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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 7 of 96  ·  1,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AXP American Express Co Financial Services 335,241.0 $111.5M 0.17% NEW $332.53 -6.1%
122 LRCX Lam Research Corp Technology 827,157.0 $110.8M 0.17% NEW $133.90 +112.6%
123 PLTR CALL Palantir Technologies Inc Technology 600,000.0 $109.5M 0.17% NEW $182.42 -26.5%
124 MU PUT Micron Technology Inc Technology 650,000.0 $108.8M 0.17% NEW $167.32 +333.1%
125 PBA PUT Pembina Pipeline Corp Energy 2,682,100.0 $108.4M 0.17% NEW $40.42 +21.2%
126 BABA Alibaba Group Hldg Ltd Consumer Cyclical 598,965.0 $107.1M 0.17% NEW $178.73 -25.4%
127 ABBV CALL Abbvie Inc Healthcare 450,000.0 $104.2M 0.16% NEW $231.54 -9.6%
128 CM CALL Canadian Imperial Bank Of Co Financial Services 1,291,300.0 $103.2M 0.16% NEW $79.89 +40.3%
129 AMD PUT Advanced Micro Devices Inc Technology 635,000.0 $102.7M 0.16% NEW $161.79 +160.2%
130 BIP Brookfield Infrast Partners Utilities 3,088,774.0 $101.8M 0.16% NEW $32.95 +17.2%
131 DIS Disney Walt Co Communication Services 873,654.0 $100.0M 0.15% NEW $114.50 -10.3%
132 PFE Pfizer Inc Healthcare 3,921,691.0 $99.9M 0.15% NEW $25.46 -0.5%
133 SU PUT Suncor Energy Inc New Energy 2,386,800.0 $99.9M 0.15% NEW $41.84 +63.2%
134 KO Coca Cola Co Consumer Defensive 1,502,633.0 $99.6M 0.15% NEW $66.32 +21.9%
135 RY PUT Royal Bk Cda Financial Services 671,900.0 $99.0M 0.15% NEW $147.36 +24.5%
136 C CALL Citigroup Inc Financial Services 973,000.0 $98.8M 0.15% NEW $101.50 +20.6%
137 T At&T Inc Communication Services 3,489,263.0 $98.5M 0.15% NEW $28.24 -14.9%
138 CMCSA Comcast Corp New Communication Services 3,104,267.0 $97.5M 0.15% NEW $31.42 -20.7%
139 BX Blackstone Inc Financial Services 563,221.0 $96.2M 0.15% NEW $170.85 -31.5%
140 Hertz Global Hldgs Inc W Exp 06/30/205 25,240,866.0 $93.5M 0.14% NEW $3.71
Page 7 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%