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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 24 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CEG CONSTELLATION ENERGY CORP Utilities 11,984.0 $3.3M 0.01% -2K -11.9% $279.45 -10.3%
462 DMXF ISHARES TR 43,715.0 $3.3M 0.01% $76.56 +7.7%
463 PLD PROLOGIS INC. Real Estate 24,884.0 $3.3M 0.01% -58K -69.8% $133.51 +6.9%
464 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 5,285.0 $3.3M 0.01% +320.0 +6.5% $621.55 +8.8%
465 DOW DOW HLDGS INC Basic Materials 79,070.0 $3.2M 0.01% +69K +667.4% $40.68 -15.9%
466 DRI DARDEN RESTAURANTS INC Consumer Cyclical 16,394.0 $3.2M 0.01% +6K +54.5% $192.75 +1.7%
467 BAP CREDICORP LTD Financial Services 9,238.0 $3.1M 0.01% NEW $340.75 -6.1%
468 TAC TRANSALTA CORP Utilities 236,167.0 $3.1M 0.01% +188K +390.6% $13.19 -5.1%
469 LULU LULULEMON ATHLETICA INC Consumer Cyclical 19,508.0 $3.1M 0.01% +1K +7.4% $158.65 -25.9%
470 AGI ALAMOS GOLD INC Basic Materials 68,094.0 $3.1M 0.01% -43K -38.5% $45.31 -20.8%
471 OMFL INVESCO EXCH TRD SLF IDX FD 50,748.0 $3.1M 0.01% +10K +23.7% $60.72 +11.2%
472 ISHARES TR 65,707.0 $3.1M 0.01% +43K +192.7% $46.83
473 PCG PG&E CORP Utilities 173,271.0 $3.1M 0.01% +26K +17.9% $17.74 -7.1%
474 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 212,934.0 $3.1M 0.01% +209K +5769.2% $14.37 +18.1%
475 ROK ROCKWELL AUTOMATION INC Industrials 8,165.0 $3.0M 0.01% -146.0 -1.8% $369.46 +22.2%
476 VTR VENTAS INC Real Estate 36,788.0 $3.0M 0.01% +346.0 +0.9% $81.92 -2.8%
477 SPSK TIDAL TRUST I 167,961.0 $3.0M 0.01% +122K +266.1% $17.88 +0.3%
478 MAR MARRIOTT INTL INC NEW Consumer Cyclical 8,992.0 $3.0M 0.01% +6K +219.0% $333.37 +17.4%
479 EPD ENTERPRISE PRODS PARTNERS L Energy 79,352.0 $3.0M 0.01% -32K -28.5% $37.42 +0.3%
480 SLQD ISHARES TR 58,404.0 $2.9M 0.01% +4K +7.3% $50.07 +0.2%
Page 24 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%