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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 11 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AXON AXON ENTERPRISE INC Industrials 27,031.0 $15.4M 0.02% -4K -12.5% $567.94 -29.8%
202 MRK CALL MERCK & CO INC Healthcare 144,000.0 $15.2M 0.02% -264K -64.8% $105.26 +6.3%
203 DXCM DEXCOM INC Healthcare 228,276.0 $15.2M 0.02% -25K -9.9% $66.37 -3.6%
204 BR BROADRIDGE FINL SOLUTIONS IN Technology 65,580.0 $14.6M 0.02% -6K -8.5% $223.17 -33.1%
205 ROK ROCKWELL AUTOMATION INC Industrials 37,507.0 $14.6M 0.02% -4K -9.4% $389.07 +12.2%
206 IRM IRON MTN INC DEL Real Estate 173,306.0 $14.4M 0.02% -4K -2.1% $82.95 +48.5%
207 FICO FAIR ISAAC CORP Technology 8,362.0 $14.1M 0.02% -958.0 -10.3% $1690.62 -31.0%
208 MLM MARTIN MARIETTA MATLS INC Basic Materials 22,305.0 $13.9M 0.02% -2K -8.5% $622.61 -10.6%
209 MTB M & T BK CORP Financial Services 68,013.0 $13.7M 0.02% -7K -8.9% $201.48 +2.3%
210 FITB FIFTH THIRD BANCORP Financial Services 290,849.0 $13.6M 0.02% -23K -7.4% $46.81 +2.4%
211 ENVX ENOVIX CORPORATION Industrials 1,862,453.0 $13.6M 0.02% -4.8M -72.1% $7.31 -19.5%
212 PCG PG&E CORP Utilities 833,042.0 $13.4M 0.02% -18K -2.1% $16.07 +0.7%
213 KMB KIMBERLY-CLARK CORP Consumer Defensive 130,367.0 $13.2M 0.02% -9K -6.2% $100.88 -4.6%
214 EQR EQUITY RESIDENTIAL Real Estate 208,533.0 $13.1M 0.02% -3K -1.6% $63.04 +3.3%
215 RJF RAYMOND JAMES FINL INC Financial Services 81,653.0 $13.1M 0.02% -7K -7.4% $160.58 -3.0%
216 WEC WEC ENERGY GROUP INC Utilities 124,063.0 $13.1M 0.02% -8K -6.0% $105.46 +3.3%
217 KDP KEURIG DR PEPPER INC Consumer Defensive 466,309.0 $13.1M 0.02% -406K -46.5% $28.01 +3.5%
218 IQVIA HLDGS INC 57,881.0 $13.0M 0.02% -6K -9.7% $225.41
219 DHI D R HORTON INC Consumer Cyclical 90,577.0 $13.0M 0.02% -11K -11.1% $144.03 -4.6%
220 AWK AMERICAN WTR WKS CO INC NEW Utilities 99,761.0 $13.0M 0.02% -4K -3.8% $130.50 -4.7%
Page 11 of 37  ·  723 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%