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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 85 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 PFIG INVESCO EXCH TRADED FD TR II 725.0 $17K $23.87 -0.6%
1682 NBHC NATIONAL BK HLDGS CORP Financial Services 384.0 $17K $44.98 -7.4%
1683 STWD STARWOOD PPTY TR INC Real Estate 1,056.0 $17K +256.0 +32.0% $16.34 +0.5%
1684 ARMOUR RESIDENTIAL REIT INC 1,000.0 $17K $17.25
1685 REZI RESIDEO TECHNOLOGIES INC Industrials 553.0 $17K +326.0 +143.6% $31.11 -35.6%
1686 OGS ONE GAS INC Utilities 225.0 $17K $76.32 +6.6%
1687 SPRY ARS PHARMACEUTICALS INC Healthcare 2,160.0 $17K $7.93 -30.5%
1688 PENN PENN ENTERTAINMENT INC Consumer Cyclical 796.0 $17K +122.0 +18.1% $21.51 -14.3%
1689 MSA MSA SAFETY INC Industrials 100.0 $17K $170.28 +10.7%
1690 ESE ESCO TECHNOLOGIES INC Technology 50.0 $17K NEW $340.46 -16.4%
1691 HODL VANECK BITCOIN ETF 1,018.0 $17K NEW $16.63 +23.7%
1692 LIFETIME BRANDS INC 2,000.0 $17K $8.46
1693 PMT PENNYMAC MTG INVT TR Real Estate 1,500.0 $17K $11.23 -16.4%
1694 ARKQ ARK ETF TR 127.0 $17K -75.0 -37.1% $132.22 -6.5%
1695 KTB KONTOOR BRANDS INC Consumer Cyclical 200.0 $17K NEW $83.86 -5.8%
1696 IRIDIUM COMMUNICATIONS INC 301.0 $17K $55.68
1697 TELA TELA BIO INC Healthcare 23,000.0 $17K NEW $0.72 -11.2%
1698 DFAE DIMENSIONAL ETF TRUST 420.0 $16K NEW $39.20 +0.2%
1699 SPTM SPDR SERIES TRUST 180.0 $16K +159.0 +757.1% $90.63 +2.1%
1700 AWI ARMSTRONG WORLD INDS INC NEW Industrials 103.0 $16K -38.0 -26.9% $158.27 +12.5%
Page 85 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 37.7%
Technology 17.7%
Energy 10.8%
Industrials 6.7%
Basic Materials 5.8%
Communication Services 5.6%
Consumer Cyclical 5.5%
Healthcare 4.2%
Utilities 3.4%
Consumer Defensive 2.3%