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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 94 of 116  ·  2,307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 MLKN MILLERKNOLL INC Consumer Cyclical 430.0 $6K NEW $14.50 +13.6%
1862 ESNT ESSENT GROUP LTD Financial Services 107.0 $6K NEW $58.00 +1.5%
1863 WULF TERAWULF INC Financial Services 428.0 $6K NEW $14.46 +93.7%
1864 HTGC HERCULES CAPITAL INC Financial Services 425.0 $6K +225.0 +112.5% $14.54 +7.5%
1865 NWSA NEWS CORP NEW Communication Services 250.0 $6K NEW $24.71 +7.2%
1866 POWL POWELL INDS INC Industrials 11.0 $6K NEW $553.18 -45.7%
1867 FMC FMC CORP Basic Materials 355.0 $6K +19.0 +5.7% $17.11 -26.4%
1868 ALMONTY INDS INC 400.0 $6K NEW $14.95
1869 CTGO CONTANGO SILVER & GOLD INC Basic Materials 322.0 $6K NEW $18.41 -5.9%
1870 IVOG VANGUARD ADMIRAL FDS INC 47.0 $6K NEW $125.87 +15.1%
1871 LOOP LOOP INDS INC Basic Materials 4,000.0 $6K $1.47 -40.8%
1872 ENIC ENEL CHILE SA Utilities 1,432.0 $6K $4.10 +13.2%
1873 LEGR FIRST TR EXCHANGE TRADED FD 100.0 $6K $58.22 +14.0%
1874 FLO FLOWERS FOODS INC Consumer Defensive 700.0 $6K $8.12 -8.4%
1875 CCOR LISTED FDS TR 219.0 $6K $25.93 -0.9%
1876 ORIO ORION DIGITAL CORP Technology 5,912.0 $6K NEW $0.95 -3.6%
1877 IMMR IMMERSION CORP Technology 1,000.0 $6K $5.56 +16.1%
1878 PBI PITNEY BOWES INC Industrials 500.0 $6K $11.11 +56.8%
1879 SNAP SNAP INC Communication Services 1,134.0 $6K -70.0 -5.8% $4.90 +1.4%
1880 IIPR INNOVATIVE INDL PPTYS INC Real Estate 112.0 $6K $49.36 +20.5%
Page 94 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%