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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 41 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 JD JD.COM INC Consumer Cyclical 5,971.0 $172K 0.00% +2K +71.1% $28.81 -0.8%
802 ASH ASHLAND INC Basic Materials 3,041.0 $169K +2K +125.6% $55.41 +3.7%
803 MRNA MODERNA INC Healthcare 3,303.0 $165K +3K +1151.1% $49.83 -4.5%
804 SPYV SPDR SERIES TRUST 2,872.0 $162K +2K +127.9% $56.54 +7.1%
805 WLK WESTLAKE CORPORATION Basic Materials 1,375.0 $160K +1K +3337.5% $116.40 -26.8%
806 ACWI ISHARES TR 1,136.0 $159K +286.0 +33.6% $139.67 +10.9%
807 CHWY CHEWY INC Consumer Cyclical 5,923.0 $158K +6K +10000.0% $26.63 -24.3%
808 AOK ISHARES TR 3,879.0 $155K +98.0 +2.6% $40.00 +2.5%
809 BB BLACKBERRY LTD Technology 46,222.0 $155K +6K +15.8% $3.36 +176.8%
810 ARKX ARK ETF TR 5,207.0 $155K +330.0 +6.8% $29.74 +15.6%
811 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 4,112.0 $154K +4K +4914.6% $37.50 -0.4%
812 PDD PDD HOLDINGS INC Consumer Cyclical 1,506.0 $153K +1K +649.2% $101.71 -18.8%
813 GAMESTOP CORP 6,727.0 $153K +520.0 +8.4% $22.74
814 UNM UNUM GROUP Financial Services 2,060.0 $152K +209.0 +11.3% $73.89 +17.8%
815 SVM SILVERCORP METALS INC Basic Materials 13,500.0 $148K +6K +83.1% $10.99 -3.0%
816 HLN HALEON PLC Healthcare 14,816.0 $148K +9K +160.2% $9.96 -10.7%
817 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 3,930.0 $144K +2K +70.9% $36.71 +28.7%
818 TRMB TRIMBLE INC Technology 2,161.0 $141K +141.0 +7.0% $65.06 -17.6%
819 LVS LAS VEGAS SANDS CORP Consumer Cyclical 2,581.0 $140K +513.0 +24.8% $54.29 -6.5%
820 ILDR FIRST TR EXCHNG TRADED FD VI 4,536.0 $137K +4K +1432.4% $30.20 +27.0%
Page 41 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%