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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 12 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BINC BLACKROCK ETF TRUST II 1,425.0 $74K -22.0 -1.5% $51.83 +0.3%
222 SCI SERVICE CORP INTL Consumer Cyclical 862.0 $71K -58.0 -6.3% $82.84 -13.9%
223 MAGS LISTED FDS TR 1,164.0 $68K -7K -86.4% $58.53 +13.7%
224 CNP CENTERPOINT ENERGY INC Utilities 1,572.0 $68K -340.0 -17.8% $43.24 -3.2%
225 FVC FIRST TR EXCHANGE TRADED FD 1,825.0 $64K -1K -44.0% $35.07 +19.2%
226 EZU ISHARES INC 918.0 $58K -69.0 -7.0% $63.28 +7.6%
227 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 832.0 $56K -16.0 -1.9% $67.64 -14.6%
228 IAUX I-80 GOLD CORP Basic Materials 35,118.0 $55K -7K -15.7% $1.58 -11.3%
229 PTON PELOTON INTERACTIVE INC Consumer Cyclical 12,849.0 $55K -19K -59.9% $4.29 +32.0%
230 IREN IREN LIMITED Financial Services 1,542.0 $53K -158.0 -9.3% $34.05 +73.8%
231 FUL FULLER H B CO Basic Materials 800.0 $50K -2K -66.6% $62.47 -3.9%
232 NICE NICE LTD Technology 445.0 $49K -2K -81.9% $109.88 -16.9%
233 DVA DAVITA INC Healthcare 325.0 $49K -10.0 -3.0% $150.37 +27.7%
234 AVEM AMERICAN CENTY ETF TR 600.0 $47K -600.0 -50.0% $78.57 +18.7%
235 HPQ HP INC Technology 2,410.0 $46K -1K -35.1% $18.92 +34.1%
236 EWU ISHARES TR 958.0 $44K -44.0 -4.4% $46.28 +0.3%
237 PNR PENTAIR PLC Industrials 489.0 $42K -83.0 -14.5% $86.61 -16.0%
238 TEM TEMPUS AI INC Healthcare 845.0 $40K -11K -92.8% $47.01 +3.4%
239 CNC CENTENE CORP DEL Healthcare 1,128.0 $38K -2K -57.6% $33.86 +92.1%
240 DFE WISDOMTREE TR 500.0 $36K -425.0 -46.0% $72.51 +3.3%
Page 12 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%