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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 31 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 MILLROSE PPTYS INC 26,328.0 $750K 0.00% +14K +114.2% $28.49
602 DCBO DOCEBO INC Technology 43,279.0 $747K 0.00% +31K +241.2% $17.27 +2.8%
603 RIG TRANSOCEAN LTD Energy 114,854.0 $745K 0.00% +109K +1720.5% $6.49 -7.2%
604 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 38,237.0 $738K 0.00% +3K +8.3% $19.31 -1.9%
605 CCL CARNIVAL CORP Consumer Cyclical 27,801.0 $737K 0.00% +10K +57.3% $26.50 +4.9%
606 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,296.0 $735K 0.00% +76.0 +6.2% $566.86 -3.1%
607 COLB COLUMBIA BKG SYS INC Financial Services 25,582.0 $714K 0.00% +20K +330.0% $27.90 +10.3%
608 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 8,710.0 $710K 0.00% +8K +2492.3% $81.48 -8.0%
609 ATO ATMOS ENERGY CORP Utilities 3,822.0 $709K 0.00% +4K +10000.0% $185.42 -9.6%
610 MKC MCCORMICK & CO INC Consumer Defensive 14,563.0 $704K 0.00% +11K +292.4% $48.36 -0.1%
611 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 18,861.0 $695K 0.00% +665.0 +3.6% $36.86 -9.0%
612 PAYX PAYCHEX INC Industrials 7,647.0 $695K 0.00% +5K +159.4% $90.87 +9.2%
613 EIS ISHARES INC 5,892.0 $693K 0.00% +4K +213.4% $117.57 +6.9%
614 FTSL FIRST TR EXCHANGE-TRADED FD 15,446.0 $692K 0.00% +645.0 +4.4% $44.83 +0.2%
615 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 7,080.0 $673K 0.00% +5K +262.3% $95.00 -3.6%
616 CARG CARGURUS INC Consumer Cyclical 20,035.0 $672K 0.00% +11K +111.6% $33.52 -15.0%
617 UAL UNITED AIRLS HLDGS INC Industrials 6,841.0 $649K 0.00% +3K +60.9% $94.89 +15.2%
618 IBDS ISHARES TR 26,805.0 $647K 0.00% +1K +5.8% $24.15 +0.0%
619 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,971.0 $647K 0.00% +2K +497.3% $328.31 -9.2%
620 HSY HERSHEY CO Consumer Defensive 3,184.0 $645K 0.00% +25.0 +0.8% $202.71 -13.5%
Page 31 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%