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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 8 of 103  ·  2,060 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KGC KINROSS GOLD CORP Basic Materials 3,482,195.0 $98.1M 0.14% +951K +37.6% $28.17 +3.6%
142 BSX BOSTON SCIENTIFIC CORP Healthcare 1,024,051.0 $97.6M 0.14% +470K +84.9% $95.35 -43.6%
143 MS MORGAN STANLEY Financial Services 545,497.0 $96.8M 0.14% -161K -22.8% $177.53 +8.7%
144 ADSK AUTODESK INC Technology 326,028.0 $96.5M 0.14% +237K +264.5% $296.01 -20.3%
145 NEM NEWMONT CORP Basic Materials 959,243.0 $95.8M 0.14% +131K +15.8% $99.84 +10.6%
146 CRWV COREWEAVE INC Technology 1,318,206.0 $94.4M 0.14% -48K -3.5% $71.61 +43.0%
147 CM CALL CANADIAN IMPERIAL BANK OF CO Financial Services 1,025,800.0 $93.0M 0.14% -266K -20.6% $90.66 +23.3%
148 CRWV CALL COREWEAVE INC Technology 1,282,500.0 $91.8M 0.14% NEW $71.61 +43.0%
149 VZ VERIZON COMMUNICATIONS INC Communication Services 2,236,063.0 $91.1M 0.13% +332K +17.5% $40.73 +13.8%
150 BAC CALL BANK AMERICA CORP Financial Services 1,650,000.0 $90.8M 0.13% +773K +88.1% $55.00 -9.0%
151 BROOKFIELD ASSET MANAGMT LTD 1,729,651.0 $90.6M 0.13% +868K +100.8% $52.39
152 ORCL PUT Oracle Corp Com Technology 460,000.0 $89.7M 0.13% -40K -8.0% $194.91 -3.5%
153 BKNG BOOKING HOLDINGS INC Consumer Cyclical 16,688.0 $89.4M 0.13% -5K -22.4% $5355.01 -97.1%
154 GIB CGI INC Technology 964,562.0 $89.1M 0.13% +116K +13.7% $92.37 -30.9%
155 PL CALL PLANET LABS PBC Industrials 4,500,000.0 $88.7M 0.13% NEW $19.72 +127.4%
156 SPY SPDR S&P 500 ETF TR Financial Services 129,397.0 $88.2M 0.13% -386K -74.9% $681.83 +8.3%
157 MGA MAGNA INTL INC Consumer Cyclical 1,648,230.0 $87.9M 0.13% +393K +31.3% $53.31 +13.3%
158 SMCI CALL SUPER MICRO COMPUTER INC Technology 3,000,000.0 $87.8M 0.13% -286K -8.7% $29.27 +4.8%
159 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 598,760.0 $87.8M 0.13% $146.58 -8.8%
160 GBX GREENBRIER COS INC Industrials 1,859,224.0 $86.9M 0.13% +1.8M +1870.9% $46.74 +2.0%
Page 8 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%