TD ASSET MANAGEMENT INC
Comparing Q1 2026 vs Q4 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| JOHNSON & JOHNSON | 1,558,541 | 4,565,498 | +3,006,957 | 322,540,060 | 1,115,990,331 | +793,450,271 |
| SUNCOR ENERGY INC NEW | 23,040,499 | 25,497,252 | +2,456,753 | 1,023,984,826 | 1,681,059,193 | +657,074,367 |
| CANADIAN NAT RES LTD MED TER | 37,945,726 | 39,940,897 | +1,995,171 | 1,286,957,361 | 1,942,165,648 | +655,208,287 |
| LAM RESEARCH CORP | 1,570,447 | 3,056,874 | +1,486,427 | 268,829,118 | 653,131,699 | +384,302,581 |
| ASTRAZENECA PLC | 0 | 1,965,535 | +1,965,535 | 0 | 383,410,921 | +383,410,921 |
| EXXON MOBIL CORP | 4,786,807 | 5,600,959 | +814,152 | 576,044,355 | 950,258,703 | +374,214,348 |
| AGNICO EAGLE MINES LTD | 9,665,456 | 9,764,366 | +98,910 | 1,641,239,409 | 1,975,687,203 | +334,447,794 |
| COSTCO WHOLESALE CORPORATION | 752,300 | 937,230 | +184,930 | 648,738,382 | 933,884,089 | +285,145,707 |
| ENBRIDGE INC | 39,271,765 | 39,677,169 | +405,404 | 1,881,717,658 | 2,144,001,637 | +262,283,979 |
| MORGAN STANLEY | 547,911 | 2,131,499 | +1,583,588 | 97,270,640 | 350,780,790 | +253,510,150 |
| FREEPORT MCMORAN INC | 745,653 | 4,363,041 | +3,617,388 | 37,871,716 | 256,459,550 | +218,587,834 |
| TC ENERGY CORP | 20,868,772 | 21,682,113 | +813,341 | 1,150,656,055 | 1,353,393,905 | +202,737,850 |
| AMERICAN ELEC PWR CO INC | 468,664 | 1,931,327 | +1,462,663 | 54,041,646 | 253,158,343 | +199,116,697 |
| TEXAS INSTRS INC | 578,032 | 1,492,541 | +914,509 | 100,282,771 | 289,761,910 | +189,479,139 |
| PEPSICO INC | 1,138,054 | 2,225,868 | +1,087,814 | 163,333,510 | 345,655,042 | +182,321,532 |
| CENOVUS ENERGY INC | 16,995,459 | 17,178,839 | +183,380 | 287,896,814 | 454,475,107 | +166,578,293 |
| CUMMINS INC | 74,908 | 364,552 | +289,644 | 38,236,789 | 196,136,267 | +157,899,478 |
| DEERE & CO | 397,052 | 602,498 | +205,446 | 184,855,500 | 339,387,124 | +154,531,624 |
| GE VERNOVA INC | 755,019 | 740,736 | -14,283 | 493,457,768 | 646,588,455 | +153,130,687 |
| BANK NEW YORK MELLON CORP | 259,287 | 1,531,026 | +1,271,739 | 30,100,628 | 181,625,614 | +151,524,986 |
| NUTRIEN LTD | 8,928,534 | 9,260,735 | +332,201 | 551,821,408 | 696,863,885 | +145,042,477 |
| SPDR SERIES TRUST | 823,882 | 2,180,482 | +1,356,600 | 80,089,569 | 208,715,737 | +128,626,168 |
| HUNTINGTON INGALLS INDS INC | 51,320 | 358,955 | +307,635 | 17,452,392 | 136,367,005 | +118,914,613 |
| CAMECO CORP | 4,370,884 | 4,789,688 | +418,804 | 400,753,384 | 519,210,348 | +118,456,964 |
| CANADIAN NATL RY CO | 11,374,457 | 12,131,313 | +756,856 | 1,126,450,876 | 1,244,642,897 | +118,192,021 |
| CHENIERE ENERGY INC | 1,771,967 | 1,610,928 | -161,039 | 344,452,665 | 457,116,930 | +112,664,265 |
| IMPERIAL OIL LTD | 3,898,254 | 3,442,216 | -456,038 | 337,227,766 | 449,432,967 | +112,205,201 |
| WHEATON PRECIOUS METALS CORP | 0 | 7,377,168 | +7,377,168 | 0 | 965,261,637 | +965,261,637 |
| CANADIAN PACIFIC KANSAS CITY | 18,598,991 | 18,829,813 | +230,822 | 1,371,094,685 | 1,477,051,792 | +105,957,107 |
| CATERPILLAR INC | 549,364 | 585,483 | +36,119 | 314,714,155 | 414,791,286 | +100,077,131 |
| AMERICAN HEALTHCARE REIT INC | 0 | 2,002,053 | +2,002,053 | 0 | 94,416,819 | +94,416,819 |
| GOLDMAN SACHS GROUP INC | 277,611 | 390,689 | +113,078 | 244,020,069 | 330,518,988 | +86,498,919 |
| ANALOG DEVICES INC | 355,610 | 564,660 | +209,050 | 96,441,432 | 179,640,933 | +83,199,501 |
| CASEYS GEN STORES INC | 80,024 | 169,966 | +89,942 | 44,230,065 | 123,711,453 | +79,481,388 |
| CANADIAN IMPERIAL BANK OF CO | 22,700,518 | 22,617,569 | -82,949 | 2,060,638,184 | 2,136,727,435 | +76,089,251 |
| NEXTERA ENERGY INC | 938,074 | 1,624,513 | +686,439 | 75,308,581 | 150,884,767 | +75,576,186 |
| SOLSTICE ADVANCED MATLS INC | 0 | 975,416 | +975,416 | 0 | 74,287,683 | +74,287,683 |
| ISHARES TR | 8,500,255 | 9,148,830 | +648,575 | 816,279,488 | 888,625,858 | +72,346,370 |
| FRANCO NEV CORP | 1,959,620 | 1,937,392 | -22,228 | 406,734,624 | 478,187,578 | +71,452,954 |
| ADVANCED ENERGY INDS | 0 | 215,142 | +215,142 | 0 | 69,428,475 | +69,428,475 |
| CHEVRON CORPORATION | 1,099,255 | 1,138,417 | +39,162 | 167,537,454 | 235,538,477 | +68,001,023 |
| APPLIED MATLS INC | 1,215,398 | 1,099,739 | -115,659 | 312,345,132 | 375,879,792 | +63,534,660 |
| ENTERGY CORP NEW | 3,368,246 | 3,320,316 | -47,930 | 311,326,978 | 373,070,706 | +61,743,728 |
| TEXAS PACIFIC LAND CORPORATI | 410,889 | 378,646 | -32,243 | 118,015,539 | 179,690,246 | +61,674,707 |
| MICRON TECHNOLOGY INC | 560,285 | 653,754 | +93,469 | 159,910,942 | 220,864,251 | +60,953,309 |
| GILEAD SCIENCES INC | 3,357,740 | 3,372,079 | +14,339 | 412,129,007 | 469,966,650 | +57,837,643 |
| BANK MONTREAL MEDIUM | 19,372,601 | 19,086,601 | -286,000 | 2,519,180,105 | 2,576,974,927 | +57,794,822 |
| SELECT SECTOR SPDR TR | 0 | 352,600 | +352,600 | 0 | 57,025,998 | +57,025,998 |
| CURTISS WRIGHT CORP | 774,195 | 710,234 | -63,961 | 426,790,477 | 483,754,583 | +56,964,106 |
| MILLICOM INTL CELLULAR S A | 0 | 759,681 | +759,681 | 0 | 56,930,494 | +56,930,494 |
| ISHARES INC | 2,671,796 | 3,217,607 | +545,811 | 215,720,809 | 271,694,735 | +55,973,926 |
| COLGATE PALMOLIVE CO | 3,176,651 | 3,574,124 | +397,473 | 251,018,962 | 304,622,588 | +53,603,626 |
| ARGAN INC | 194,744 | 207,702 | +12,958 | 61,017,190 | 113,124,894 | +52,107,704 |
| ISHARES TR | 3,067,655 | 3,761,517 | +693,862 | 247,345,023 | 299,266,293 | +51,921,270 |
| C H ROBINSON WORLDWIDE IN | 276,737 | 578,410 | +301,673 | 44,488,240 | 96,056,549 | +51,568,309 |
| LINDE PLC | 438,669 | 473,063 | +34,394 | 187,044,075 | 234,525,713 | +47,481,638 |
| SANDISK CORP | 37,913 | 88,191 | +50,278 | 8,999,788 | 56,031,270 | +47,031,482 |
| MDA SPACE LTD | 0 | 1,854,508 | +1,854,508 | 0 | 46,829,466 | +46,829,466 |
| KLA CORP | 414,081 | 373,087 | -40,994 | 503,141,542 | 549,337,029 | +46,195,487 |
| UBS GROUP AG | 1,149,096 | 2,551,370 | +1,402,274 | 53,595,356 | 98,353,199 | +44,757,843 |
| FORTIS INC | 13,523,672 | 13,434,588 | -89,084 | 704,030,081 | 747,130,791 | +43,100,710 |
| PEMBINA PIPELINE CORP | 6,289,540 | 6,332,525 | +42,985 | 239,927,082 | 282,559,802 | +42,632,720 |
| TOTALENERGIES SE | 1,368,440 | 1,407,102 | +38,662 | 89,325,464 | 129,990,945 | +40,665,481 |
| MERCK & CO INC | 2,230,821 | 2,288,576 | +57,755 | 234,816,218 | 275,292,807 | +40,476,589 |
| SPROTT INC | 194,382 | 415,963 | +221,581 | 19,064,538 | 59,171,635 | +40,107,097 |
| WALMART INC | 0 | 2,573,695 | +2,573,695 | 0 | 319,858,814 | +319,858,814 |
| EOG RES INC | 1,131,338 | 1,090,800 | -40,538 | 118,801,803 | 157,696,956 | +38,895,153 |
| LANTHEUS HLDGS INC | 711,894 | 1,133,518 | +421,624 | 47,376,546 | 85,977,340 | +38,600,794 |
| GE AEROSPACE | 906,445 | 1,116,630 | +210,185 | 279,212,254 | 316,866,095 | +37,653,841 |
| INTEL CORP | 3,356,213 | 3,658,706 | +302,493 | 123,844,260 | 161,458,696 | +37,614,436 |
| ANGLOGOLD ASHANTI PLC | 141,218 | 507,579 | +366,361 | 12,043,071 | 49,417,891 | +37,374,820 |
| RESTAURANT BRANDS INTL INC | 5,544,780 | 5,638,563 | +93,783 | 378,851,126 | 415,930,708 | +37,079,582 |
| VERTIV HOLDINGS CO | 0 | 192,142 | +192,142 | 0 | 48,146,943 | +48,146,943 |
| SPDR SERIES TRUST | 0 | 554,682 | +554,682 | 0 | 36,137,532 | +36,137,532 |
| MEDPACE HLDGS INC | 51,540 | 133,053 | +81,513 | 28,947,441 | 63,890,720 | +34,943,279 |
| TIMKEN CO | 0 | 343,514 | +343,514 | 0 | 34,547,203 | +34,547,203 |
| COEUR MNG INC | 0 | 1,716,654 | +1,716,654 | 0 | 32,006,898 | +32,006,898 |
| MAGNOLIA OIL & GAS CORP | 5,671,819 | 4,941,979 | -729,840 | 124,156,118 | 156,018,277 | +31,862,159 |
| AT&T INC | 5,401,246 | 5,686,942 | +285,696 | 134,166,951 | 164,864,449 | +30,697,498 |
| VERIZON COMMUNICATIONS INC | 0 | 2,959,153 | +2,959,153 | 0 | 148,549,480 | +148,549,480 |
| NEXTPOWER INC | 0 | 248,618 | +248,618 | 0 | 29,970,900 | +29,970,900 |
| US FOODS HLDG CORP | 0 | 322,359 | +322,359 | 0 | 29,724,724 | +29,724,724 |
| KINROSS GOLD CORP | 5,879,190 | 6,388,247 | +509,057 | 165,813,960 | 194,684,637 | +28,870,677 |
| EATON CORP PLC | 680,861 | 684,826 | +3,965 | 216,861,037 | 244,941,715 | +28,080,678 |
| BADGER METER INC | 0 | 182,010 | +182,010 | 0 | 27,729,224 | +27,729,224 |
| LUMENTUM HLDGS INC | 22,200 | 50,792 | +28,592 | 8,182,698 | 35,694,586 | +27,511,888 |
| BAYTEX ENERGY CORP | 10,287,145 | 13,489,894 | +3,202,749 | 33,321,119 | 60,124,783 | +26,803,664 |
| CORNING INC | 2,363,820 | 1,716,990 | -646,830 | 206,976,079 | 233,459,130 | +26,483,051 |
| CIENA CORP | 170,214 | 169,916 | -298 | 39,807,948 | 65,966,489 | +26,158,541 |
| WEST PHARMACEUTICAL SVSC INC | 0 | 768,953 | +768,953 | 0 | 192,730,380 | +192,730,380 |
| EMCOR GROUP INC | 287,846 | 273,587 | -14,259 | 176,101,304 | 201,992,018 | +25,890,714 |
| ENERFLEX LTD | 2,151,660 | 2,799,508 | +647,848 | 33,214,755 | 58,375,324 | +25,160,569 |
| BCE INC | 6,376,749 | 7,049,517 | +672,768 | 152,306,958 | 177,305,038 | +24,998,080 |
| HENRY JACK & ASSOC INC | 581,424 | 823,825 | +242,401 | 106,098,251 | 130,197,303 | +24,099,052 |
| ALMONTY INDS INC | 0 | 1,657,311 | +1,657,311 | 0 | 24,036,383 | +24,036,383 |
| WESTERN DIGITAL CORP | 0 | 173,242 | +173,242 | 0 | 46,860,229 | +46,860,229 |
| SOUTH BOW CORP | 2,055,635 | 2,375,127 | +319,492 | 56,611,506 | 78,765,274 | +22,153,768 |
| AMGEN INC | 367,247 | 404,449 | +37,202 | 120,203,615 | 142,305,380 | +22,101,765 |
| BROOKFIELD RENEWABLE ENERGY | 2,696,678 | 2,903,094 | +206,416 | 72,967,198 | 94,401,781 | +21,434,583 |
| COCA COLA CO | 2,360,056 | 2,451,224 | +91,168 | 164,991,515 | 186,415,585 | +21,424,070 |