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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 74 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 DSI ISHARES TR 296.0 $42K $142.13 +3.2%
1462 TMFC RBB FD INC 550.0 $42K $76.16 +2.9%
1463 EBND SPDR SERIES TRUST 2,018.0 $42K $20.75 +2.4%
1464 STLA STELLANTIS N.V Consumer Cyclical 7,200.0 $42K $5.81 -6.9%
1465 MDLN MEDLINE INC Healthcare 1,000.0 $42K $41.75 -17.9%
1466 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 1,420.0 $41K $29.20 +21.4%
1467 SOUN SOUNDHOUND AI INC Technology 6,200.0 $41K -5K -43.3% $6.68 +9.6%
1468 MFA MFA FINL INC Real Estate 4,325.0 $41K +2K +109.4% $9.58 -7.0%
1469 SAM BOSTON BEER INC Consumer Defensive 233.0 $41K $177.45 +4.8%
1470 PZG PARAMOUNT GOLD NEV CORP Basic Materials 35,018.0 $41K $1.17 +30.8%
1471 BUNGE GLOBAL SA 390.0 $41K -2K -84.0% $104.99
1472 DB DEUTSCHE BK AG Financial Services 1,200.0 $41K -29K -96.0% $33.96 +11.4%
1473 QS QUANTUMSCAPE CORP Consumer Cyclical 5,361.0 $41K +3K +101.5% $7.59 -21.2%
1474 TEM TEMPUS AI INC Healthcare 660.0 $41K -185.0 -21.9% $61.61 +18.0%
1475 IMAX IMAX CORP Communication Services 1,005.0 $41K $40.43 +30.4%
1476 PTF INVESCO EXCHANGE TRADED FD T 320.0 $41K NEW $126.76 -19.2%
1477 BKH BLACK HILLS CORP Utilities 550.0 $40K $73.62 -2.6%
1478 IYK ISHARES TR 552.0 $40K $73.28 +2.8%
1479 ALLE ALLEGION PLC Industrials 289.0 $40K $139.93 +16.0%
1480 VANECK ETF TRUST 592.0 $40K +75.0 +14.5% $67.58
Page 74 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%