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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 15 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MSI CALL Motorola Solutions Inc Com New Technology 22,400.0 $8.6M 0.01% -8K -25.3% $383.32 +2.6%
282 KEY KEYCORP Financial Services 409,362.0 $8.4M 0.01% -32K -7.2% $20.64 +1.9%
283 FE FIRSTENERGY CORP Utilities 185,165.0 $8.3M 0.01% -17K -8.6% $44.77 -2.1%
284 GIS GENERAL MLS INC Consumer Defensive 178,152.0 $8.3M 0.01% -20K -10.0% $46.50 -29.1%
285 KIM KIMCO RLTY CORP Real Estate 398,539.0 $8.1M 0.01% -5K -1.2% $20.27 +13.5%
286 HAL HALLIBURTON CO Energy 282,724.0 $8.0M 0.01% -33K -10.4% $28.26 +47.8%
287 KHC KRAFT HEINZ CO Consumer Defensive 325,710.0 $7.9M 0.01% -175K -34.9% $24.25 -5.5%
288 STLD STEEL DYNAMICS INC Basic Materials 46,240.0 $7.8M 0.01% -6K -11.4% $169.45 +35.3%
289 UAL UNITED AIRLS HLDGS INC Industrials 69,754.0 $7.8M 0.01% -11K -13.5% $111.82 -17.0%
290 D. Boral Arc Acq I Corp. Shs Cl A 772,000.0 $7.7M 0.01% -204K -20.9% $10.03
291 ON ON SEMICONDUCTOR CORP Technology 142,349.0 $7.7M 0.01% -30K -17.4% $54.15 +108.9%
292 PHM PULTE GROUP INC Consumer Cyclical 65,439.0 $7.7M 0.01% -8K -10.4% $117.26 -6.1%
293 CHTR CHARTER COMMUNICATIONS INC N Communication Services 36,688.0 $7.7M 0.01% -7K -15.3% $208.75 -32.4%
294 PCG CALL Pg&E Corp Com Utilities 474,800.0 $7.6M 0.01% -103K -17.8% $16.07 +0.4%
295 LULU LULULEMON ATHLETICA INC Consumer Cyclical 36,640.0 $7.6M 0.01% -9K -20.0% $207.81 -42.7%
296 RBLX ROBLOX CORP Technology 93,194.0 $7.6M 0.01% -79K -45.9% $81.03 -47.1%
297 GEN GEN DIGITAL INC Technology 276,636.0 $7.5M 0.01% -20K -6.7% $27.18 -13.7%
298 FERG FERGUSON ENTERPRISES INC Industrials 33,727.0 $7.5M 0.01% -683.0 -2.0% $222.63 +0.5%
299 NI NISOURCE INC Utilities 179,482.0 $7.5M 0.01% -14K -7.4% $41.76 +10.9%
300 BBY BEST BUY INC Consumer Cyclical 111,203.0 $7.4M 0.01% -345K -75.6% $66.93 -13.5%
Page 15 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%