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Portfolio (Quarterly) Guide ↗

TORONTO DOMINION BANK

· CIK 0000947263
13F Portfolio $64.5B AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1913 New
Page 23 of 96  ·  1,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VOO Vanguard Index Fds 32,363.0 $19.8M 0.03% NEW $610.32 +11.3%
442 GTLS Chart Inds Inc Industrials 98,640.0 $19.7M 0.03% NEW $200.15 +4.1%
443 ULTA Ulta Beauty Inc Consumer Cyclical 35,989.0 $19.7M 0.03% NEW $546.74 -9.4%
444 South Bow Corp 695,753.0 $19.7M 0.03% NEW $28.28
445 VLO Valero Energy Corp Energy 114,704.0 $19.5M 0.03% NEW $170.26 +45.9%
446 CAE Cae Inc Industrials 659,733.0 $19.5M 0.03% NEW $29.59 -9.8%
447 OTEX Open Text Corp Technology 520,316.0 $19.5M 0.03% NEW $37.43 -40.5%
448 META CALL Meta Platforms Inc Communication Services 26,500.0 $19.5M 0.03% NEW $734.38 -18.0%
449 NET Cloudflare Inc Technology 90,496.0 $19.4M 0.03% NEW $214.59 -2.1%
450 FDX Fedex Corp Industrials 81,980.0 $19.3M 0.03% NEW $235.81 +63.4%
451 CARR Carrier Global Corporation Industrials 323,701.0 $19.3M 0.03% NEW $59.69 +4.4%
452 GWW Grainger W W Inc Industrials 20,237.0 $19.3M 0.03% NEW $952.97 +29.1%
453 OKE Oneok Inc New Energy 262,912.0 $19.2M 0.03% NEW $72.97 +27.8%
454 OTIS Otis Worldwide Corp Industrials 209,536.0 $19.2M 0.03% NEW $91.43 -22.5%
455 CCL Carnival Corp Consumer Cyclical 662,115.0 $19.1M 0.03% NEW $28.91 -12.5%
456 RITM Rithm Capital Corp Real Estate 1,679,689.0 $19.1M 0.03% NEW $11.39 -19.5%
457 Snowflake Inc Note 10/0 12,218,000.0 $19.1M 0.03% NEW $1.56
458 RCI CALL Rogers Communications Inc Communication Services 554,500.0 $19.1M 0.03% NEW $34.42 +6.0%
459 NRG Nrg Energy Inc Utilities 117,570.0 $19.0M 0.03% NEW $161.95 -16.4%
460 RKT PUT Rocket Cos Inc Com Cl A Financial Services 982,000.0 $19.0M 0.03% NEW $19.38 -30.9%
Page 23 of 96  ·  1,913 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 27.8%
Financial Services 24.6%
Energy 9.3%
Consumer Cyclical 9.0%
Communication Services 7.6%
Healthcare 6.5%
Industrials 5.3%
Basic Materials 3.1%
Consumer Defensive 2.8%
Utilities 2.4%