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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $38.0B AUM 2,405 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 229 New 827 Added 583 Reduced 131 Exited
Page 8 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DWM WISDOMTREE TR 50.0 $4K NEW $73.04 +5.0%
142 POWR ISHARES INC 130.0 $4K NEW $27.27 -5.3%
143 BLCO BAUSCH PLUS LOMB CORP Healthcare 200.0 $3K NEW $16.57 +4.0%
144 CACI CACI INTL INC Technology 7.0 $3K NEW $467.14 +38.6%
145 KURA KURA ONCOLOGY INC Healthcare 300.0 $3K NEW $10.77 +10.4%
146 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 40.0 $3K NEW $75.20 -4.7%
147 EEMA ISHARES INC 26.0 $3K NEW $114.77 +1.1%
148 KFS KINGSWAY CORP Consumer Cyclical 250.0 $3K NEW $10.44 -2.0%
149 DOMH DOMINARI HOLDINGS INC Financial Services 830.0 $3K NEW $3.04 -15.3%
150 IYZ ISHARES TR 59.0 $2K NEW $42.31 +1.7%
151 RBBN RIBBON COMMUNICATIONS INC Communication Services 1,048.0 $2K NEW $2.35 -13.6%
152 LI LI AUTO INC Consumer Cyclical 200.0 $2K NEW $12.24 +6.6%
153 CORZ CORE SCIENTIFIC INC NEW Technology 100.0 $2K NEW $23.73 -24.9%
154 TSSI TSS INC DEL Technology 200.0 $2K NEW $11.77 -25.7%
155 MGNI MAGNITE INC Communication Services 115.0 $2K NEW $20.28 +15.9%
156 INDI INDIE SEMICONDUCTOR INC Technology 500.0 $2K NEW $4.54 -8.6%
157 CCC CCC INTELLIGENT SOLUTIONS HL Technology 418.0 $2K NEW $5.40 +38.2%
158 MX MAGNACHIP SEMICONDUCTOR CORP Technology 500.0 $2K NEW $4.49 -26.3%
159 TGTX TG THERAPEUTICS INC Healthcare 37.0 $2K NEW $53.59 +1.3%
160 ASCENDIS PHARMA A/S 7.0 $2K NEW $267.71
Page 8 of 12  ·  229 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 38.2%
Technology 18.0%
Energy 11.0%
Industrials 6.8%
Basic Materials 5.9%
Consumer Cyclical 5.6%
Healthcare 4.3%
Communication Services 4.1%
Utilities 3.5%
Consumer Defensive 2.3%