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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 49 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 CC CHEMOURS CO Basic Materials 1,554.0 $33K +11.0 +0.7% $21.50 -3.0%
962 ORA ORMAT TECHNOLOGIES INC Utilities 288.0 $33K +267.0 +1271.4% $113.30 +20.5%
963 KD KYNDRYL HLDGS INC Technology 2,444.0 $31K +1K +89.3% $12.84 -9.9%
964 LAMR LAMAR ADVERTISING CO Real Estate 250.0 $31K +219.0 +706.5% $125.46 +19.3%
965 IYE ISHARES TR 501.0 $31K +500.0 +10000.0% $62.19 -0.7%
966 LII LENNOX INTL INC Industrials 66.0 $31K +12.0 +22.2% $464.38 +10.6%
967 CRON CRONOS GROUP INC Healthcare 12,252.0 $30K +12K +2653.3% $2.49 +11.4%
968 HDB HDFC BANK LTD Financial Services 1,226.0 $30K +682.0 +125.4% $24.84 -7.4%
969 GWRS GLOBAL WTR RES INC Utilities 3,950.0 $30K +450.0 +12.9% $7.64 -7.7%
970 IVZ INVESCO LTD Financial Services 1,213.0 $29K +213.0 +21.3% $24.22 +13.7%
971 CHY CALAMOS CONV & HIGH INCOME F Financial Services 2,644.0 $29K +64.0 +2.5% $11.08 +15.3%
972 GSG ISHARES S&P GSCI COMMODITY- Financial Services 920.0 $29K +370.0 +67.3% $31.74 +0.0%
973 ARKW ARK ETF TR 241.0 $29K +22.0 +10.1% $120.87 +16.8%
974 GSWO GOLDMAN SACHS ETF TR 506.0 $29K +433.0 +593.1% $56.59 +10.8%
975 DUOL DUOLINGO INC Technology 296.0 $28K +11.0 +3.9% $96.19 +22.6%
976 TIPX SPDR SERIES TRUST 1,489.0 $28K +8.0 +0.5% $19.10 -1.0%
977 AGCO AGCO CORP Industrials 240.0 $28K +131.0 +120.2% $117.45 -1.5%
978 PICK ISHARES INC 473.0 $27K +12.0 +2.6% $57.83 +7.3%
979 BLD TOPBUILD COR Industrials 74.0 $27K +50.0 +208.3% $369.16 +8.1%
980 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 323.0 $27K +223.0 +223.0% $84.19 +15.7%
Page 49 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%