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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 11 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CMCSA COMCAST CORP NEW Communication Services 569,644.0 $17.9M 0.05% +443K +351.2% $31.46 -24.5%
202 GWW WW GRAINGER INC Industrials 15,666.0 $17.3M 0.05% +4K +38.7% $1106.30 +17.9%
203 EBAY EBAY INC. Consumer Cyclical 183,944.0 $17.1M 0.05% +161K +708.9% $93.04 +16.6%
204 PPG PPG INDS INC Basic Materials 160,834.0 $17.1M 0.05% +146K +1009.3% $106.35 +6.1%
205 VTI VANGUARD INDEX FDS 52,460.0 $16.9M 0.05% +6K +12.5% $322.96 +12.9%
206 VGK VANGUARD INTL EQUITY INDEX F 201,482.0 $16.8M 0.05% +44K +27.6% $83.53 +4.8%
207 DIA STATE STR SPDR DOW JONES IND Financial Services 36,037.0 $16.8M 0.05% +4K +11.1% $465.66 +9.3%
208 OMC OMNICOM GROUP INC Communication Services 222,477.0 $16.7M 0.05% +202K +1005.3% $75.11 -0.0%
209 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 461,475.0 $16.6M 0.05% +78K +20.3% $35.90 -9.3%
210 CRWD CROWDSTRIKE HLDGS INC Technology 41,379.0 $16.2M 0.05% +16K +63.3% $392.00 +68.1%
211 KMB KIMBERLY-CLARK CORP Consumer Defensive 166,096.0 $16.2M 0.05% +91K +121.5% $97.56 +0.2%
212 CSCO CISCO SYS INC Technology 207,063.0 $16.1M 0.05% +126K +155.1% $77.86 +59.4%
213 NTAP NETAPP INC Technology 156,107.0 $15.9M 0.05% +139K +812.0% $101.93 +67.1%
214 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 895,769.0 $15.8M 0.05% +571K +175.6% $17.69 +12.6%
215 UBER UBER TECHNOLOGIES INC Technology 219,897.0 $15.8M 0.05% +83K +60.4% $71.66 -2.2%
216 HII HUNTINGTON INGALLS INDS INC Industrials 39,642.0 $15.7M 0.05% +38K +2467.5% $396.13 -26.2%
217 ISRG INTUITIVE SURGICAL INC Healthcare 33,804.0 $15.7M 0.05% +18K +119.0% $464.29 -9.8%
218 BLK BLACKROCK INC Financial Services 16,245.0 $15.5M 0.05% -4K -18.8% $956.82 +4.0%
219 WFC WELLS FARGO & CO Financial Services 192,602.0 $15.5M 0.05% +80K +71.4% $80.44 +0.7%
220 SANDISK CORP 22,083.0 $15.3M 0.04% +22K +10000.0% $691.70
Page 11 of 116  ·  2,307 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%