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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $33.7B AUM 2,307 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 372 New 1106 Added 334 Reduced 107 Exited
Page 19 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ENVA ENOVA INTL INC Financial Services 32,848.0 $4.5M 0.01% +728.0 +2.3% $136.73 +25.5%
362 FCN FTI CONSULTING INC Industrials 25,059.0 $4.5M 0.01% +11K +83.1% $178.52 -11.1%
363 KHC KRAFT HEINZ CO Consumer Defensive 183,807.0 $4.5M 0.01% +23K +14.5% $24.22 -3.6%
364 BSV VANGUARD BD INDEX FDS 56,405.0 $4.4M 0.01% +27K +92.8% $78.15 -0.7%
365 CRWV COREWEAVE INC Technology 56,274.0 $4.4M 0.01% +55K +6504.9% $78.32 +30.7%
366 DD DUPONT DE NEMOURS INC Basic Materials 94,157.0 $4.3M 0.01% +81K +594.8% $46.07 +2.0%
367 EWA ISHARES INC 153,388.0 $4.3M 0.01% +22K +16.7% $28.00 +0.2%
368 EWS ISHARES INC 151,098.0 $4.3M 0.01% +16K +11.9% $28.38 +1.1%
369 NOA NORTH AMERN CONSTR GROUP LTD Energy 325,487.0 $4.3M 0.01% +26K +8.7% $13.08 +7.1%
370 EWL ISHARES INC 70,664.0 $4.2M 0.01% +6K +10.1% $59.31 +2.7%
371 SPMO INVESCO EXCH TRADED FD TR II 35,986.0 $4.1M 0.01% +13K +59.0% $114.41 +29.3%
372 FIX COMFORT SYS USA INC Industrials 2,862.0 $4.1M 0.01% +3K +10000.0% $1420.76 +30.4%
373 CCI CROWN CASTLE INC Real Estate 50,225.0 $4.1M 0.01% +13K +35.1% $80.82 +13.6%
374 QAT ISHARES TR 218,032.0 $4.0M 0.01% +27K +14.2% $18.56 -1.7%
375 THC TENET HEALTHCARE CORP Healthcare 21,121.0 $4.0M 0.01% +21K +10000.0% $189.47 -14.0%
376 EIRL ISHARES TR 57,678.0 $4.0M 0.01% +6K +10.7% $69.10 +9.9%
377 BNDX VANGUARD CHARLOTTE FDS 82,815.0 $4.0M 0.01% +8K +11.1% $48.01 -0.1%
378 VHT VANGUARD WORLD FD 14,309.0 $3.9M 0.01% +2K +12.7% $274.43 +3.2%
379 MPC MARATHON PETE CORP Energy 16,448.0 $3.9M 0.01% +12K +257.9% $237.45 +12.1%
380 VPU VANGUARD WORLD FD 19,297.0 $3.8M 0.01% +19K +10000.0% $198.92 -5.1%
Page 19 of 56  ·  1,106 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 34.5%
Technology 15.4%
Energy 12.9%
Basic Materials 7.6%
Industrials 6.7%
Communication Services 6.2%
Consumer Cyclical 5.8%
Healthcare 4.5%
Utilities 3.6%
Consumer Defensive 2.6%