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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 5 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EQX EQUINOX GOLD CORP Basic Materials 120,979.0 $1.8M 0.01% -96K -44.2% $14.91 -27.3%
82 QUAL ISHARES TR 9,137.0 $1.8M 0.01% -11K -53.9% $192.74 +10.9%
83 WSM WILLIAMS SONOMA INC Consumer Cyclical 9,604.0 $1.7M 0.01% -354.0 -3.5% $180.24 +13.7%
84 ARKK ARK ETF TR 23,657.0 $1.6M 0.01% -1K -5.4% $68.30 +11.1%
85 SHY ISHARES TR 19,625.0 $1.6M 0.01% -2K -10.7% $82.30 -0.5%
86 PERIMETER SOLUTIONS INC 60,580.0 $1.6M 0.01% -149K -71.0% $25.86
87 DKS DICKS SPORTING GOODS INC Consumer Cyclical 8,141.0 $1.6M 0.01% -24K -74.3% $192.04 +11.1%
88 IYH ISHARES TR 24,446.0 $1.5M 0.01% -378.0 -1.5% $62.10 +3.2%
89 SII SPROTT INC Financial Services 10,594.0 $1.5M 0.00% -570.0 -5.1% $142.06 -14.8%
90 SGOV ISHARES TR 14,819.0 $1.5M 0.00% -599.0 -3.9% $100.34 +0.1%
91 MTN VAIL RESORTS INC Consumer Cyclical 11,419.0 $1.5M 0.00% -5K -28.6% $128.15 +7.1%
92 SPWO SP FUNDS TRUST 49,944.0 $1.4M 0.00% -31K -38.6% $28.42 +16.5%
93 TXNM ENERGY INC 24,077.0 $1.4M 0.00% -20K -45.1% $58.66
94 DLR DIGITAL RLTY TR INC Real Estate 7,311.0 $1.3M 0.00% -60.0 -0.8% $180.06 +1.2%
95 IYW ISHARES TR 6,945.0 $1.3M 0.00% -5K -41.2% $184.17 +33.1%
96 FLCB FRANKLIN TEMPLETON ETF TR 58,515.0 $1.3M 0.00% -75K -56.2% $21.41 -0.9%
97 BTG B2GOLD CORP Basic Materials 256,562.0 $1.2M 0.00% -165K -39.2% $4.79 -13.6%
98 TGB TASEKO MINES LTD Basic Materials 180,908.0 $1.2M 0.00% -8K -4.3% $6.74 +0.0%
99 BSJQ INVESCO EXCH TRD SLF IDX FD 48,700.0 $1.1M 0.00% -14K -21.9% $23.16 -0.7%
100 NRG NRG ENERGY INC Utilities 7,399.0 $1.1M 0.00% -2K -17.2% $149.83 -14.8%
Page 5 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%