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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 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 FNV CALL Franco Nev Corp Basic Materials 2,200 $490K 0.00% SOLD
162 AVAV CALL Aerovironment Inc Com Industrials 1,500 $472K 0.00% SOLD
163 AVAV PUT Aerovironment Inc Com Industrials 1,500 $472K 0.00% SOLD
164 Digitalocean Hldgs Inc Note 12/0 500,000 $472K 0.00% SOLD
165 DLO CALL Dlocal Ltd Class A Com Technology 32,100 $458K 0.00% SOLD
166 MNRO CALL Monro Inc Com Consumer Cyclical 25,000 $449K 0.00% SOLD
167 OKE CALL Oneok Inc New Com Energy 6,100 $445K 0.00% SOLD
168 IAUX I-80 Gold Corp Basic Materials 463,231 $443K 0.00% SOLD
169 PUT Direxion Shs Etf Tr Daily Semiconduc 84,000 $434K 0.00% SOLD
170 Nabors Energy Transition Cor W Exp 09/01/202 1,542,716 $432K 0.00% SOLD
171 WOLF CALL Wolfspeed Inc Common Stock Technology 14,600 $418K 0.00% SOLD
172 Joby Aviation Inc W Exp 08/10/202 68,834 $413K 0.00% SOLD
173 IEF Ishares Tr 4,193 $404K 0.00% SOLD
174 BNDX Vanguard Charlotte Fds 7,716 $382K 0.00% SOLD
175 LMND Lemonade Inc Financial Services 7,118 $381K 0.00% SOLD
176 Parsons Corp Del Note 2.625percent 3/0 333,000 $379K 0.00% SOLD
177 CCOI Cogent Communications Hldgs Communication Services 9,857 $378K 0.00% SOLD
178 BYND Beyond Meat Inc Consumer Defensive 200,000 $378K 0.00% SOLD
179 Ascendis Pharma A/S Sponsored Adr 1,646 $327K 0.00% SOLD
180 VPL Vanguard Intl Equity Index F 3,394 $298K SOLD
Page 9 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%