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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 36 of 103  ·  2,060 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CEPO CANTOR EQUITY PARTNERS I INC Financial Services 759,951.0 $7.9M 0.01% +382K +100.9% $10.42 +1.7%
702 KHC KRAFT HEINZ CO Consumer Defensive 325,710.0 $7.9M 0.01% -175K -34.9% $24.25 -3.7%
703 BLACKLINE INC 8,000,000.0 $7.9M 0.01% $0.98
704 STLD STEEL DYNAMICS INC Basic Materials 46,240.0 $7.8M 0.01% -6K -11.4% $169.45 +34.9%
705 DNN DENISON MINES CORP Energy 2,935,573.0 $7.8M 0.01% +462K +18.7% $2.66 +22.2%
706 UAL UNITED AIRLS HLDGS INC Industrials 69,754.0 $7.8M 0.01% -11K -13.5% $111.82 -17.2%
707 PAAS CALL PAN AMERN SILVER CORP Basic Materials 150,000.0 $7.8M 0.01% +42K +38.2% $51.85 +6.4%
708 ROL ROLLINS INC Consumer Cyclical 129,505.0 $7.8M 0.01% +24K +23.3% $60.02 -9.0%
709 D. Boral Arc Acq I Corp. Shs Cl A 772,000.0 $7.7M 0.01% -204K -20.9% $10.03
710 ON ON SEMICONDUCTOR CORP Technology 142,349.0 $7.7M 0.01% -30K -17.4% $54.15 +102.1%
711 PHM PULTE GROUP INC Consumer Cyclical 65,439.0 $7.7M 0.01% -8K -10.4% $117.26 -4.7%
712 CHTR CHARTER COMMUNICATIONS INC N Communication Services 36,688.0 $7.7M 0.01% -7K -15.3% $208.75 -31.7%
713 PCG CALL Pg&E Corp Com Utilities 474,800.0 $7.6M 0.01% -103K -17.8% $16.07 -1.4%
714 DEXCOM INC 8,334,000.0 $7.6M 0.01% +5.6M +209.6% $0.91
715 LULU LULULEMON ATHLETICA INC Consumer Cyclical 36,640.0 $7.6M 0.01% -9K -20.0% $207.81 -42.1%
716 BROOKFIELD BUSINESS PARTNERS 215,063.0 $7.6M 0.01% +215K +10000.0% $35.32
717 PFE CALL Pfizer Inc Com Healthcare 303,600.0 $7.6M 0.01% NEW $24.90 +1.7%
718 RBLX ROBLOX CORP Technology 93,194.0 $7.6M 0.01% -79K -45.9% $81.03 -42.0%
719 GEN GEN DIGITAL INC Technology 276,636.0 $7.5M 0.01% -20K -6.7% $27.18 -10.5%
720 XNCR XENCOR INC Healthcare 491,000.0 $7.5M 0.01% +441K +882.0% $15.31 -27.8%
Page 36 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%