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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 8 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TFX TELEFLEX INCORPORATED Healthcare 200.0 $24K NEW $118.50 +11.2%
142 FVD FIRST TR EXCHANGE-TRADED FD 500.0 $24K NEW $47.12 +0.2%
143 SCHG SCHWAB STRATEGIC TR 800.0 $24K NEW $29.40 +15.0%
144 EQPT EQUIPMENTSHARE COM INC Industrials 1,125.0 $23K NEW $20.63 -3.2%
145 SCHB SCHWAB STRATEGIC TR 900.0 $23K NEW $25.29 +12.9%
146 DBC INVESCO DB COMMDY INDX TRCK Financial Services 750.0 $21K NEW $28.66 +2.8%
147 EVEREST GROUP LTD 65.0 $21K NEW $322.49
148 VXF VANGUARD INDEX FDS 100.0 $21K NEW $207.09 +12.7%
149 DOL WISDOMTREE TR 300.0 $21K NEW $68.61 +7.2%
150 SERV SERVE ROBOTICS INC Industrials 2,440.0 $21K NEW $8.41 -9.5%
151 IE IVANHOE ELECTRIC INC Technology 1,630.0 $20K NEW $12.15 -7.2%
152 MFA MFA FINL INC Real Estate 2,065.0 $20K NEW $9.54 -4.4%
153 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 3,000.0 $20K NEW $6.53 -1.5%
154 BWAY BRAINSWAY LTD Healthcare 1,430.0 $19K NEW $13.56 +6.3%
155 ASTL ALGOMA STL GROUP INC Basic Materials 4,700.0 $19K NEW $4.06 +21.8%
156 TSEM TOWER SEMICONDUCTOR LTD Technology 101.0 $19K NEW $186.26 +29.9%
157 SCHM SCHWAB STRATEGIC TR 600.0 $19K NEW $31.24 +11.8%
158 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 1,100.0 $18K NEW $16.43 +10.6%
159 EFX EQUIFAX INC Industrials 100.0 $18K NEW $179.64 -6.5%
160 GCT GIGACLOUD TECHNOLOGY INC Technology 390.0 $18K NEW $45.89 -30.9%
Page 8 of 19  ·  372 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%