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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 8 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EMR EMERSON ELEC CO Industrials 196,378.0 $26.1M 0.04% -19K -8.7% $132.72 -0.8%
142 RSG REPUBLIC SVCS INC Industrials 122,928.0 $26.1M 0.04% -3K -2.2% $211.92 +0.4%
143 O CALL REALTY INCOME CORP Real Estate 450,000.0 $25.4M 0.04% -40K -8.2% $56.37 +9.2%
144 MAR MARRIOTT INTL INC NEW Consumer Cyclical 80,171.0 $24.9M 0.04% -34K -29.7% $310.24 +16.2%
145 PYPL PAYPAL HLDGS INC Financial Services 425,374.0 $24.8M 0.04% -56K -11.6% $58.38 -23.7%
146 MDLZ MONDELEZ INTL INC Consumer Defensive 456,736.0 $24.6M 0.04% -66K -12.6% $53.83 +13.6%
147 GLW CORNING INC Technology 279,134.0 $24.4M 0.04% -26K -8.7% $87.56 +105.7%
148 WDAY WORKDAY INC Technology 113,182.0 $24.3M 0.04% -3K -2.2% $214.78 -40.6%
149 MSFT CALL MICROSOFT CORP Technology 50,000.0 $24.2M 0.04% -250K -83.3% $483.62 -13.1%
150 XOM CALL EXXON MOBIL CORP Energy 200,000.0 $24.1M 0.04% -214K -51.7% $120.34 +33.5%
151 ALL ALLSTATE CORP Financial Services 115,374.0 $24.0M 0.04% -21K -15.6% $208.15 +6.1%
152 BIP CALL BROOKFIELD INFRAST PARTNERS Utilities 688,300.0 $23.9M 0.04% -507K -42.4% $34.76 +9.9%
153 PSA PUBLIC STORAGE OPER CO Real Estate 92,131.0 $23.9M 0.04% -3K -2.9% $259.50 +14.0%
154 AEP AMERICAN ELEC PWR CO INC Utilities 206,053.0 $23.8M 0.04% -27K -11.4% $115.31 +9.4%
155 AFL AFLAC INC Financial Services 213,366.0 $23.5M 0.04% -166K -43.8% $110.27 +7.2%
156 HOOD CALL ROBINHOOD MKTS INC Financial Services 200,000.0 $22.6M 0.03% -300K -60.0% $113.10 -32.5%
157 AMD PUT ADVANCED MICRO DEVICES INC Technology 105,000.0 $22.5M 0.03% -530K -83.5% $214.16 +95.6%
158 ED CONSOLIDATED EDISON INC Utilities 225,822.0 $22.4M 0.03% -2K -0.8% $99.32 +6.6%
159 SRE SEMPRA Utilities 247,227.0 $21.8M 0.03% -21K -8.0% $88.29 +2.0%
160 MPWR MONOLITHIC PWR SYS INC Technology 23,649.0 $21.4M 0.03% -41K -63.6% $906.34 +64.4%
Page 8 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%