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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 9 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 THEMES ETF TR 400.0 $18K NEW $44.30
162 APLD APPLIED DIGITAL CORP Technology 723.0 $18K NEW $24.36 +68.1%
163 FET FORUM ENERGY TECHNOLOGIES IN Energy 300.0 $17K NEW $58.08 -9.6%
164 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 208.0 $17K NEW $80.23 -1.2%
165 RWT REDWOOD TRUST INC Real Estate 2,904.0 $16K NEW $5.62 -9.5%
166 HUBS HUBSPOT INC Technology 66.0 $16K NEW $241.74 -13.9%
167 CDZI CADIZ INC Utilities 3,000.0 $15K NEW $5.05 -19.6%
168 LBRDK LIBERTY BROADBAND CORP Communication Services 294.0 $15K NEW $50.30 -38.4%
169 RAMACO RES INC 1,000.0 $15K NEW $14.75
170 BCD ABRDN ETFS 412.0 $15K NEW $35.43 +2.5%
171 IETC ISHARES U S ETF TR 162.0 $14K NEW $88.78 +22.2%
172 ENERGY TRANSFER L P 1,245.0 $14K NEW $11.54
173 LEMB ISHARES INC 350.0 $14K NEW $40.99 +1.6%
174 BIRKENSTOCK HOLDING PLC 400.0 $14K NEW $35.47
175 AIA ISHARES TR 131.0 $14K NEW $107.23 +27.7%
176 ETHA ISHARES ETHEREUM TR Financial Services 800.0 $13K NEW $16.14 -21.2%
177 DVYA ISHARES INC 265.0 $13K NEW $48.59 +0.0%
178 FBRT FRANKLIN BSP RLTY TR INC Real Estate 1,526.0 $13K NEW $8.37 +0.2%
179 REZ ISHARES TR 150.0 $13K NEW $83.72 +6.6%
180 CBSH COMMERCE BANCSHARES INC Financial Services 252.0 $12K NEW $49.28 +8.4%
Page 9 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%