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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 11 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FISV FISERV INC Technology 401,964.0 $27.0M 0.04% +26K +7.0% $67.17 -17.6%
202 OMC OMNICOM GROUP INC Communication Services 330,809.0 $26.7M 0.04% +228K +221.0% $80.74 -12.3%
203 CAE CAE INC Industrials 865,811.0 $26.3M 0.04% +206K +31.2% $30.41 -14.8%
204 FORD MTR CO 25,064,000.0 $26.0M 0.04% +6.3M +33.6% $1.04
205 GWW WW GRAINGER INC Industrials 25,725.0 $26.0M 0.04% +5K +27.1% $1009.05 +26.1%
206 EXPE EXPEDIA GROUP INC Consumer Cyclical 91,253.0 $25.9M 0.04% +18K +24.2% $283.31 -23.1%
207 FIS FIDELITY NATL INFORMATION SV Technology 388,799.0 $25.8M 0.04% +141K +57.0% $66.46 -37.1%
208 INTC CALL INTEL CORP Technology 700,000.0 $25.8M 0.04% +450K +180.0% $36.90 +194.8%
209 RSP INVESCO EXCHANGE TRADED FD T 134,339.0 $25.7M 0.04% +76K +132.1% $191.56 +5.9%
210 OTEX OPEN TEXT CORP Technology 782,461.0 $25.5M 0.04% +262K +50.4% $32.57 -30.4%
211 EXPD EXPEDITORS INTL WASH INC Industrials 170,445.0 $25.4M 0.04% +120K +240.1% $149.01 +4.3%
212 FDX FEDEX CORP Industrials 86,888.0 $25.1M 0.04% +5K +6.0% $288.86 +30.1%
213 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 312,287.0 $25.1M 0.04% +28K +9.7% $80.30 -4.8%
214 CMS CMS ENERGY CORP Utilities 356,651.0 $24.9M 0.04% +215K +151.7% $69.93 +3.1%
215 WAB WABTEC Industrials 115,922.0 $24.7M 0.04% +39K +51.6% $213.43 +23.6%
216 YUM YUM BRANDS INC Consumer Cyclical 162,881.0 $24.6M 0.04% +53K +48.8% $151.28 -0.9%
217 TRP CALL TC ENERGY CORP Energy 435,700.0 $24.0M 0.04% +425K +3825.2% $55.07 +23.9%
218 VLO VALERO ENERGY CORP Energy 144,698.0 $23.6M 0.04% +30K +26.1% $162.79 +54.0%
219 FAST FASTENAL CO Industrials 576,856.0 $23.1M 0.03% +117K +25.3% $40.13 +7.8%
220 EIX EDISON INTL Utilities 381,085.0 $22.9M 0.03% +111K +41.0% $60.02 +15.2%
Page 11 of 29  ·  573 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%