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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 4 of 103  ·  2,060 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CNI CANADIAN NATL RY CO Industrials 2,046,347.0 $202.4M 0.30% +594K +40.9% $98.91 +13.7%
62 FTS FORTIS INC Utilities 3,806,142.0 $197.9M 0.29% -1.6M -29.3% $51.99 +8.6%
63 TD PUT TORONTO DOMINION BK ONT Financial Services 2,056,500.0 $193.8M 0.29% -498K -19.5% $94.25 +14.8%
64 HD HOME DEPOT INC Consumer Cyclical 547,930.0 $188.5M 0.28% -6K -1.1% $344.09 -11.5%
65 NSC NORFOLK SOUTHN CORP Industrials 630,624.0 $182.1M 0.27% +477K +310.3% $288.72 +10.0%
66 CVE CENOVUS ENERGY INC Energy 10,723,476.0 $181.4M 0.27% +2.1M +24.3% $16.92 +78.2%
67 AMZN PUT AMAZON COM INC Consumer Cyclical 775,000.0 $178.9M 0.26% $230.82 +14.4%
68 META PUT Meta Platforms Inc Cl A Communication Services 270,000.0 $178.2M 0.26% +145K +116.0% $660.09 -6.3%
69 QCOM QUALCOMM INC Technology 1,039,590.0 $177.8M 0.26% +233K +28.9% $171.05 +17.0%
70 SE Sea Ltd Consumer Cyclical 1,393,985.0 $177.8M 0.26% +73K +5.5% $127.54 -30.7%
71 SLV CALL Ishares Silver Tr Ishares Financial Services 6,198,900.0 $176.9M 0.26% +4.3M +223.1% $28.54 +141.9%
72 COST COSTCO WHSL CORP NEW Consumer Defensive 202,346.0 $174.5M 0.26% +20K +11.3% $862.33 +20.7%
73 GEV GE VERNOVA INC Utilities 263,045.0 $171.9M 0.25% +146K +125.0% $653.57 +66.9%
74 BCE BCE INC Communication Services 7,110,824.0 $169.6M 0.25% +378K +5.6% $23.85 -0.3%
75 SBUX STARBUCKS CORP Consumer Cyclical 2,013,981.0 $169.6M 0.25% -60K -2.9% $84.21 +26.4%
76 XOM EXXON MOBIL CORP Energy 1,406,518.0 $169.3M 0.25% -161K -10.2% $120.34 +27.0%
77 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,429,389.0 $168.0M 0.25% +148K +11.5% $117.57 +18.5%
78 RY PUT ROYAL BK CDA Financial Services 972,300.0 $165.8M 0.24% +300K +44.7% $170.48 +5.5%
79 IBM INTERNATIONAL BUSINESS MACHS Technology 554,589.0 $164.3M 0.24% +67K +13.7% $296.21 -26.3%
80 WMT WALMART INC Consumer Defensive 1,472,577.0 $164.1M 0.24% -152K -9.4% $111.41 +18.9%
Page 4 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%