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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 62 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 SANM SANMINA CORP Technology 719.0 $94K +121.0 +20.2% $130.10 +86.6%
1222 SPHB INVESCO EXCH TRADED FD TR II 796.0 $93K $117.16 +28.8%
1223 BIDU BAIDU INC Communication Services 825.0 $92K -955.0 -53.6% $111.79 -0.2%
1224 FLEX FLEXTRONICS INTL LTD Technology 1,349.0 $92K +400.0 +42.1% $68.16 +110.0%
1225 FRDM EA SERIES TRUST 1,632.0 $91K $55.84 +31.2%
1226 LIT GLOBAL X FDS 1,222.0 $91K +559.0 +84.3% $74.22 +11.9%
1227 AMERICA MOVIL SAB DE CV 3,496.0 $89K NEW $25.54
1228 RXI ISHARES TR 475.0 $89K $187.64 +3.5%
1229 NFRA FLEXSHARES TR 1,380.0 $88K NEW $63.88 +1.6%
1230 DKNG DRAFTKINGS INC NEW Consumer Cyclical 3,970.0 $88K +2K +91.7% $22.15 +18.8%
1231 GSY INVESCO ACTIVELY MANAGED EXC 1,755.0 $88K $50.10 +0.3%
1232 GALAXY DIGITAL INC. 5,083.0 $88K +3K +165.0% $17.29
1233 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 4,599.0 $88K -1K -22.1% $19.03 -1.3%
1234 IFRA ISHARES TR 1,508.0 $87K +127.0 +9.2% $57.46 +7.1%
1235 BSJT INVESCO EXCH TRD SLF IDX FD 4,100.0 $86K NEW $21.07 +0.7%
1236 ANGL VANECK ETF TRUST 3,001.0 $86K $28.72 +1.3%
1237 ELECTROVAYA INC 10,648.0 $86K +2K +17.2% $8.09
1238 ARIS ARIS MINING CORPORATION Basic Materials 4,504.0 $86K +4K +396.6% $19.06 -10.4%
1239 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 5,751.0 $86K +1K +25.0% $14.92 +9.0%
1240 BROOKFIELD WEALTH SOL LTD 2,099.0 $84K -1K -36.0% $40.20
Page 62 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%