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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 12 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XYL XYLEM INC Industrials 162,911.0 $22.2M 0.03% +17K +11.5% $136.18 -20.6%
222 KR KROGER CO Consumer Defensive 353,730.0 $22.1M 0.03% +127K +56.0% $62.48 +5.7%
223 TPR TAPESTRY INC Consumer Cyclical 172,224.0 $22.0M 0.03% +86K +99.5% $127.77 +1.2%
224 TER TERADYNE INC Technology 112,791.0 $21.8M 0.03% +51K +83.5% $193.56 +74.6%
225 CARR CARRIER GLOBAL CORPORATION Industrials 412,496.0 $21.8M 0.03% +89K +27.4% $52.84 +22.1%
226 REPL REPLIMUNE GROUP INC Healthcare 2,229,527.0 $21.7M 0.03% +857K +62.5% $9.72 -46.3%
227 CBRE CBRE GROUP INC Real Estate 132,677.0 $21.3M 0.03% +4K +3.2% $160.79 -18.9%
228 CPRT COPART INC Industrials 544,885.0 $21.3M 0.03% +171K +45.7% $39.15 -17.5%
229 CINF CINCINNATI FINL CORP Financial Services 126,770.0 $20.7M 0.03% +53K +71.3% $163.32 +2.7%
230 VRT VERTIV HOLDINGS CO Industrials 127,038.0 $20.6M 0.03% +68K +115.0% $162.01 +129.0%
231 OTIS OTIS WORLDWIDE CORP Industrials 235,412.0 $20.6M 0.03% +26K +12.3% $87.35 -18.7%
232 CAEP CANTOR EQUITY PARTNERS III I Financial Services 2,014,227.0 $20.5M 0.03% +1.0M +100.7% $10.20 +47.1%
233 ACM AECOM Industrials 215,432.0 $20.5M 0.03% +194K +899.1% $95.33 -25.0%
234 VOO VANGUARD INDEX FDS 32,705.0 $20.5M 0.03% +342.0 +1.1% $626.60 +8.4%
235 FANG DIAMONDBACK ENERGY INC Energy 135,594.0 $20.4M 0.03% +58K +74.1% $150.33 +35.4%
236 ARIS ARIS MNG CORP Basic Materials 1,246,077.0 $20.2M 0.03% +1.2M +5452.7% $16.22 +11.9%
237 KEYS KEYSIGHT TECHNOLOGIES INC Technology 99,349.0 $20.2M 0.03% +32K +47.9% $203.19 +71.8%
238 XLU SELECT SECTOR SPDR TR 457,319.0 $19.5M 0.03% +179K +64.2% $42.69 +2.9%
239 DTE DTE ENERGY CO Utilities 151,216.0 $19.5M 0.03% +66K +76.9% $128.98 +8.4%
240 CVNA CARVANA CO Consumer Cyclical 46,042.0 $19.4M 0.03% +26K +130.1% $422.02 -84.1%
Page 12 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%