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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 35 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 NVT NVENT ELEC PLC Industrials 8,126.0 $987K 0.00% +4K +79.7% $121.47 +30.1%
682 FLGV FRANKLIN TEMPLETON ETF TR 48,500.0 $986K 0.00% NEW $20.33 -0.9%
683 PKG PACKAGING CORP AMER Consumer Cyclical 4,661.0 $985K 0.00% +3K +233.2% $211.26 +5.3%
684 IVW ISHARES TR 8,564.0 $978K 0.00% $114.20 +15.6%
685 DFUS DIMENSIONAL ETF TRUST 13,628.0 $974K 0.00% +4K +36.9% $71.46 +11.0%
686 COM DIREXION SHARES ETF TRUST 29,149.0 $972K 0.00% -2K -5.2% $33.35 -0.7%
687 BKLN INVESCO EXCH TRADED FD TR II 47,391.0 $969K 0.00% $20.45 -0.0%
688 FTV FORTIVE CORP Technology 17,247.0 $963K 0.00% +9K +117.2% $55.85 +10.9%
689 OMF ONEMAIN HLDGS INC Financial Services 17,773.0 $961K 0.00% $54.05 +2.3%
690 VO VANGUARD INDEX FDS 3,335.0 $960K 0.00% +2K +179.6% $287.87 -73.0%
691 ISTB ISHARES TR 19,757.0 $954K 0.00% +743.0 +3.9% $48.29 -0.4%
692 ET ENERGY TRANSFER L P Energy 50,098.0 $950K 0.00% +32K +169.5% $18.97 +0.5%
693 PDS PRECISION DRILLING CORP Energy 10,186.0 $943K 0.00% -4K -25.6% $92.54 -0.8%
694 OFG OFG BANCORP Financial Services 22,910.0 $941K 0.00% $41.09 +13.9%
695 KMX CARMAX INC Consumer Cyclical 23,309.0 $939K 0.00% +12K +111.8% $40.28 +17.6%
696 VFMV VANGUARD WELLINGTON FD 7,022.0 $939K 0.00% -3K -32.1% $133.68 +4.3%
697 ICOP ISHARES TR 19,154.0 $938K 0.00% -1K -5.8% $48.97 +2.2%
698 TDG TRANSDIGM GROUP INC Industrials 799.0 $937K 0.00% +540.0 +208.5% $1172.30 +4.6%
699 IBDU ISHARES TR 40,266.0 $933K 0.00% +2K +3.9% $23.17 -0.4%
700 AX AXOS FINANCIAL INC Financial Services 10,868.0 $932K 0.00% +10K +2493.8% $85.77 +3.6%
Page 35 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%