TD ASSET MANAGEMENT INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 27,087,627 | 28,305,460 | +1,217,833 | 4,279,574,190 | 5,281,232,727 | 4.29% | +1,001,658,537 |
| APPLE INC(AAPL) | 15,468,657 | 16,200,743 | +732,086 | 3,173,704,357 | 4,125,195,190 | 3.35% | +951,490,833 |
| ISHARES TR | 223,369 | 6,327,844 | +6,104,475 | 24,483,477 | 705,364,771 | 0.57% | +680,881,294 |
| BANK MONTREAL QUE | 17,289,838 | 19,079,026 | +1,789,188 | 1,912,209,200 | 2,486,690,647 | 2.02% | +574,481,447 |
| BROADCOM INC(AVGO) | 7,041,142 | 7,423,446 | +382,304 | 1,940,890,792 | 2,449,069,070 | 1.99% | +508,178,278 |
| ROYAL BK CDA(RY) | 31,812,382 | 31,788,150 | -24,232 | 4,184,220,005 | 4,686,204,778 | 3.81% | +501,984,773 |
| ALPHABET INC(GOOG) | 5,751,739 | 6,194,686 | +442,947 | 1,013,628,964 | 1,505,928,167 | 1.22% | +492,299,203 |
| AGNICO EAGLE MINES LTD(AEM) | 9,356,548 | 9,500,193 | +143,645 | 1,112,500,278 | 1,600,435,657 | 1.30% | +487,935,379 |
| ORACLE CORP(ORCL) | 900,109 | 2,102,591 | +1,202,482 | 196,790,830 | 591,332,693 | 0.48% | +394,541,863 |
| SHOPIFY INC(SHOP) | 8,409,674 | 8,528,510 | +118,836 | 968,064,535 | 1,267,327,168 | 1.03% | +299,262,633 |
| ABBVIE INC(ABBV) | 3,735,815 | 4,258,327 | +522,512 | 693,441,980 | 985,973,034 | 0.80% | +292,531,054 |
| ALPHABET INC(GOOG) | 4,179,326 | 4,225,087 | +45,761 | 741,370,639 | 1,029,019,939 | 0.84% | +287,649,300 |
| TORONTO DOMINION BK ONT(TD) | 37,365,008 | 37,612,007 | +246,999 | 2,742,747,674 | 3,008,095,543 | 2.44% | +265,347,869 |
| BARRICK MNG CORP(B) | 18,594,184 | 19,309,335 | +715,151 | 386,328,410 | 634,346,487 | 0.52% | +248,018,077 |
| UNITED RENTALS INC(URI) | 291,034 | 484,450 | +193,416 | 219,265,016 | 462,485,037 | 0.38% | +243,220,021 |
| CAMECO CORP(CCJ) | 2,133,725 | 4,622,932 | +2,489,207 | 158,141,158 | 388,068,462 | 0.32% | +229,927,304 |
| CANADIAN IMPERIAL BANK OF CO(CM) | 22,503,085 | 22,752,807 | +249,722 | 1,594,098,834 | 1,818,555,635 | 1.48% | +224,456,801 |
| ENBRIDGE INC(ENB) | 39,883,394 | 40,021,291 | +137,897 | 1,804,913,186 | 2,019,473,080 | 1.64% | +214,559,894 |
| APPLOVIN CORP(APP) | 355,689 | 446,027 | +90,338 | 124,519,605 | 320,488,240 | 0.26% | +195,968,635 |
| MICROSOFT CORP(MSFT) | 9,422,253 | 9,423,005 | +752 | 4,686,722,864 | 4,880,645,440 | 3.96% | +193,922,576 |
| TESLA INC(TSLA) | 1,465,382 | 1,467,763 | +2,381 | 465,493,246 | 652,743,561 | 0.53% | +187,250,315 |
| BANK NOVA SCOTIA HALIFAX | 18,134,031 | 18,364,021 | +229,990 | 1,000,727,398 | 1,187,708,962 | 0.96% | +186,981,564 |
| ROYAL CARIBBEAN GROUP | 102,389 | 676,645 | +574,256 | 32,062,092 | 218,948,789 | 0.18% | +186,886,697 |
| WHEATON PRECIOUS METALS CORP(WPM) | 7,008,027 | 7,252,054 | +244,027 | 628,950,521 | 811,725,521 | 0.66% | +182,775,000 |
| BROOKFIELD CORP(BN) | 24,496,650 | 24,439,087 | -57,563 | 1,513,065,344 | 1,677,223,241 | 1.36% | +164,157,897 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 104,644 | 2,300,711 | +2,196,067 | 5,798,324 | 158,311,924 | 0.13% | +152,513,600 |
| CRH PLC | 1,956,628 | 2,758,784 | +802,156 | 179,618,451 | 330,778,201 | 0.27% | +151,159,750 |
| EVERCORE INC(EVR) | 955,407 | 1,182,456 | +227,049 | 257,978,998 | 398,866,058 | 0.32% | +140,887,060 |
| D R HORTON INC(DHI) | 102,751 | 893,226 | +790,475 | 13,246,659 | 151,375,011 | 0.12% | +138,128,352 |
| TC ENERGY CORP(TRP) | 19,074,181 | 19,624,247 | +550,066 | 929,315,905 | 1,067,246,493 | 0.87% | +137,930,588 |
| HOME DEPOT INC(HD) | 1,167,295 | 1,385,853 | +218,558 | 427,977,039 | 561,533,777 | 0.46% | +133,556,738 |
| FRANCO NEV CORP(FNV) | 2,011,787 | 2,030,684 | +18,897 | 329,626,398 | 452,095,000 | 0.37% | +122,468,602 |
| CORNING INC(GLW) | 729,334 | 1,933,156 | +1,203,822 | 38,355,675 | 158,576,787 | 0.13% | +120,221,112 |
| JPMORGAN CHASE & CO.(JPM) | 5,113,248 | 5,079,985 | -33,263 | 1,482,381,727 | 1,602,379,669 | 1.30% | +119,997,942 |
| ISHARES TR | 4,020,980 | 5,380,633 | +1,359,653 | 324,292,037 | 436,853,593 | 0.35% | +112,561,556 |
| KLA CORP(KLAC) | 447,367 | 449,030 | +1,663 | 400,724,516 | 484,323,758 | 0.39% | +83,599,242 |
| MOTOROLA SOLUTIONS INC(MSI) | 842,311 | 955,868 | +113,557 | 354,158,083 | 437,108,878 | 0.35% | +82,950,795 |
| ROGERS COMMUNICATIONS INC(RCI) | 7,072,860 | 8,344,925 | +1,272,065 | 209,360,803 | 287,340,345 | 0.23% | +77,979,542 |
| PARKER-HANNIFIN CORP(PH) | 149,982 | 241,018 | +91,036 | 104,757,928 | 182,727,796 | 0.15% | +77,969,868 |
| ARISTA NETWORKS INC(ANET) | 2,694,058 | 2,418,580 | -275,478 | 275,629,074 | 352,411,292 | 0.29% | +76,782,218 |
| TJX COS INC NEW(TJX) | 4,715,071 | 4,536,511 | -178,560 | 582,264,118 | 655,707,300 | 0.53% | +73,443,182 |
| EOG RES INC(EOG) | 229,943 | 892,482 | +662,539 | 27,503,482 | 100,065,082 | 0.08% | +72,561,600 |
| KINROSS GOLD CORP(KGC) | 4,305,950 | 5,617,329 | +1,311,379 | 67,153,255 | 139,444,117 | 0.11% | +72,290,862 |
| EXXON MOBIL CORP | 4,260,505 | 4,688,124 | +427,619 | 459,282,439 | 528,585,981 | 0.43% | +69,303,542 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 1,319,041 | 1,616,059 | +297,018 | 351,313,380 | 419,270,347 | 0.34% | +67,956,967 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 1,045,749 | 1,145,421 | +99,672 | 142,556,504 | 208,947,699 | 0.17% | +66,391,195 |
| NUTRIEN LTD(NTR) | 6,325,095 | 7,368,861 | +1,043,766 | 367,836,584 | 432,838,415 | 0.35% | +65,001,831 |
| INSTALLED BLDG PRODS INC(IBP) | 11,984 | 271,938 | +259,954 | 2,160,955 | 67,076,228 | 0.05% | +64,915,273 |
| ISHARES INC | 828,532 | 1,536,532 | +708,000 | 59,472,027 | 123,076,213 | 0.10% | +63,604,186 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 593,695 | 691,007 | +97,312 | 134,465,981 | 192,991,346 | 0.16% | +58,525,365 |
| GE AEROSPACE(GE) | 841,247 | 911,033 | +69,786 | 216,528,565 | 274,056,947 | 0.22% | +57,528,382 |
| MAGNA INTL INC(MGA) | 4,860,590 | 5,129,404 | +268,814 | 187,512,977 | 243,088,185 | 0.20% | +55,575,208 |
| WEST PHARMACEUTICAL SVSC INC(WST) | 480,934 | 606,332 | +125,398 | 105,228,359 | 159,059,073 | 0.13% | +53,830,714 |
| INVESCO QQQ TR | 1,042,286 | 1,042,185 | -101 | 574,966,649 | 625,696,609 | 0.51% | +50,729,960 |
| OREILLY AUTOMOTIVE INC(ORLY) | 2,158,740 | 2,237,099 | +78,359 | 194,567,236 | 241,181,643 | 0.20% | +46,614,407 |
| CELESTICA INC(CLS) | 584,343 | 559,098 | -25,245 | 91,113,827 | 137,612,687 | 0.11% | +46,498,860 |
| JOHNSON & JOHNSON(JNJ) | 1,551,304 | 1,523,132 | -28,172 | 236,961,686 | 282,419,136 | 0.23% | +45,457,450 |
| FORTIS INC(FTS) | 13,474,508 | 13,531,955 | +57,447 | 642,075,859 | 686,517,682 | 0.56% | +44,441,823 |
| CURTISS WRIGHT CORP(CW) | 789,378 | 791,531 | +2,153 | 385,650,621 | 429,753,841 | 0.35% | +44,103,220 |
| MAGNOLIA OIL & GAS CORP(MGY) | 2,876,552 | 4,478,361 | +1,601,809 | 64,664,889 | 106,898,477 | 0.09% | +42,233,588 |
| IMPERIAL OIL LTD(IMO) | 4,594,071 | 4,470,358 | -123,713 | 364,226,164 | 405,429,406 | 0.33% | +41,203,242 |
| REGENERON PHARMACEUTICALS(REGN) | 322,857 | 374,264 | +51,407 | 169,499,925 | 210,437,419 | 0.17% | +40,937,494 |
| EMCOR GROUP INC(EME) | 254,845 | 271,888 | +17,043 | 136,314,042 | 176,602,132 | 0.14% | +40,288,090 |
| VIPER ENERGY INC(VNOM) | 0 | 1,053,868 | +1,053,868 | 0 | 40,278,835 | 0.03% | +40,278,835 |
| NEWMONT CORP(NEM) | 1,271,402 | 1,341,284 | +69,882 | 74,017,049 | 113,083,654 | 0.09% | +39,066,605 |
| MCKESSON CORP(MCK) | 752,872 | 764,654 | +11,782 | 551,689,544 | 590,725,801 | 0.48% | +39,036,257 |
| MANULIFE FINL CORP(MFC) | 35,559,133 | 37,638,463 | +2,079,330 | 1,134,660,792 | 1,172,922,061 | 0.95% | +38,261,269 |
| LAM RESEARCH CORP(LRCX) | 2,952,409 | 2,422,589 | -529,820 | 287,387,492 | 324,384,668 | 0.26% | +36,997,176 |
| ARGAN INC | 0 | 131,933 | +131,933 | 0 | 35,628,507 | 0.03% | +35,628,507 |
| INTEL CORP(INTC) | 2,615,241 | 2,791,114 | +175,873 | 58,581,398 | 93,641,874 | 0.08% | +35,060,476 |
| UBER TECHNOLOGIES INC(UBER) | 2,747,812 | 2,969,950 | +222,138 | 256,370,860 | 290,966,001 | 0.24% | +34,595,141 |
| EQUINOX GOLD CORP(EQX) | 2,685,669 | 4,464,817 | +1,779,148 | 15,470,398 | 50,026,230 | 0.04% | +34,555,832 |
| ISHARES TR | 1,596 | 141,721 | +140,125 | 344,401 | 34,290,813 | 0.03% | +33,946,412 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 389,624 | 395,012 | +5,388 | 157,976,947 | 191,588,720 | 0.16% | +33,611,773 |
| PEMBINA PIPELINE CORP(PBA) | 7,298,690 | 7,582,203 | +283,513 | 273,493,602 | 306,634,010 | 0.25% | +33,140,408 |
| PAN AMERN SILVER CORP(PAAS) | 1,976,973 | 2,251,564 | +274,591 | 55,984,050 | 87,269,550 | 0.07% | +31,285,500 |
| SNOWFLAKE INC(SNOW) | 0 | 137,533 | +137,533 | 0 | 31,020,568 | 0.03% | +31,020,568 |
| MCDONALDS CORP(MCD) | 1,238,816 | 1,278,893 | +40,077 | 361,944,871 | 388,642,794 | 0.32% | +26,697,923 |
| APPLIED MATLS INC | 1,530,957 | 1,495,454 | -35,503 | 280,272,298 | 306,179,252 | 0.25% | +25,906,954 |
| ROBINHOOD MKTS INC(HOOD) | 390,839 | 436,016 | +45,177 | 36,594,256 | 62,428,770 | 0.05% | +25,834,514 |
| WALMART INC(WMT) | 2,508,568 | 2,618,389 | +109,821 | 245,287,779 | 269,851,171 | 0.22% | +24,563,392 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 1,817,854 | 1,548,446 | -269,408 | 89,056,667 | 113,532,061 | 0.09% | +24,475,394 |
| MICRON TECHNOLOGY INC(MU) | 554,515 | 552,236 | -2,279 | 68,343,974 | 92,400,127 | 0.08% | +24,056,153 |
| OPEN TEXT CORP(OTEX) | 1,930,452 | 2,147,997 | +217,545 | 56,293,649 | 80,306,744 | 0.07% | +24,013,095 |
| CHEVRON CORP NEW(CVX) | 838,893 | 927,615 | +88,722 | 120,121,089 | 144,049,260 | 0.12% | +23,928,171 |
| ROBLOX CORP(RBLX) | 551,814 | 590,570 | +38,756 | 58,050,833 | 81,805,757 | 0.07% | +23,754,924 |
| ARGENX SE(ARGX) | 120,042 | 120,902 | +860 | 66,169,551 | 89,172,479 | 0.07% | +23,002,928 |
| ENERGY FUELS INC(UUUU) | 371,675 | 1,611,252 | +1,239,577 | 2,143,703 | 24,746,626 | 0.02% | +22,602,923 |
| GENTEX CORP(GNTX) | 4,360,837 | 4,182,543 | -178,294 | 95,894,806 | 118,365,967 | 0.10% | +22,471,161 |
| ENTERGY CORP NEW(ETR) | 3,442,042 | 3,309,909 | -132,133 | 286,102,532 | 308,450,420 | 0.25% | +22,347,888 |
| TE CONNECTIVITY PLC(TEL) | 282,290 | 318,608 | +36,318 | 47,613,854 | 69,944,014 | 0.06% | +22,330,160 |
| CIENA CORP(CIEN) | 0 | 144,300 | +144,300 | 0 | 21,020,181 | 0.02% | +21,020,181 |
| ELECTRONIC ARTS INC(EA) | 598,136 | 574,577 | -23,559 | 95,522,320 | 115,892,181 | 0.09% | +20,369,861 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 132,278 | 138,859 | +6,581 | 38,010,083 | 58,211,081 | 0.05% | +20,200,998 |
| ASTRAZENECA PLC(AZN) | 908,339 | 1,089,612 | +181,273 | 63,474,730 | 83,595,033 | 0.07% | +20,120,303 |
| HUDBAY MINERALS INC(HBM) | 1,192,567 | 2,116,782 | +924,215 | 12,629,236 | 32,069,689 | 0.03% | +19,440,453 |
| CORCEPT THERAPEUTICS INC(CORT) | 819,882 | 956,136 | +136,254 | 60,179,339 | 79,464,463 | 0.06% | +19,285,124 |
| IAMGOLD CORP(IAG) | 1,721,124 | 2,469,563 | +748,439 | 12,651,428 | 31,912,277 | 0.03% | +19,260,849 |
| HALOZYME THERAPEUTICS INC(HALO) | 1,090,760 | 1,035,170 | -55,590 | 56,741,335 | 75,919,368 | 0.06% | +19,178,033 |
| IONIS PHARMACEUTICALS INC(IONS) | 1,104,690 | 960,272 | -144,418 | 43,646,302 | 62,820,994 | 0.05% | +19,174,692 |