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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 16 of 96  ·  1,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BBY Best Buy Inc Consumer Cyclical 456,306.0 $34.5M 0.05% NEW $75.62 -21.6%
302 MRK CALL Merck & Co Inc Healthcare 408,500.0 $34.3M 0.05% NEW $83.93 +34.1%
303 CTVA Corteva Inc Basic Materials 503,570.0 $34.1M 0.05% NEW $67.63 +19.9%
304 FCX Freeport-Mcmoran Inc Basic Materials 856,115.0 $33.6M 0.05% NEW $39.22 +54.3%
305 SHOP CALL Shopify Inc Technology 224,000.0 $33.3M 0.05% NEW $148.53 -31.1%
306 O Realty Income Corp Real Estate 540,865.0 $32.9M 0.05% NEW $60.79 +1.5%
307 DLR CALL Digital Rlty Tr Inc Real Estate 190,000.0 $32.8M 0.05% NEW $172.88 +9.0%
308 ABNB CALL Airbnb Inc Consumer Cyclical 270,000.0 $32.8M 0.05% NEW $121.42 +8.0%
309 NKE Nike Inc Consumer Cyclical 469,325.0 $32.7M 0.05% NEW $69.72 -38.9%
310 MDLZ Mondelez Intl Inc Consumer Defensive 522,796.0 $32.7M 0.05% NEW $62.47 -1.3%
311 ROST Ross Stores Inc Consumer Cyclical 212,724.0 $32.4M 0.05% NEW $152.39 +38.5%
312 ORCL CALL Oracle Corp Technology 115,000.0 $32.3M 0.05% NEW $281.24 -33.6%
313 PYPL Paypal Hldgs Inc Financial Services 481,081.0 $32.3M 0.05% NEW $67.07 -33.8%
314 GS CALL Goldman Sachs Group Inc Financial Services 40,000.0 $31.9M 0.05% NEW $796.35 +18.8%
315 STN Stantec Inc Industrials 294,967.0 $31.7M 0.05% NEW $107.64 -28.2%
316 WPM CALL Wheaton Precious Metals Corp Basic Materials 283,200.0 $31.7M 0.05% NEW $111.88 +15.7%
317 CMI Cummins Inc Industrials 74,863.0 $31.6M 0.05% NEW $422.28 +56.2%
318 CCI Crown Castle Inc Real Estate 327,090.0 $31.6M 0.05% NEW $96.49 -4.3%
319 WM Waste Mgmt Inc Del Industrials 141,592.0 $31.3M 0.05% NEW $220.83 +0.9%
320 MMM 3M Co Industrials 201,229.0 $31.2M 0.05% NEW $155.16 -1.7%
Page 16 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%