TORONTO DOMINION BANK

Bank
Location
TORONTO, ONTARIO, A6
Portfolio Value
Large $63,179,953,069
Diversification
Diversified
Filing Date
Global Rank
#111 / 8,524 ▼ 4
Top Industry
Banks - Diversified 14.3%
Period ended 58 days ago
Filed May 15, 2026 · 13d
40 quarters · since Jun 2016

Portfolio Concentration

1,153 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
4.7%
−0.3 pts
Top 5
19.0%
−0.7 pts
Top 10
31.6%
−0.6 pts
HHI
154
Jun 2023 → Mar 2026 · range 123 – 2,118
Diversified +4

Portfolio Trend

40 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 23.1% $14,619,553,422
Financial Services 20.5% $12,927,813,774
Unclassified 11.2% $7,060,211,903
Energy 10.6% $6,717,032,275
Consumer Cyclical 7.4% $4,679,712,786
Healthcare 6.4% $4,047,982,971
Communication Services 5.9% $3,740,722,261
Industrials 5.6% $3,516,320,792
Basic Materials 4.0% $2,530,411,020
Consumer Defensive 2.3% $1,423,122,971
Utilities 2.1% $1,354,108,739
Real Estate 0.9% $562,960,155

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value
CNQ +14,249,023 35,197,578 $1,715,177,974
DNN +10,150,526 24,086,099 $85,023,928
EBAY +8,320,013 8,502,533 $773,900,553
KEEL +6,710,487 9,113,021 $17,770,390
SOFI +4,155,382 4,375,032 $69,475,506
SPY +4,062,850 4,267,247 $2,775,161,411
HTZ +3,482,530 11,094,557 $51,145,906
QQQ +3,342,666 3,794,586 $2,190,159,145
EQX +2,994,293 3,715,935 $53,732,419
NKE +2,932,770 3,375,611 $178,299,771
TGB +2,339,939 2,652,030 $17,105,593
METC +2,296,995 2,850,333 $44,066,148
DXCM +2,237,087 2,465,363 $154,824,795
GAU +2,154,192 2,230,970 $5,599,734
UCTT +2,111,736 2,129,863 $132,434,881
SLV +2,059,438 19,282,001 $1,313,875,547
TAC +2,002,041 4,611,987 $60,417,028
WBS +1,908,981 1,908,982 $132,521,530
UNH +1,789,698 2,509,062 $678,927,085
WMT +1,382,841 2,950,418 $366,677,947
MU +1,221,255 2,649,253 $895,023,632
ORCL +1,057,142 3,070,198 $451,656,826
CSCO +1,027,734 2,494,588 $193,555,082
BB +1,025,435 1,471,251 $4,766,852
USAS +1,021,597 1,078,521 $5,629,879

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value
INTC 8,601,342 4,318,415 $190,571,652
CVE 6,668,688 7,344,988 $194,862,530
BNS 6,473,891 20,078,784 $1,391,660,518
BAC 5,037,040 2,762,850 $134,688,937
TU 4,807,667 11,220,562 $143,959,807
AQN 4,720,724 3,767,434 $23,132,043
BCE 4,336,554 9,022,170 $227,719,570
CHPT 4,060,300 1 $4
AAPL 3,711,422 5,977,450 $1,517,017,033
RY 3,697,265 12,668,621 $2,049,529,503
TRP 3,201,333 15,425,078 $965,609,882
VTRS 2,480,015 344,036 $4,647,926
CMPS 2,251,258 277,755 $1,535,985
PBA 2,234,169 4,840,600 $216,665,255
RCI 2,119,696 5,661,347 $217,678,790
NTR 2,067,015 3,051,722 $230,282,940
RKT 1,983,960 122,618 $1,747,306
TD 1,899,866 3,944,871 $368,095,912
PFE 1,824,930 1,713,006 $48,101,208
GOOGL 1,747,938 4,635,523 $1,332,990,990
QSR 1,713,811 1,775,773 $131,229,623
WBD 1,707,723 1,293,561 $35,521,182
BIP 1,502,661 3,283,613 $118,604,099
CP 1,490,587 2,908,519 $228,784,103
SU 1,480,977 20,162,228 $1,332,924,891

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value
CELC 882,758 $100,757,998
IMTX 7,436,342 $73,173,605
MDGL 130,460 $68,291,895
APLS 1,236,436 $49,741,820
IREN 1,447,500 $49,620,300
AS 1,475,012 $48,557,395
SAN 4,210,189 $47,490,931
URGN 2,616,714 $47,048,517
HXL 525,002 $42,488,411
AMTM 1,565,223 $40,821,015
VOYG 1,500,000 $35,085,000
ICUI 208,932 $26,983,567
CNTA 654,850 $26,010,642
PRMB 1,300,676 $24,491,728
MFG 2,525,000 $20,048,500
GHRS 1,397,873 $19,654,094
SEE 425,100 $17,875,455
MHD 1,428,374 $16,112,058
BRW 2,278,240 $15,355,337
VACH 1,250,000 $15,012,500
COMP 1,988,249 $14,534,100
STEL 381,400 $13,963,054
CHDN 151,267 $13,588,314
PML 1,676,943 $12,694,458
BIT 949,291 $11,885,123

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value
NGD 4,653,379 $40,530,930
RCUS 1,484,699 $35,380,377
TLN 51,001 $19,117,214
MTCH 573,592 $18,521,285
CUBE 441,503 $15,916,183
EXAS 156,291 $15,872,913
ASH 268,775 $15,769,028
ROIV 675,804 $14,664,946
TREX 400,343 $14,044,031
TAK 823,200 $12,833,688
ANF 89,575 $11,274,804
BHF 134,052 $8,685,228
DUOL 45,867 $8,049,658
AR 217,209 $7,485,022
AEO 272,014 $7,173,009
GRTUF 116,511 $6,896,285
AA 128,689 $6,838,532
OMER 318,900 $5,478,702
STM 203,246 $5,272,201
INFY 250,004 $4,455,071
TTI 472,200 $4,424,514
OLED 37,604 $4,391,395
CHWY 127,006 $4,197,548
KBR 101,002 $4,060,280
ARMK 86,902 $3,203,207

Portfolio Positions

Export CSV View 13F filing
1,153 positions · $63,179,953,069 total · as of Mar 31, 2026
Showing 1–50 of 1,153 positions by value · page 1 of 24
Ticker Company Shares Value (USD) % of Portfolio Action
NVDA
Nvidia Corp
Technology
16,895,541 $2,946,582,349 4.66% History
SPY
Spdr S&P 500 ETF Trust
4,267,247 $2,775,161,411 4.39% History
QQQ
Invesco Qqq Trust, Series 1
3,794,586 $2,190,159,145 3.47% History
CM
Canadian Imperial Bank Of Commerce /Can/
Financial Services
21,640,083 $2,050,397,863 3.25% History
RY
Royal Bank Of Canada
Financial Services
12,668,621 $2,049,529,503 3.24% History
MSFT
Microsoft Corp
Technology
5,300,798 $1,962,196,393 3.11% History
CNQ
Canadian Natural Resources Ltd
Energy
35,197,578 $1,715,177,974 2.71% History
AAPL
Apple Inc.
Technology
5,977,450 $1,517,017,033 2.40% History
BNS
Bank Of Nova Scotia
Financial Services
20,078,784 $1,391,660,518 2.20% History
AMZN
Amazon Com Inc
Consumer Cyclical
6,618,773 $1,378,491,850 2.18% History
GOOGL
Alphabet Inc.
Communication Services
4,635,523 $1,332,990,990 2.11% History
SU
Suncor Energy Inc
Energy
20,162,228 $1,332,924,891 2.11% History
SLV
iShares Silver Trust
19,282,001 $1,313,875,547 2.08% History
BMO
Bank Of Montreal /Can/
Financial Services
7,962,493 $1,077,643,801 1.71% History
ENB
Enbridge Inc
Energy
18,771,116 $1,016,268,219 1.61% History
META
Meta Platforms, Inc.
Communication Services
1,720,532 $984,367,969 1.56% History
TRP
Tc Energy Corp
Energy
15,425,078 $965,609,882 1.53% History
MU
Micron Technology Inc
Technology
2,649,253 $895,023,632 1.42% History
AVGO
Broadcom Inc.
Technology
2,693,001 $833,510,737 1.32% History
MFC
Manulife Financial Corp
Financial Services
23,431,470 $806,979,825 1.28% History
EBAY
Ebay Inc
Consumer Cyclical
8,502,533 $773,900,553 1.22% History
GLD
Spdr Gold Trust
1,719,632 $739,940,450 1.17% History
UNH
Unitedhealth Group Inc
Healthcare
2,509,062 $678,927,085 1.07% History
AMD
Advanced Micro Devices Inc
Technology
3,232,173 $657,520,951 1.04% History
TSLA
Tesla, Inc.
Consumer Cyclical
1,625,535 $604,292,635 0.96% History
JPM
Jpmorgan Chase & Co
Financial Services
1,931,565 $568,189,160 0.90% History
SLF
Sun Life Financial Inc
Financial Services
8,542,777 $534,436,127 0.85% History
PLTR
Palantir Technologies Inc.
Technology
3,120,731 $456,500,529 0.72% History
ORCL
Oracle Corp
Technology
3,070,198 $451,656,826 0.71% History
BN
BROOKFIELD Corp /ON/
Financial Services
11,015,869 $445,812,217 0.71% History
SNDK
Sandisk Corp
Technology
679,303 $431,588,367 0.68% History
LLY
ELI LILLY & Co
Healthcare
419,370 $385,723,943 0.61% History
AEM
Agnico Eagle Mines Ltd
Basic Materials
1,889,978 $383,627,733 0.61% History
SHOP
Shopify Inc.
Technology
3,199,286 $379,499,304 0.60% History
TD
Toronto Dominion Bank
Financial Services
3,944,871 $368,095,912 0.58% History
WMT
Walmart Inc.
Consumer Defensive
2,950,418 $366,677,947 0.58% History
ALB
Albemarle Corp
Basic Materials
1,800,831 $323,303,189 0.51% History
XOM
Exxon Mobil Corp
Energy
1,828,730 $310,262,331 0.49% History
HD
Home Depot, Inc.
Consumer Cyclical
907,213 $298,373,282 0.47% History
ADBE
Adobe Inc.
Technology
1,206,525 $293,282,095 0.46% History
B
Barrick Mining Corp
Basic Materials
6,940,065 $283,085,250 0.45% History
QCOM
Qualcomm Inc/De
Technology
2,150,732 $276,971,264 0.44% History
CRWV
CoreWeave, Inc.
Technology
3,398,780 $263,303,486 0.42% History
BWXT
BWX Technologies, Inc.
Industrials
1,193,205 $243,998,488 0.39% History
LITE
Lumentum Holdings Inc.
Technology
338,802 $238,096,492 0.38% History
MRK
Merck & Co., Inc.
Healthcare
1,926,055 $231,685,155 0.37% History
NTR
Nutrien Ltd.
Basic Materials
3,051,722 $230,282,940 0.36% History
CP
Canadian Pacific Kansas City Ltd/Cn
Industrials
2,908,519 $228,784,103 0.36% History
BCE
Bce Inc
Communication Services
9,022,170 $227,719,570 0.36% History
CNI
Canadian National Railway Co
Industrials
2,191,333 $225,203,291 0.36% History
Page 1 of 24
Next »