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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 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AMP AMERIPRISE FINL INC Financial Services 34,157.0 $14.9M 0.04% +24K +242.2% $436.37 +3.0%
222 INSTALLED BLDG PRODS INC 54,243.0 $14.8M 0.04% +49K +890.2% $272.72
223 SBUX STARBUCKS CORP Consumer Cyclical 163,406.0 $14.8M 0.04% +75K +85.1% $90.32 +5.0%
224 ZS ZSCALER INC Technology 104,875.0 $14.3M 0.04% +58K +122.2% $136.35 -5.2%
225 JCI JOHNSON CONTROLS INTERNATION Industrials 105,792.0 $14.2M 0.04% +17K +18.9% $134.64 +7.0%
226 DOX AMDOCS LTD Technology 216,966.0 $14.1M 0.04% +200K +1157.9% $65.04 -10.3%
227 BDX BECTON DICKINSON & CO Healthcare 82,134.0 $13.9M 0.04% +61K +294.1% $169.53 -11.5%
228 APP APPLOVIN CORP Technology 35,817.0 $13.9M 0.04% +19K +107.3% $387.66 +45.4%
229 CIGI COLLIERS INTL GROUP INC Real Estate 127,593.0 $13.9M 0.04% +98K +324.9% $108.76 -11.0%
230 VXUS VANGUARD STAR FDS 174,937.0 $13.6M 0.04% +108K +162.0% $77.96 +7.4%
231 KR KROGER CO Consumer Defensive 191,131.0 $13.5M 0.04% +16K +9.0% $70.43 -10.6%
232 BOYD GROUP SERVICES INC 106,582.0 $13.3M 0.04% +89K +493.9% $125.10
233 DHR DANAHER CORP DEL Healthcare 68,653.0 $13.2M 0.04% +3K +4.0% $192.86 -4.8%
234 IJR ISHARES TR 104,763.0 $13.1M 0.04% +57K +118.5% $124.77 +11.1%
235 LMT LOCKHEED MARTIN CORP Industrials 21,045.0 $13.0M 0.04% +11K +111.8% $617.00 -15.7%
236 ADBE ADOBE INC Technology 53,530.0 $12.9M 0.04% +30K +123.1% $241.21 +1.6%
237 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 138,315.0 $12.7M 0.04% +136K +5452.6% $92.12 +3.4%
238 AMT AMERICAN TOWER CORP Real Estate 74,533.0 $12.7M 0.04% +9K +13.5% $170.80 +10.7%
239 SDY SPDR SERIES TRUST 87,295.0 $12.7M 0.04% +51K +140.9% $145.38 +2.3%
240 GFL GFL ENVIRONMENTAL INC Industrials 292,843.0 $12.7M 0.04% +249K +565.5% $43.22 -19.3%
Page 12 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%