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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 23 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 GREK GLOBAL X FDS 59,716.0 $3.8M 0.01% $63.54 +14.7%
442 ENZL ISHARES TR 89,673.0 $3.8M 0.01% +14K +18.7% $42.27 +5.4%
443 SYY SYSCO CORP Consumer Defensive 51,647.0 $3.8M 0.01% +50K +3068.5% $72.74 +5.1%
444 ADP AUTOMATIC DATA PROCESSING IN Industrials 18,673.0 $3.8M 0.01% +4K +31.4% $201.16 +13.9%
445 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 29,426.0 $3.6M 0.01% +5K +21.9% $123.54 -2.8%
446 EXC EXELON CORP Utilities 58,146.0 $3.6M 0.01% -3K -4.6% $62.49 -28.3%
447 ROP ROPER TECHNOLOGIES INC Industrials 10,207.0 $3.6M 0.01% +458.0 +4.7% $355.58 -6.1%
448 EWP ISHARES INC 66,157.0 $3.6M 0.01% -5K -7.4% $54.67 +3.9%
449 EQT EQT CORP Energy 58,867.0 $3.6M 0.01% +34K +140.0% $61.06 -13.2%
450 IUSG ISHARES TR 22,812.0 $3.6M 0.01% +5K +31.4% $156.72 +18.2%
451 DHI D R HORTON INC Consumer Cyclical 25,933.0 $3.6M 0.01% +4K +17.9% $137.75 +4.7%
452 AZO AUTOZONE INC Consumer Cyclical 1,038.0 $3.5M 0.01% +64.0 +6.6% $3416.63 -10.0%
453 IWF ISHARES TR 8,142.0 $3.5M 0.01% +3K +70.1% $429.69 -71.4%
454 XME SPDR SERIES TRUST 31,595.0 $3.5M 0.01% +9K +39.5% $109.65 +8.2%
455 SCHC SCHWAB STRATEGIC TR 72,458.0 $3.4M 0.01% +21K +39.8% $47.43 +2.5%
456 AES AES CORP Utilities 241,948.0 $3.4M 0.01% -67K -21.8% $14.19 +3.7%
457 NSC NORFOLK SOUTHN CORP Industrials 11,892.0 $3.4M 0.01% +4K +52.6% $286.99 +8.0%
458 FSLR FIRST SOLAR INC Energy 17,047.0 $3.4M 0.01% -1K -7.4% $198.65 +38.6%
459 ALLIED GOLD CORP 108,520.0 $3.4M 0.01% NEW $31.00
460 DUK DUKE ENERGY CORP NEW Utilities 26,799.0 $3.4M 0.01% +9K +48.0% $125.10 -2.4%
Page 23 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%