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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 65 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 5,073.0 $86K -5K -51.0% $17.03 +28.3%
1282 IHE ISHARES TR 870.0 $85K $98.23 +8.7%
1283 AOM ISHARES TR 1,701.0 $85K NEW $49.71 +0.1%
1284 CWCO CONSOLIDATED WATER CO INC Utilities 2,867.0 $85K $29.49 -0.1%
1285 ORLA ORLA MNG LTD NEW Basic Materials 8,638.0 $85K -3K -26.7% $9.78 -3.5%
1286 AMLP ALPS ETF TR 1,676.0 $84K +50.0 +3.1% $50.24 +9.0%
1287 CTO CTO RLTY GROWTH INC NEW Real Estate 3,858.0 $83K $21.48 +1.5%
1288 RXI ISHARES TR 425.0 $83K -50.0 -10.5% $194.42 +3.3%
1289 TSEM TOWER SEMICONDUCTOR LTD Technology 334.0 $82K +233.0 +230.7% $245.54 -9.3%
1290 AIEQ AMPLIFY ETF TR 1,645.0 $82K $49.67 +2.0%
1291 WY WEYERHAEUSER CO Real Estate 3,468.0 $82K +2K +98.2% $23.55 +3.7%
1292 EFC ELLINGTON FINANCIAL INC Real Estate 6,000.0 $81K $13.52 +0.8%
1293 MP MP MATERIALS CORP Basic Materials 1,474.0 $80K +102.0 +7.4% $54.35 +10.5%
1294 LECO LINCOLN ELEC HLDGS INC Industrials 310.0 $80K $257.83 +9.3%
1295 BIDU BAIDU INC Communication Services 678.0 $80K -147.0 -17.8% $117.85 -20.9%
1296 GO GROCERY OUTLET HLDG CORP Consumer Defensive 7,935.0 $79K $9.98 +16.2%
1297 DBL DOUBLELINE OPPORTUNISTIC CR Financial Services 5,487.0 $79K $14.32 -1.6%
1298 ROBOSTRATEGY INC 2,000.0 $78K NEW $39.15
1299 FNCL FIDELITY COVINGTON TRUST 1,000.0 $78K $78.19 +4.8%
1300 NLR VANECK ETF TRUST 681.0 $78K -1K -62.3% $114.73 +4.5%
Page 65 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%