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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 77 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 DUOL DUOLINGO INC Technology 291.0 $35K -5.0 -1.7% $121.14 +20.6%
1522 ARRY ARRAY TECHNOLOGIES INC Energy 4,900.0 $35K +2K +55.3% $7.16 -34.5%
1523 CRON CRONOS GROUP INC Healthcare 12,252.0 $35K $2.86 +15.6%
1524 FTBD FIDELITY MERRIMACK STR TR 714.0 $35K $49.13 -1.4%
1525 ALLY ALLY FINL INC Financial Services 761.0 $35K -6K -88.1% $46.08 -6.8%
1526 ISCF ISHARES TR 806.0 $35K $43.50 +5.8%
1527 U UNITY SOFTWARE INC Technology 1,161.0 $35K +31.0 +2.7% $30.19 +55.5%
1528 BTCO INVESCO GALAXY BITCOIN ETF Financial Services 600.0 $35K NEW $58.40 +31.3%
1529 CC CHEMOURS CO Basic Materials 1,739.0 $35K +185.0 +11.9% $20.13 -20.7%
1530 REGL PROSHARES TR 380.0 $35K $91.72 +2.5%
1531 SDOG ALPS ETF TR 505.0 $35K $68.57 +8.0%
1532 THRM GENTHERM INC Consumer Cyclical 1,000.0 $34K $34.29 +18.0%
1533 GMO ETF TRUST 912.0 $34K NEW $37.39
1534 INSM INSMED INC Healthcare 316.0 $34K +16.0 +5.3% $107.00 +17.5%
1535 MAA MID-AMER APT CMNTYS INC Real Estate 237.0 $33K $140.06 -6.2%
1536 WANT DIREXION SHARES ETF TRUST 750.0 $33K NEW $43.75 -3.4%
1537 GAU GALIANO GOLD INC Basic Materials 17,143.0 $33K +1K +7.0% $1.91 +22.3%
1538 SCHX SCHWAB STRATEGIC TR 1,110.0 $33K +210.0 +23.3% $29.41 +2.7%
1539 LITHIUM AMERS CORP NEW 8,522.0 $33K +2K +41.5% $3.82
1540 VMI VALMONT INDS INC Industrials 58.0 $32K $559.90 -13.2%
Page 77 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%