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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 26 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SMCI SUPER MICRO COMPUTER INC Technology 63,568.0 $1.4M 0.00% +15K +30.7% $22.48 +95.7%
502 AM ANTERO MIDSTREAM CORP Energy 62,067.0 $1.4M 0.00% +60K +2974.2% $22.54 -5.4%
503 OVV OVINTIV INC Energy 24,536.0 $1.4M 0.00% +4K +20.1% $56.97 +1.6%
504 KRE SPDR SERIES TRUST 20,811.0 $1.4M 0.00% +12K +128.9% $65.78 +7.0%
505 EPI WISDOMTREE TR 32,235.0 $1.3M 0.00% +26K +460.1% $40.77 +1.7%
506 IQVIA HLDGS INC 7,607.0 $1.3M 0.00% +7K +2036.8% $172.08
507 RSPD INVESCO EXCHANGE TRADED FD T 24,239.0 $1.3M 0.00% +14K +145.0% $53.70 +1.3%
508 MCCORMICK & CO INC 26,918.0 $1.3M 0.00% +24K +727.7% $48.19
509 ICICI BANK LIMITED 50,520.0 $1.3M 0.00% +47K +1537.1% $25.67
510 TM TOYOTA MOTOR CORP Consumer Cyclical 6,115.0 $1.3M 0.00% +2K +37.6% $209.18 -14.7%
511 OKE ONEOK INC NEW Energy 14,383.0 $1.3M 0.00% +13K +997.1% $87.35 +0.9%
512 SN SHARKNINJA INC Consumer Cyclical 11,804.0 $1.3M 0.00% +934.0 +8.6% $106.23 +11.3%
513 TRV TRAVELERS COMPANIES INC Financial Services 4,317.0 $1.3M 0.00% +3K +380.2% $290.28 +2.2%
514 NEBIUS GROUP N.V. 12,317.0 $1.3M 0.00% +2K +22.8% $101.59
515 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 3,789.0 $1.3M 0.00% +2K +112.4% $330.21 -4.1%
516 PYLD PIMCO ETF TR 47,850.0 $1.3M 0.00% +17K +53.5% $26.14 +0.4%
517 EWZ ISHARES INC 31,516.0 $1.2M 0.00% +31K +3217.5% $39.58 -14.9%
518 AFG AMERICAN FINANCIAL GROUP INC Financial Services 9,774.0 $1.2M 0.00% +9K +1087.6% $127.50 +2.8%
519 XLB SELECT SECTOR SPDR TR 24,554.0 $1.2M 0.00% +24K +4148.1% $50.47 -1.0%
520 IEI ISHARES TR 10,310.0 $1.2M 0.00% +274.0 +2.7% $118.15 -1.2%
Page 26 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%