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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 51 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 AWI ARMSTRONG WORLD INDS INC NEW Industrials 141.0 $23K +2.0 +1.4% $165.58 -8.2%
1002 SCHX SCHWAB STRATEGIC TR 900.0 $23K +600.0 +200.0% $25.75 +13.1%
1003 RKT ROCKET COS INC Financial Services 1,504.0 $22K +1K +244.2% $14.42 -14.3%
1004 OCCIDENTAL PETE CORP 553.0 $22K +256.0 +86.2% $39.06
1005 INTEGRA RES CORP 7,347.0 $21K +7K +5037.8% $2.83
1006 HXL HEXCEL CORP NEW Industrials 240.0 $20K +140.0 +140.0% $82.37 +8.3%
1007 CSGP COSTAR GROUP INC Real Estate 495.0 $20K +381.0 +334.2% $39.60 -15.7%
1008 ARKG ARK ETF TR 695.0 $19K +100.0 +16.8% $27.06 +22.5%
1009 SMR NUSCALE PWR CORP Utilities 1,816.0 $19K +166.0 +10.1% $10.24 +5.1%
1010 ELEMENTAL RTY CORP 973.0 $18K +409.0 +72.5% $18.77
1011 HYXF ISHARES TR 393.0 $18K +67.0 +20.6% $46.16 +0.4%
1012 SKM SK TELECOM CO LTD Communication Services 616.0 $18K +245.0 +66.0% $29.37 +35.0%
1013 WAL WESTERN ALLIANCE BANCORP Financial Services 245.0 $18K +155.0 +172.2% $72.25 +10.9%
1014 LCID LUCID GROUP INC Consumer Cyclical 1,847.0 $18K +1K +387.3% $9.56 -46.7%
1015 ELVR ELEVRA LITHIUM LTD Basic Materials 287.0 $18K +35.0 +13.9% $61.45 +21.6%
1016 WDS WOODSIDE ENERGY GROUP LTD Energy 744.0 $18K +86.0 +13.1% $23.67 -8.4%
1017 INMD INMODE LTD Healthcare 1,274.0 $17K +1K +524.5% $13.69 -1.4%
1018 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 7,536.0 $17K +6K +570.5% $2.30 -34.4%
1019 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 274.0 $17K +239.0 +682.9% $63.27 -2.8%
1020 GKOS GLAUKOS CORP Healthcare 151.0 $17K +150.0 +10000.0% $112.24 +8.7%
Page 51 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%