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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 70 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 NOVT NOVANTA INC Technology 400.0 $47K +398.0 +10000.0% $117.80 +31.8%
1382 CHTR CHARTER COMMUNICATIONS INC Communication Services 217.0 $47K +32.0 +17.3% $216.07 -41.6%
1383 OSPN ONESPAN INC Technology 4,395.0 $47K NEW $10.60 +27.4%
1384 ON ON SEMICONDUCTOR CORP Technology 747.0 $46K +27.0 +3.8% $62.13 +95.8%
1385 HPQ HP INC Technology 2,410.0 $46K -1K -35.1% $18.92 +24.2%
1386 BLDP BALLARD PWR SYS INC NEW Industrials 19,087.0 $46K +11K +133.2% $2.39 +83.1%
1387 IVOL KRANESHARES TRUST 2,450.0 $45K $18.57 -6.8%
1388 AGX ARGAN INC Industrials 80.0 $45K NEW $567.65 +30.2%
1389 RH RH Consumer Cyclical 402.0 $45K +5.0 +1.3% $112.82 +31.3%
1390 VFC V F CORP Consumer Cyclical 2,675.0 $45K $16.91 +2.5%
1391 BE BLOOM ENERGY CORP Industrials 338.0 $45K +139.0 +69.8% $132.44 +148.3%
1392 COPP SPROTT FDS TR 1,225.0 $45K NEW $36.53 +15.1%
1393 EWU ISHARES TR 958.0 $44K -44.0 -4.4% $46.28 -1.8%
1394 MDLN MEDLINE INC Healthcare 1,000.0 $44K NEW $44.00 -18.3%
1395 NFGC NEW FOUND GOLD CORP Basic Materials 22,225.0 $44K +21K +2122.5% $1.97 -17.8%
1396 MG MISTRAS GROUP INC Industrials 2,870.0 $44K $15.21 +21.4%
1397 DEM WISDOMTREE TR 881.0 $44K NEW $49.51 +12.5%
1398 OGI ORGANIGRAM GLOBAL INC Healthcare 43,692.0 $43K +43K +3994.8% $0.99 -3.0%
1399 PATH UIPATH INC Technology 3,929.0 $43K +2K +120.5% $11.01 -6.7%
1400 SUN SUNOCO LP/SUNOCO FIN CORP Energy 678.0 $43K NEW $63.48 +0.0%
Page 70 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%