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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 3 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NSC NORFOLK SOUTHN CORP Industrials 630,624.0 $182.1M 0.27% +477K +310.3% $288.72 +10.0%
42 CVE CENOVUS ENERGY INC Energy 10,723,476.0 $181.4M 0.27% +2.1M +24.3% $16.92 +78.2%
43 META PUT Meta Platforms Inc Cl A Communication Services 270,000.0 $178.2M 0.26% +145K +116.0% $660.09 -6.3%
44 QCOM QUALCOMM INC Technology 1,039,590.0 $177.8M 0.26% +233K +28.9% $171.05 +17.0%
45 SE Sea Ltd Consumer Cyclical 1,393,985.0 $177.8M 0.26% +73K +5.5% $127.54 -30.7%
46 SLV CALL Ishares Silver Tr Ishares Financial Services 6,198,900.0 $176.9M 0.26% +4.3M +223.1% $28.54 +141.9%
47 COST COSTCO WHSL CORP NEW Consumer Defensive 202,346.0 $174.5M 0.26% +20K +11.3% $862.33 +20.7%
48 GEV GE VERNOVA INC Utilities 263,045.0 $171.9M 0.25% +146K +125.0% $653.57 +66.9%
49 BCE BCE INC Communication Services 7,110,824.0 $169.6M 0.25% +378K +5.6% $23.85 -0.3%
50 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,429,389.0 $168.0M 0.25% +148K +11.5% $117.57 +18.5%
51 RY PUT ROYAL BK CDA Financial Services 972,300.0 $165.8M 0.24% +300K +44.7% $170.48 +5.5%
52 IBM INTERNATIONAL BUSINESS MACHS Technology 554,589.0 $164.3M 0.24% +67K +13.7% $296.21 -26.3%
53 KO COCA COLA CO Consumer Defensive 2,289,714.0 $160.1M 0.24% +787K +52.4% $69.91 +15.1%
54 RTX RTX CORPORATION Industrials 869,195.0 $159.4M 0.23% +372K +74.9% $183.40 -4.2%
55 TLT ISHARES TR 1,762,061.0 $153.6M 0.23% +1.7M +3399.0% $87.16 -4.0%
56 TGT TARGET CORP Consumer Defensive 1,543,918.0 $150.9M 0.22% +1.0M +198.4% $97.75 +25.9%
57 WCN WASTE CONNECTIONS INC Industrials 806,698.0 $141.5M 0.21% +135K +20.1% $175.39 -11.7%
58 PEP PEPSICO INC Consumer Defensive 985,201.0 $141.4M 0.21% +87K +9.7% $143.52 +3.6%
59 CCJ CAMECO CORP Energy 1,524,482.0 $139.6M 0.21% +718K +89.0% $91.57 +17.4%
60 XEL XCEL ENERGY INC Utilities 1,841,229.0 $136.0M 0.20% +1.5M +379.0% $73.86 +8.4%
Page 3 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%