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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 55 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 GSWO GOLDMAN SACHS ETF TR 3,028.0 $192K 0.00% +3K +498.4% $63.45 +3.2%
1082 CFR CULLEN FROST BANKERS INC Financial Services 1,229.0 $191K 0.00% +336.0 +37.6% $155.81 +5.4%
1083 CGW INVESCO EXCH TRADED FD TR II 2,905.0 $189K +405.0 +16.2% $65.23 -0.2%
1084 OWL BLUE OWL CAPITAL INC Financial Services 21,788.0 $188K -10K -31.0% $8.63 +35.2%
1085 TCHP T ROWE PRICE EXCHANGE-TRADED 3,806.0 $188K +265.0 +7.5% $49.34 +2.0%
1086 ASX ASE TECHNOLOGY HLDG CO LTD Technology 4,355.0 $187K -4K -50.8% $43.01 -15.1%
1087 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 3,930.0 $187K $47.54 -8.0%
1088 FRT FEDERAL RLTY INVT TR NEW Real Estate 1,532.0 $185K +474.0 +44.8% $120.46 -3.1%
1089 GAMESTOP CORP 8,139.0 $184K +1K +21.0% $22.64
1090 ATR APTARGROUP INC Healthcare 1,470.0 $184K -44K -96.8% $125.32 +7.6%
1091 MTRN MATERION CORP Basic Materials 650.0 $184K $283.24 -18.1%
1092 EAGG ISHARES TR 3,898.0 $184K $47.22 -1.3%
1093 EMB ISHARES TR 1,917.0 $184K +67.0 +3.6% $95.98 -1.3%
1094 SKEENA RES LTD NEW 6,768.0 $183K $27.09
1095 ARKX ARK ETF TR 5,404.0 $183K +197.0 +3.8% $33.82 -1.7%
1096 EIX EDISON INTL Utilities 2,639.0 $183K +2K +231.9% $69.18 +3.5%
1097 GII SPDR INDEX SHS FDS 2,420.0 $181K +28.0 +1.2% $74.93 -0.6%
1098 CROX CROCS INC Consumer Cyclical 1,440.0 $179K +448.0 +45.2% $124.21 -1.7%
1099 SIMO SILICON MOTION TECHNOLOGY CO Technology 564.0 $179K -377.0 -40.1% $316.89 -18.5%
1100 SPTS SPDR SERIES TRUST 6,181.0 $179K NEW $28.90 +0.2%
Page 55 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%