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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 6 of 103  ·  2,060 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LRCX LAM RESEARCH CORP Technology 751,319.0 $128.6M 0.19% -76K -9.2% $171.18 +70.0%
102 PBA PEMBINA PIPELINE CORP Energy 3,369,569.0 $128.4M 0.19% -725K -17.7% $38.09 +28.1%
103 META CALL META PLATFORMS INC Communication Services 193,700.0 $127.9M 0.19% +167K +630.9% $660.09 -8.1%
104 MCD MCDONALDS CORP Consumer Cyclical 415,478.0 $127.0M 0.19% +14K +3.4% $305.62 -9.6%
105 SLF PUT SUN LIFE FINANCIAL INC. Financial Services 2,031,200.0 $126.8M 0.19% +661K +48.2% $62.43 +15.9%
106 TU TELUS CORPORATION Communication Services 9,584,329.0 $126.3M 0.19% +564K +6.3% $13.18 -7.1%
107 ABT ABBOTT LABS Healthcare 998,185.0 $125.1M 0.18% +339K +51.5% $125.29 -32.2%
108 PM PHILIP MORRIS INTL INC Consumer Defensive 768,871.0 $123.3M 0.18% -790K -50.7% $160.40 +17.5%
109 TD CALL TORONTO DOMINION BK ONT Financial Services 1,299,000.0 $122.4M 0.18% +174K +15.5% $94.25 +14.4%
110 PBA PUT PEMBINA PIPELINE CORP Energy 3,180,900.0 $121.2M 0.18% +499K +18.6% $38.10 +28.1%
111 BMO CALL BANK MONTREAL QUE Financial Services 932,800.0 $121.1M 0.18% -146K -13.5% $129.87 +17.8%
112 ENB PUT ENBRIDGE INC Energy 2,516,300.0 $120.4M 0.18% -76K -2.9% $47.85 +15.8%
113 GLD PUT Spdr Gold Tr Gold Shs Financial Services 475,000.0 $119.3M 0.18% -150K -24.0% $251.13 +67.3%
114 TMO THERMO FISHER SCIENTIFIC INC Healthcare 204,363.0 $118.4M 0.17% +57K +38.6% $579.44 -24.4%
115 FNV FRANCO NEV CORP Basic Materials 570,896.0 $118.3M 0.17% +64K +12.7% $207.29 +10.0%
116 MRK MERCK & CO INC Healthcare 1,121,648.0 $118.1M 0.17% -219K -16.3% $105.26 +5.8%
117 PG PROCTER AND GAMBLE CO Consumer Defensive 819,161.0 $117.4M 0.17% -120K -12.8% $143.30 -0.3%
118 UBER UBER TECHNOLOGIES INC Technology 1,406,117.0 $114.9M 0.17% -558K -28.4% $81.71 -8.7%
119 BMO PUT BANK MONTREAL QUE Financial Services 882,100.0 $114.6M 0.17% -46K -5.0% $129.87 +17.8%
120 C CITIGROUP INC Financial Services 977,583.0 $114.1M 0.17% -627K -39.1% $116.69 +5.8%
Page 6 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%