page 40 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 38.2%
Technology 18.0%
Energy 11.0%
Industrials 6.8%
Basic Materials 5.9%
Consumer Cyclical 5.6%
Healthcare 4.3%
Communication Services 4.1%
Utilities 3.5%
Consumer Defensive 2.3%