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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 68 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 TBN TAMBORAN RES CORP Basic Materials 1,210.0 $54K NEW $44.81 -21.9%
1342 OUSTER INC 2,851.0 $54K NEW $18.91
1343 HIGHLANDER SILVER CORP 9,211.0 $54K NEW $5.85
1344 ILF ISHARES TR 500.0 $54K NEW $107.04 -68.3%
1345 SJNK SPDR SERIES TRUST 2,150.0 $53K NEW $24.87 +0.7%
1346 STLA STELLANTIS N.V Consumer Cyclical 7,200.0 $53K +7K +4700.0% $7.42 -14.5%
1347 PII POLARIS INC Consumer Cyclical 973.0 $53K +13.0 +1.4% $54.57 +30.8%
1348 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 1,420.0 $53K $37.18 -12.4%
1349 CANE TEUCRIUM COMMODITY TR Financial Services 5,130.0 $53K NEW $10.25 -8.7%
1350 IREN IREN LIMITED Financial Services 1,542.0 $53K -158.0 -9.3% $34.05 +76.1%
1351 ASB ASSOCIATED BANC-CORP Financial Services 2,000.0 $52K $26.16 +11.6%
1352 QCLN FIRST TR EXCHANGE-TRADED FD 1,108.0 $52K $46.83 +37.2%
1353 QQEW FIRST TR EXCHANGE-TRADED FD 405.0 $52K $127.37 +23.1%
1354 EPSN EPSILON ENERGY LTD Energy 8,349.0 $51K NEW $6.14 -13.7%
1355 TAN INVESCO EXCH TRADED FD TR II 915.0 $51K $56.01 +8.2%
1356 SMURFIT WESTROCK PLC 1,277.0 $51K +637.0 +99.5% $40.09
1357 DMLP DORCHESTER MINERALS L P Energy 1,871.0 $51K NEW $27.31 -8.5%
1358 KVUE KENVUE INC Consumer Defensive 2,927.0 $51K +2K +205.8% $17.32 +4.6%
1359 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 6,054.0 $51K +6K +10000.0% $8.35 +2.4%
1360 VSEC VSE CORP Industrials 262.0 $50K NEW $191.73 +14.3%
Page 68 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%