TD Asset Management Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), TD Asset Management Inc reported 1,211 stock positions worth $115.4 billion. Its top holding was Nvidia (NVDA) at 4.4% of the portfolio, followed by Royal Bank of Canada (RY, 4.1%) and Apple (AAPL, 3.3%). Compared with Q1 2026, it opened 110 new positions, sold out of 126, added to 345 and reduced 709. The biggest buy was Micron Technology (MU, shares +21%) and the biggest sale Agnico Eagle Mines (AEM, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- Toronto, A6
- CIK
- 0001056053
- Portfolio Value
- $115.4B (Q2 2026)
- SEC Filing
- 0001193125-26-332058 ↗ filed Aug 4, 2026
Holdings Value
Holdings 1,211 stocks · $115.4B
| NVDA Nvidia Corp. | 4.40% | 25,361,797 | $5.1B | Reduce -12.8% |
| RY Royal Bank of Canada | 4.12% | 22,965,684 | $4.8B | Reduce -24.5% |
| AAPL Apple Inc. | 3.28% | 13,070,012 | $3.8B | Reduce -20.2% |
| TD Toronto-Dominion Bank | 2.69% | 25,526,617 | $3.1B | Reduce -32.2% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 2.33% | 15,233,725 | $2.7B | Reduce -20.2% |
| MSFT Microsoft Corp. | 2.18% | 6,747,748 | $2.5B | Reduce -22.9% |
| GOOGL Alphabet Inc. Class A | 2.13% | 6,878,557 | $2.5B | Reduce -10.1% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 1.99% | 19,907,518 | $2.3B | Reduce -12.0% |
| AVGO Broadcom Inc. | 1.83% | 5,601,668 | $2.1B | Reduce -15.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.60% | 2,473,419 | $1.8B | Reduce -13.2% |
| ENB Enbridge Inc. | 1.47% | 31,276,338 | $1.7B | Reduce -21.2% |
| AMZN Amazon.com Inc. | 1.39% | 6,720,712 | $1.6B | Reduce -13.8% |
| MFC Manulife Financial Corp. | 1.10% | 31,322,803 | $1.3B | Reduce -23.1% |
| CP Canadian Pacific Kansas City | 1.10% | 14,588,459 | $1.3B | Reduce -22.5% |
| JNJ Johnson & Johnson | 1.08% | 4,891,125 | $1.2B | Add +7.1% |
| GOOG Alphabet Inc. Class C | 1.07% | 3,501,281 | $1.2B | Reduce -20.0% |
| CNQ Canadian Natural Resources | 1.07% | 31,168,077 | $1.2B | Reduce -22.0% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 1.06% | 14,090,469 | $1.2B | Reduce -26.5% |
| BN Brookfield Corp. | 1.05% | 28,551,753 | $1.2B | Reduce -21.1% |
| LLY Eli Lilly & Co. | 1.04% | 1,003,469 | $1.2B | Reduce -15.7% |
| CNI Canadian Natl Railway Co. | 1.02% | 9,907,691 | $1.2B | Reduce -18.3% |
| LRCX Lam Research Corp. | 1.02% | 2,721,682 | $1.2B | Reduce -11.0% |
| JPM JPMorgan Chase & Co. | 1.00% | 3,520,281 | $1.2B | Reduce -19.6% |
| META Meta Platforms Inc. Class A | 0.97% | 1,979,128 | $1.1B | Reduce -20.6% |
| TRP TC Energy Corp. | 0.93% | 16,134,910 | $1.1B | Reduce -25.6% |
| SHOP Shopify Inc. Class A | 0.92% | 9,280,520 | $1.1B | Reduce -3.1% |
| SU Suncor Energy Inc. | 0.89% | 19,092,500 | $1.0B | Reduce -25.1% |
| AEM Agnico Eagle Mines Ltd. | 0.89% | 6,584,500 | $1.0B | Reduce -32.6% |
| MU Micron Technology Inc. | 0.79% | 788,373 | $910.0M | Add +20.6% |
| KLAC KLA Corp. | 0.76% | 2,903,019 | $875.9M | Reduce -22.2% |
| EFA iShares MSCI Eafe ETF | 0.75% | 8,346,135 | $867.0M | Reduce -8.8% |
| SLF Sun Life Financial Inc. | 0.69% | 10,101,426 | $792.8M | Reduce -28.0% |
| AMD Advanced Micro Devices | 0.68% | 1,343,134 | $780.2M | Reduce -9.6% |
| V Visa Inc. Class A | 0.67% | 2,251,536 | $772.5M | Reduce -28.0% |
| WPM Wheaton Precious Metals Corp. | 0.59% | 6,048,049 | $680.1M | Reduce -18.0% |
| COST Costco Wholesale Corp. | 0.58% | 720,407 | $673.9M | Reduce -23.1% |
| XOM Exxon Mobil Corp. | 0.57% | 4,809,719 | $657.6M | Reduce -14.1% |
| ABBV Abbvie Inc. | 0.56% | 2,578,333 | $648.8M | Reduce -34.2% |
| GEV GE Vernova Inc. | 0.56% | 546,673 | $642.3M | Reduce -26.2% |
| B Barrick Mining Corp. | 0.55% | 17,395,849 | $639.4M | Reduce -19.6% |
| AMAT Applied Materials Inc. | 0.55% | 877,158 | $634.2M | Reduce -20.2% |
| WCN Waste Connections Inc. | 0.55% | 3,804,528 | $633.9M | Reduce -5.6% |
| TSLA Tesla Inc. | 0.55% | 1,501,028 | $631.3M | Reduce -2.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 780,539 | $574.8M | Reduce -18.9% |
| FTS Fortis Inc. | 0.48% | 9,738,606 | $557.7M | Reduce -27.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.48% | 3,625,720 | $549.3M | Reduce -15.1% |
| CAT Caterpillar Inc. | 0.46% | 501,053 | $533.6M | Reduce -14.4% |
| HWM Howmet Aerospace Inc. | 0.43% | 1,831,417 | $492.4M | Reduce -14.3% |
| BAM Brookfield Asset Mgmt-A | 0.42% | 10,836,730 | $485.9M | Reduce -19.2% |
| INTC Intel Corp. | 0.41% | 3,408,833 | $476.0M | Reduce -6.8% |
| TXN Texas Instruments Inc. | 0.41% | 1,591,542 | $474.4M | Add +6.6% |
| CCJ Cameco Corp. | 0.40% | 4,576,863 | $466.3M | Reduce -4.4% |
| BNY Bank of New York Mellon Corp. | 0.39% | 3,130,966 | $452.8M | Add +104.5% |
| MS Morgan Stanley | 0.38% | 2,073,338 | $433.4M | Reduce -2.7% |
| EZU iShares MSCI Eurozone ETF | 0.37% | 6,223,743 | $432.6M | Add +9.7% |
| HLT Hilton Worldwide Holdings Inc. | 0.37% | 1,286,323 | $425.1M | Reduce -15.3% |
| NTR Nutrien Ltd. | 0.37% | 6,711,138 | $422.7M | Reduce -27.5% |
| CW Curtiss-Wright Corp. | 0.36% | 553,378 | $419.3M | Reduce -22.1% |
| AXP American Express Co. | 0.36% | 1,214,293 | $410.7M | Reduce -28.5% |
| MA Mastercard Inc. Class A | 0.35% | 797,672 | $409.7M | Reduce -7.2% |
| CSCO Cisco Systems Inc. | 0.34% | 3,379,389 | $396.9M | Reduce -2.6% |
| HD Home Depot Inc. | 0.33% | 1,068,687 | $376.9M | Reduce -24.8% |
| CVE Cenovus Energy Inc. | 0.30% | 14,180,930 | $351.7M | Reduce -17.4% |
| IMO Imperial Oil Ltd. | 0.30% | 3,060,928 | $343.6M | Reduce -11.1% |
| TRI Thomson Reuters Corp. | 0.30% | 4,190,918 | $342.2M | Reduce -18.1% |
| GLW Corning Inc. | 0.29% | 1,332,907 | $340.5M | Reduce -22.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 677,218 | $338.9M | Reduce -8.5% |
| UNH Unitedhealth Group Inc. | 0.29% | 812,012 | $337.5M | Add +22.8% |
| GE General Electric filed as GE AEROSPACE | 0.29% | 901,539 | $336.9M | Reduce -19.3% |
| FNV Franco-Nevada Corp. | 0.29% | 1,581,785 | $329.9M | Reduce -18.4% |
| CMI Cummins Inc. | 0.28% | 459,148 | $327.5M | Add +25.9% |
| PEP Pepsico Inc. | 0.28% | 2,378,194 | $322.0M | Add +6.8% |
| MCK McKesson Corp. | 0.28% | 425,457 | $321.5M | Reduce -40.1% |
| GS Goldman Sachs Group Inc. | 0.28% | 315,620 | $319.2M | Reduce -19.2% |
| IBKR Interactive Brokers Gro Class A | 0.28% | 3,651,927 | $317.9M | Add +47.9% |
| CL Colgate-Palmolive Co. | 0.27% | 3,344,462 | $306.6M | Reduce -6.4% |
| ETR Entergy Corp. | 0.26% | 2,645,619 | $303.9M | Reduce -20.3% |
| AZN Astrazeneca PLC | 0.26% | 1,621,109 | $303.7M | Reduce -17.5% |
| QSR Restaurant Brands Intern | 0.26% | 4,160,083 | $301.6M | Reduce -26.2% |
| MRK Merck & Co. Inc. | 0.26% | 2,334,726 | $300.0M | Add +2.0% |
| FCX Freeport-McMoran Inc. | 0.26% | 4,680,726 | $294.4M | Add +7.3% |
| LNG Cheniere Energy Inc. | 0.25% | 1,221,494 | $291.9M | Reduce -24.2% |
| AEP American Electric Power | 0.25% | 2,116,926 | $289.6M | Add +9.6% |
| TU Telus Corp. | 0.25% | 27,334,714 | $289.0M | Reduce -27.1% |
| EWJ iShares MSCI Japan ETF | 0.25% | 3,058,096 | $285.2M | Reduce -5.0% |
| PBA Pembina Pipeline Corp. | 0.24% | 5,945,976 | $275.0M | Reduce -6.1% |
| STX Seagate Technology Holdings | 0.24% | 283,546 | $273.6M | Add +143.2% |
| EMA Emera Inc. | 0.23% | 5,087,963 | $269.8M | Reduce -33.2% |
| WST West Pharmaceutical Services | 0.23% | 731,054 | $262.4M | Reduce -4.9% |
| WMT Walmart Inc. | 0.23% | 2,314,696 | $262.2M | Reduce -10.1% |
| ANET Arista Networks Inc. | 0.23% | 1,531,275 | $260.1M | Reduce -22.6% |
| BIP Brookfield Infrastructure Pa | 0.22% | 7,082,905 | $258.6M | Reduce -0.7% |
| QCOM Qualcomm Inc. | 0.22% | 1,380,669 | $255.1M | Reduce -18.2% |
| GILD Gilead Sciences Inc. | 0.22% | 1,971,583 | $249.1M | Reduce -41.5% |
| TT Trane Technologies PLC | 0.22% | 505,476 | $248.3M | Reduce -9.5% |
| APH Amphenol Corp. Class A | 0.21% | 1,373,052 | $242.1M | Reduce -62.0% |
| ETN Eaton Corp. PLC | 0.21% | 564,332 | $240.5M | Reduce -17.6% |
| NFLX Netflix Inc. | 0.21% | 3,336,966 | $238.3M | Reduce -16.2% |
| MNST Monster Beverage Corp. | 0.20% | 2,430,398 | $233.6M | Reduce -4.8% |
| ADI Analog Devices Inc. | 0.19% | 554,715 | $220.3M | Reduce -1.8% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $5.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NOVANTA INC (NOVT 6.5 11/01/28) | UNIT 11/01/2028 | 40,404 | $2.7M | No change |
| VSE CORP (VSEC 5.75 02/01/29) | UNIT 02/01/2029 | 35,390 | $2.0M | No change |
| RVMDW Revolution Medicines Inc.-28 | *W EXP 12/17/202 | 40,636 | $382K | No change |
| IAUX.WS I-80 Gold Corp. -26 | *W EXP 11/16/202 | 400,000 | $310K | No change |
| WGSWW Genedx Holdings Corp. | *W EXP 07/22/202 | 34,884 | $101 | No change |
Total filed on the 13F, all lines: $115.4B.
Portfolio Sells Q1 2026 → Q2 2026
| AEM Agnico Eagle Mines Ltd. | Reduce -32.6% | 0.89% | −0.72 |
| CNQ Canadian Natural Resources | Reduce -22.0% | 1.07% | −0.51 |
| SU Suncor Energy Inc. | Reduce -25.1% | 0.89% | −0.47 |
| MSFT Microsoft Corp. | Reduce -22.9% | 2.18% | −0.45 |
| ENB Enbridge Inc. | Reduce -21.2% | 1.47% | −0.27 |
| MCK McKesson Corp. | Reduce -40.1% | 0.28% | −0.22 |
| XOM Exxon Mobil Corp. | Reduce -14.1% | 0.57% | −0.20 |
| NTR Nutrien Ltd. | Reduce -27.5% | 0.37% | −0.20 |
| WPM Wheaton Precious Metals Corp. | Reduce -18.0% | 0.59% | −0.19 |
| DE Deere & Co. | Reduce -75.0% | 0.08% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -20.6% | 0.97% | −0.19 |
| MCD McDonald's Corp. | Reduce -48.8% | 0.17% | −0.18 |
| COST Costco Wholesale Corp. | Reduce -23.1% | 0.58% | −0.17 |
| TRP TC Energy Corp. | Reduce -25.6% | 0.93% | −0.17 |
| GILD Gilead Sciences Inc. | Reduce -41.5% | 0.22% | −0.17 |
| B Barrick Mining Corp. | Reduce -19.6% | 0.55% | −0.16 |
| APH Amphenol Corp. Class A | Reduce -62.0% | 0.21% | −0.16 |
| TD Toronto-Dominion Bank | Reduce -32.2% | 2.69% | −0.16 |
| JNK SS SPDR BB High Yield Bond | Reduce -91.0% | 0.02% | −0.15 |
| TU Telus Corp. | Reduce -27.1% | 0.25% | −0.14 |
| BN Brookfield Corp. | Reduce -21.1% | 1.05% | −0.13 |
| ABBV Abbvie Inc. | Reduce -34.2% | 0.56% | −0.13 |
| FTS Fortis Inc. | Reduce -27.5% | 0.48% | −0.12 |
| LNG Cheniere Energy Inc. | Reduce -24.2% | 0.25% | −0.12 |
| COR Cencora Inc. | Reduce -61.5% | 0.07% | −0.11 |
| NFLX Netflix Inc. | Reduce -16.2% | 0.21% | −0.10 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -46.8% | 0.14% | −0.10 |
| CP Canadian Pacific Kansas City | Reduce -22.5% | 1.10% | −0.10 |
| FNV Franco-Nevada Corp. | Reduce -18.4% | 0.29% | −0.10 |
| HII Huntington Ingalls Industrie | Reduce -87.0% | 0.01% | −0.10 |
| V Visa Inc. Class A | Reduce -28.0% | 0.67% | −0.10 |
| PH Parker Hannifin Corp. | Reduce -64.3% | 0.07% | −0.10 |
| RCI Rogers Communications Inc. Class B | Reduce -28.8% | 0.18% | −0.10 |
| AAPL Apple Inc. | Reduce -20.2% | 3.28% | −0.10 |
| SYK Stryker Corp. | Reduce -57.4% | 0.07% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -50.0% | 0.10% | −0.09 |
| EMA Emera Inc. | Reduce -33.2% | 0.23% | −0.09 |
| TRI Thomson Reuters Corp. | Reduce -18.1% | 0.30% | −0.08 |
| REGN Regeneron Pharmaceuticals | Reduce -26.1% | 0.14% | −0.08 |
| IBP Installed Building Products | Reduce -97.3% | 0.00% | −0.08 |
| TJX TJX Companies Inc. | Reduce -15.1% | 0.48% | −0.08 |
| QSR Restaurant Brands Intern | Reduce -26.2% | 0.26% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.07 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.07 |
| GLD SPDR Gold Shares | Reduce -39.4% | 0.09% | −0.07 |
| IMO Imperial Oil Ltd. | Reduce -11.1% | 0.30% | −0.07 |
| CVE Cenovus Energy Inc. | Reduce -17.4% | 0.30% | −0.06 |
| T AT&T Inc. | Reduce -31.3% | 0.07% | −0.06 |
| BAM Brookfield Asset Mgmt-A | Reduce -19.2% | 0.42% | −0.06 |
| AXP American Express Co. | Reduce -28.5% | 0.36% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +20.6% | 0.79% | +0.61 |
| BNY Bank of New York Mellon Corp. | Add +104.5% | 0.39% | +0.24 |
| STX Seagate Technology Holdings | Add +143.2% | 0.24% | +0.20 |
| TXN Texas Instruments Inc. | Add +6.6% | 0.41% | +0.18 |
| JNJ Johnson & Johnson | Add +7.1% | 1.08% | +0.17 |
| UNH Unitedhealth Group Inc. | Add +22.8% | 0.29% | +0.15 |
| MRVL Marvell Technology Inc. | Add +129.3% | 0.17% | +0.14 |
| IBKR Interactive Brokers Gro Class A | Add +47.9% | 0.28% | +0.14 |
| CSX CSX Corp. | Add +382.4% | 0.16% | +0.13 |
| CMI Cummins Inc. | Add +25.9% | 0.28% | +0.12 |
| PWR Quanta Services Inc. | Add +126.5% | 0.14% | +0.10 |
| EZU iShares MSCI Eurozone ETF | Add +9.7% | 0.37% | +0.09 |
| DDOG Datadog Inc. Class A | Add +94.0% | 0.10% | +0.08 |
| TER Teradyne Inc. | Add +139.6% | 0.10% | +0.08 |
| WDC Western Digital Corp. | Add +13.4% | 0.11% | +0.07 |
| SPCX Space Exploration Techn Class A | New | 0.07% | +0.07 |
| MEDP Medpace Holdings Inc. | Add +98.3% | 0.12% | +0.07 |
| FTNT Fortinet Inc. | Add +3.4% | 0.13% | +0.07 |
| ALAB Astera Labs Inc. | Add +485.4% | 0.07% | +0.06 |
| RCL Royal Caribbean Cruises Ltd. | Add +25.0% | 0.18% | +0.06 |
| UBS UBS Group AG-Reg | Add +28.7% | 0.14% | +0.06 |
| KRE SS SPDR S&P Regional Bank | Add +142.7% | 0.09% | +0.06 |
| BB Blackberry Ltd. | Add +159.5% | 0.05% | +0.05 |
| FCX Freeport-McMoran Inc. | Add +7.3% | 0.26% | +0.05 |
| CLS Celestica Inc. | Add +2.1% | 0.16% | +0.05 |
| AEP American Electric Power | Add +9.6% | 0.25% | +0.05 |
| SNOW Snowflake Inc. | Add +92.8% | 0.06% | +0.04 |
| MANH Manhattan Associates Inc. | Add +33.8% | 0.12% | +0.04 |
| LITE Lumentum Holdings Inc. | Add +79.4% | 0.07% | +0.04 |
| WSE Wise Group PLC Class A | New | 0.04% | +0.04 |
| BTSG Brightspring Health Services | Add +42.0% | 0.06% | +0.04 |
| MRK Merck & Co. Inc. | Add +2.0% | 0.26% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +51.4% | 0.10% | +0.04 |
| OGC Oceanagold Corp. | New | 0.03% | +0.03 |
| FEZ State Street SPDR Euro Stoxx | New | 0.03% | +0.03 |
| NET Cloudflare Inc. Class A | Add +146.9% | 0.05% | +0.03 |
| RBA RB Global Inc. | Add +1.1% | 0.13% | +0.03 |
| BAC Bank of America Corp. | Add +0.3% | 0.15% | +0.03 |
| WAT Waters Corp. | Add +7.8% | 0.09% | +0.03 |
| UTHR United Therapeutics Corp. | Add +61.3% | 0.08% | +0.03 |
| HOOD Robinhood Markets Inc. Class A | Add +46.1% | 0.05% | +0.03 |
| HPE Hewlett Packard Enterprise | Add +3.9% | 0.05% | +0.03 |
| ELV Elevance Health Inc. | Add +15.7% | 0.07% | +0.03 |
| MTD Mettler-Toledo International | Add +7.3% | 0.18% | +0.03 |
| TIGO Millicom Intl Cellular S.A. | Add +19.6% | 0.07% | +0.03 |
| CAH Cardinal Health Inc. | Add +19.6% | 0.07% | +0.02 |
| RKLB Rocket Lab Corp. | Add +202.5% | 0.03% | +0.02 |
| SYY Sysco Corp. | Add +84.6% | 0.04% | +0.02 |
| COHR Coherent Corp. | Add +55.5% | 0.03% | +0.02 |
| STT State Street Corp. | Add +63.9% | 0.04% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,211 | $115.4B | NVDA, RY, AAPL, TD, BMO |
| Q1 2026 | 1,225 | $123.2B | NVDA, RY, AAPL, TD, MSFT |
| Q4 2025 | 1,227 | $124.3B | RY, NVDA, AAPL, MSFT, TD |
| Q3 2025 | 1,230 | $123.1B | NVDA, MSFT, RY, AAPL, TD |
| Q2 2025 | 1,190 | $117.2B | MSFT, NVDA, RY, SPY, AAPL |
| Q1 2025 | 1,213 | $108.6B | AAPL, RY, SPY, MSFT, NVDA |
| Q4 2024 | 1,239 | $113.0B | AAPL, MSFT, SPY, RY, NVDA |
| Q3 2024 | 1,378 | $113.3B | MSFT, AAPL, RY, SPY, NVDA |
| Q2 2024 | 1,354 | $107.2B | MSFT, SPY, NVDA, AAPL, RY |
| Q1 2024 | 1,372 | $107.5B | MSFT, SPY, RY, NVDA, AAPL |