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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 88 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 DLO DLOCAL LTD Technology 855.0 $11K NEW $12.38 +2.9%
1742 RVTY REVVITY INC Healthcare 120.0 $11K $87.92 +11.3%
1743 TDY TELEDYNE TECHNOLOGIES INC Technology 17.0 $10K $617.47 -0.3%
1744 PPH VANECK ETF TRUST 100.0 $10K $104.19 +0.0%
1745 KNSL KINSALE CAP GROUP INC Financial Services 30.0 $10K NEW $345.77 -10.6%
1746 PLXS PLEXUS CORP Technology 50.0 $10K $207.22 +41.9%
1747 EXK ENDEAVOUR SILVER CORP Basic Materials 1,082.0 $10K $9.50 -6.8%
1748 TQQQ PROSHARES TR 238.0 $10K NEW $43.11 +79.8%
1749 TOPW ROUNDHILL ETF TRUST 300.0 $10K $34.01 +1.9%
1750 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 162.0 $10K -138.0 -46.0% $62.88 +28.9%
1751 LCII LCI INDS Consumer Cyclical 83.0 $10K +51.0 +159.4% $122.22 -26.6%
1752 KRRO KORRO BIO INC Healthcare 808.0 $10K +8.0 +1.0% $12.54 -11.9%
1753 PENN PENN ENTERTAINMENT INC Consumer Cyclical 674.0 $10K $14.99 +41.7%
1754 ELME COMMUNITIES 5,000.0 $10K $2.01
1755 GLNG GOLAR LNG LTD Energy 188.0 $10K $53.40 -7.4%
1756 UROY URANIUM RTY CORP Energy 2,700.0 $10K NEW $3.69 -18.7%
1757 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 88.0 $10K $112.98 +11.1%
1758 CV CAPSOVISION INC Healthcare 1,500.0 $10K NEW $6.59 -1.4%
1759 HBAN HUNTINGTON BANCSHARES INC Financial Services 623.0 $10K NEW $15.86 +6.2%
1760 PGZ PRINCIPAL REAL ESTATE INCOME Financial Services 1,000.0 $10K $9.87 +0.0%
Page 88 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%