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Portfolio (Quarterly) Guide ↗

TD Asset Management Inc

· CIK 0001056053
13F Portfolio $115.4B AUM 1,241 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1216 New
Page 40 of 61  ·  1,216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SUI SUN CMNTYS INC Real Estate 48,347.0 $5.8M 0.01% NEW $119.91 +1.5%
782 TSN TYSON FOODS INC Consumer Defensive 98,889.0 $5.7M 0.01% NEW $57.25 +2.1%
783 FTAI AVIATION LTD 20,719.0 $5.6M 0.01% NEW $270.53
784 MTN VAIL RESORTS INC Consumer Cyclical 41,158.0 $5.6M 0.01% NEW $136.15 +12.2%
785 SMCI SUPER MICRO COMPUTER INC Technology 190,848.0 $5.6M 0.01% NEW $29.33 +27.0%
786 ELVN ENLIVEN THERAPEUTICS INC Healthcare 109,738.0 $5.6M 0.01% NEW $50.75 +17.9%
787 LAMR LAMAR ADVERTISING CO Real Estate 35,702.0 $5.6M 0.01% NEW $155.98 -3.3%
788 FOX FOX CORP 118,882.0 $5.6M 0.01% NEW $46.84
789 MAA MID-AMER APT CMNTYS INC Real Estate 39,979.0 $5.6M 0.01% NEW $138.94 -5.5%
790 VERA VERA THERAPEUTICS INC Healthcare 128,070.0 $5.5M 0.01% NEW $42.91 -24.8%
791 PDD PDD HOLDINGS INC Consumer Cyclical 71,930.0 $5.5M 0.01% NEW $76.28 +15.9%
792 ATEX ANTERIX INC Communication Services 53,258.0 $5.5M 0.01% NEW $102.94 -9.4%
793 IEX IDEX CORP Industrials 23,991.0 $5.4M 0.01% NEW $226.95 +3.3%
794 BLFS BIOLIFE SOLUTIONS INC Healthcare 192,440.0 $5.4M 0.01% NEW $28.24 +31.4%
795 IREN IREN LIMITED Financial Services 118,306.0 $5.4M 0.01% NEW $45.73 -8.4%
796 WTRG ESSENTIAL UTILS INC Utilities 140,758.0 $5.4M 0.01% NEW $38.31 +4.9%
797 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 61,664.0 $5.4M 0.01% NEW $87.10 -13.8%
798 EBC EASTERN BANKSHARES INC Financial Services 240,558.0 $5.4M 0.01% NEW $22.24 +2.2%
799 ILMN ILLUMINA INC Healthcare 30,270.0 $5.3M 0.01% NEW $175.83 +24.8%
800 MBX MBX BIOSCIENCES INC Healthcare 95,598.0 $5.3M 0.01% NEW $55.20 +20.2%
Page 40 of 61  ·  1,216 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 26.3%
Financial Services 25.5%
Healthcare 8.7%
Industrials 8.5%
Energy 8.2%
Consumer Cyclical 6.4%
Communication Services 5.3%
Basic Materials 4.9%
Utilities 2.7%
Consumer Defensive 2.7%