TD Asset Management Inc

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), TD Asset Management Inc reported 1,354 stock positions worth $107.2 billion. Its top holding was Microsoft (MSFT) at 4.2% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 3.6%) and Nvidia (NVDA, 3.4%). Compared with Q1 2024, it opened 68 new positions, sold out of 88, added to 682 and reduced 515. The biggest buy was Apple (AAPL, shares +10%) and the biggest sale Toronto-Dominion Bank (TD, shares −4%).

Most Recent 13F
Q2 2026
Location
Toronto, A6
CIK
0001056053
Portfolio Value
$107.2B (Q2 2024)
SEC Filing
0000950123-24-007042 ↗ filed Aug 2, 2024

Holdings Value

0$50.0B$100.0B$150.0B Q1 2024: $107.5B Q1 2024 Q2 2024: $107.2B $107.2B Q2 2024 Q3 2024: $113.3B Q3 2024 Q4 2024: $113.0B Q4 2024 Q1 2025: $108.6B Q1 2025 Q2 2025: $117.2B Q2 2025 Q3 2025: $123.1B Q3 2025 Q4 2025: $124.3B Q4 2025 Q1 2026: $123.2B Q1 2026 Q2 2026: $115.4B Q2 2026

Holdings 1,354 stocks · $107.2B

MSFT Microsoft Corp. 4.15% 9,959,193 $4.5B Reduce -1.3%
SPY SS SPDR S&P 500 ETF Trust-US 3.56% 7,012,821 $3.8B Reduce -5.5%
NVDA Nvidia Corp. 3.39% 29,389,478 $3.6B Reduce -4.8%
AAPL Apple Inc. 3.29% 16,745,201 $3.5B Add +10.3%
RY Royal Bank of Canada 3.19% 32,155,772 $3.4B Reduce -1.0%
TD Toronto-Dominion Bank 2.10% 40,898,967 $2.2B Reduce -4.0%
META Meta Platforms Inc. Class A 1.61% 3,418,341 $1.7B Add +4.5%
CP Canadian Pacific Kansas City 1.59% 21,722,035 $1.7B Add +0.1%
AMZN Amazon.com Inc. 1.51% 8,378,842 $1.6B Add +0.6%
BMO Bank of Montreal filed as BANK MONTREAL QUE 1.46% 18,712,589 $1.6B Reduce -1.2%
CNQ Canadian Natural Resources 1.41% 42,518,833 $1.5B Reduce -1.9%
AVGO Broadcom Inc. 1.32% 882,007 $1.4B Reduce -6.0%
CNI Canadian Natl Railway Co. 1.26% 11,457,040 $1.4B Reduce -0.9%
ENB Enbridge Inc. 1.23% 37,019,078 $1.3B Reduce -2.8%
LLY Eli Lilly & Co. 1.22% 1,439,752 $1.3B Reduce -2.7%
SU Suncor Energy Inc. 1.00% 28,224,426 $1.1B Reduce -1.0%
V Visa Inc. Class A 0.98% 4,021,514 $1.1B Reduce -9.8%
COST Costco Wholesale Corp. 0.98% 1,236,202 $1.1B Reduce -2.9%
BN Brookfield Corp. 0.96% 24,885,202 $1.0B Reduce -4.0%
GOOGL Alphabet Inc. Class A 0.96% 5,666,976 $1.0B Add +3.0%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM TO 0.93% 20,879,148 $992.6M Reduce -1.5%
UNH Unitedhealth Group Inc. 0.91% 1,926,137 $980.9M Reduce -2.8%
JPM JPMorgan Chase & Co. 0.89% 4,702,832 $951.2M Reduce -1.1%
MFC Manulife Financial Corp. 0.85% 34,171,012 $909.7M Reduce -1.2%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 0.80% 18,643,699 $852.6M Reduce -1.5%
GOOG Alphabet Inc. Class C 0.79% 4,619,104 $847.2M Add +0.2%
SLF Sun Life Financial Inc. 0.74% 16,085,449 $788.5M Reduce -0.1%
TLT iShares 20+ Year Treasury BD 0.66% 7,719,509 $708.5M Reduce -20.6%
KLAC KLA Corp. 0.66% 857,053 $706.6M Reduce -8.7%
CVE Cenovus Energy Inc. 0.65% 35,574,538 $699.1M Reduce -7.5%
TRI Thomson Reuters Corp. 0.64% 4,074,256 $686.6M Add +0.7%
HD Home Depot Inc. 0.61% 1,905,845 $656.1M Reduce -0.8%
MRK Merck & Co. Inc. 0.60% 5,190,353 $642.6M Add +0.5%
WCN Waste Connections Inc. 0.60% 3,652,160 $640.6M Reduce -1.6%
TU Telus Corp. 0.59% 41,711,861 $631.3M Add +3.0%
TRP TC Energy Corp. 0.58% 16,369,134 $620.4M Reduce -2.4%
PG The Procter & Gamble Co. 0.57% 3,722,905 $614.0M Add +4.3%
ABBV Abbvie Inc. 0.57% 3,550,520 $609.0M Add +2.2%
ETN Eaton Corp. PLC 0.55% 1,875,471 $588.1M Reduce -1.5%
SHOP Shopify Inc. Class A 0.53% 8,661,462 $572.3M Add +6.9%
AXP American Express Co. 0.52% 2,425,182 $561.6M Reduce -6.6%
QQQ Invesco QQQ Trust Series 1 0.52% 1,163,001 $557.2M Add +0.1%
BAM Brookfield Asset Mgmt-A 0.48% 13,552,736 $515.8M Add +8.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.47% 4,610,200 $507.6M Add +2.7%
SYK Stryker Corp. 0.45% 1,409,686 $479.6M Reduce -12.0%
FTS Fortis Inc. 0.44% 12,151,327 $472.2M Add +2.3%
HLT Hilton Worldwide Holdings Inc. 0.44% 2,158,468 $471.0M Add +1.2%
EFA iShares MSCI Eafe ETF 0.43% 5,825,155 $456.3M Add +31.0%
LIN Linde PLC 0.41% 1,003,361 $440.3M Reduce -1.0%
MA Mastercard Inc. Class A 0.40% 983,944 $434.1M Reduce -8.1%
QCOM Qualcomm Inc. 0.40% 2,177,764 $433.8M Reduce -13.1%
RCI Rogers Communications Inc. Class B 0.39% 11,343,738 $419.5M Reduce -1.7%
MCK McKesson Corp. 0.38% 701,796 $409.9M Add +4.7%
NFLX Netflix Inc. 0.38% 600,231 $405.1M Add +1.1%
VRSK Verisk Analytics Inc. 0.38% 1,502,614 $405.0M Add +5.5%
TMUS T-Mobile US Inc. 0.38% 2,294,637 $404.3M Add +5.9%
XOM Exxon Mobil Corp. 0.36% 3,343,565 $384.9M Add +114.7%
AEM Agnico Eagle Mines Ltd. 0.36% 5,852,648 $382.7M Add +10.3%
REGN Regeneron Pharmaceuticals 0.34% 351,545 $369.5M Add +30.4%
MSI Motorola Solutions Inc. 0.34% 942,529 $363.9M Add +3.7%
AMAT Applied Materials Inc. 0.33% 1,499,691 $353.9M Reduce -1.8%
BCE Bce Inc. 0.33% 10,849,181 $351.3M Reduce -1.4%
TT Trane Technologies PLC 0.33% 1,061,866 $349.3M Add +0.1%
PGR Progressive Corp. 0.33% 1,681,323 $349.2M Reduce -1.0%
RSG Republic Services Inc. 0.32% 1,757,757 $341.6M Add +2.1%
DHR Danaher Corp. 0.32% 1,358,706 $339.5M Add +99.0%
LRCX Lam Research Corp. 0.32% 318,005 $338.6M Reduce -7.2%
QSR Restaurant Brands Intern 0.32% 4,794,663 $337.8M Reduce -1.1%
TMO Thermo Fisher Scientific Inc. 0.31% 602,567 $333.2M Add +2.4%
NTR Nutrien Ltd. 0.31% 6,453,085 $328.5M Reduce -12.8%
BRK.B Berkshire Hathaway Inc. Class B 0.30% 784,588 $319.2M Add +3.4%
APO Apollo Global Management Inc. 0.30% 2,697,739 $318.5M Add +3.8%
ANET Arista Networks Inc. 0.29% 890,426 $312.1M Reduce -5.6%
WPM Wheaton Precious Metals Corp. 0.29% 5,950,317 $311.9M Add +22.5%
ADBE Adobe Inc. 0.28% 550,067 $305.6M Reduce -19.5%
APH Amphenol Corp. Class A 0.28% 4,437,918 $299.0M Reduce -11.4%
AMP Ameriprise Financial Inc. 0.28% 696,725 $297.6M Reduce -1.5%
COP Conocophillips 0.28% 2,588,110 $296.0M Reduce -6.3%
UNP Union Pacific Corp. 0.27% 1,300,984 $294.4M Add +3.1%
DPZ Domino's Pizza Inc. 0.27% 569,880 $294.2M Reduce -10.3%
TSLA Tesla Inc. 0.27% 1,484,539 $293.8M Add +4.4%
INTU Intuit Inc. 0.27% 443,324 $291.4M Reduce -20.4%
ZTS Zoetis Inc. 0.27% 1,678,649 $291.0M Add +5.9%
B Barrick Gold Corp. 0.27% 17,247,312 $287.6M Reduce -0.0%
NEE Nextera Energy Inc. 0.27% 4,058,351 $287.4M Add +23.9%
YUM Yum! Brands Inc. 0.26% 2,069,255 $274.1M Reduce -4.8%
LNG Cheniere Energy Inc. 0.25% 1,561,215 $272.9M Add +16.6%
DECK Deckers Outdoor Corp. 0.25% 279,942 $271.0M Reduce -7.6%
MGA Magna International Inc. 0.24% 6,222,167 $260.7M Reduce -15.3%
IMO Imperial Oil Ltd. 0.24% 3,796,660 $258.8M Add +12.2%
PCAR Paccar Inc. 0.24% 2,481,389 $255.4M Reduce -3.7%
NTAP Netapp Inc. 0.24% 1,959,302 $252.4M Reduce -8.8%
PAYX Paychex Inc. 0.23% 2,102,740 $249.3M Reduce -3.5%
LPLA LPL Financial Holdings Inc. 0.23% 881,175 $246.1M Reduce -20.2%
HWM Howmet Aerospace Inc. 0.23% 3,152,629 $244.7M Add +16.9%
JNJ Johnson & Johnson 0.23% 1,658,398 $242.4M Add +3.2%
ULTA Ulta Beauty Inc. 0.22% 620,793 $239.5M Add +14.1%
MCD McDonald's Corp. 0.22% 938,047 $239.1M Reduce -15.0%
HCA HCA Healthcare Inc. 0.22% 741,130 $238.1M Add +2.8%
TECK Teck Resources Ltd.-CLS B 0.22% 4,950,816 $237.2M Add +49.0%

Show all 1,354 holdings

Other holdings (7): bonds, preferreds, convertibles and warrants · $105K (not counted above)
SecurityClassShares / PrincipalValueChange
GHIXW Gores Holding Ix -CW24 *W EXP 01/14/202 500,000$54KNo change
BLEUACACIA LTD RIGHT 10/30/2026 450,000$24KNo change
JWSWF Jaws Mustang Acq C -CW26 *W EXP 01/30/202 175,000$19KNo change
BLEUACACIA LTD *W EXP 10/30/202 225,000$3KNo change
RVMDW Revolution Medicines Inc.-28 *W EXP 12/17/202 40,636$3KNo change
SONWQ Gores Metropoulos II -CW28 *W EXP 01/18/202 180,000$2KNo change
WGSWW Genedx Holdings Corp. *W EXP 07/22/202 34,884$1KNo change

Total filed on the 13F, all lines: $107.2B.

Portfolio Sells Q1 2024 → Q2 2024

TD Toronto-Dominion Bank Reduce -4.0% 2.10% −0.30
BMO Bank of Montreal Reduce -1.2% 1.46% −0.26
TLT iShares 20+ Year Treasury BD Reduce -20.6% 0.66% −0.20
ACN Accenture PLC Class A Reduce -38.2% 0.21% −0.17
V Visa Inc. Class A Reduce -9.8% 0.98% −0.17
CNI Canadian Natl Railway Co. Reduce -0.9% 1.26% −0.16
MGA Magna International Inc. Reduce -15.3% 0.24% −0.13
CNQ Canadian Natural Resources Reduce -1.9% 1.41% −0.13
BNS Bank of Nova Scotia Reduce -1.5% 0.80% −0.12
HLNE Hamilton Lane Inc. Class A Sold out 0.00% −0.11
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.10
ETSY Etsy Inc. Reduce -92.0% 0.01% −0.09
SYK Stryker Corp. Reduce -12.0% 0.45% −0.09
VEEV Veeva Systems Inc. Class A Reduce -14.6% 0.18% −0.09
SLF Sun Life Financial Inc. Reduce -0.1% 0.74% −0.08
SLB SLB Ltd. Reduce -73.2% 0.02% −0.08
WAT Waters Corp. Reduce -44.2% 0.07% −0.08
CM Can Imperial BK of Commerce Reduce -1.5% 0.93% −0.07
MA Mastercard Inc. Class A Reduce -8.1% 0.40% −0.07
HD Home Depot Inc. Reduce -0.8% 0.61% −0.07
NTR Nutrien Ltd. Reduce -12.8% 0.31% −0.07
MCD McDonald's Corp. Reduce -15.0% 0.22% −0.07
INTU Intuit Inc. Reduce -20.4% 0.27% −0.07
WST West Pharmaceutical Services Reduce -14.3% 0.16% −0.07
CVE Cenovus Energy Inc. Reduce -7.5% 0.65% −0.06
CRH CRH PLC Reduce -11.9% 0.21% −0.06
PCAR Paccar Inc. Reduce -3.7% 0.24% −0.06
TREX Trex Company Inc. Reduce -15.6% 0.09% −0.06
NICE Nice Ltd. - Spon ADR Sold out 0.00% −0.05
EXP Eagle Materials Inc. Reduce -4.2% 0.18% −0.05
BRKR Bruker Corp. Reduce -3.7% 0.10% −0.05
ENB Enbridge Inc. Reduce -2.8% 1.23% −0.05
FAST Fastenal Co. Reduce -5.8% 0.18% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.5% 3.56% −0.05
NDSN Nordson Corp. Reduce -87.3% 0.01% −0.05
COP Conocophillips Reduce -6.3% 0.28% −0.05
RCI Rogers Communications Inc. Class B Reduce -1.7% 0.39% −0.05
TRP TC Energy Corp. Reduce -2.4% 0.58% −0.05
CRM Salesforce Inc. Reduce -7.7% 0.18% −0.05
UBER Uber Technologies Inc. Reduce -24.9% 0.11% −0.05
A Agilent Technologies Inc. Reduce -9.1% 0.20% −0.05
BN Brookfield Corp. Reduce -4.0% 0.96% −0.05
QSR Restaurant Brands Intern Reduce -1.1% 0.32% −0.04
LPLA LPL Financial Holdings Inc. Reduce -20.2% 0.23% −0.04
CPRT Copart Inc. Reduce -10.3% 0.22% −0.04
EQIX Equinix Inc. Reduce -39.5% 0.05% −0.04
CVS CVS Health Corp. Reduce -26.8% 0.05% −0.04
MNST Monster Beverage Corp. Reduce -1.0% 0.21% −0.04
DIS The Walt Disney Co. Reduce -10.7% 0.11% −0.04
RIO Rio Tinto PLC-Spon ADR Sold out 0.00% −0.04

Portfolio Buys Q1 2024 → Q2 2024

AAPL Apple Inc. Add +10.3% 3.29% +0.87
GOOGL Alphabet Inc. Class A Add +3.0% 0.96% +0.19
XOM Exxon Mobil Corp. Add +114.7% 0.36% +0.19
DHR Danaher Corp. Add +99.0% 0.32% +0.16
GOOG Alphabet Inc. Class C Add +0.2% 0.79% +0.14
META Meta Platforms Inc. Class A Add +4.5% 1.61% +0.13
AMZN Amazon.com Inc. Add +0.6% 1.51% +0.11
REGN Regeneron Pharmaceuticals Add +30.4% 0.34% +0.10
CSL Carlisle Cos Inc. Add +2073.5% 0.11% +0.10
NVR NVR Inc. Add +143.8% 0.17% +0.10
EFA iShares MSCI Eafe ETF Add +31.0% 0.43% +0.10
TECK Teck Resources Ltd.-CLS B Add +49.0% 0.22% +0.08
WPM Wheaton Precious Metals Corp. Add +22.5% 0.29% +0.08
NEE Nextera Energy Inc. Add +23.9% 0.27% +0.07
VRSK Verisk Analytics Inc. Add +5.5% 0.38% +0.07
AEM Agnico Eagle Mines Ltd. Add +10.3% 0.36% +0.06
HWM Howmet Aerospace Inc. Add +16.9% 0.23% +0.06
EVR Evercore Inc. Class A Add +27.7% 0.20% +0.06
TRI Thomson Reuters Corp. Add +0.7% 0.64% +0.05
LNG Cheniere Energy Inc. Add +16.6% 0.25% +0.05
TJX TJX Companies Inc. Add +2.7% 0.47% +0.05
COO The Cooper Cos Inc. New 0.05% +0.05
IBN Icici Bank Ltd.-Spon ADR New 0.05% +0.05
TMUS T-Mobile US Inc. Add +5.9% 0.38% +0.05
MCK McKesson Corp. Add +4.7% 0.38% +0.05
ALNY Alnylam Pharmaceuticals Inc. Add +6.0% 0.11% +0.05
NFLX Netflix Inc. Add +1.1% 0.38% +0.04
TSLA Tesla Inc. Add +4.4% 0.27% +0.04
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.52% +0.04
MSI Motorola Solutions Inc. Add +3.7% 0.34% +0.04
CPAY Corpay Inc. New 0.04% +0.04
PG The Procter & Gamble Co. Add +4.3% 0.57% +0.03
TSM Taiwan Semiconductor-SP ADR Add +5.6% 0.12% +0.03
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +56.8% 0.08% +0.03
NXPI NXP Semiconductors NV Add +44.2% 0.08% +0.03
TT Trane Technologies PLC Add +0.1% 0.33% +0.03
AMGN Amgen Inc. Add +9.1% 0.17% +0.03
TTD Trade Desk Inc./the Class A Add +10.7% 0.15% +0.03
APO Apollo Global Management Inc. Add +3.8% 0.30% +0.03
DKNG Draftkings Inc. Class A Add +1009.0% 0.03% +0.02
IMO Imperial Oil Ltd. Add +12.2% 0.24% +0.02
BSX Boston Scientific Corp. Add +4.5% 0.15% +0.02
INSM Insmed Inc. Add +23.1% 0.03% +0.02
ZM Zoom Communications Inc. Add +643.3% 0.03% +0.02
AMPH Amphastar Pharmaceuticals Inc. Add +67.4% 0.06% +0.02
ZTS Zoetis Inc. Add +5.9% 0.27% +0.02
RACE Ferrari NV Add +26.7% 0.14% +0.02
BEPC Brookfield Renewable Cor-A Add +301.6% 0.03% +0.02
CCJ Cameco Corp. Add +17.8% 0.08% +0.02
EPAM Epam Systems Inc. Add +80.0% 0.10% +0.02

Notes & Other Activity Q1 2024 → Q2 2024

CVIIW Churchill Capital Vii -CW28 *W EXP 02/29/202 Sold out 60,000 $19Kbefore exit
VEEAW Plum Acquisition I A -CW28 *W EXP 03/18/202 Sold out 20,000 $8Kbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,211$115.4BNVDA, RY, AAPL, TD, BMO
Q1 2026 1,225$123.2BNVDA, RY, AAPL, TD, MSFT
Q4 2025 1,227$124.3BRY, NVDA, AAPL, MSFT, TD
Q3 2025 1,230$123.1BNVDA, MSFT, RY, AAPL, TD
Q2 2025 1,190$117.2BMSFT, NVDA, RY, SPY, AAPL
Q1 2025 1,213$108.6BAAPL, RY, SPY, MSFT, NVDA
Q4 2024 1,239$113.0BAAPL, MSFT, SPY, RY, NVDA
Q3 2024 1,378$113.3BMSFT, AAPL, RY, SPY, NVDA
Q2 2024 1,354$107.2BMSFT, SPY, NVDA, AAPL, RY
Q1 2024 1,372$107.5BMSFT, SPY, RY, NVDA, AAPL