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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 31 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 USXF ISHARES TR 28,405.0 $1.6M 0.01% $55.62 +19.7%
602 VOOV VANGUARD ADMIRAL FDS INC 7,753.0 $1.6M 0.01% +528.0 +7.3% $203.66 +7.5%
603 PERIMETER SOLUTIONS INC 60,580.0 $1.6M 0.01% -149K -71.0% $25.86
604 DKS DICKS SPORTING GOODS INC Consumer Cyclical 8,141.0 $1.6M 0.01% -24K -74.3% $192.04 +12.5%
605 CGXU CAPITAL GROUP INTL FOCUS EQT 52,134.0 $1.6M 0.01% +1K +2.6% $29.84 +15.2%
606 TW TRADEWEB MKTS INC Financial Services 13,092.0 $1.5M 0.01% +9K +258.3% $118.37 -17.0%
607 SPRX LISTED FDS TR 42,459.0 $1.5M 0.01% +15K +56.5% $36.35 +52.2%
608 TS TENARIS S A Energy 26,422.0 $1.5M 0.01% +14K +104.7% $57.83 +8.6%
609 IDEV ISHARES TR 17,969.0 $1.5M 0.01% +2K +14.6% $84.80 +5.5%
610 DNN DENISON MINES CORP Energy 418,508.0 $1.5M 0.01% +101K +31.8% $3.63 -14.9%
611 IYH ISHARES TR 24,446.0 $1.5M 0.01% -378.0 -1.5% $62.10 +3.9%
612 SII SPROTT INC Financial Services 10,594.0 $1.5M 0.00% -570.0 -5.1% $142.06 -13.5%
613 SGOV ISHARES TR 14,819.0 $1.5M 0.00% -599.0 -3.9% $100.34 +0.1%
614 IVLU ISHARES TR 36,769.0 $1.5M 0.00% NEW $40.32 +5.7%
615 PCAR PACCAR INC Industrials 12,592.0 $1.5M 0.00% +12K +1541.7% $117.52 +0.8%
616 SNA SNAP ON INC Industrials 3,998.0 $1.5M 0.00% +263.0 +7.0% $367.05 +4.7%
617 MTN VAIL RESORTS INC Consumer Cyclical 11,419.0 $1.5M 0.00% -5K -28.6% $128.15 +2.5%
618 IGOV ISHARES TR 35,037.0 $1.4M 0.00% +5K +16.0% $40.98 +0.9%
619 SMCI SUPER MICRO COMPUTER INC Technology 63,568.0 $1.4M 0.00% +15K +30.7% $22.48 +95.7%
620 SPWO SP FUNDS TRUST 49,944.0 $1.4M 0.00% -31K -38.6% $28.42 +18.7%
Page 31 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%