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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 10 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VB VANGUARD INDEX FDS 659.0 $173K 0.00% -2K -73.0% $263.22 +9.9%
182 VONE VANGUARD SCOTTSDALE FDS 572.0 $170K 0.00% -37.0 -6.1% $296.86 +12.6%
183 VVR INVESCO SR INCOME TR Financial Services 53,000.0 $168K -10K -15.9% $3.17 -5.0%
184 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 2,050.0 $167K -500.0 -19.6% $81.46 -2.3%
185 GXO GXO LOGISTICS INCORPORATED Industrials 3,110.0 $166K -2K -41.3% $53.45 -8.1%
186 CGW INVESCO EXCH TRADED FD TR II 2,500.0 $161K -2K -39.4% $64.42 -3.9%
187 USFR WISDOMTREE TR 2,971.0 $150K -2K -37.5% $50.34 +0.1%
188 IWD ISHARES TR 690.0 $148K -265.0 -27.8% $214.94 +10.4%
189 KXI ISHARES TR 2,205.0 $147K -224.0 -9.2% $66.76 +0.7%
190 IBDR ISHARES TR 5,997.0 $145K -50K -89.2% $24.16 +0.2%
191 NIO NIO INC Consumer Cyclical 23,295.0 $144K -2K -6.4% $6.19 -11.9%
192 DXJ WISDOMTREE TR 869.0 $141K -40.0 -4.4% $162.25 +4.7%
193 SPUS TIDAL TRUST I 2,844.0 $138K -1K -31.1% $48.45 +17.6%
194 STT STATE STR CORP Financial Services 1,055.0 $135K -45.0 -4.1% $128.21 +26.2%
195 VOOG VANGUARD ADMIRAL FDS INC 323.0 $133K -119.0 -26.9% $412.85 -80.3%
196 L LOEWS CORP Financial Services 1,204.0 $128K -2K -66.5% $106.26 -0.3%
197 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 1,261.0 $125K -10K -88.5% $98.93 +5.9%
198 NFG NATIONAL FUEL GAS CO Energy 1,310.0 $122K -1K -52.0% $92.88 -17.8%
199 AVB AVALONBAY CMNTYS INC Real Estate 716.0 $118K -60.0 -7.7% $164.82 +13.8%
200 RXRX RECURSION PHARMACEUTICALS IN Healthcare 38,131.0 $116K -200.0 -0.5% $3.05 +8.9%
Page 10 of 17  ·  334 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%