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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 21 of 103  ·  2,060 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FDX FEDEX CORP Industrials 86,888.0 $25.1M 0.04% +5K +6.0% $288.86 +30.9%
402 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 312,287.0 $25.1M 0.04% +28K +9.7% $80.30 -2.9%
403 CMS CMS ENERGY CORP Utilities 356,651.0 $24.9M 0.04% +215K +151.7% $69.93 +5.0%
404 MAR MARRIOTT INTL INC NEW Consumer Cyclical 80,171.0 $24.9M 0.04% -34K -29.7% $310.24 +15.6%
405 PYPL PAYPAL HLDGS INC Financial Services 425,374.0 $24.8M 0.04% -56K -11.6% $58.38 -26.3%
406 WAB WABTEC Industrials 115,922.0 $24.7M 0.04% +39K +51.6% $213.43 +20.4%
407 YUM YUM BRANDS INC Consumer Cyclical 162,881.0 $24.6M 0.04% +53K +48.8% $151.28 +0.5%
408 MDLZ MONDELEZ INTL INC Consumer Defensive 456,736.0 $24.6M 0.04% -66K -12.6% $53.83 +13.8%
409 DDOG CALL DATADOG INC Technology 180,000.0 $24.5M 0.04% $135.99 +59.8%
410 GLW CORNING INC Technology 279,134.0 $24.4M 0.04% -26K -8.7% $87.56 +106.7%
411 WDAY WORKDAY INC Technology 113,182.0 $24.3M 0.04% -3K -2.2% $214.78 -42.9%
412 VST PUT VISTRA CORP Utilities 150,000.0 $24.2M 0.04% NEW $161.33 -13.4%
413 MSFT CALL MICROSOFT CORP Technology 50,000.0 $24.2M 0.04% -250K -83.3% $483.62 -14.5%
414 XOM CALL EXXON MOBIL CORP Energy 200,000.0 $24.1M 0.04% -214K -51.7% $120.34 +35.7%
415 ALL ALLSTATE CORP Financial Services 115,374.0 $24.0M 0.04% -21K -15.6% $208.15 +6.6%
416 TRP CALL TC ENERGY CORP Energy 435,700.0 $24.0M 0.04% +425K +3825.2% $55.07 +27.2%
417 BIP CALL BROOKFIELD INFRAST PARTNERS Utilities 688,300.0 $23.9M 0.04% -507K -42.4% $34.76 +11.0%
418 PSA PUBLIC STORAGE OPER CO Real Estate 92,131.0 $23.9M 0.04% -3K -2.9% $259.50 +17.5%
419 AEP AMERICAN ELEC PWR CO INC Utilities 206,053.0 $23.8M 0.04% -27K -11.4% $115.31 +12.5%
420 VLO VALERO ENERGY CORP Energy 144,698.0 $23.6M 0.04% +30K +26.1% $162.79 +60.7%
Page 21 of 103  ·  2,060 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%