Portfolio diff
Td Asset Management Inc
Q1 2026 ⇄ Q2 2026
+113Added
−125Removed
200Resized
51Unchanged
Added (Q2 2026)
Removed (was held in Q1 2026)
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| ENB ENBRIDGE INC | 24.79K | 31.28M | +126085.5% |
| BKNG BOOKING HOLDINGS INC | 1.04K | 1.15M | +110801.1% |
| AEM AGNICO EAGLE MINES LTD | 6.95K | 6.58M | +94600.1% |
| CM CANADIAN IMPERIAL BANK… | 24.91K | 19.91M | +79808.2% |
| BTG B2GOLD CORP | 21.23K | 10.73M | +50435.2% |
| CVNA CARVANA CO | 1.94K | 817.02K | +42058.1% |
| PSX PHILLIPS 66 | 1.12K | 399.74K | +35495.7% |
| JKHY HENRY JACK & ASSOC INC | 2.88K | 928.66K | +32201.2% |
| CSX CSX CORP | 13.22K | 3.82M | +28775.9% |
| BTE BAYTEX ENERGY CORP | 58.05K | 15.09M | +25900.3% |
| GM GENERAL MTRS CO | 3.99K | 1.03M | +25777.9% |
| A AGILENT TECHNOLOGIES INC | 4.43K | 996.88K | +22408.1% |
| ALL ALLSTATE CORP | 998 | 223.22K | +22267.2% |
| NXGPF NEXGEN ENERGY LTD | 14.40K | 2.97M | +20528.5% |
| EFXT ENERFLEX LTD | 14.00K | 2.76M | +19623.3% |
| HBM HUDBAY MINERALS INC | 14.33K | 2.65M | +18354.4% |
| TEL TE CONNECTIVITY PLC | 2.02K | 365.82K | +18045.9% |
| F FORD MTR CO | 10.49K | 1.89M | +17964.2% |
| NI NISOURCE INC | 8.56K | 1.45M | +16792.6% |
| CLS CELESTICA INC | 2.90K | 486.62K | +16708.9% |
| RJF RAYMOND JAMES FINL INC | 1.53K | 255.47K | +16554.2% |
| MNST MONSTER BEVERAGE CORP… | 14.64K | 2.43M | +16505.6% |
| ROST ROSS STORES INC | 1.11K | 181.87K | +16225.6% |
| BMY BRISTOL-MYERS SQUIBB CO | 12.43K | 2.01M | +16048.7% |
| CDNS CADENCE DESIGN SYSTEM… | 2.27K | 333.95K | +14598.5% |
| SNPS SYNOPSYS INC | 919 | 130.27K | +14075.0% |
| SE SEA LTD | 3.27K | 452.04K | +13728.0% |
| KMI KINDER MORGAN INC DEL | 10.05K | 1.36M | +13435.7% |
| MPWR MONOLITHIC PWR SYS INC | 195 | 25.37K | +12912.3% |
| ALNY ALNYLAM PHARMACEUTICALS… | 1.95K | 233.70K | +11890.6% |
| DLTR DOLLAR TREE INC | 3.72K | 428.31K | +11416.7% |
| SPG SIMON PPTY GROUP INC NEW | 1.50K | 165.06K | +10881.8% |
| PCAR PACCAR INC | 11.81K | 1.28M | +10693.1% |
| SO SOUTHERN CO | 3.90K | 411.84K | +10468.2% |
| NVR NVR INC | 160 | 16.39K | +10146.2% |
| MPC MARATHON PETE CORP | 1.39K | 140.84K | +10053.9% |
| NRG NRG ENERGY INC | 2.59K | 257.75K | +9840.4% |
| ADI ANALOG DEVICES INC | 5.86K | 554.72K | +9372.6% |
| DAL DELTA AIR LINES INC | 4.97K | 470.89K | +9365.2% |
| HCA HCA HEALTHCARE INC | 3.59K | 338.17K | +9324.9% |
| EFA ISHARES TR | 90.75K | 8.35M | +9097.3% |
| INTC INTEL CORP | 39.49K | 3.41M | +8532.4% |
| DVN DEVON ENERGY CORP NEW | 5.56K | 479.38K | +8526.6% |
| TMUS T-MOBILE US INC | 11.83K | 1.01M | +8404.9% |
| HYG ISHARES TR | 23.69K | 2.00M | +8353.2% |
| MCHP MICROCHIP TECHNOLOGY… | 10.95K | 891.95K | +8046.4% |
| AZO AUTOZONE INC | 73 | 5.78K | +7821.9% |
| EA ELECTRONIC ARTS INC | 1.52K | 117.60K | +7626.5% |
| DOW DOW HLDGS INC | 5.39K | 403.60K | +7381.1% |
| IR INGERSOLL RAND INC | 7.67K | 568.85K | +7314.7% |
| TFC TRUIST FINL CORP | 10.49K | 775.78K | +7294.7% |
| PWR QUANTA SVCS INC | 3.30K | 227.97K | +6814.4% |
| OKE ONEOK INC NEW | 5.49K | 370.29K | +6639.9% |
| ACN ACCENTURE PLC IRELAND | 19.06K | 1.25M | +6481.9% |
| CCL CARNIVAL CORP LTD | 10.71K | 692.78K | +6367.4% |
| XYZ BLOCK INC | 5.90K | 379.77K | +6335.7% |
| SHW SHERWIN WILLIAMS CO | 2.93K | 185.76K | +6233.3% |
| BB BLACKBERRY LTD | 15.55K | 982.92K | +6221.8% |
| PEG PUBLIC SVC ENTERPRISE… | 11.08K | 692.91K | +6153.1% |
| AEE AMEREN CORP | 2.06K | 123.24K | +5871.1% |
| PAYX PAYCHEX INC | 4.26K | 251.17K | +5798.8% |
| O REALTY INCOME CORP | 7.85K | 456.99K | +5723.8% |
| KLAC KLA CORP | 49.89K | 2.90M | +5719.0% |
| UPS UNITED PARCEL SVCS INC | 7.35K | 418.95K | +5603.1% |
| BIP BROOKFIELD… | 126.57K | 7.08M | +5495.9% |
| ADP AUTOMATIC DATA… | 10.71K | 596.87K | +5473.0% |
| OTIS OTIS WORLDWIDE CORP | 2.76K | 153.52K | +5464.3% |
| GD GENERAL DYNAMICS CORP | 3.97K | 216.82K | +5365.6% |
| LOW LOWES COS INC | 3.88K | 206.89K | +5237.7% |
| TRV TRAVELERS COMPANIES INC | 4.01K | 210.72K | +5158.7% |
| OXY OCCIDENTAL PETE CORP | 13.73K | 713.27K | +5096.1% |
| CTVA CORTEVA INC | 7.84K | 405.24K | +5066.9% |
| LITE LUMENTUM HLDGS INC | 1.79K | 91.10K | +5000.8% |
| CEG CONSTELLATION ENERGY… | 2.59K | 130.97K | +4960.7% |
| PM PHILIP MORRIS INTL INC | 12.58K | 636.02K | +4954.6% |
| HUBB HUBBELL INC | 448 | 22.39K | +4898.4% |
| USB US BANCORP | 17.07K | 843.25K | +4838.8% |
| EOG EOG RES INC | 19.58K | 947.22K | +4737.9% |
| MU MICRON TECHNOLOGY INC | 16.35K | 788.37K | +4722.7% |
| RTX RTX CORPORATION | 10.85K | 509.19K | +4593.4% |
| DNN DENISON MINES CORP | 190.65K | 8.84M | +4534.3% |
| PAAS PAN AMERN SILVER CORP | 61.04K | 2.72M | +4352.2% |
| MTD METTLER TOLEDO… | 3.77K | 164.38K | +4264.9% |
| AMD ADVANCED MICRO DEVICES… | 31.25K | 1.34M | +4198.4% |
| PLTR PALANTIR TECHNOLOGIES… | 30.78K | 1.28M | +4055.9% |
| BBY BEST BUY INC | 6.50K | 258.65K | +3876.8% |
| BX BLACKSTONE INC | 7.36K | 290.39K | +3848.3% |
| SNA SNAP ON INC | 648 | 24.05K | +3611.7% |
| FSV FIRSTSERVICE CORP NEW | 14.13K | 522.48K | +3596.9% |
| ELAN ELANCO ANIMAL HEALTH INC | 40.11K | 1.47M | +3565.8% |
| CARR CARRIER GLOBAL… | 7.62K | 276.64K | +3531.8% |
| HOOD ROBINHOOD MKTS INC | 15.98K | 576.56K | +3508.5% |
| UAL UNITED AIRLS HLDGS INC | 3.35K | 118.99K | +3448.7% |
| RS RELIANCE INC | 2.12K | 74.59K | +3419.9% |
| COLB COLUMBIA BKG SYS INC | 23.73K | 832.56K | +3408.5% |
| HPE HEWLETT PACKARD… | 36.13K | 1.26M | +3388.4% |
| BIPC BROOKFIELD… | 14.72K | 508.45K | +3353.2% |
| BJ BJS WHSL CLUB HLDGS INC | 5.54K | 190.08K | +3328.0% |
| MLI MUELLER INDS INC | 3.96K | 135.37K | +3316.6% |
| WCN WASTE CONNECTIONS INC | 7.55K | 256.54K | +3297.9% |
| TDG TRANSDIGM GROUP INC | 599 | 20.15K | +3264.1% |
| WST WEST PHARMACEUTICAL… | 21.88K | 731.05K | +3241.7% |
| ITW ILLINOIS TOOL WKS INC | 3.02K | 100.42K | +3227.3% |
| LMT LOCKHEED MARTIN CORP | 2.78K | 92.33K | +3219.0% |
| FWONA LIBERTY MEDIA CORP DEL | 13.84K | 456.89K | +3201.4% |
| NSC NORFOLK SOUTHN CORP | 2.64K | 84.13K | +3083.3% |
| AGI ALAMOS GOLD INC | 57.81K | 1.84M | +3082.7% |
| VICI VICI PPTYS INC | 22.43K | 710.42K | +3067.4% |
| ODFL OLD DOMINION FREIGHT… | 25.61K | 787.51K | +2975.3% |
| AQN ALGONQUIN POWER &… | 85.56K | 2.60M | +2943.8% |
| CMS CMS ENERGY CORP | 20.10K | 610.11K | +2935.4% |
| CPRT COPART INC | 138.23K | 4.19M | +2932.7% |
| JLL JONES LANG LASALLE INC | 1.59K | 48.20K | +2929.2% |
| PANW PALO ALTO NETWORKS INC | 17.39K | 520.80K | +2894.1% |
| TW TRADEWEB MKTS INC | 13.24K | 396.22K | +2893.5% |
| LNT ALLIANT ENERGY CORP | 3.57K | 106.45K | +2883.5% |
| Q QNITY ELECTRONICS INC | 4.57K | 135.31K | +2858.8% |
| BLDP BALLARD PWR SYS INC NEW | 13.72K | 405.92K | +2858.6% |
| KO COCA COLA CO | 75.38K | 2.21M | +2835.6% |
| DUK DUKE ENERGY CORP NEW | 12.27K | 352.78K | +2775.6% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
← Back to the manager record