TD ASSET MANAGEMENT INC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$124.3B

Total Positions

1,232

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

RY4.27%

NVDA4.21%

AAPL3.72%

MSFT3.64%

TD2.85%

BMO2.03%

AVGO1.97%

GOOGL1.76%

CM1.66%

AMZN1.54%

Other17.90%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CLS8Q held

CELESTICA INC

Avg $47.19 · $121.8M est. P&L

Est. P&L

+534.45%

MU29Q held

Micron Technology Inc

Avg $51.47 · $135.1M est. P&L

Est. P&L

+468.54%

GFI24Q held

GOLD FIELDS LTD

Avg $7.96 · $8.3M est. P&L

Est. P&L

+454.09%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1232 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
RY ROYAL BK CDA	31.1M	$5.3B	4.3%	—	$60.39	+184.14%	29 qtrs	Decreased 0
NVDA NVIDIA Corp	28M	$5.2B	4.2%	—	$118.51	+58.25%	29 qtrs	Decreased 0
AAPL Apple Inc	17M	$4.6B	3.7%	—	$148.29	+83.97%	29 qtrs	Increased 61
MSFT Microsoft Corp	9.3M	$4.5B	3.6%	—	$172.05	+183.34%	29 qtrs	Decreased 0
TD TORONTO DOMINION BK ONT	37.6M	$3.5B	2.9%	—	$42.41	+123.32%	29 qtrs	Decreased 0
BMO BANK MONTREAL QUE	19.4M	$2.5B	2.0%	—	$65.17	+100.24%	29 qtrs	Increased 55
AVGO Broadcom Inc	7.1M	$2.4B	2.0%	—	$176.92	+97.75%	29 qtrs	Decreased 0
GOOGL Alphabet Inc	7M	$2.2B	1.8%	—	$140.96	+122.65%	29 qtrs	Increased 57
CM CANADIAN IMPERIAL BANK OF CO	22.7M	$2.1B	1.7%	—	$38.23	+139.26%	29 qtrs	Decreased 0
AMZN Amazon.com Inc	8.3M	$1.9B	1.5%	—	$115.55	+101.24%	29 qtrs	Increased 50
META Meta Platforms Inc	2.9M	$1.9B	1.5%	—	$312.22	+113.30%	29 qtrs	Decreased 0
SPY SPDR S&P 500 ETF TR	2.8M	$1.9B	1.5%	—	$315.74	+117.59%	29 qtrs	Increased 52
ENB ENBRIDGE INC C	39.3M	$1.9B	1.5%	—	$24.53	+95.92%	29 qtrs	Decreased 0
BN BROOKFIELD CORP	35.8M	$1.6B	1.3%	—	$29.38	+57.58%	13 qtrs	Increased 69
AEM AGNICO EAGLE MINES LTD	9.7M	$1.6B	1.3%	—	$73.02	+135.35%	29 qtrs	Increased 51
JPM JPMORGAN CHASE & CO.	4.9M	$1.6B	1.3%	—	$118.76	+171.11%	29 qtrs	Decreased 0
SHOP Shopify Inc	8.7M	$1.4B	1.1%	—	$49.91	+228.06%	29 qtrs	Increased 51
MFC MANULIFE FINL CORP	38.2M	$1.4B	1.1%	—	$15.38	+137.49%	29 qtrs	Increased 51
BNS BANK NOVA SCOTIA HALIFAX	18.7M	$1.4B	1.1%	—	$36.60	+102.12%	29 qtrs	Increased 51
CP CANADIAN PACIFIC KANSAS CITY	18.6M	$1.4B	1.1%	—	$78.20	-5.00%	11 qtrs	Decreased 0
GOOG Alphabet Inc	4.2M	$1.3B	1.1%	—	$104.30	+201.58%	29 qtrs	Increased 50
CNQ CANADIAN NAT RES LTD	37.9M	$1.3B	1.0%	—	$23.42	+44.81%	29 qtrs	Decreased 0
LLY Eli Lilly & Co	1.2M	$1.3B	1.0%	—	$457.63	+135.55%	29 qtrs	Increased 64
TRP TC ENERGY CORP	20.9M	$1.2B	0.9%	—	$39.89	+40.68%	26 qtrs	Increased 48
CNI CANADIAN NATL RY CO	11.4M	$1.1B	0.9%	—	$68.47	+45.05%	29 qtrs	Decreased 0
Showing 25 of 1,232 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

TPLTexas Pacific Land Corp

Q1 2024 → Q4 2025+409,755 shares+$116.2M

AEMAGNICO EAGLE MINES LTD

Q1 2024 → Q4 2025+5.4M shares+$1.4B

ALLAllstate Corp/The

Q1 2024 → Q4 2025+228,663 shares+$54.8M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer