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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 12 of 103  ·  2,060 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WTRG ESSENTIAL UTILS INC Utilities 1,551,534.0 $59.5M 0.09% +1.5M +1651.9% $38.36 -3.5%
222 MCK MCKESSON CORP Healthcare 72,223.0 $59.2M 0.09% -2K -2.3% $820.28 -7.3%
223 LNT ALLIANT ENERGY CORP Utilities 890,230.0 $57.9M 0.09% +717K +414.7% $65.01 +9.1%
224 CME CME GROUP INC Financial Services 211,698.0 $57.7M 0.09% -57K -21.3% $272.75 +11.9%
225 MCHP CALL MICROCHIP TECHNOLOGY INC. Technology 900,000.0 $57.3M 0.09% $63.72 +47.3%
226 DE DEERE & CO Industrials 121,664.0 $56.6M 0.08% -26K -17.4% $465.57 +20.7%
227 CM PUT CANADIAN IMPERIAL BANK OF CO Financial Services 624,500.0 $56.6M 0.08% -194K -23.7% $90.66 +23.6%
228 TERN TERNS PHARMACEUTICALS INC Healthcare 1,400,802.0 $56.6M 0.08% NEW $40.40 +31.1%
229 AIRBNB INC 57,174,000.0 $56.5M 0.08% +30.0M +110.4% $0.99
230 TECK TECK RESOURCES LTD Basic Materials 1,163,052.0 $55.7M 0.08% +181K +18.4% $47.88 +28.1%
231 CL COLGATE PALMOLIVE CO Consumer Defensive 699,715.0 $55.3M 0.08% +379K +118.4% $79.02 +13.8%
232 ATO ATMOS ENERGY CORP Utilities 329,383.0 $55.2M 0.08% +210K +176.4% $167.63 +6.5%
233 TEM CALL TEMPUS AI INC Healthcare 900,000.0 $54.4M 0.08% $60.39 -27.3%
234 UNP UNION PAC CORP Industrials 234,000.0 $54.1M 0.08% -21K -8.3% $231.32 +17.0%
235 TFC TRUIST FINL CORP Financial Services 1,098,817.0 $54.1M 0.08% +233K +26.9% $49.21 -4.6%
236 HOOD ROBINHOOD MKTS INC Financial Services 476,126.0 $53.8M 0.08% -101K -17.4% $113.10 -31.8%
237 DAYFORCE INC 778,435.0 $53.8M 0.08% +742K +2062.3% $69.16
238 COIN COINBASE GLOBAL INC Financial Services 237,632.0 $53.7M 0.08% -521K -68.7% $226.14 -16.2%
239 MCO MOODYS CORP Financial Services 104,196.0 $53.2M 0.08% -2K -2.0% $510.84 -16.0%
240 BEP BROOKFIELD RENEWABLE PARTNER Utilities 1,948,510.0 $52.6M 0.08% +233K +13.6% $27.02 +27.2%
Page 12 of 103  ·  2,060 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%