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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 4 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BIP BROOKFIELD INFRAST PARTNERS Utilities 3,894,974.0 $135.4M 0.20% +806K +26.1% $34.76 +9.9%
62 LOW LOWES COS INC Consumer Cyclical 543,404.0 $131.0M 0.19% +15K +2.9% $241.16 -8.9%
63 EA ELECTRONIC ARTS INC Communication Services 640,503.0 $130.9M 0.19% +454K +243.8% $204.33 -1.4%
64 META CALL META PLATFORMS INC Communication Services 193,700.0 $127.9M 0.19% +167K +630.9% $660.09 -7.6%
65 MCD MCDONALDS CORP Consumer Cyclical 415,478.0 $127.0M 0.19% +14K +3.4% $305.62 -8.0%
66 SLF PUT SUN LIFE FINANCIAL INC. Financial Services 2,031,200.0 $126.8M 0.19% +661K +48.2% $62.43 +16.4%
67 TU TELUS CORPORATION Communication Services 9,584,329.0 $126.3M 0.19% +564K +6.3% $13.18 -6.8%
68 ABT ABBOTT LABS Healthcare 998,185.0 $125.1M 0.18% +339K +51.5% $125.29 -30.7%
69 TD CALL TORONTO DOMINION BK ONT Financial Services 1,299,000.0 $122.4M 0.18% +174K +15.5% $94.25 +14.8%
70 PBA PUT PEMBINA PIPELINE CORP Energy 3,180,900.0 $121.2M 0.18% +499K +18.6% $38.10 +29.3%
71 TMO THERMO FISHER SCIENTIFIC INC Healthcare 204,363.0 $118.4M 0.17% +57K +38.6% $579.44 -24.2%
72 FNV FRANCO NEV CORP Basic Materials 570,896.0 $118.3M 0.17% +64K +12.7% $207.29 +7.9%
73 ROST ROSS STORES INC Consumer Cyclical 630,808.0 $113.6M 0.17% +418K +196.5% $180.14 +16.9%
74 APH AMPHENOL CORP NEW Technology 835,303.0 $112.9M 0.17% +181K +27.6% $135.14 -9.9%
75 RCI ROGERS COMMUNICATIONS INC Communication Services 2,988,843.0 $112.8M 0.17% +283K +10.5% $37.75 -5.9%
76 AMT AMERICAN TOWER CORP NEW Real Estate 637,394.0 $111.9M 0.17% +324K +103.5% $175.57 -0.7%
77 BCE PUT BCE INC Communication Services 4,622,900.0 $110.3M 0.16% +1.1M +31.9% $23.85 +0.0%
78 AMAT APPLIED MATLS INC Technology 421,839.0 $108.4M 0.16% +56K +15.3% $256.99 +61.0%
79 UPS UNITED PARCEL SERVICE INC Industrials 1,050,498.0 $104.2M 0.15% +749K +248.2% $99.19 -4.4%
80 BLK BLACKROCK INC Financial Services 96,851.0 $103.7M 0.15% +20K +26.5% $1070.33 +1.4%
Page 4 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%