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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 37 of 103  ·  2,060 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 FERG FERGUSON ENTERPRISES INC Industrials 33,727.0 $7.5M 0.01% -683.0 -2.0% $222.63 -1.2%
722 CNC CENTENE CORP DEL Healthcare 182,263.0 $7.5M 0.01% +5K +3.0% $41.15 +41.5%
723 NI NISOURCE INC Utilities 179,482.0 $7.5M 0.01% -14K -7.4% $41.76 +11.5%
724 AR CALL Antero Resources Corp Com Energy 216,700.0 $7.5M 0.01% NEW $34.46 +13.1%
725 BBY BEST BUY INC Consumer Cyclical 111,203.0 $7.4M 0.01% -345K -75.6% $66.93 -11.4%
726 DYNAVAX TECHNOLOGIES CORP 483,418.0 $7.4M 0.01% NEW $15.38
727 DVN DEVON ENERGY CORP NEW Energy 201,500.0 $7.4M 0.01% -110K -35.3% $36.63 +35.6%
728 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 30,385.0 $7.4M 0.01% +11K +55.2% $242.82 +7.1%
729 LEN LENNAR CORP Consumer Cyclical 71,581.0 $7.4M 0.01% -12K -14.5% $102.80 -18.5%
730 PTC PTC INC Technology 42,029.0 $7.3M 0.01% -138K -76.6% $174.21 -17.3%
731 COHEN CIRCLE ACQUISIT CORP I 711,673.0 $7.3M 0.01% +262K +58.1% $10.24
732 INTU CALL INTUIT Technology 11,000.0 $7.3M 0.01% NEW $662.42 -39.1%
733 WSM WILLIAMS SONOMA INC Consumer Cyclical 40,691.0 $7.3M 0.01% -5K -10.1% $178.59 -5.3%
734 CEPF Cantor Equity Partners Iv In Shs Cl A Financial Services 701,300.0 $7.2M 0.01% -166K -19.1% $10.28 +0.2%
735 AEO CALL American Eagle Outfitters In Com Consumer Cyclical 272,000.0 $7.2M 0.01% NEW $26.37 -41.8%
736 Oaktree Acquisition Corp Iii Shs Cl A 675,197.0 $7.1M 0.01% -259K -27.7% $10.58
737 Gigcapital7 Corp Ord Shs Cl A 676,300.0 $7.1M 0.01% +551K +441.5% $10.54
738 BIP PUT BROOKFIELD INFRAST PARTNERS Utilities 203,000.0 $7.1M 0.01% -3K -1.6% $34.76 +10.5%
739 CEPT Cantor Equity Partners Ii In Cl A Ord Shs Financial Services 625,000.0 $7.0M 0.01% +139K +28.6% $11.26 +12.6%
740 PEP PUT Pepsico Inc Com Consumer Defensive 49,000.0 $7.0M 0.01% NEW $143.52 +3.9%
Page 37 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%