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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 72 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 EQR EQUITY RESIDENTIAL Real Estate 650.0 $39K +338.0 +108.3% $59.53 +7.7%
1422 OBE OBSIDIAN ENERGY LTD Energy 4,381.0 $39K +2K +85.4% $8.81 +4.9%
1423 GNTX GENTEX CORP Consumer Cyclical 1,789.0 $39K +825.0 +85.6% $21.58 +20.3%
1424 XHE SPDR SERIES TRUST 493.0 $39K NEW $78.20 +5.3%
1425 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 73.0 $38K NEW $527.16 -4.1%
1426 BKH BLACK HILLS CORP Utilities 550.0 $38K $69.84 +4.2%
1427 IYK ISHARES TR 552.0 $38K $69.58 +2.9%
1428 CNC CENTENE CORP DEL Healthcare 1,128.0 $38K -2K -57.6% $33.86 +80.2%
1429 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 2,000.0 $38K $18.87 +28.6%
1430 DAX GLOBAL X FDS 875.0 $37K NEW $42.59 +6.5%
1431 FDHY FIDELITY COVINGTON TRUST 766.0 $37K $48.60 +1.3%
1432 ZYMEWORKS INC 1,439.0 $37K +1K +362.7% $25.83
1433 RFIL RF INDS LTD Industrials 3,500.0 $37K $10.60 +68.0%
1434 DFTX DEFINIUM THERAPEUTICS INC Healthcare 1,802.0 $37K NEW $20.57 +19.0%
1435 WELLS FARGO & CO 32.0 $37K NEW $1158.00
1436 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 5,324.0 $37K +3K +156.7% $6.93 +1.6%
1437 PFFD GLOBAL X FDS 2,000.0 $37K NEW $18.38 +2.8%
1438 TDIV FIRST TR EXCHANGE TRADED FD 390.0 $37K NEW $93.99 +25.4%
1439 TMFC RBB FD INC 550.0 $37K NEW $66.49 +15.0%
1440 BAX BAXTER INTL INC Healthcare 2,171.0 $36K +1K +92.0% $16.77 +18.6%
Page 72 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%