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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 81 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 UA UNDER ARMOUR INC Consumer Cyclical 3,283.0 $18K -240.0 -6.8% $5.60 +3.3%
1602 HHH HOWARD HUGHES HOLDINGS INC Real Estate 291.0 $18K $63.01 +7.8%
1603 MFG MIZUHO FINANCIAL GROUP INC Financial Services 2,187.0 $18K $8.37 +23.2%
1604 ELEMENTAL RTY CORP 973.0 $18K +409.0 +72.5% $18.77
1605 HYXF ISHARES TR 393.0 $18K +67.0 +20.6% $46.16 +1.2%
1606 SKM SK TELECOM CO LTD Communication Services 616.0 $18K +245.0 +66.0% $29.37 +21.5%
1607 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 1,100.0 $18K NEW $16.43 +10.5%
1608 EFX EQUIFAX INC Industrials 100.0 $18K NEW $179.64 -13.8%
1609 WIX WIX COM LTD Technology 198.0 $18K -27.0 -12.0% $90.47 -53.2%
1610 GCT GIGACLOUD TECHNOLOGY INC Technology 390.0 $18K NEW $45.89 -26.8%
1611 CGGO CAPITAL GROUP GBL GROWTH EQT 529.0 $18K -1K -73.4% $33.82 +25.6%
1612 THEMES ETF TR 400.0 $18K NEW $44.30
1613 WAL WESTERN ALLIANCE BANCORP Financial Services 245.0 $18K +155.0 +172.2% $72.25 +10.6%
1614 PMT PENNYMAC MTG INVT TR Real Estate 1,500.0 $18K $11.78 -13.7%
1615 LCID LUCID GROUP INC Consumer Cyclical 1,847.0 $18K +1K +387.3% $9.56 -45.1%
1616 GDDY GODADDY INC Technology 219.0 $18K -2.0 -0.9% $80.62 -5.3%
1617 HAE HAEMONETICS CORP MASS Healthcare 314.0 $18K $56.21 +32.3%
1618 ELVR ELEVRA LITHIUM LTD Basic Materials 287.0 $18K +35.0 +13.9% $61.45 +37.0%
1619 DRTS ALPHA TAU MEDICAL LTD Healthcare 2,568.0 $18K $6.86 +38.5%
1620 WDS WOODSIDE ENERGY GROUP LTD Energy 744.0 $18K +86.0 +13.1% $23.67 -15.8%
Page 81 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%