Portfolio diff
Toronto Dominion Bank
Q1 2026 ⇄ Q2 2026
+150Added
−150Removed
200Resized
126Unchanged
Added (Q2 2026)
Removed (was held in Q1 2026)
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| RARE ULTRAGENYX… | 162 | 415.00K | +256072.8% |
| SCZ ISHARES TR | 9 | 14.76K | +163877.8% |
| ARTC Art Technology… | 100 | 99.90K | +99800.0% |
| ORA Ormat Technologies Inc… | 2 | 1.85K | +92650.0% |
| KWEB KRANESHARES TRUST | 45 | 39.14K | +86873.3% |
| ZKP Lafayette Digital… | 282 | 196.71K | +69654.3% |
| M MACYS INC | 53 | 26.95K | +50745.3% |
| U Unity Software Inc Com | 18.46K | 5.00M | +27003.3% |
| RGEN Repligen Corp Com | 2 | 417 | +20750.0% |
| QXO Qxo Inc Com New | 3.00K | 618.57K | +20519.1% |
| SHEL SHELL PLC ADR | 14.12K | 2.45M | +17237.4% |
| BLD TOPBUILD COR | 670 | 74.20K | +10974.9% |
| XLRE SELECT SECTOR SPDR TR | 141 | 14.56K | +10229.8% |
| GDX Vaneck Etf Trust Gold… | 25.21K | 845.39K | +3253.4% |
| GERN GERON CORP | 127.71K | 4.24M | +3216.1% |
| BKNG Booking Holdings Inc Com | 11.91K | 388.21K | +3158.4% |
| XBI SPDR SERIES TRUST | 17 | 507 | +2882.4% |
| TRU TRANSUNION | 26.36K | 762.83K | +2793.4% |
| XLF SELECT SECTOR SPDR TR | 11.04K | 315.82K | +2760.4% |
| SOC Sable Offshore Corp Com… | 10.98K | 300.00K | +2632.0% |
| MDLN MEDLINE INC CL A | 2.40K | 55.00K | +2192.5% |
| FOUR Shift4 Pmts Inc Cl A | 22 | 489 | +2122.7% |
| WPAC White Pearl Acquisition… | 10.55K | 202.86K | +1822.3% |
| MBAVW M3Brigade Acquisition V… | 18.90K | 317.78K | +1581.4% |
| SAAQ Space Asset Acquisition… | 36.64K | 603.73K | +1547.9% |
| ZBH ZIMMER BIOMET HOLDINGS… | 58.10K | 947.73K | +1531.3% |
| NU NU HOLDINGS LTD CAYMAN… | 22.63K | 365.38K | +1514.3% |
| TCOM Trip Com Group Ltd Note… | 25.21K | 399.99K | +1486.6% |
| GDXJ VANECK ETF TRUST | 323 | 5.09K | +1477.1% |
| OKTA OKTA INC | 28.57K | 444.97K | +1457.2% |
| KLAC Kla Corp Com New | 42.09K | 643.29K | +1428.4% |
| SO Southern Co Note 4.500… | 430.49K | 6.28M | +1358.7% |
| LBRDA Liberty Broadband Corp… | 53.83K | 759.90K | +1311.7% |
| MGM MGM RESORTS… | 29.89K | 407.35K | +1262.7% |
| COO COOPER COS INC | 63.80K | 785.80K | +1131.7% |
| DAR Darling Ingredients Inc… | 21.85K | 268.18K | +1127.3% |
| PCTY PAYLOCITY HLDG CORP | 3.17K | 38.75K | +1124.0% |
| PAA PLAINS ALL AMERN… | 4.34K | 50.00K | +1053.1% |
| SEI Solaris Energy Infras… | 44.97K | 500.00K | +1011.8% |
| TACO Berto Acquisition Corp… | 32.61K | 351.00K | +976.4% |
| EWY ISHARES INC | 7 | 73 | +942.9% |
| LPLA LPL FINL HLDGS INC | 10.84K | 111.34K | +927.5% |
| QADR Qdro Acquisition Corp W… | 25.00K | 256.84K | +927.4% |
| GLD SPDR GOLD TRUST GOLD SHS | 12.13K | 111.09K | +815.7% |
| LAFA LAFAYETTE ACQUISITION… | 23.16K | 200.00K | +763.6% |
| KPET Kpet Ultra Paceline… | 100.00K | 833.49K | +733.5% |
| IACOU Idea Acquisition Corp… | 37.98K | 293.08K | +671.6% |
| SLV ISHARES SILVER TRUST… | 32.00K | 245.37K | +666.8% |
| GKOS GLAUKOS CORP | 36.13K | 268.15K | +642.3% |
| FERA Fifth Era Acquisition… | 101.00K | 725.76K | +618.6% |
| KDP Keurig Dr Pepper Inc Com | 401.85K | 2.79M | +594.5% |
| XLI Select Sector Spdr Tr… | 1.57K | 10.78K | +588.5% |
| VST Vistra Corp Com | 102.36K | 704.52K | +588.3% |
| PNW Pinnacle West Cap Corp… | 36.12K | 242.33K | +570.9% |
| MRVL Marvell Technology Inc… | 129.16K | 825.61K | +539.2% |
| SBUX Starbucks Corp Com | 356.23K | 2.16M | +505.3% |
| SFM SPROUTS FARMERS MARKET… | 500 | 3.00K | +500.0% |
| SSACU Spacsphere Acquisition… | 50.00K | 294.95K | +489.9% |
| SUMA Suma Acquisition Corp… | 150.00K | 850.00K | +466.7% |
| GPN GLOBAL PMTS INC | 96.02K | 529.09K | +451.0% |
| ARM Arm Holdings Plc… | 2.47K | 13.40K | +442.9% |
| BTE BAYTEX ENERGY CORP | 869.85K | 4.62M | +430.8% |
| VRSK VERISK ANALYTICS INC | 49.56K | 256.43K | +417.4% |
| VTRS VIATRIS INC | 344.04K | 1.74M | +405.7% |
| MSTY YIELDMAX MSTR OPTION… | 1.00K | 5.00K | +400.0% |
| IEFA ISHARES TR | 46.63K | 230.53K | +394.4% |
| SPMO INVESCO EXCH TRADED FD… | 34 | 168 | +394.1% |
| VAL-WT Valaris Ltd W Exp… | 722 | 3.46K | +379.4% |
| HCIC Hennessy Capital… | 100.01K | 477.21K | +377.2% |
| AVAV Aerovironment Inc Com | 45 | 210 | +366.7% |
| VOO VANGUARD S&P500 INDEX… | 30.97K | 144.16K | +365.5% |
| CVNA CARVANA CO | 45.10K | 209.67K | +364.9% |
| IWM ISHARES TR | 112.50K | 521.04K | +363.2% |
| MDLZ Mondelez Intl Inc Cl A | 389.87K | 1.80M | +360.6% |
| ATS ATS CORPORATION | 93.17K | 406.92K | +336.7% |
| XRPNW Armada Acquisition Corp… | 10.00K | 43.20K | +332.0% |
| SNOW SNOWFLAKE INC | 52.62K | 222.83K | +323.4% |
| YUM YUM! BRANDS INC. | 96.47K | 407.08K | +322.0% |
| CGAU CENTERRA GOLD INC | 374.39K | 1.57M | +320.6% |
| DHI D R HORTON INC | 78.26K | 318.40K | +306.8% |
| ORLA ORLA MNG LTD NEW | 233.58K | 943.50K | +303.9% |
| EBAY EBAY INC. | 8.50M | 33.82M | +297.8% |
| TRMB TRIMBLE INC | 75.05K | 296.53K | +295.1% |
| ACHC ACADIA HEALTHCARE… | 129.55K | 499.98K | +285.9% |
| IRDM IRIDIUM COMMUNICATIONS… | 20.22K | 77.05K | +281.0% |
| VTR VENTAS INC | 204.44K | 763.17K | +273.3% |
| AOS SMITH A O CORP | 17.57K | 64.65K | +267.8% |
| FIGX Figx Cap Acquisition… | 27.41K | 100.00K | +264.8% |
| AG First Majestic Silver… | 935.23K | 3.37M | +259.8% |
| CG CARLYLE GROUP INC | 42.05K | 149.83K | +256.3% |
| MKSI MKS INC. | 38.69K | 134.90K | +248.7% |
| XSLL Xsolla Spac 1 Usd Cl A… | 14.40K | 50.00K | +247.2% |
| CARR CARRIER GLOBAL… | 232.76K | 791.81K | +240.2% |
| AGI ALAMOS GOLD INC | 578.58K | 1.94M | +235.9% |
| BACC Blue Acquisition Corp.… | 89.53K | 300.00K | +235.1% |
| ARKK ARK ETF TR | 33.05K | 109.57K | +231.5% |
| SSAC Spacsphere Acquisition… | 31.39K | 100.00K | +218.5% |
| RGLD ROYAL GOLD INC | 3.01K | 9.44K | +214.1% |
| PDD Pdd Holdings Inc… | 6.75K | 21.05K | +211.7% |
| LOW LOWES COS INC | 353.28K | 1.10M | +211.0% |
| DVN DEVON ENERGY CORP NEW | 175.69K | 546.37K | +211.0% |
| SII SPROTT INC | 31.86K | 98.73K | +209.9% |
| MTAL Metals Acquisition Corp… | 150.00K | 455.38K | +203.6% |
| ORLY Oreilly Automotive Inc… | 267.80K | 808.15K | +201.8% |
| POWL POWELL INDUSTRIES INC | 31 | 93 | +200.0% |
| ARWR Arrowhead… | 1.10M | 3.20M | +190.1% |
| HII HUNTINGTON INGALLS INDS… | 6.26K | 18.01K | +187.8% |
| NOW Servicenow Inc Com | 329.30K | 943.52K | +186.5% |
| FDX FEDEX CORPORATION | 65.73K | 187.29K | +184.9% |
| ADI Analog Devices Inc Com | 157.66K | 447.02K | +183.5% |
| BAYAR Bayview Acquisition… | 183.46K | 505.81K | +175.7% |
| BSX BOSTON SCIENTIFIC CORP | 448.20K | 1.19M | +164.8% |
| TII TITAN MNG CORP | 60.46K | 159.30K | +163.5% |
| ASML Asml Hldg Nv N Y… | 1.18K | 3.10K | +162.8% |
| AEXA American Exceptionalism… | 120.00K | 311.48K | +159.6% |
| ARCIU Archimedes Tech Spac… | 250.00K | 646.22K | +158.5% |
| VHCPU Vine Hill Cap Invts… | 291.44K | 745.58K | +155.8% |
| EGO ELDORADO GOLD CORP NEW | 230.48K | 589.43K | +155.7% |
| TAC TRANSALTA CORPORATION | 4.58M | 11.71M | +155.6% |
| SZZL Sizzle Acquisition… | 30.00K | 75.00K | +150.0% |
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).
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