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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 112 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 KULR TECHNOLOGY GROUP INC 50.0 $100.0 NEW $2.00
2222 VC VISTEON CORP Consumer Cyclical 1.0 $93.0 NEW $93.00 +29.5%
2223 EXLS EXLSERVICE HLDGS INC Technology 3.0 $91.0 $30.33 -2.8%
2224 GPRO GOPRO INC Technology 125.0 $90.0 NEW $0.72 +21.2%
2225 YPF YPF SOCIEDAD ANONIMA Energy 2.0 $88.0 $44.00 +21.6%
2226 QUANTUM BIOPHARMA LTD 20.0 $88.0 NEW $4.40
2227 STIM NEURONETICS INC Healthcare 59.0 $87.0 NEW $1.47 -13.2%
2228 GTN GRAY MEDIA INC Communication Services 19.0 $84.0 $4.42 -9.8%
2229 ISOENERGY LTD 8.0 $83.0 -10K -99.9% $10.38
2230 AMTX AEMETIS INC Energy 27.0 $80.0 $2.96 -25.1%
2231 BMA BANCO MACRO S A Financial Services 1.0 $78.0 $78.00 +7.6%
2232 BCTX BRIACELL THERAPEUTICS CORP Healthcare 19.0 $78.0 $4.11 -24.7%
2233 CVLT COMMVAULT SYS INC Technology 1.0 $78.0 $78.00 +56.5%
2234 ICU SEASTAR MEDICAL HOLDING CORP Healthcare 22.0 $78.0 NEW $3.55 -18.2%
2235 MAKO MNG CORP 13.0 $75.0 NEW $5.77
2236 ONESTREAM INC 3.0 $72.0 NEW $24.00
2237 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 5.0 $71.0 -759.0 -99.3% $14.20 -16.0%
2238 INOVIO PHARMACEUTICALS INC 41.0 $71.0 $1.73
2239 POWERBANK CORP 147.0 $70.0 +49.0 +50.0% $0.48
2240 SRCE 1ST SOURCE CORP Financial Services 1.0 $70.0 $70.00 +8.5%
Page 112 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%