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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 9 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CI THE CIGNA GROUP Healthcare 153,196.0 $42.2M 0.06% +47K +43.6% $275.23 +4.0%
162 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 461,461.0 $42.1M 0.06% +120K +35.1% $91.21 -1.0%
163 STN STANTEC INC Industrials 436,669.0 $41.2M 0.06% +142K +48.0% $94.37 -18.6%
164 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 139,619.0 $40.1M 0.06% +34K +31.8% $287.25 +11.2%
165 BCE CALL BCE INC Communication Services 1,625,000.0 $38.8M 0.06% +612K +60.4% $23.85 +0.0%
166 ITW ILLINOIS TOOL WKS INC Industrials 155,196.0 $38.2M 0.06% +56K +55.7% $246.30 +1.4%
167 CALL EMERA INC 766,500.0 $37.8M 0.06% +281K +57.8% $49.28
168 MET METLIFE INC Financial Services 476,008.0 $37.6M 0.06% +205K +75.9% $78.94 +2.6%
169 INTC PUT INTEL CORP Technology 1,008,100.0 $37.2M 0.06% +843K +511.0% $36.90 +188.6%
170 VLTO VERALTO CORP Industrials 369,763.0 $36.9M 0.05% +216K +140.2% $99.78 -13.2%
171 AMP AMERIPRISE FINL INC Financial Services 72,759.0 $35.7M 0.05% +10K +15.1% $490.32 -3.3%
172 VTRS VIATRIS INC Healthcare 2,824,051.0 $35.2M 0.05% +2.6M +1100.0% $12.45 +32.4%
173 DLR DIGITAL RLTY TR INC Real Estate 226,010.0 $35.0M 0.05% +10K +4.4% $154.71 +20.6%
174 DSGX DESCARTES SYS GROUP INC Technology 396,689.0 $34.8M 0.05% +272K +219.2% $87.73 -19.8%
175 ZTS ZOETIS INC Healthcare 274,308.0 $34.5M 0.05% +81K +42.1% $125.82 -39.2%
176 SPY CALL Spdr S&P 500 Etf Tr Tr Unit Financial Services 50,000.0 $34.1M 0.05% +20K +66.7% $681.92 +8.0%
177 BDX BECTON DICKINSON & CO Healthcare 174,210.0 $33.8M 0.05% +62K +55.9% $194.07 -26.3%
178 BWXT BWX TECHNOLOGIES INC Industrials 194,284.0 $33.6M 0.05% +158K +429.9% $172.83 +17.0%
179 EOG EOG RES INC Energy 319,114.0 $33.5M 0.05% +115K +56.2% $105.01 +36.3%
180 LQD ISHARES TR 300,000.0 $33.1M 0.05% +299K +10000.0% $110.19 -2.2%
Page 9 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%