Q2 2026 13F · SEC CIK 1056053

TD Asset Management Inc

Asset managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $115.4B
Reported positions: 1,216
Top holdings a year, 3 yrs: +22.8%
Average holding period: 10.8 yrs

TD Asset Management Inc is an asset manager that reported 1,216 positions worth $115.4B in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Nvidia Corporation (NVDA, 4.4%), Royal Bk Cda (RY, 4.1%), Apple Inc (AAPL, 3.3%). A portfolio copying its top holdings returned 22.8% a year over the last 3 years, against 20.4% for the S&P 500.

TD Asset Management Inc holdings largest 50 of 1,216 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

TD Asset Management Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	4.4%	4.1%	25,361,797	-12.8%	$5.1B
RYRoyal Bk Cda	4.1%	4.0%	22,965,684	-24.5%	$4.8B
AAPLApple Inc	3.3%	3.4%	13,070,012	-20.2%	$3.8B
TDToronto Dominion Bk Ont	2.7%	2.8%	25,526,617	-32.2%	$3.1B
BMOBank of Montreal	2.3%	2.1%	15,233,725	-20.2%	$2.7B
MSFTMicrosoft Corp	2.2%	2.6%	6,747,748	-22.9%	$2.5B
GOOGLAlphabet Inc	2.1%	1.8%	6,878,557	-10.1%	$2.5B
CMCanadian Imperial Bank of Co	2.0%	1.7%	19,907,518	-12.0%	$2.3B
AVGOBroadcom Inc	1.8%	1.7%	5,601,668	-15.0%	$2.1B
SPYState Str Spdr S&p 500 ETF T	1.6%	1.5%	2,473,419	-13.2%	$1.8B
ENBEnbridge Inc	1.5%	1.7%	31,276,338	-21.2%	$1.7B
AMZNAmazon Com Inc	1.4%	1.3%	6,720,712	-13.8%	$1.6B
MFCManulife Finl Corp	1.1%	1.1%	31,322,803	-23.1%	$1.3B
CPCanadian Pacific Kansas City	1.1%	1.2%	14,588,459	-22.5%	$1.3B
JNJJohnson & Johnson	1.1%	0.9%	4,891,125	+7.1%	$1.2B
GOOGAlphabet Inc	1.1%	1.0%	3,501,281	-20.0%	$1.2B
CNQCanadian Nat Res Ltd Med Ter	1.1%	1.6%	31,168,077	-22.0%	$1.2B
BNSBank Nova Scotia B C	1.1%	1.1%	14,090,469	-26.5%	$1.2B
BNBrookfield Corp	1.1%	1.2%	28,551,753	-21.1%	$1.2B
LLYEli Lilly & Co	1.0%	0.9%	1,003,469	-15.7%	$1.2B
CNICanadian Natl Ry Co	1.0%	1.0%	9,907,691	-18.3%	$1.2B
LRCXLam Research Corp	1.0%	0.5%	2,721,682	-11.0%	$1.2B
JPMJpmorgan Chase & Co	1.0%	1.0%	3,520,281	-19.6%	$1.2B
METAMeta Platforms Inc	1.0%	1.2%	1,979,128	-20.6%	$1.1B
TRPTc Energy Corp	0.9%	1.1%	16,134,910	-25.6%	$1.1B
SHOPShopify Inc	0.9%	0.9%	9,280,520	-3.1%	$1.1B
SUSuncor Energy Inc New	0.9%	1.4%	19,092,500	-25.1%	$1.0B
AEMAgnico Eagle Mines Ltd	0.9%	1.6%	6,584,500	-32.6%	$1.0B
MUMicron Technology Inc	0.8%	—	788,373	—	$910.0M
KLACKla Corp	0.8%	0.4%	2,903,019	+678.1%	$875.9M
EFAIshares Tr	0.8%	0.7%	8,346,135	-8.8%	$867.0M
SLFSun Life Financial Inc.	0.7%	0.7%	10,101,426	-28.0%	$792.8M
AMDAdvanced Micro Devices Inc	0.7%	—	1,343,134	—	$780.2M
VVisa Inc	0.7%	0.8%	2,251,536	-28.0%	$772.5M
WPMWheaton Precious Metals Corp	0.6%	0.8%	6,048,049	-18.0%	$680.1M
COSTCostco Wholesale Corporation	0.6%	0.8%	720,407	-23.1%	$673.9M
XOMExxon Mobil Corp	0.6%	0.8%	4,809,719	-14.1%	$657.6M
ABBVAbbvie Inc	0.6%	0.7%	2,578,333	-34.2%	$648.8M
GEVGe Vernova Inc	0.6%	0.5%	546,673	-26.2%	$642.3M
BBarrick Mng Corp	0.6%	0.7%	17,395,849	-19.6%	$639.4M
AMATApplied Matls Inc	0.5%	—	877,158	—	$634.2M
WCNWaste Connections Inc	0.5%	0.5%	3,804,528	-5.6%	$633.9M
TSLATesla Inc	0.5%	0.5%	1,501,028	-2.5%	$631.3M
QQQInvesco Qqq Tr	0.5%	0.5%	780,539	-18.9%	$574.8M
FTSFortis Inc	0.5%	0.6%	9,738,606	-27.5%	$557.7M
TJXTjx Cos Inc New	0.5%	0.6%	3,625,720	-15.1%	$549.3M
CATCaterpillar Inc	0.5%	—	501,053	—	$533.6M
HWMHowmet Aerospace Inc	0.4%	0.4%	1,831,417	-14.3%	$492.4M
BAMBrookfield Asset Managmt Ltd	0.4%	0.5%	10,836,730	-19.2%	$485.9M
INTCIntel Corp	0.4%	—	3,408,833	—	$476.0M

What TD Asset Management Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+678.1% shares
JNJ Johnson & Johnson+7.1% shares

Reduced

ABBV Abbvie Inc-34.2% shares
AEM Agnico Eagle Mines Ltd-32.6% shares
TD Toronto Dominion Bk Ont-32.2% shares
V Visa Inc-28.0% shares
SLF Sun Life Financial Inc.-28.0% shares
FTS Fortis Inc-27.5% shares
BNS Bank Nova Scotia B C-26.5% shares
GEV Ge Vernova Inc-26.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.4% /yr; S&P 500 +20.1%
3 years: +22.8% /yr; S&P 500 +20.4%
5 years: +11.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$115.4B	1,216
Q1 2026	$123.2B	1,230
Q4 2025	$124.3B	1,232
Q3 2025	$123.1B	1,235
Q2 2025	$117.2B	1,193
Q1 2025	$108.6B	1,216
Q4 2024	$113.0B	1,242
Q3 2024	$113.3B	1,385
Q2 2024	$107.2B	1,361
Q1 2024	$107.5B	1,381
Q4 2023	$101.7B	1,388
Q3 2023	$82.5B	1,407

Questions about TD Asset Management Inc's portfolio

What stocks does TD Asset Management Inc own?

TD Asset Management Inc's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 1,216 positions worth $115.4B. The largest are Nvidia Corporation (NVDA) at 4.4%, Royal Bk Cda (RY) at 4.1%, Apple Inc (AAPL) at 3.3%, Toronto Dominion Bk Ont (TD) at 2.7% and Bank of Montreal (BMO) at 2.3%.

What did TD Asset Management Inc buy last quarter?

In Q2 2026, TD Asset Management Inc added Kla Corp (KLAC) (+678.1% shares) and Johnson & Johnson (JNJ) (+7.1% shares), compared with its Q1 2026 filing.

What did TD Asset Management Inc sell last quarter?

In Q2 2026, TD Asset Management Inc cut from its top 50 Nutrien Ltd (NTR), cut from its top 50 Mckesson Corp (MCK), cut from its top 50 Cameco Corp (CCJ), cut from its top 50 American Express Co (AXP), cut from its top 50 Curtiss Wright Corp (CW), Abbvie Inc (ABBV) (-34.2% shares), Agnico Eagle Mines Ltd (AEM) (-32.6% shares) and Toronto Dominion Bk Ont (TD) (-32.2% shares), compared with its Q1 2026 filing.

How has TD Asset Management Inc's portfolio performed?

A portfolio copying TD Asset Management Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.4% against +20.1%. Over 5 years: +11.5% a year against +11.6%.

When is TD Asset Management Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. TD Asset Management Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.