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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 59 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 HUT 8 CORP 1,274.0 $135K +374.0 +41.6% $105.93
1162 VTRS VIATRIS INC Healthcare 8,303.0 $134K -751.0 -8.3% $16.18 +0.8%
1163 GXO GXO LOGISTICS INCORPORATED Industrials 2,610.0 $134K -500.0 -16.1% $51.28 -10.8%
1164 SNPE DBX ETF TR 1,955.0 $134K $68.43 +3.6%
1165 ZTEK ZENTEK LTD Healthcare 281,680.0 $133K +252K +865.3% $0.47 +27.6%
1166 SFM SPROUTS FMRS MKT INC Consumer Defensive 1,536.0 $133K +1K +241.3% $86.66 -6.4%
1167 OSK OSHKOSH CORP Industrials 914.0 $132K +50.0 +5.8% $144.72 +8.5%
1168 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 1,592.0 $132K -5K -77.5% $82.97 +16.2%
1169 FLOT ISHARES TR 2,584.0 $132K +250.0 +10.7% $51.05 -0.1%
1170 NTRS NORTHERN TR CORP Financial Services 750.0 $132K $175.61 +4.7%
1171 CCNE CNB FINL CORP PA Financial Services 3,825.0 $131K $34.34 -1.5%
1172 USCI UNITED STS COMMODITY INDEX F Financial Services 1,415.0 $131K $92.40 +14.8%
1173 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 1,230.0 $130K -31.0 -2.5% $105.80 +6.0%
1174 FPH FIVE POINT HOLDINGS LLC Real Estate 24,891.0 $130K -25K -50.0% $5.21 -1.4%
1175 ARCC ARES CAPITAL CORP Financial Services 6,944.0 $130K +910.0 +15.1% $18.67 +6.7%
1176 KBH KB HOME Consumer Cyclical 2,106.0 $128K $60.63 -8.7%
1177 ABNB AIRBNB INC Consumer Cyclical 866.0 $128K -194.0 -18.3% $147.35 +27.1%
1178 VSGX VANGUARD WORLD FD 1,542.0 $127K +649.0 +72.7% $82.46 +1.3%
1179 NUKZ EXCHANGE TRADED CONCEPTS TRU 1,894.0 $126K +237.0 +14.3% $66.75 -1.2%
1180 HMC HONDA MOTOR CO LTD Consumer Cyclical 4,593.0 $125K +4K +674.5% $27.25 +22.5%
Page 59 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%