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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 54 of 61  ·  1,216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 24,028.0 $1.2M 0.00% NEW $49.86 +24.9%
1062 HGTY HAGERTY INC Financial Services 100,184.0 $1.2M 0.00% NEW $11.92 +7.7%
1063 HMN HORACE MANN EDUCATORS CORP N Financial Services 22,800.0 $1.2M 0.00% NEW $51.65 -0.1%
1064 FLO FLOWERS FOODS INC Consumer Defensive 148,500.0 $1.2M 0.00% NEW $7.90 -5.6%
1065 SOLARIS RES INC 139,195.0 $1.2M 0.00% NEW $8.41
1066 CAMT CAMTEK LTD Technology 7,403.0 $1.2M 0.00% NEW $157.75 -1.8%
1067 SN SHARKNINJA INC Consumer Cyclical 7,616.0 $1.2M 0.00% NEW $152.27 +19.8%
1068 ANRO ALTO NEUROSCIENCE INC Healthcare 43,800.0 $1.2M 0.00% NEW $26.39 +29.2%
1069 TSAT TELESAT CORP Technology 22,722.0 $1.2M 0.00% NEW $50.70 -5.9%
1070 WVE WAVE LIFE SCIENCES LTD Healthcare 194,026.0 $1.1M 0.00% NEW $5.81 -10.6%
1071 VPG VISHAY PRECISION GROUP INC Technology 7,488.0 $1.1M 0.00% NEW $149.91 -55.4%
1072 DVA DAVITA INC Healthcare 5,028.0 $1.1M 0.00% NEW $222.48 -20.2%
1073 AOS SMITH A O CORP Industrials 17,780.0 $1.1M 0.00% NEW $62.72 -2.4%
1074 CLBT CELLEBRITE DI LTD Technology 76,190.0 $1.1M 0.00% NEW $14.60 -27.1%
1075 MH MCGRAW HILL INC Consumer Defensive 116,548.0 $1.1M 0.00% NEW $9.47 +40.2%
1076 PSMT PRICESMART INC Consumer Defensive 5,634.0 $1.1M 0.00% NEW $195.34 -9.5%
1077 TVTX TRAVERE THERAPEUTICS INC Healthcare 19,330.0 $1.1M 0.00% NEW $56.81 +11.3%
1078 USCB USCB FINANCIAL HOLDINGS INC Financial Services 53,218.0 $1.1M 0.00% NEW $20.46 +10.8%
1079 BOOT BOOT BARN HLDGS INC Consumer Cyclical 6,606.0 $1.1M 0.00% NEW $164.27 -2.7%
1080 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 25,864.0 $1.1M 0.00% NEW $41.87 -8.2%
Page 54 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%