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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 5 of 24  ·  473 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SEA LIMITED 7,161,000.0 $6.9M 0.01% NEW $0.97
82 DIS CALL Disney Walt Co Com Communication Services 62,000.0 $6.9M 0.01% NEW $111.15 -6.4%
83 AA ALCOA CORP Basic Materials 128,689.0 $6.8M 0.01% NEW $53.14 +17.4%
84 TERN CALL Terns Pharmaceuticals Inc Com Healthcare 161,900.0 $6.5M 0.01% NEW $40.40 +31.1%
85 SANDISK CORP 26,843.0 $6.4M 0.01% NEW $237.38
86 RAMACO RES INC 353,238.0 $6.4M 0.01% NEW $18.00
87 LITE LUMENTUM HLDGS INC Technology 17,162.0 $6.3M 0.01% NEW $368.58 +141.1%
88 INSM INSMED INC Healthcare 36,306.0 $6.3M 0.01% NEW $174.04 -39.2%
89 CGBD CARLYLE SECURED LENDING INC Financial Services 500,000.0 $6.2M 0.01% NEW $12.49 -11.6%
90 PL PUT PLANET LABS PBC Industrials 315,000.0 $6.2M 0.01% NEW $19.72 +110.7%
91 Silverbox Corp V Unit 99/99/9999 613,063.0 $6.2M 0.01% NEW $10.06
92 Ai Infrastructure Acquisi Unit 99/99/9999 600,100.0 $6.1M 0.01% NEW $10.18
93 MSTR CALL STRATEGY INC Technology 40,000.0 $6.1M 0.01% NEW $151.95 +7.6%
94 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 414,400.0 $5.9M 0.01% NEW $14.19 +82.2%
95 EXACT SCIENCES CORP 56,291.0 $5.7M 0.01% NEW $101.56
96 BITFARMS LTD 2,402,534.0 $5.7M 0.01% NEW $2.37
97 Apex Treas Corp Unit 10/07/2030 567,162.0 $5.7M 0.01% NEW $10.05
98 General Purp Acquisition Cor Unit 12/03/2030 557,723.0 $5.6M 0.01% NEW $10.01
99 CRAC Crown Resv Acquisition Corp Unit 10/14/2030 Financial Services 547,276.0 $5.5M 0.01% NEW $10.09 -0.1%
100 Avidity Biosciences Inc Com 75,000.0 $5.4M 0.01% NEW $72.13
Page 5 of 24  ·  473 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%