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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 34 of 103  ·  2,060 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PPL PPL CORP Utilities 262,904.0 $9.2M 0.01% -25K -8.6% $35.02 -0.3%
662 JBHT CALL Hunt J B Trans Svcs Inc Com Industrials 47,200.0 $9.2M 0.01% NEW $194.34 +34.5%
663 JBHT PUT Hunt J B Trans Svcs Inc Com Industrials 47,200.0 $9.2M 0.01% NEW $194.34 +34.5%
664 TSM PUT TAIWAN SEMICONDUCTOR MFG LTD Technology 30,000.0 $9.1M 0.01% -470K -94.0% $303.89 +30.3%
665 TSCO TRACTOR SUPPLY CO Consumer Cyclical 182,051.0 $9.1M 0.01% -18K -9.2% $50.01 -36.6%
666 LUV SOUTHWEST AIRLS CO Industrials 219,822.0 $9.1M 0.01% +113K +105.1% $41.33 -7.2%
667 ULTA ULTA BEAUTY INC Consumer Cyclical 14,982.0 $9.1M 0.01% -21K -58.4% $605.00 -20.7%
668 AKAMAI TECHNOLOGIES INC 9,002,000.0 $9.1M 0.01% +4.0M +80.0% $1.01
669 MSTR STRATEGY INC Technology 58,946.0 $9.0M 0.01% -2K -3.6% $151.94 +9.7%
670 DOV DOVER CORP Industrials 45,800.0 $8.9M 0.01% -35K -43.6% $195.24 +8.0%
671 FTS PUT FORTIS INC Utilities 171,000.0 $8.9M 0.01% +6K +3.9% $51.99 +6.0%
672 TXT TEXTRON INC Industrials 101,706.0 $8.9M 0.01% +29K +40.3% $87.17 +3.9%
673 LYV LIVE NATION ENTERTAINMENT IN Communication Services 62,182.0 $8.9M 0.01% -5K -7.9% $142.50 +17.5%
674 DLTR DOLLAR TREE INC Consumer Defensive 71,793.0 $8.8M 0.01% -22K -23.6% $123.01 -25.8%
675 XMTR XOMETRY INC Industrials 148,228.0 $8.8M 0.01% +78K +112.3% $59.47 +47.9%
676 DECK DECKERS OUTDOOR CORP Consumer Cyclical 84,718.0 $8.8M 0.01% +30K +54.6% $103.67 -8.7%
677 IT GARTNER INC Technology 34,795.0 $8.8M 0.01% -13K -27.4% $252.28 -38.4%
678 EQX EQUINOX GOLD CORP Basic Materials 621,642.0 $8.7M 0.01% +160K +34.6% $14.05 -8.0%
679 XRPN Armada Acquisition Corp Ii Com Cl A Financial Services 850,000.0 $8.7M 0.01% +281K +49.5% $10.24 +1.8%
680 BHF BRIGHTHOUSE FINL INC Financial Services 134,052.0 $8.7M 0.01% NEW $64.79 -3.8%
Page 34 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%