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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 10 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VMC VULCAN MATLS CO Basic Materials 61,862.0 $17.6M 0.03% -56K -47.7% $285.22 -6.1%
182 VICI VICI PPTYS INC Real Estate 625,864.0 $17.6M 0.03% -6K -0.9% $28.12 -0.8%
183 PSX PHILLIPS 66 Energy 135,709.0 $17.5M 0.03% -14K -9.5% $129.04 +36.5%
184 PRU PRUDENTIAL FINL INC Financial Services 154,239.0 $17.4M 0.03% -13K -7.6% $112.88 -9.7%
185 MU PUT MICRON TECHNOLOGY INC Technology 60,000.0 $17.1M 0.03% -590K -90.8% $285.41 +153.9%
186 MRVL MARVELL TECHNOLOGY INC Technology 200,652.0 $17.1M 0.03% -435K -68.4% $84.98 +108.2%
187 SPY PUT Spdr S&P 500 Etf Tr Tr Unit Financial Services 25,000.0 $17.0M 0.03% -415K -94.3% $681.92 +8.3%
188 CNQ CALL CANADIAN NAT RES LTD Energy 496,000.0 $16.8M 0.03% -183K -27.0% $33.87 +44.5%
189 MELI MERCADOLIBRE INC Consumer Cyclical 8,183.0 $16.5M 0.02% -2K -20.6% $2014.26 -23.2%
190 STT STATE STR CORP Financial Services 127,060.0 $16.4M 0.02% -90K -41.5% $129.01 +18.5%
191 EXC EXELON CORP Utilities 374,033.0 $16.3M 0.02% -185K -33.1% $43.59 -0.5%
192 EXR EXTRA SPACE STORAGE INC Real Estate 123,335.0 $16.1M 0.02% -3K -2.1% $130.22 +5.1%
193 SMCI SUPER MICRO COMPUTER INC Technology 543,941.0 $15.9M 0.02% -84K -13.3% $29.27 +6.0%
194 EBAY EBAY INC. Consumer Cyclical 182,520.0 $15.9M 0.02% -208K -53.2% $87.09 +33.3%
195 BKR BAKER HUGHES COMPANY Energy 345,970.0 $15.8M 0.02% -1.0M -74.5% $45.54 +45.4%
196 BLOCK INC 241,770.0 $15.7M 0.02% -20K -7.6% $65.09
197 Expedia Group Inc Note 2/1 14,000,000.0 $15.7M 0.02% -9.6M -40.6% $1.12
198 VRSK VERISK ANALYTICS INC Industrials 69,774.0 $15.6M 0.02% -30K -29.9% $223.67 -27.3%
199 AVB AVALONBAY CMNTYS INC Real Estate 85,606.0 $15.5M 0.02% -2K -1.8% $181.31 -0.3%
200 TRGP TARGA RES CORP Energy 83,426.0 $15.4M 0.02% -55K -39.7% $184.50 +47.4%
Page 10 of 37  ·  723 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%