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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 9 of 103  ·  2,060 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GILD GILEAD SCIENCES INC Healthcare 707,882.0 $86.9M 0.13% +46K +6.9% $122.74 +4.9%
162 MFC PUT MANULIFE FINL CORP Financial Services 2,383,500.0 $86.6M 0.13% $36.31 +4.1%
163 CLS CELESTICA INC Technology 292,430.0 $86.5M 0.13% -161K -35.5% $295.81 +14.9%
164 NEE NEXTERA ENERGY INC Utilities 1,057,887.0 $84.9M 0.12% +51K +5.1% $80.28 +10.2%
165 LMT LOCKHEED MARTIN CORP Industrials 174,733.0 $84.5M 0.12% +98K +127.1% $483.67 +8.6%
166 ANET ARISTA NETWORKS INC Technology 634,023.0 $83.1M 0.12% +219K +52.6% $131.03 +7.5%
167 BNS CALL BANK NOVA SCOTIA HALIFAX Financial Services 1,116,100.0 $82.3M 0.12% -186K -14.3% $73.75 +4.3%
168 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 460,000.0 $81.8M 0.12% -140K -23.3% $177.75 -23.5%
169 PFE PFIZER INC Healthcare 3,234,336.0 $80.5M 0.12% -687K -17.5% $24.90 +1.6%
170 LRCX CALL LAM RESEARCH CORP Technology 465,000.0 $79.6M 0.12% NEW $171.18 +59.4%
171 SCHW SCHWAB CHARLES CORP Financial Services 792,601.0 $79.2M 0.12% -70K -8.1% $99.91 -7.9%
172 THOMSON REUTERS CORP 596,153.0 $78.7M 0.12% +107K +21.9% $131.98
173 SPG SIMON PPTY GROUP INC NEW Real Estate 416,872.0 $77.2M 0.11% +220K +112.0% $185.11 +7.5%
174 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 4,816,589.0 $76.4M 0.11% +3.4M +251.7% $15.86 +22.6%
175 TRP PUT TC ENERGY CORP Energy 1,375,700.0 $75.8M 0.11% +20K +1.4% $55.07 +25.5%
176 WELL WELLTOWER INC Real Estate 401,176.0 $74.5M 0.11% +4K +1.0% $185.61 +15.4%
177 TMUS T-MOBILE US INC Communication Services 360,607.0 $73.2M 0.11% -389K -51.9% $203.04 -5.3%
178 PCAR PACCAR INC Industrials 668,079.0 $73.2M 0.11% +425K +175.4% $109.51 -0.4%
179 ADP AUTOMATIC DATA PROCESSING IN Industrials 282,901.0 $72.8M 0.11% -9K -3.2% $257.23 -12.7%
180 CADENCE BANK 1,688,900.0 $72.4M 0.11% NEW $42.84
Page 9 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%