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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 58 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 CHRD CHORD ENERGY CORPORATION Energy 921.0 $126K +567.0 +160.2% $136.43 -6.4%
1142 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 1,261.0 $125K -10K -88.5% $98.93 +10.5%
1143 BR BROADRIDGE FINL SOLUTIONS IN Technology 776.0 $124K +263.0 +51.3% $159.91 -9.7%
1144 CFR CULLEN FROST BANKERS INC Financial Services 893.0 $124K +438.0 +96.3% $138.58 +5.5%
1145 VTRS VIATRIS INC Healthcare 9,054.0 $123K +3K +40.8% $13.61 +18.2%
1146 CAS SIMPLIFY EXCHANGE TRADED FUN 5,000.0 $123K +4K +400.0% $24.64 +15.1%
1147 FICO FAIR ISAAC CORP Technology 116.0 $123K +77.0 +197.4% $1058.96 +9.5%
1148 NFG NATIONAL FUEL GAS CO Energy 1,310.0 $122K -1K -52.0% $92.88 -18.0%
1149 FLOT ISHARES TR 2,334.0 $118K +265.0 +12.8% $50.72 +0.5%
1150 AVB AVALONBAY CMNTYS INC Real Estate 716.0 $118K -60.0 -7.7% $164.82 +10.2%
1151 CHD CHURCH & DWIGHT CO INC Consumer Defensive 1,271.0 $118K $92.82 +6.1%
1152 JPIE J P MORGAN EXCHANGE TRADED F 2,568.0 $118K +2K +851.1% $45.82 +0.5%
1153 SWKS SKYWORKS SOLUTIONS INC Technology 2,209.0 $117K +158.0 +7.7% $53.19 +35.5%
1154 SNPE DBX ETF TR 1,955.0 $117K $60.04 +14.8%
1155 FROG JFROG LTD Technology 2,420.0 $117K +2K +2320.0% $48.47 +69.8%
1156 AMTM AMENTUM HOLDINGS INC Industrials 4,448.0 $117K +4K +739.2% $26.34 -15.3%
1157 EVRG EVERGY INC Utilities 1,423.0 $117K NEW $82.28 +0.9%
1158 RXRX RECURSION PHARMACEUTICALS IN Healthcare 38,131.0 $116K -200.0 -0.5% $3.05 +7.9%
1159 SPTL SPDR SERIES TRUST 4,414.0 $115K +31.0 +0.7% $26.16 +0.2%
1160 CANOPY GROWTH CORPORATION 119,056.0 $115K +102K +594.6% $0.97
Page 58 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%