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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 7 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 MHK Mohawk Inds Inc Consumer Cyclical 10,719 $1.4M 0.00% SOLD
122 A Paradise Acquisition Corp Unit 07/29/2030 135,800 $1.4M 0.00% SOLD
123 Churchill Cap Corp X Unit 05/14/2030 100,001 $1.4M 0.00% SOLD
124 KMX Carmax Inc Consumer Cyclical 30,115 $1.4M 0.00% SOLD
125 Cartesian Growth Corp Iii Unit 02/28/2032 131,600 $1.3M 0.00% SOLD
126 RELY Remitly Global Inc Com Technology 75,250 $1.2M 0.00% SOLD
127 Bristol-Myers Squibb Co Right 12/30/2030 807,847 $1.2M 0.00% SOLD
128 PUT Dave Inc Class A Com New 6,000 $1.2M 0.00% SOLD
129 ANGI Angi Inc Communication Services 73,127 $1.2M 0.00% SOLD
130 AFJK Aimei Health Technology Co L Shs Financial Services 103,059 $1.2M 0.00% SOLD
131 SATS PUT Echostar Corp Technology 15,000 $1.1M 0.00% SOLD
132 ORKA Oruka Therapeutics Inc Com Healthcare 58,332 $1.1M 0.00% SOLD
133 ESHA Esh Acquisition Corp Com Financial Services 95,307 $1.1M 0.00% SOLD
134 ALSN Allison Transmission Hldgs I Consumer Cyclical 12,700 $1.1M 0.00% SOLD
135 Rf Acquisition Corp Ii Shs 100,000 $1.1M 0.00% SOLD
136 KDP CALL Keurig Dr Pepper Inc Com Consumer Defensive 40,000 $1.0M 0.00% SOLD
137 Emmis Acquisition Corp. Unit 09/12/2030 100,000 $998K 0.00% SOLD
138 ENVX CALL Enovix Corporation Com Industrials 100,000 $997K 0.00% SOLD
139 ENVX PUT Enovix Corporation Com Industrials 100,000 $997K 0.00% SOLD
140 Allete Inc 14,401 $956K 0.00% SOLD
Page 7 of 17  ·  326 positions
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%