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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 53 of 56  ·  1,106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 EVGO EVGO INC Consumer Cyclical 6,020.0 $11K +5K +393.4% $1.76 +18.2%
1042 LCII LCI INDS Consumer Cyclical 83.0 $10K +51.0 +159.4% $122.22 -24.2%
1043 KRRO KORRO BIO INC Healthcare 808.0 $10K +8.0 +1.0% $12.54 -15.5%
1044 MTCH MATCH GROUP INC NEW Communication Services 316.0 $10K +286.0 +953.3% $31.00 +10.3%
1045 SNDL INC 7,269.0 $9K +810.0 +12.5% $1.29
1046 SBSW SIBANYE STILLWATER LTD Basic Materials 750.0 $9K +450.0 +150.0% $12.38 -21.5%
1047 CAVA CAVA GROUP INC Consumer Cyclical 110.0 $9K +100.0 +1000.0% $79.86 -7.8%
1048 ETSY INC 175.0 $9K +145.0 +483.3% $49.83
1049 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 925.0 $8K +330.0 +55.5% $9.03 -9.7%
1050 CACC CREDIT ACCEP CORP MICH Financial Services 20.0 $8K +13.0 +185.7% $416.60 +35.1%
1051 NWL NEWELL BRANDS INC Consumer Defensive 2,352.0 $8K +30.0 +1.3% $3.53 +19.3%
1052 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 48.0 $8K +24.0 +100.0% $162.02 +3.6%
1053 AURORA CANNABIS INC 2,322.0 $8K +923.0 +66.0% $3.32
1054 REGCO REGENCY CTRS CORP Real Estate 101.0 $8K +100.0 +10000.0% $75.78 -71.0%
1055 TE T1 ENERGY INC Industrials 1,645.0 $7K +933.0 +131.0% $4.45 +105.1%
1056 GRC GORMAN RUPP CO Industrials 104.0 $7K +1.0 +1.0% $64.07 +21.6%
1057 HTGC HERCULES CAPITAL INC Financial Services 425.0 $6K +225.0 +112.5% $14.54 +4.7%
1058 FMC FMC CORP Basic Materials 355.0 $6K +19.0 +5.7% $17.11 -35.1%
1059 ABSI ABSCI CORPORATION Healthcare 1,700.0 $5K +1K +325.0% $3.15 +108.0%
1060 NNDM NANO DIMENSION LTD Technology 3,190.0 $5K +550.0 +20.8% $1.67 -9.3%
Page 53 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%