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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 38 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 FSM FORTUNA MNG CORP Basic Materials 76,736.0 $793K 0.00% +27K +55.8% $10.33 -18.3%
742 BCI ABRDN ETFS 32,921.0 $792K 0.00% $24.06 -1.8%
743 EMBOTELLADORA ANDINA S A 30,376.0 $790K 0.00% +7K +29.6% $26.00
744 SFBS SERVISFIRST BANCSHARES INC Financial Services 10,831.0 $789K 0.00% +11K +10000.0% $72.85 +8.8%
745 CLBT CELLEBRITE DI LTD Technology 56,757.0 $788K 0.00% +2K +4.3% $13.88 -7.4%
746 RYANAIR HOLDINGS PLC 13,099.0 $785K 0.00% +13K +3869.4% $59.96
747 DOO BRP INC Consumer Cyclical 10,769.0 $776K 0.00% -1K -11.7% $72.03 -16.5%
748 MSM MSC INDL DIRECT INC Industrials 8,455.0 $773K 0.00% +7K +431.1% $91.45 +27.8%
749 FCOR FIDELITY MERRIMACK STR TR 16,384.0 $772K 0.00% -20K -55.3% $47.10 -0.1%
750 KINIKSA PHARMACEUTICALS INTL 15,967.0 $768K 0.00% +5K +39.5% $48.12
751 DRD DRDGOLD LIMITED Basic Materials 24,906.0 $766K 0.00% +2K +10.4% $30.77 -25.7%
752 VBR VANGUARD INDEX FDS 3,513.0 $765K 0.00% +1K +62.0% $217.82 +8.2%
753 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,581.0 $763K 0.00% +460.0 +9.0% $136.78 -8.3%
754 DVN DEVON ENERGY CORP NEW Energy 15,763.0 $757K 0.00% +11K +261.1% $48.01 -9.0%
755 MILLROSE PPTYS INC 26,328.0 $750K 0.00% +14K +114.2% $28.49
756 DCBO DOCEBO INC Technology 43,279.0 $747K 0.00% +31K +241.2% $17.27 +0.1%
757 VNQ VANGUARD INDEX FDS 8,380.0 $746K 0.00% -4K -31.8% $89.01 +9.6%
758 RIG TRANSOCEAN LTD Energy 114,854.0 $745K 0.00% +109K +1720.5% $6.49 -9.2%
759 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 38,237.0 $738K 0.00% +3K +8.3% $19.31 -3.4%
760 CCL CARNIVAL CORP Consumer Cyclical 27,801.0 $737K 0.00% +10K +57.3% $26.50 +3.3%
Page 38 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%