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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 46 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 STLD STEEL DYNAMICS INC Basic Materials 2,029.0 $373K 0.00% +15.0 +0.7% $183.74 +53.9%
902 EUAD SPINNAKER ETF SERIES 8,625.0 $370K 0.00% +4K +72.9% $42.95 -4.2%
903 CRS CARPENTER TECHNOLOGY CORP Industrials 916.0 $370K 0.00% +368.0 +67.2% $403.83 +39.0%
904 IHI ISHARES TR 6,924.0 $370K 0.00% -32K -82.1% $53.37 -6.9%
905 IYF ISHARES TR 3,129.0 $369K 0.00% +995.0 +46.6% $117.98 +8.5%
906 VTS VITESSE ENERGY INC Energy 20,742.0 $363K 0.00% NEW $17.51 -4.0%
907 HEDJ WISDOMTREE TR 6,830.0 $361K 0.00% -1K -15.7% $52.82 +8.9%
908 COKE COCA COLA CONS INC Consumer Defensive 1,800.0 $361K 0.00% +600.0 +50.0% $200.35 -6.2%
909 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 43,551.0 $359K 0.00% +35K +395.2% $8.25 +66.9%
910 EFAV ISHARES TR 3,898.0 $358K 0.00% NEW $91.83 -1.1%
911 NNN NNN REIT INC Real Estate 8,424.0 $357K 0.00% NEW $42.42 +9.8%
912 CORP PIMCO ETF TR 3,702.0 $357K 0.00% $96.51 +0.2%
913 LIONSGATE STUDIOS CORP 37,488.0 $357K 0.00% -11K -22.2% $9.51
914 IAG IAMGOLD CORP Basic Materials 18,216.0 $356K 0.00% -856.0 -4.5% $19.56 -14.9%
915 KB KB FINL GROUP INC Financial Services 3,521.0 $355K 0.00% NEW $100.72 +7.0%
916 YYY AMPLIFY ETF TR 32,091.0 $354K 0.00% $11.04 +3.1%
917 FLAGSTAR BANK NATIONAL ASSOC 26,497.0 $354K 0.00% +3K +12.3% $13.35
918 IYC ISHARES TR 3,617.0 $352K 0.00% $97.28 +4.4%
919 YUM YUM BRANDS INC Consumer Cyclical 2,290.0 $352K 0.00% +470.0 +25.8% $153.59 -0.2%
920 QUBT QUANTUM COMPUTING INC Technology 50,973.0 $338K 0.00% +11K +27.6% $6.64 +49.6%
Page 46 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%