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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 14 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WY WEYERHAEUSER CO MTN BE Real Estate 409,634.0 $9.7M 0.01% -17K -4.1% $23.69 -3.5%
262 DAL DELTA AIR LINES INC DEL Industrials 139,267.0 $9.7M 0.01% -30K -17.5% $69.40 +1.2%
263 FSLR FIRST SOLAR INC Energy 36,875.0 $9.6M 0.01% -4K -8.8% $261.23 -10.6%
264 STHO Star Hldgs Shs Ben Int Real Estate 1,153,644.0 $9.5M 0.01% -113K -8.9% $8.23 +3.3%
265 MAA MID-AMER APT CMNTYS INC Real Estate 68,249.0 $9.5M 0.01% -1K -1.5% $138.91 -7.7%
266 CNP CENTERPOINT ENERGY INC Utilities 247,266.0 $9.5M 0.01% -26K -9.5% $38.34 +8.8%
267 WRB BERKLEY W R CORP Financial Services 132,549.0 $9.3M 0.01% -99K -42.9% $70.12 -1.9%
268 CALL CANADIAN PACIFIC KANSAS CITY 125,500.0 $9.2M 0.01% -117K -48.2% $73.62
269 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 160,418.0 $9.2M 0.01% -16K -9.2% $57.49 +38.1%
270 INVH INVITATION HOMES INC Real Estate 331,827.0 $9.2M 0.01% -6K -1.7% $27.79 +3.5%
271 PPL PPL CORP Utilities 262,904.0 $9.2M 0.01% -25K -8.6% $35.02 -0.3%
272 TSM PUT TAIWAN SEMICONDUCTOR MFG LTD Technology 30,000.0 $9.1M 0.01% -470K -94.0% $303.89 +30.3%
273 TSCO TRACTOR SUPPLY CO Consumer Cyclical 182,051.0 $9.1M 0.01% -18K -9.2% $50.01 -36.6%
274 ULTA ULTA BEAUTY INC Consumer Cyclical 14,982.0 $9.1M 0.01% -21K -58.4% $605.00 -20.7%
275 MSTR STRATEGY INC Technology 58,946.0 $9.0M 0.01% -2K -3.6% $151.94 +9.7%
276 DOV DOVER CORP Industrials 45,800.0 $8.9M 0.01% -35K -43.6% $195.24 +8.0%
277 LYV LIVE NATION ENTERTAINMENT IN Communication Services 62,182.0 $8.9M 0.01% -5K -7.9% $142.50 +17.5%
278 DLTR DOLLAR TREE INC Consumer Defensive 71,793.0 $8.8M 0.01% -22K -23.6% $123.01 -25.8%
279 IT GARTNER INC Technology 34,795.0 $8.8M 0.01% -13K -27.4% $252.28 -38.4%
280 BIIB BIOGEN INC Healthcare 49,173.0 $8.7M 0.01% -10K -16.6% $175.99 +8.3%
Page 14 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%