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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 64 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 LITHIUM ARGENTINA AG 11,512.0 $94K +1K +9.5% $8.16
1262 APA APA CORPORATION Energy 2,944.0 $94K -185.0 -5.9% $31.88 +36.1%
1263 IFRA ISHARES TR 1,508.0 $93K $61.97 -3.6%
1264 ARIS ARIS MINING CORPORATION Basic Materials 6,380.0 $93K +2K +41.6% $14.64 +42.5%
1265 CGDV CAPITAL GROUP DIVIDEND VALUE 1,950.0 $93K $47.71 +5.2%
1266 SLVP ISHARES INC 3,000.0 $92K $30.83 +32.5%
1267 MTUM ISHARES TR 267.0 $92K $342.83 -11.0%
1268 XPEV XPENG INC Consumer Cyclical 6,680.0 $91K +3K +91.4% $13.61 -10.4%
1269 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 2,976.0 $90K $30.31 +0.5%
1270 HOG HARLEY DAVIDSON INC Consumer Cyclical 3,687.0 $89K -1K -27.7% $24.16 +16.7%
1271 TLN TALEN ENERGY CORP Utilities 246.0 $89K +202.0 +459.1% $360.78 -12.8%
1272 AMERICA MOVIL SAB DE CV 3,462.0 $89K -34.0 -1.0% $25.60
1273 BROOKFIELD WEALTH SOL LTD 2,069.0 $89K -30.0 -1.4% $42.83
1274 GSY INVESCO ACTIVELY MANAGED EXC 1,755.0 $88K $50.16 +0.3%
1275 RH RH Consumer Cyclical 536.0 $88K +134.0 +33.3% $163.82 -6.5%
1276 CAC CAMDEN NATL CORP Financial Services 1,572.0 $88K $55.79 +1.6%
1277 APOG APOGEE ENTERPRISES INC Industrials 2,000.0 $88K $43.85 -5.1%
1278 FDN FIRST TR EXCHANGE-TRADED FD 325.0 $88K $269.55 +6.4%
1279 NFRA FLEXSHARES TR 1,380.0 $88K $63.43 +4.2%
1280 ANGL VANECK ETF TRUST 3,001.0 $87K $29.11 -0.4%
Page 64 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%