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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 99 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 BLUE OWL TECHNOLOGY FIN CORP 500.0 $5K NEW $10.65
1962 PHG KONINKLIJKE PHILIPS N V Healthcare 194.0 $5K +5.0 +2.6% $27.24 -0.5%
1963 SRRK SCHOLAR ROCK HLDG CORP Healthcare 100.0 $5K $52.84 +3.6%
1964 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 103.0 $5K NEW $51.05 +10.2%
1965 CACC CREDIT ACCEP CORP MICH Financial Services 8.0 $5K -12.0 -60.0% $656.38 -13.1%
1966 NEW HORIZON AIRCRAFT LTD 2,631.0 $5K $1.99
1967 COAL EXCHANGE TRADED CONCEPTS TRU 233.0 $5K $22.43 +11.6%
1968 FHN FIRST HORIZON CORPORATION Financial Services 200.0 $5K $26.07 -1.0%
1969 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 130.0 $5K NEW $40.07 +2.9%
1970 UIS UNISYS CORP Technology 1,414.0 $5K $3.68 -27.7%
1971 CTGO CONTANGO SILVER & GOLD INC Basic Materials 322.0 $5K $16.01 +19.6%
1972 ASAN ASANA INC Technology 700.0 $5K $7.31 +25.3%
1973 ORIO ORION DIGITAL CORP Technology 6,245.0 $5K +333.0 +5.6% $0.81 +1.1%
1974 BCPC BALCHEM CORP Basic Materials 30.0 $5K $168.83 +4.8%
1975 CSTE CAESARSTONE LTD Industrials 2,310.0 $5K $2.18 +51.4%
1976 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 625.0 $5K -300.0 -32.4% $8.02 +0.5%
1977 FHTX FOGHORN THERAPEUTICS INC Healthcare 1,000.0 $5K NEW $5.01 +34.7%
1978 IGR CBRE GBL REAL ESTATE INC FD Financial Services 1,100.0 $5K NEW $4.55 +1.5%
1979 CBON VANECK ETF TRUST 210.0 $5K NEW $23.79 +0.9%
1980 FCOM FIDELITY COVINGTON TRUST 70.0 $5K NEW $71.27 -2.3%
Page 99 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%