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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 61 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 NMM NAVIOS MARITIME PARTNERS LP Industrials 1,650.0 $117K $70.90 +25.2%
1202 GRID FIRST TR EXCHANGE-TRADED FD 625.0 $117K $187.06 -3.3%
1203 BDC BELDEN INC Technology 1,000.0 $117K NEW $116.91 +4.7%
1204 GLP GLOBAL PARTNERS LP Energy 2,450.0 $116K +136.0 +5.9% $47.33 +6.4%
1205 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1,300.0 $116K NEW $89.15 +5.1%
1206 QTUM ETF SER SOLUTIONS 721.0 $116K -148.0 -17.0% $160.21 -6.1%
1207 VSEC VSE CORP Industrials 504.0 $115K +242.0 +92.4% $228.77 -4.9%
1208 EWW ISHARES INC 1,525.0 $115K +24.0 +1.6% $75.24 +2.8%
1209 SPTL SPDR SERIES TRUST 4,414.0 $115K $25.99 -3.5%
1210 KD KYNDRYL HLDGS INC Technology 9,521.0 $114K +7K +289.6% $11.99 +4.7%
1211 BLDP BALLARD PWR SYS INC NEW Industrials 29,937.0 $114K +11K +56.8% $3.81 -36.9%
1212 AMER SPORTS INC 3,329.0 $114K +432.0 +14.9% $34.14
1213 LIT GLOBAL X FDS 1,453.0 $113K +231.0 +18.9% $77.99 -1.8%
1214 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 8,500.0 $113K +700.0 +9.0% $13.24 -4.5%
1215 ELECTROVAYA INC 10,723.0 $112K +75.0 +0.7% $10.47
1216 ALBEMARLE CORP 2,000.0 $112K NEW $55.81
1217 VTWO VANGUARD SCOTTSDALE FDS 920.0 $111K +200.0 +27.8% $120.95 +0.2%
1218 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 2,117.0 $111K -22K -91.2% $52.56 +28.5%
1219 SRLN SSGA ACTIVE ETF TR 2,764.0 $111K $40.04 +1.4%
1220 GLOB GLOBANT S A Technology 3,485.0 $109K +1K +45.0% $31.39 +26.2%
Page 61 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%