TD Asset Management Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), TD Asset Management Inc reported 1,225 stock positions worth $123.2 billion. Its top holding was Nvidia (NVDA) at 4.1% of the portfolio, followed by Royal Bank of Canada (RY, 4.0%) and Apple (AAPL, 3.4%). Compared with Q4 2025, it opened 84 new positions, sold out of 85, added to 589 and reduced 493. The biggest buy was Johnson & Johnson (JNJ, shares +193%) and the biggest sale Microsoft (MSFT, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Toronto, A6
- CIK
- 0001056053
- Portfolio Value
- $123.2B (Q1 2026)
- SEC Filing
- 0001193125-26-217078 ↗ filed May 11, 2026
Holdings Value
Holdings 1,225 stocks · $123.2B
| NVDA Nvidia Corp. | 4.12% | 29,088,598 | $5.1B | Add +3.8% |
| RY Royal Bank of Canada | 3.98% | 30,421,111 | $4.9B | Reduce -2.1% |
| AAPL Apple Inc. | 3.37% | 16,375,214 | $4.2B | Reduce -3.6% |
| TD Toronto-Dominion Bank | 2.84% | 37,654,650 | $3.5B | Add +0.1% |
| MSFT Microsoft Corp. | 2.63% | 8,755,159 | $3.2B | Reduce -6.3% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 2.09% | 19,086,601 | $2.6B | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 1.78% | 7,650,121 | $2.2B | Add +9.3% |
| ENB Enbridge Inc. | 1.74% | 39,677,169 | $2.1B | Add +1.0% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 1.73% | 22,617,569 | $2.1B | Reduce -0.4% |
| AVGO Broadcom Inc. | 1.65% | 6,587,250 | $2.0B | Reduce -6.8% |
| AEM Agnico Eagle Mines Ltd. | 1.60% | 9,764,366 | $2.0B | Add +1.0% |
| CNQ Canadian Natural Resources | 1.58% | 39,940,897 | $1.9B | Add +5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.50% | 2,848,742 | $1.9B | Add +2.8% |
| SU Suncor Energy Inc. | 1.36% | 25,497,252 | $1.7B | Add +10.7% |
| AMZN Amazon.com Inc. | 1.32% | 7,796,267 | $1.6B | Reduce -5.8% |
| CP Canadian Pacific Kansas City | 1.20% | 18,829,813 | $1.5B | Add +1.2% |
| BN Brookfield Corp. | 1.19% | 36,208,452 | $1.5B | Add +1.3% |
| META Meta Platforms Inc. Class A | 1.16% | 2,493,371 | $1.4B | Reduce -13.2% |
| MFC Manulife Financial Corp. | 1.14% | 40,746,302 | $1.4B | Add +6.7% |
| TRP TC Energy Corp. | 1.10% | 21,682,113 | $1.4B | Add +3.9% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 1.08% | 19,181,963 | $1.3B | Add +2.7% |
| JPM JPMorgan Chase & Co. | 1.04% | 4,376,725 | $1.3B | Reduce -11.3% |
| GOOG Alphabet Inc. Class C | 1.02% | 4,379,038 | $1.3B | Add +3.3% |
| CNI Canadian Natl Railway Co. | 1.01% | 12,131,313 | $1.2B | Add +6.7% |
| SHOP Shopify Inc. Class A | 0.92% | 9,574,621 | $1.1B | Add +9.9% |
| JNJ Johnson & Johnson | 0.91% | 4,565,498 | $1.1B | Add +192.9% |
| LLY Eli Lilly & Co. | 0.89% | 1,190,111 | $1.1B | Add +0.5% |
| WPM Wheaton Precious Metals Corp. | 0.78% | 7,377,168 | $965.3M | Add +1.3% |
| XOM Exxon Mobil Corp. | 0.77% | 5,600,959 | $950.3M | Add +17.0% |
| V Visa Inc. Class A | 0.77% | 3,127,726 | $945.3M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.76% | 937,230 | $933.9M | Add +24.6% |
| EFA iShares MSCI Eafe ETF | 0.72% | 9,148,830 | $888.6M | Add +7.6% |
| B Barrick Mining Corp. | 0.72% | 21,635,309 | $881.4M | Add +6.1% |
| SLF Sun Life Financial Inc. | 0.71% | 14,022,998 | $875.7M | Reduce -8.6% |
| ABBV Abbvie Inc. | 0.69% | 3,920,076 | $852.6M | Reduce -5.8% |
| FTS Fortis Inc. | 0.61% | 13,434,588 | $747.1M | Reduce -0.7% |
| NTR Nutrien Ltd. | 0.57% | 9,260,735 | $696.9M | Add +3.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.55% | 4,272,248 | $682.3M | Reduce -4.5% |
| LRCX Lam Research Corp. | 0.53% | 3,056,874 | $653.1M | Add +94.7% |
| WCN Waste Connections Inc. | 0.53% | 4,030,266 | $652.8M | Add +4.8% |
| GEV GE Vernova Inc. | 0.52% | 740,736 | $646.6M | Reduce -1.9% |
| MCK McKesson Corp. | 0.50% | 710,446 | $614.8M | Reduce -5.8% |
| BAM Brookfield Asset Mgmt-A | 0.48% | 13,404,643 | $594.1M | Reduce -15.0% |
| TSLA Tesla Inc. | 0.46% | 1,539,123 | $572.2M | Add +3.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.45% | 962,575 | $555.6M | Reduce -7.4% |
| KLAC KLA Corp. | 0.45% | 373,087 | $549.3M | Reduce -9.9% |
| CCJ Cameco Corp. | 0.42% | 4,789,688 | $519.2M | Add +9.6% |
| AXP American Express Co. | 0.42% | 1,698,093 | $513.6M | Reduce -15.0% |
| HWM Howmet Aerospace Inc. | 0.40% | 2,138,164 | $492.8M | Reduce -11.9% |
| CW Curtiss-Wright Corp. | 0.39% | 710,234 | $483.8M | Reduce -8.3% |
| TU Telus Corp. | 0.39% | 37,471,452 | $480.1M | Add +2.1% |
| FNV Franco-Nevada Corp. | 0.39% | 1,937,392 | $478.2M | Reduce -1.1% |
| GILD Gilead Sciences Inc. | 0.38% | 3,372,079 | $470.0M | Add +0.4% |
| TRI Thomson Reuters Corp. | 0.38% | 5,199,592 | $467.8M | Add +11.5% |
| HD Home Depot Inc. | 0.38% | 1,421,771 | $467.6M | Reduce -10.0% |
| HLT Hilton Worldwide Holdings Inc. | 0.37% | 1,517,759 | $461.5M | Reduce -2.5% |
| LNG Cheniere Energy Inc. | 0.37% | 1,610,928 | $457.1M | Reduce -9.1% |
| APH Amphenol Corp. Class A | 0.37% | 3,608,908 | $456.0M | Reduce -11.7% |
| CVE Cenovus Energy Inc. | 0.37% | 17,178,839 | $454.5M | Add +1.1% |
| IMO Imperial Oil Ltd. | 0.36% | 3,442,216 | $449.4M | Reduce -11.7% |
| MCD McDonald's Corp. | 0.35% | 1,385,814 | $430.7M | Reduce -0.7% |
| MA Mastercard Inc. Class A | 0.35% | 859,940 | $429.7M | Add +0.9% |
| QSR Restaurant Brands Intern | 0.34% | 5,638,563 | $415.9M | Add +1.7% |
| CAT Caterpillar Inc. | 0.34% | 585,483 | $414.8M | Add +6.6% |
| EMA Emera Inc. | 0.32% | 7,621,466 | $393.8M | Reduce -1.0% |
| AZN Astrazeneca PLC | 0.31% | 1,965,535 | $383.4M | Add +253.3% |
| NFLX Netflix Inc. | 0.31% | 3,982,628 | $382.9M | Reduce -11.1% |
| AMAT Applied Materials Inc. | 0.30% | 1,099,739 | $375.9M | Reduce -9.5% |
| ETR Entergy Corp. | 0.30% | 3,320,316 | $373.1M | Reduce -1.4% |
| EZU iShares MSCI Eurozone ETF | 0.29% | 5,671,243 | $355.2M | Reduce -8.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 740,318 | $354.8M | Reduce -6.3% |
| MS Morgan Stanley | 0.28% | 2,131,499 | $350.8M | Add +289.0% |
| PEP Pepsico Inc. | 0.28% | 2,225,868 | $345.7M | Add +95.6% |
| DE Deere & Co. | 0.28% | 602,498 | $339.4M | Add +51.7% |
| RCI Rogers Communications Inc. Class B | 0.27% | 8,732,618 | $334.8M | Add +2.3% |
| GS Goldman Sachs Group Inc. | 0.27% | 390,689 | $330.5M | Add +40.7% |
| WMT Walmart Inc. | 0.26% | 2,573,695 | $319.9M | Add +2.3% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 1,116,630 | $316.9M | Add +23.2% |
| CL Colgate-Palmolive Co. | 0.25% | 3,574,124 | $304.6M | Add +12.5% |
| AMD Advanced Micro Devices | 0.25% | 1,485,112 | $302.1M | Add +9.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.24% | 3,761,517 | $299.3M | Add +22.6% |
| TXN Texas Instruments Inc. | 0.24% | 1,492,541 | $289.8M | Add +158.2% |
| EVR Evercore Inc. Class A | 0.23% | 958,472 | $286.1M | Reduce -21.1% |
| PBA Pembina Pipeline Corp. | 0.23% | 6,332,525 | $282.6M | Add +0.7% |
| MRK Merck & Co. Inc. | 0.22% | 2,288,576 | $275.3M | Add +2.6% |
| EWJ iShares MSCI Japan ETF | 0.22% | 3,217,607 | $271.7M | Add +20.4% |
| REGN Regeneron Pharmaceuticals | 0.22% | 350,923 | $271.1M | Reduce -11.7% |
| CSCO Cisco Systems Inc. | 0.22% | 3,469,395 | $269.2M | Add +6.1% |
| MGA Magna International Inc. | 0.21% | 4,724,536 | $263.0M | Reduce -0.6% |
| FCX Freeport-McMoran Inc. | 0.21% | 4,363,041 | $256.5M | Add +485.1% |
| BIP Brookfield Infrastructure Pa | 0.21% | 7,131,673 | $256.4M | Add +1.6% |
| AEP American Electric Power | 0.21% | 1,931,327 | $253.2M | Add +312.1% |
| BKNG Booking Holdings Inc. | 0.20% | 58,773 | $247.5M | Reduce -48.6% |
| ETN Eaton Corp. PLC | 0.20% | 684,826 | $244.9M | Add +0.6% |
| ANET Arista Networks Inc. | 0.20% | 1,977,756 | $242.8M | Reduce -4.8% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 479,855 | $235.9M | Reduce -31.2% |
| CVX Chevron Corp. | 0.19% | 1,138,417 | $235.5M | Add +3.6% |
| LIN Linde PLC | 0.19% | 473,063 | $234.5M | Add +7.8% |
| GLW Corning Inc. | 0.19% | 1,716,990 | $233.5M | Reduce -27.4% |
| TT Trane Technologies PLC | 0.19% | 558,412 | $232.7M | Reduce -12.5% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $4.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NOVANTA INC (NOVT 6.5 11/01/28) | UNIT 11/01/2028 | 40,404 | $2.2M | No change |
| VSE CORP (VSEC 5.75 02/01/29) | UNIT 02/01/2029 | 35,390 | $1.8M | New |
| IAUX.WS I-80 Gold Corp. -26 | *W EXP 11/16/202 | 400,000 | $400K | No change |
| RVMDW Revolution Medicines Inc.-28 | *W EXP 12/17/202 | 40,636 | $71K | No change |
| WGSWW Genedx Holdings Corp. | *W EXP 07/22/202 | 34,884 | $279 | No change |
Total filed on the 13F, all lines: $123.2B.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -6.3% | 2.63% | −1.01 |
| META Meta Platforms Inc. Class A | Reduce -13.2% | 1.16% | −0.37 |
| AAPL Apple Inc. | Reduce -3.6% | 3.37% | −0.34 |
| AVGO Broadcom Inc. | Reduce -6.8% | 1.65% | −0.31 |
| BKNG Booking Holdings Inc. | Reduce -48.6% | 0.20% | −0.29 |
| RY Royal Bank of Canada | Reduce -2.1% | 3.98% | −0.29 |
| CRH CRH PLC | Reduce -71.3% | 0.08% | −0.25 |
| JPM JPMorgan Chase & Co. | Reduce -11.3% | 1.04% | −0.23 |
| URI United Rentals Inc. | Reduce -82.6% | 0.04% | −0.23 |
| AMZN Amazon.com Inc. | Reduce -5.8% | 1.32% | −0.22 |
| PGR Progressive Corp. | Reduce -70.0% | 0.07% | −0.20 |
| BAM Brookfield Asset Mgmt-A | Reduce -15.0% | 0.48% | −0.18 |
| AXP American Express Co. | Reduce -15.0% | 0.42% | −0.18 |
| MCO Moody's Corp. | Reduce -79.8% | 0.03% | −0.15 |
| TMO Thermo Fisher Scientific Inc. | Reduce -31.2% | 0.19% | −0.13 |
| V Visa Inc. Class A | Reduce -1.1% | 0.77% | −0.13 |
| EVR Evercore Inc. Class A | Reduce -21.1% | 0.23% | −0.10 |
| EXE Expand Energy Corp. | Reduce -86.7% | 0.02% | −0.10 |
| TW Tradeweb Markets Inc. Class A | Reduce -73.3% | 0.04% | −0.10 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -41.5% | 0.11% | −0.08 |
| HEI Heico Corp. | Reduce -97.2% | 0.00% | −0.08 |
| APH Amphenol Corp. Class A | Reduce -11.7% | 0.37% | −0.07 |
| ABBV Abbvie Inc. | Reduce -5.8% | 0.69% | −0.07 |
| ABT Abbott Laboratories | Reduce -28.8% | 0.10% | −0.07 |
| ORCL Oracle Corp. | Reduce -12.3% | 0.13% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.4% | 0.45% | −0.06 |
| COR Cencora Inc. | Reduce -20.7% | 0.18% | −0.06 |
| SLF Sun Life Financial Inc. | Reduce -8.6% | 0.71% | −0.06 |
| ULTA Ulta Beauty Inc. | Reduce -20.2% | 0.14% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -1.6% | 0.18% | −0.06 |
| HD Home Depot Inc. | Reduce -10.0% | 0.38% | −0.06 |
| EWY iShares MSCI South Korea ETF | Sold out | 0.00% | −0.06 |
| MSI Motorola Solutions Inc. | Reduce -49.1% | 0.08% | −0.06 |
| TMUS T-Mobile US Inc. | Reduce -25.7% | 0.18% | −0.05 |
| BSX Boston Scientific Corp. | Reduce -3.5% | 0.09% | −0.05 |
| DHI D.R. Horton Inc. | Reduce -81.1% | 0.01% | −0.05 |
| ADBE Adobe Inc. | Reduce -23.6% | 0.06% | −0.05 |
| GNTX Gentex Corp. | Sold out | 0.00% | −0.05 |
| RSG Republic Services Inc. | Reduce -46.3% | 0.06% | −0.05 |
| LPLA LPL Financial Holdings Inc. | Reduce -12.5% | 0.14% | −0.05 |
| EXPD Expeditors Intl Wash Inc. | Reduce -33.7% | 0.08% | −0.04 |
| ADP Automatic Data Processing | Reduce -10.1% | 0.11% | −0.04 |
| GIB Cgi Inc. | Reduce -10.4% | 0.10% | −0.04 |
| CBRE CBRE Group Inc. Class A | Reduce -45.1% | 0.03% | −0.04 |
| EPAM Epam Systems Inc. | Reduce -28.1% | 0.04% | −0.04 |
| CRM Salesforce Inc. | Reduce -4.4% | 0.08% | −0.04 |
| IDXX Idexx Laboratories Inc. | Reduce -11.7% | 0.11% | −0.04 |
| EUFN iShares MSCI Europe Financia | Sold out | 0.00% | −0.04 |
| DASH DoorDash Inc. Class A | Reduce -24.3% | 0.03% | −0.03 |
| EHC Encompass Health Corp. | Reduce -44.1% | 0.04% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| JNJ Johnson & Johnson | Add +192.9% | 0.91% | +0.65 |
| CNQ Canadian Natural Resources | Add +5.3% | 1.58% | +0.54 |
| SU Suncor Energy Inc. | Add +10.7% | 1.36% | +0.54 |
| LRCX Lam Research Corp. | Add +94.7% | 0.53% | +0.31 |
| XOM Exxon Mobil Corp. | Add +17.0% | 0.77% | +0.31 |
| AEM Agnico Eagle Mines Ltd. | Add +1.0% | 1.60% | +0.28 |
| COST Costco Wholesale Corp. | Add +24.6% | 0.76% | +0.24 |
| AZN Astrazeneca PLC | Add +253.3% | 0.31% | +0.23 |
| ENB Enbridge Inc. | Add +1.0% | 1.74% | +0.23 |
| MS Morgan Stanley | Add +289.0% | 0.28% | +0.21 |
| FCX Freeport-McMoran Inc. | Add +485.1% | 0.21% | +0.18 |
| TRP TC Energy Corp. | Add +3.9% | 1.10% | +0.17 |
| AEP American Electric Power | Add +312.1% | 0.21% | +0.16 |
| TXN Texas Instruments Inc. | Add +158.2% | 0.24% | +0.15 |
| PEP Pepsico Inc. | Add +95.6% | 0.28% | +0.15 |
| CVE Cenovus Energy Inc. | Add +1.1% | 0.37% | +0.14 |
| CMI Cummins Inc. | Add +386.7% | 0.16% | +0.13 |
| DE Deere & Co. | Add +51.7% | 0.28% | +0.13 |
| BNY Bank of New York Mellon Corp. | Add +490.5% | 0.15% | +0.12 |
| NTR Nutrien Ltd. | Add +3.7% | 0.57% | +0.12 |
| JNK SS SPDR BB High Yield Bond | Add +164.7% | 0.17% | +0.10 |
| CNI Canadian Natl Railway Co. | Add +6.7% | 1.01% | +0.10 |
| CCJ Cameco Corp. | Add +9.6% | 0.42% | +0.10 |
| HII Huntington Ingalls Industrie | Add +599.4% | 0.11% | +0.10 |
| CP Canadian Pacific Kansas City | Add +1.2% | 1.20% | +0.10 |
| WPM Wheaton Precious Metals Corp. | Add +1.3% | 0.78% | +0.09 |
| CAT Caterpillar Inc. | Add +6.6% | 0.34% | +0.08 |
| AHR American Healthcare REIT Inc. | New | 0.08% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +40.7% | 0.27% | +0.07 |
| ADI Analog Devices Inc. | Add +58.8% | 0.15% | +0.07 |
| CASY Casey's General Stores Inc. | Add +112.4% | 0.10% | +0.06 |
| EFA iShares MSCI Eafe ETF | Add +7.6% | 0.72% | +0.06 |
| NEE Nextera Energy Inc. | Add +73.2% | 0.12% | +0.06 |
| SOLS Solstice Adv Materials Inc. | Add +6711.1% | 0.06% | +0.06 |
| CVX Chevron Corp. | Add +3.6% | 0.19% | +0.06 |
| AEIS Advanced Energy Industries | Add +2483.4% | 0.06% | +0.05 |
| MU Micron Technology Inc. | Add +16.7% | 0.18% | +0.05 |
| GILD Gilead Sciences Inc. | Add +0.4% | 0.38% | +0.05 |
| EWJ iShares MSCI Japan ETF | Add +20.4% | 0.22% | +0.05 |
| XLI SS Industrial Select Sector | New | 0.05% | +0.05 |
| TIGO Millicom Intl Cellular S.A. | New | 0.05% | +0.05 |
| CL Colgate-Palmolive Co. | Add +12.5% | 0.25% | +0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +22.6% | 0.24% | +0.04 |
| AGX Argan Inc. | Add +6.7% | 0.09% | +0.04 |
| CHRW C.H. Robinson Worldwide Inc. | Add +109.0% | 0.08% | +0.04 |
| LIN Linde PLC | Add +7.8% | 0.19% | +0.04 |
| SNDK Sandisk Corp. | Add +132.6% | 0.05% | +0.04 |
| MDA Mda Space Ltd. | New | 0.04% | +0.04 |
| UBS UBS Group AG-Reg | Add +122.0% | 0.08% | +0.04 |
| PBA Pembina Pipeline Corp. | Add +0.7% | 0.23% | +0.04 |
Notes & Other Activity Q4 2025 → Q1 2026
| BRUKER CORP (BRKR 6.375 09/01/28) | 6.375 PREF SER A | Sold out | 6,864 | $2.5Mbefore exit |
| VSE CORP (VSEC 5.75 02/01/29) | UNIT 02/01/2029 | New | 35,390 | $1.8M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |