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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 38 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 EL LAUDER ESTEE COS INC Consumer Defensive 3,825.0 $270K 0.00% +1K +62.1% $70.61 +19.9%
742 MNDY MONDAY COM LTD Technology 3,964.0 $269K 0.00% +1K +40.8% $67.83 +23.5%
743 ED CONSOLIDATED EDISON INC Utilities 2,342.0 $266K 0.00% +862.0 +58.2% $113.77 -8.3%
744 LH LABCORP HOLDINGS INC Healthcare 971.0 $265K 0.00% +436.0 +81.5% $272.47 -3.8%
745 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,772.0 $261K 0.00% +1K +28.1% $38.60 -7.0%
746 LNT ALLIANT ENERGY CORP Utilities 3,628.0 $261K 0.00% +3K +235.9% $71.94 -0.3%
747 CSL CARLISLE COS INC Industrials 776.0 $260K 0.00% +28.0 +3.7% $334.98 +0.9%
748 DRS LEONARDO DRS INC Industrials 5,639.0 $258K 0.00% +180.0 +3.3% $45.83 +1.6%
749 QQQM INVESCO EXCH TRADED FD TR II 1,075.0 $258K 0.00% +313.0 +41.1% $240.28 +22.7%
750 ALLY ALLY FINL INC Financial Services 6,409.0 $255K 0.00% +6K +1104.7% $39.75 +6.6%
751 VMD VIEMED HEALTHCARE INC Healthcare 26,383.0 $253K 0.00% +2K +7.8% $9.58 +3.6%
752 LMND LEMONADE INC Financial Services 4,022.0 $245K 0.00% +351.0 +9.6% $61.01 -13.2%
753 AMERICAS GOLD AND SILVER COR 39,305.0 $245K 0.00% +9K +31.1% $6.24
754 IQDG WISDOMTREE TR 5,970.0 $245K 0.00% +785.0 +15.1% $40.96 +3.4%
755 NLR VANECK ETF TRUST 1,807.0 $242K 0.00% +62.0 +3.5% $133.98 -8.0%
756 FPH FIVE POINT HOLDINGS LLC Real Estate 49,784.0 $241K 0.00% +26K +113.3% $4.85 +4.8%
757 IGM ISHARES TR 2,006.0 $241K 0.00% +1K +258.2% $120.31 +32.6%
758 DUSA DAVIS FUNDAMENTAL ETF TR 4,663.0 $237K 0.00% +4K +475.0% $50.90 +8.4%
759 SGML SIGMA LITHIUM CORPORATION Basic Materials 20,193.0 $237K 0.00% +15K +259.1% $11.74 +12.9%
760 RJF RAYMOND JAMES FINL INC Financial Services 1,651.0 $237K 0.00% +2K +5403.3% $143.25 +4.8%
Page 38 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%