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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 6 of 37  ·  723 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TARS TARSUS PHARMACEUTICALS INC Healthcare 510,253.0 $41.8M 0.06% -107K -17.4% $81.88 -22.7%
102 REGN REGENERON PHARMACEUTICALS Healthcare 53,958.0 $41.6M 0.06% -938.0 -1.7% $771.87 -20.7%
103 VRTX VERTEX PHARMACEUTICALS INC Healthcare 91,288.0 $41.4M 0.06% -14K -13.0% $453.35 -4.0%
104 MSI MOTOROLA SOLUTIONS INC Technology 107,499.0 $41.2M 0.06% -8K -6.7% $383.31 +3.6%
105 NEW GOLD INC CDA 4,653,379.0 $40.5M 0.06% -1.6M -25.3% $8.71
106 HTZ PUT Hertz Global Hldgs Inc Com New Industrials 7,612,000.0 $39.1M 0.06% -2.2M -22.2% $5.14 +4.3%
107 BK BANK NEW YORK MELLON CORP Financial Services 335,084.0 $38.9M 0.06% -4K -1.2% $116.09 +16.3%
108 KKR KKR & CO INC Financial Services 293,199.0 $37.4M 0.06% -21K -6.8% $127.48 -24.6%
109 USB US BANCORP DEL Financial Services 684,146.0 $36.5M 0.05% -323K -32.1% $53.36 -0.2%
110 PNC PNC FINL SVCS GROUP INC Financial Services 172,763.0 $36.1M 0.05% -109K -38.6% $208.73 +2.4%
111 HYG ISHARES TR 439,539.0 $35.4M 0.05% -39K -8.1% $80.63 -1.3%
112 WFC CALL WELLS FARGO CO NEW Financial Services 375,000.0 $35.0M 0.05% -325K -46.4% $93.20 -21.0%
113 CAT CALL CATERPILLAR INC Industrials 60,000.0 $34.4M 0.05% -76K -56.0% $572.87 +54.5%
114 ABBV CALL ABBVIE INC Healthcare 150,000.0 $34.3M 0.05% -300K -66.7% $228.49 -8.4%
115 CVS CVS HEALTH CORP Healthcare 430,844.0 $34.2M 0.05% -43K -9.0% $79.36 +19.8%
116 SO SOUTHERN CO Utilities 391,566.0 $34.1M 0.05% -34K -8.1% $87.20 +6.1%
117 SLB SLB LIMITED Energy 856,372.0 $32.9M 0.05% -16K -1.8% $38.38 +43.9%
118 TAC TRANSALTA CORP Utilities 2,569,246.0 $32.5M 0.05% -209K -7.5% $12.65 -0.4%
119 DUK DUKE ENERGY CORP NEW Utilities 276,821.0 $32.4M 0.05% -36K -11.5% $117.21 +4.1%
120 ABNB AIRBNB INC Consumer Cyclical 238,577.0 $32.4M 0.05% -73K -23.6% $135.72 -2.0%
Page 6 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%