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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 71 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 SILJ AMPLIFY ETF TR 1,400.0 $43K +1K +418.5% $30.68 -9.0%
1402 SNN SMITH & NEPHEW PLC Healthcare 1,331.0 $43K +1K +664.9% $32.07 -6.2%
1403 HUT 8 CORP 900.0 $42K +875.0 +3500.0% $47.08
1404 PNR PENTAIR PLC Industrials 489.0 $42K -83.0 -14.5% $86.61 -14.2%
1405 WY WEYERHAEUSER CO Real Estate 1,750.0 $42K +257.0 +17.2% $24.17 +0.6%
1406 SPHY SPDR SERIES TRUST 1,807.0 $42K +10.0 +0.6% $23.23 +0.9%
1407 ARMK ARAMARK Industrials 1,000.0 $42K NEW $41.84 +27.4%
1408 SIX FLAGS ENTERTAINMENT CORP 2,375.0 $42K +2K +2275.0% $17.55
1409 ALLE ALLEGION PLC Industrials 289.0 $42K $144.16 -7.3%
1410 EBND SPDR SERIES TRUST 2,018.0 $42K $20.62 +1.7%
1411 ITEQ AMPLIFY ETF TR 703.0 $42K $59.08 +11.2%
1412 GAU GALIANO GOLD INC Basic Materials 16,024.0 $41K +6K +66.6% $2.58 -14.7%
1413 NTNX NUTANIX INC Technology 1,080.0 $41K +514.0 +90.8% $38.12 +23.0%
1414 UI UBIQUITI INC Technology 50.0 $41K $820.54 -28.2%
1415 TEM TEMPUS AI INC Healthcare 845.0 $40K -11K -92.8% $47.01 +8.2%
1416 OGN ORGANON & CO Healthcare 6,468.0 $40K +213.0 +3.4% $6.13 +119.1%
1417 UTG REAVES UTIL INCOME FD Financial Services 1,000.0 $40K NEW $39.51 +6.6%
1418 OC OWENS CORNING NEW Industrials 368.0 $39K +218.0 +145.3% $107.21 +19.5%
1419 FLUTTER ENTMT PLC 380.0 $39K NEW $102.59
1420 IMAX IMAX CORP Communication Services 1,005.0 $39K +50.0 +5.2% $38.55 +15.0%
Page 71 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%