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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 17 of 30  ·  583 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,170.0 $335K 0.00% -3K -69.1% $286.54 -9.1%
322 EUFN ISHARES TR 8,224.0 $322K 0.00% -226.0 -2.7% $39.11 +8.5%
323 IBB ISHARES TR 1,668.0 $317K 0.00% -40.0 -2.3% $189.84 +11.3%
324 EXPAND ENERGY CORPORATION 3,472.0 $311K 0.00% -23K -86.7% $89.62
325 MKTX MARKETAXESS HLDGS INC Financial Services 2,648.0 $303K 0.00% -919.0 -25.8% $114.52 +41.8%
326 SIZE ISHARES TR 1,694.0 $303K 0.00% -246.0 -12.7% $178.63 +3.4%
327 ERO ERO COPPER CORP Basic Materials 11,552.0 $297K 0.00% -6K -33.0% $25.73 +53.4%
328 IYJ ISHARES TR 1,740.0 $290K 0.00% -17.0 -1.0% $166.85 -1.4%
329 DVYE ISHARES INC 8,977.0 $287K 0.00% -203.0 -2.2% $31.93 +10.7%
330 SPYD SPDR SERIES TRUST 5,812.0 $279K 0.00% -6K -52.7% $47.96 +5.7%
331 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 28,018.0 $271K 0.00% -28K -50.2% $9.68 -9.9%
332 LNT ALLIANT ENERGY CORP Utilities 3,514.0 $266K 0.00% -114.0 -3.1% $75.77 -10.3%
333 ICSH ISHARES TR 5,178.0 $261K 0.00% -41.0 -0.8% $50.41 +0.2%
334 CSL CARLISLE COS INC Industrials 720.0 $260K 0.00% -56.0 -7.2% $360.88 +1.4%
335 EQNR EQUINOR ASA Energy 8,244.0 $257K 0.00% -5K -39.1% $31.22 +36.3%
336 RJF RAYMOND JAMES FINL INC Financial Services 1,596.0 $253K 0.00% -55.0 -3.3% $158.24 +11.7%
337 CMS CMS ENERGY CORP Utilities 3,227.0 $245K 0.00% -17K -84.2% $75.92 -10.1%
338 TFLO ISHARES TR 4,734.0 $239K 0.00% -335.0 -6.6% $50.49 +0.3%
339 ALGN ALIGN TECHNOLOGY INC Healthcare 1,294.0 $235K 0.00% -2K -62.9% $181.59 -11.2%
340 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 24,599.0 $235K 0.00% -26K -51.8% $9.55 -13.9%
Page 17 of 30  ·  583 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%