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Portfolio (Quarterly) Guide ↗

TD Asset Management Inc

· CIK 0001056053
13F Portfolio $115.4B AUM 1,241 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1216 New
Page 35 of 61  ·  1,216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PRAXIS PRECISION MEDICINES I 27,162.0 $9.1M 0.01% NEW $334.79
682 FSLR FIRST SOLAR INC Energy 38,369.0 $9.1M 0.01% NEW $235.96 -9.3%
683 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 34,455.0 $9.0M 0.01% NEW $261.37 +30.5%
684 ALB ALBEMARLE CORP Basic Materials 66,175.0 $8.9M 0.01% NEW $135.03 -0.6%
685 STZ CONSTELLATION BRANDS INC Consumer Defensive 64,106.0 $8.9M 0.01% NEW $139.09 -3.6%
686 AYA GOLD & SILVER INC 469,714.0 $8.9M 0.01% NEW $18.93
687 J JACOBS SOLUTIONS INC Industrials 69,809.0 $8.8M 0.01% NEW $126.00 +17.4%
688 PNW PINNACLE WEST CAP CORP Utilities 82,006.0 $8.8M 0.01% NEW $107.00 -7.1%
689 ZS ZSCALER INC Technology 61,886.0 $8.7M 0.01% NEW $141.15 +23.9%
690 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 80,720.0 $8.7M 0.01% NEW $107.78 +2.6%
691 EXPAND ENERGY CORPORATION 94,814.0 $8.6M 0.01% NEW $91.19
692 AER AERCAP HOLDINGS NV Industrials 58,630.0 $8.5M 0.01% NEW $145.78 +0.7%
693 U UNITY SOFTWARE INC Technology 295,820.0 $8.5M 0.01% NEW $28.58 +62.8%
694 HST HOST HOTELS & RESORTS INC Real Estate 356,373.0 $8.4M 0.01% NEW $23.71 -2.6%
695 KRYS KRYSTAL BIOTECH INC Healthcare 22,712.0 $8.4M 0.01% NEW $371.67 -9.3%
696 MKC MCCORMICK & CO INC Consumer Defensive 166,205.0 $8.4M 0.01% NEW $50.42 +9.5%
697 STE STERIS PLC Healthcare 39,691.0 $8.4M 0.01% NEW $210.57 +12.0%
698 ALLIED GOLD CORP 343,704.0 $8.2M 0.01% NEW $23.75
699 CDW CDW CORP Technology 57,766.0 $8.1M 0.01% NEW $140.64 -5.0%
700 MGP INGREDIENTS INC NEW 8,336,000.0 $8.1M 0.01% NEW $0.97
Page 35 of 61  ·  1,216 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
Technology 26.0%
Financial Services 25.3%
Healthcare 8.6%
Industrials 8.4%
Energy 8.1%
Communication Services 6.4%
Consumer Cyclical 6.3%
Basic Materials 4.8%
Utilities 2.6%
Consumer Defensive 2.6%