# TORONTO DOMINION BANK

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 947263. Source: https://holderbook.com/funds/947263-toronto-dominion-bank/

- Reported value: $86.4B
- Positions: 1,947
- Weight of the ten largest: 30.3%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.8B | 16,767,240 | 5.5% | 31 |
| EBAY INC. | [EBAY](https://holderbook.com/stocks/EBAY/) | $3.8B | 33,819,859 | 4.4% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.8B | 6,226,250 | 3.3% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $2.8B | 521,038 | 3.2% | 30 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $2.4B | 181,120 | 2.7% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.0B | 4,160,792 | 2.3% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.0B | 173,182 | 2.3% | 31 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $2.0B | 7,900,458 | 2.3% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.9B | 8,618,269 | 2.2% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.8B | 1,181,603 | 2.1% | 31 |
| CANADIAN IMPERIAL BANK OF CO | [CM](https://holderbook.com/stocks/CM/) | $1.8B | 14,495,923 | 2.1% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.8B | 2,408,986 | 2.1% | 31 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $1.8B | 449,306 | 2.1% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.7B | 2,201,535 | 2.0% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.4B | 1,707,221 | 1.6% | 31 |
| BANK NOVA SCOTIA B C | [BNS](https://holderbook.com/stocks/BNS/) | $1.3B | 12,501,179 | 1.5% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.3B | 2,718,106 | 1.5% | 31 |
| BANK MONTREAL MEDIUM | [BMO](https://holderbook.com/stocks/BMO/) | $1.3B | 5,632,710 | 1.5% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.3B | 4,310,395 | 1.5% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.1B | 1,447,093 | 1.3% | 28 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $962.2M | 1,206,402 | 1.1% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $760.3M | 2,858,784 | 0.9% | 31 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $719.3M | 4,432,439 | 0.8% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $678.5M | 1,241,152 | 0.8% | 31 |
| ENBRIDGE INC | [ENB](https://holderbook.com/stocks/ENB/) | $659.2M | 9,299,341 | 0.8% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $644.2M | 1,367,973 | 0.7% | 31 |
| CANADIAN NAT RES LTD MED TER | [CNQ](https://holderbook.com/stocks/CNQ/) | $601.8M | 13,653,797 | 0.7% | 31 |
| SUNCOR ENERGY INC NEW | [SU](https://holderbook.com/stocks/SU/) | $598.5M | 9,315,162 | 0.7% | 31 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $589.8M | 306,924 | 0.7% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $576.0M | 111,093 | 0.7% | 31 |
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $565.6M | 13,120,954 | 0.7% | 15 |
| COREWEAVE INC | [CRWV](https://holderbook.com/stocks/CRWV/) | $554.9M | 2,574,255 | 0.6% | 5 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $546.2M | 245,373 | 0.6% | 31 |
| TORONTO DOMINION BK ONT | [TD](https://holderbook.com/stocks/TD/) | $531.6M | 2,698,321 | 0.6% | 31 |
| MANULIFE FINL CORP | [MFC](https://holderbook.com/stocks/MFC/) | $475.9M | 8,839,805 | 0.6% | 31 |
| TC ENERGY CORP | [TRP](https://holderbook.com/stocks/TRP/) | $466.3M | 5,470,863 | 0.5% | 29 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $447.7M | 633,199 | 0.5% | 7 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $411.9M | 822,387 | 0.5% | 31 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $403.1M | 825,614 | 0.5% | 21 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $397.9M | 193,657 | 0.5% | 31 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $395.3M | 2,420,942 | 0.5% | 31 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $393.9M | 993,581 | 0.5% | 25 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $390.6M | 2,092,622 | 0.5% | 31 |
| SUN LIFE FINANCIAL INC. | [SLF](https://holderbook.com/stocks/SLF/) | $378.9M | 3,639,967 | 0.4% | 31 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $356.0M | 1,472,349 | 0.4% | 31 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $343.3M | 2,156,107 | 0.4% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $333.8M | 620,623 | 0.4% | 31 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $330.0M | 565,337 | 0.4% | 3 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $323.9M | 418,621 | 0.4% | 31 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $321.2M | 1,141,108 | 0.4% | 11 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $310.0M | 2,414,988 | 0.4% | 31 |
| ULTRA CLEAN HLDGS INC | [UCTT](https://holderbook.com/stocks/UCTT/) | $302.0M | 118,065 | 0.3% | 4 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $294.4M | 1,985,912 | 0.3% | 21 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $291.4M | 242,914 | 0.3% | 31 |
| ALBEMARLE CORP | [ALB](https://holderbook.com/stocks/ALB/) | $289.0M | 1,532,416 | 0.3% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $288.6M | 1,468,613 | 0.3% | 31 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $279.6M | 2,889,961 | 0.3% | 13 |
| CANADIAN NATL RY CO | [CNI](https://holderbook.com/stocks/CNI/) | $277.5M | 2,069,940 | 0.3% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $249.9M | 620,361 | 0.3% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $247.6M | 372,054 | 0.3% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $246.1M | 1,265,043 | 0.3% | 31 |
| PEMBINA PIPELINE CORP | [PBA](https://holderbook.com/stocks/PBA/) | $244.4M | 2,753,013 | 0.3% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $243.3M | 637,166 | 0.3% | 31 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $242.2M | 1,098,647 | 0.3% | 31 |
| NUTRIEN LTD | [NTR](https://holderbook.com/stocks/NTR/) | $238.7M | 3,779,359 | 0.3% | 31 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $237.1M | 447,025 | 0.3% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $234.1M | 1,722,828 | 0.3% | 31 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $232.6M | 680,798 | 0.3% | 31 |
| BWX TECHNOLOGIES INC | [BWXT](https://holderbook.com/stocks/BWXT/) | $232.4M | 193,991 | 0.3% | 19 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $225.2M | 602,354 | 0.3% | 31 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $224.3M | 643,289 | 0.3% | 31 |
| BCE INC | [BCE](https://holderbook.com/stocks/BCE/) | $222.8M | 5,371,279 | 0.3% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $221.3M | 203,573 | 0.3% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $217.2M | 280,436 | 0.3% | 31 |
| ROGERS COMMUNICATIONS INC | [RCI](https://holderbook.com/stocks/RCI/) | $214.8M | 3,153,474 | 0.2% | 31 |
| MICROCHIP TECHNOLOGY INC. | [MCHP](https://holderbook.com/stocks/MCHP/) | $208.0M | 836,128 | 0.2% | 31 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $206.9M | 810,590 | 0.2% | 31 |
| FORTIS INC | [FTS](https://holderbook.com/stocks/FTS/) | $202.7M | 3,163,013 | 0.2% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $193.3M | 761,198 | 0.2% | 31 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $193.1M | 704,516 | 0.2% | 31 |
| SHELL PLC | [SHEL](https://holderbook.com/stocks/SHEL/) | $189.8M | 2,448,386 | 0.2% | 18 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $183.0M | 943,516 | 0.2% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $179.7M | 745,448 | 0.2% | 31 |
| BARRICK MNG CORP | [B](https://holderbook.com/stocks/B/) | $178.8M | 4,729,079 | 0.2% | 5 |
| PTC THERAPEUTICS INC | [PTCT](https://holderbook.com/stocks/PTCT/) | $176.7M | 2,165,846 | 0.2% | 7 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $174.6M | 611,061 | 0.2% | 31 |
| PLANET LABS PBC | [PL](https://holderbook.com/stocks/PL/) | $174.6M | 453,910 | 0.2% | 3 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $172.7M | 522,529 | 0.2% | 31 |
| XCEL ENERGY INC | [XEL](https://holderbook.com/stocks/XEL/) | $170.3M | 2,120,825 | 0.2% | 31 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $168.1M | 319,444 | 0.2% | 25 |
| WASTE CONNECTIONS INC | [WCN](https://holderbook.com/stocks/WCN/) | $167.9M | 893,721 | 0.2% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $165.1M | 2,397,260 | 0.2% | 31 |
| CENOVUS ENERGY INC | [CVE](https://holderbook.com/stocks/CVE/) | $164.9M | 5,145,543 | 0.2% | 31 |
| KINROSS GOLD CORP | [KGC](https://holderbook.com/stocks/KGC/) | $164.1M | 6,631,151 | 0.2% | 31 |
| WHEATON PRECIOUS METALS CORP | [WPM](https://holderbook.com/stocks/WPM/) | $164.1M | 1,456,176 | 0.2% | 31 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $163.2M | 581,941 | 0.2% | 31 |
| TRANSALTA CORP | [TAC](https://holderbook.com/stocks/TAC/) | $163.1M | 11,710,560 | 0.2% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $162.1M | 355,275 | 0.2% | 31 |
| FRANCO NEV CORP | [FNV](https://holderbook.com/stocks/FNV/) | $161.4M | 771,070 | 0.2% | 31 |
| WEBSTER FINL CORP | [WBS](https://holderbook.com/stocks/WBS/) | $155.4M | 2,033,882 | 0.2% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +16.4% | +14.8% | +1.6% | 74% |
| Q1 2026 | -1.2% | -4.6% | +3.4% | 82% |
| Q4 2025 | +3.5% | +2.4% | +1.1% | 79% |
| Q3 2025 | +10.2% | +7.8% | +2.4% | 77% |
| Q2 2025 | +12.5% | +10.5% | +2.1% | 76% |
| Q1 2025 | -1.2% | -4.6% | +3.4% | 82% |
| Q4 2024 | +3.6% | +2.1% | +1.5% | 100% |
| Q3 2024 | +2.4% | +5.4% | -3.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $86.4B | 1,947 |
| Q1 2026 | $69.7B | 1,793 |
| Q4 2025 | $67.8B | 1,734 |
| Q3 2025 | $64.5B | 1,597 |
| Q2 2025 | $60.3B | 1,504 |
| Q1 2025 | $51.0B | 1,189 |
| Q4 2024 | $63.3B | 1,158 |
| Q3 2024 | $56.6B | 949 |
| Q2 2024 | $62.3B | 1,235 |
| Q1 2024 | $63.8B | 1,235 |
| Q4 2023 | $68.9B | 1,339 |
| Q3 2023 | $120.7B | 1,600 |