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Portfolio (Quarterly) Guide ↗

TD Waterhouse Canada Inc.

· CIK 0001999606
13F Portfolio $38.0B AUM 2,405 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 229 New 827 Added 583 Reduced 131 Exited
Page 96 of 121  ·  2,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 ULS UL SOLUTIONS INC Industrials 75.0 $7K $97.77 -24.2%
1902 KGS KODIAK GAS SVCS INC Energy 101.0 $7K NEW $72.37 -18.2%
1903 CRDL CARDIOL THERAPEUTICS INC Healthcare 6,900.0 $7K $1.05 +76.9%
1904 CALM CAL MAINE FOODS INC Consumer Defensive 90.0 $7K $80.46 +5.2%
1905 PAGP PLAINS GP HLDGS L P Energy 300.0 $7K $24.13 +13.0%
1906 GRFS GRIFOLS S A Healthcare 1,000.0 $7K $7.08 +12.9%
1907 CPRX CATALYST PHARMACEUTICALS INC Healthcare 276.0 $7K NEW $25.64 +22.8%
1908 RC READY CAPITAL CORP Real Estate 3,961.0 $7K $1.78 +6.1%
1909 IIPR INNOVATIVE INDL PPTYS INC Real Estate 112.0 $7K $62.71 -9.4%
1910 MANU MANCHESTER UTD PLC NEW Communication Services 302.0 $7K $23.02 +3.0%
1911 IMMR IMMERSION CORP Technology 1,000.0 $7K $6.92 +9.0%
1912 ESNT ESSENT GROUP LTD Financial Services 107.0 $7K $64.58 +6.0%
1913 EPAM EPAM SYS INC Technology 81.0 $7K $85.28 +30.5%
1914 EZPW EZCORP INC Financial Services 193.0 $7K $35.53 -1.3%
1915 VIZSLA SILVER CORP 2,100.0 $7K $3.26
1916 RDW REDWIRE CORPORATION Industrials 570.0 $7K +400.0 +235.3% $11.96 -4.8%
1917 HTGC HERCULES CAPITAL INC Financial Services 425.0 $7K $15.89 +10.1%
1918 BROS DUTCH BROS INC Consumer Cyclical 90.0 $7K $73.41 -29.2%
1919 PAX PATRIA INVESTMENTS LIMITED Financial Services 586.0 $6K $11.01 +4.3%
1920 DCTH DELCATH SYS INC Healthcare 500.0 $6K $12.89 +29.9%
Page 96 of 121  ·  2,405 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 38.2%
Technology 18.0%
Energy 11.0%
Industrials 6.8%
Basic Materials 5.9%
Consumer Cyclical 5.6%
Healthcare 4.3%
Communication Services 4.1%
Utilities 3.5%
Consumer Defensive 2.3%