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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 58 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 BIIB BIOGEN INC Healthcare 690.0 $145K $209.84 +3.3%
1142 AA ALCOA CORP Basic Materials 3,048.0 $145K -850.0 -21.8% $47.47 +9.2%
1143 VALE VALE S A Basic Materials 9,680.0 $144K -22K -69.1% $14.91 -2.2%
1144 CRSP CRISPR THERAPEUTICS AG Healthcare 2,592.0 $144K -110.0 -4.1% $55.57 +7.1%
1145 WK WORKIVA INC Technology 2,819.0 $143K $50.79 +47.3%
1146 CRAK VANECK ETF TRUST 3,038.0 $142K NEW $46.71 +30.6%
1147 COPP SPROTT FDS TR 3,750.0 $141K +3K +206.1% $37.54 +21.6%
1148 OPLN OPENLANE INC Consumer Cyclical 3,500.0 $141K -2K -30.0% $40.19 -16.9%
1149 ELF E L F BEAUTY INC Consumer Defensive 1,779.0 $140K +429.0 +31.8% $78.74 +29.5%
1150 IBDR ISHARES TR 5,791.0 $140K -206.0 -3.4% $24.16 +0.3%
1151 NIO NIO INC Consumer Cyclical 28,172.0 $140K +5K +20.9% $4.96 -6.7%
1152 L LOEWS CORP Financial Services 1,221.0 $140K +17.0 +1.4% $114.25 -3.9%
1153 AEGON LTD 16,274.0 $139K +14K +702.9% $8.56
1154 LPX LOUISIANA PAC CORP Basic Materials 1,768.0 $139K $78.65 -7.0%
1155 EWG ISHARES INC 3,369.0 $139K +104.0 +3.2% $41.19 +7.3%
1156 IVES WEDBUSH SER TR 3,616.0 $137K -203K -98.2% $37.87 +2.2%
1157 PAA PLAINS ALL AMERN PIPELINE L Energy 6,122.0 $136K $22.23 +10.7%
1158 KSTR KRANESHARES TRUST 4,403.0 $136K +724.0 +19.7% $30.79 -22.8%
1159 SOMNIGROUP INTERNATIONAL INC 1,755.0 $135K -739.0 -29.6% $77.19
1160 AOK ISHARES TR 3,268.0 $135K -611.0 -15.8% $41.37 -0.2%
Page 58 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%