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Portfolio (Quarterly) Guide ↗

TORONTO DOMINION BANK

· CIK 0000947263
13F Portfolio $67.8B AUM 3,471 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 473 New 573 Added 723 Reduced 326 Exited
Page 1 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RY ROYAL BK CDA Financial Services 14,060,986.0 $2.40B 3.54% +930K +7.1% $170.49 +5.5%
2 MSFT MICROSOFT CORP Technology 3,804,210.0 $1.84B 2.71% +59K +1.6% $483.61 -15.3%
3 BNS BANK NOVA SCOTIA HALIFAX Financial Services 22,172,775.0 $1.64B 2.41% +4.3M +23.7% $73.76 +4.5%
4 GOOGL ALPHABET INC Communication Services 4,825,961.0 $1.51B 2.23% +1.4M +41.1% $313.00 +28.1%
5 META META PLATFORMS INC Communication Services 1,524,292.0 $1.01B 1.49% +345K +29.2% $660.09 -6.3%
6 TRP TC ENERGY CORP Energy 16,815,011.0 $925.9M 1.37% +202K +1.2% $55.07 +23.7%
7 BMO BANK MONTREAL QUE Financial Services 6,503,168.0 $844.6M 1.25% +402K +6.6% $129.87 +17.4%
8 SU SUNCOR ENERGY INC NEW Energy 18,607,305.0 $825.9M 1.22% +2.4M +14.8% $44.39 +50.5%
9 ENB ENBRIDGE INC Energy 16,689,559.0 $798.7M 1.18% +2.7M +19.7% $47.85 +17.5%
10 AVGO BROADCOM INC Technology 2,286,690.0 $791.4M 1.17% +288K +14.4% $346.10 +22.9%
11 MFC MANULIFE FINL CORP Financial Services 21,147,091.0 $767.9M 1.13% +1.7M +8.7% $36.31 +3.4%
12 JPM JPMORGAN CHASE & CO. Financial Services 1,636,441.0 $527.3M 0.78% +233K +16.6% $322.21 -6.9%
13 SHOP SHOPIFY INC Technology 3,211,014.0 $517.0M 0.76% +861K +36.7% $161.02 -39.5%
14 BN BROOKFIELD CORP Financial Services 11,188,994.0 $513.8M 0.76% +4.7M +73.1% $45.92 -0.8%
15 GOOGL PUT ALPHABET INC Communication Services 1,557,500.0 $487.5M 0.72% +408K +35.4% $313.00 +28.1%
16 LLY ELI LILLY & CO Healthcare 384,711.0 $413.4M 0.61% +89K +30.2% $1074.68 -6.3%
17 SLF SUN LIFE FINANCIAL INC. Financial Services 6,241,385.0 $389.6M 0.57% +459K +7.9% $62.43 +14.7%
18 AVGO PUT BROADCOM INC Technology 1,010,600.0 $349.8M 0.52% +891K +745.0% $346.10 +22.9%
19 GS GOLDMAN SACHS GROUP INC Financial Services 388,185.0 $341.2M 0.50% +224K +136.0% $879.00 +10.2%
20 SLV PUT Ishares Silver Tr Ishares Financial Services 10,949,500.0 $321.9M 0.47% +5.8M +114.7% $29.40 +134.9%
Page 1 of 29  ·  573 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 25.4%
Technology 24.9%
Communication Services 8.7%
Energy 8.3%
Consumer Cyclical 8.1%
Healthcare 6.7%
Industrials 6.4%
Basic Materials 4.1%
Utilities 3.0%
Consumer Defensive 2.7%