TD ASSET MANAGEMENT INC — 13F Holdings & Portfolio
CIK 1056053 · latest 13F-HR filed 2026-05-11
TD ASSET MANAGEMENT INC manages $123.25B in 13F-reported U.S. long-equity assets across 1,702 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (3.66%), RY (3.08%), AAPL (2.79%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 87 new positions, exited 89, added to 451, and trimmed 503.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$123.25B
Long-equity book
1,702
Distinct positions
2026-03-31
Filed 2026-05-11
+87 / −89 / ↑451 / ↓503
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- JOHNSON & JOHNSON$793.5M +246.0%
- SUNCOR ENERGY INC NEW$657.1M +64.2%
- CANADIAN NAT RES LTD MED TER$655.2M +50.9%
- LAM RESEARCH CORP$384.3M +143.0%
- EXXON MOBIL CORP$374.2M +65.0%
Top Trims
- MICROSOFT CORP-$1.28B -28.3%
- META PLATFORMS INC-$470.3M -24.8%
- APPLE INC-$461.9M -10.0%
- BROADCOM INC-$407.1M -16.6%
- ROYAL BK CDA-$401.1M -7.6%
New Positions
- ASTRAZENECA PLC$383.4M
- AMERICAN HEALTHCARE REIT INC$94.4M
- SELECT SECTOR SPDR TR$57.0M
- MILLICOM INTL CELLULAR S A$56.9M
- MDA SPACE LTD$46.8M
Exited Positions
- ASTRAZENECA PLC$102.3M
- ISHARES INC$71.8M
- GENTEX CORP$60.2M
- ISHARES TR$46.1M
- CCC INTELLIGENT SOLUTIONS HL$36.4M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.51B | 3.66% | 25,838,476 | SH |
| 2 | ROYAL BK CDA | RY | 780087102 | $3.80B | 3.08% | 23,577,022 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $3.44B | 2.79% | 13,554,619 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $2.81B | 2.28% | 7,585,267 | SH |
| 5 | TORONTO DOMINION BK ONT | TD | 891160509 | $2.36B | 1.92% | 25,372,195 | SH |
| 6 | BANK MONTREAL MEDIUM | BMO | 063671101 | $2.02B | 1.64% | 14,954,130 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $1.97B | 1.59% | 6,833,799 | SH |
| 8 | BROADCOM INC | AVGO | 11135F101 | $1.77B | 1.44% | 5,734,788 | SH |
| 9 | CANADIAN IMPERIAL BANK OF CO | CM | 136069101 | $1.65B | 1.34% | 17,480,493 | SH |
| 10 | ENBRIDGE INC | ENB | 29250N105 | $1.65B | 1.34% | 30,545,459 | SH |
| 11 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.63B | 1.33% | 2,512,944 | SH |
| 12 | CANADIAN NAT RES LTD MED TER | CNQ | 136385101 | $1.46B | 1.18% | 29,959,730 | SH |
| 13 | AGNICO EAGLE MINES LTD | AEM | 008474108 | $1.43B | 1.16% | 7,091,490 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $1.42B | 1.15% | 6,815,584 | SH |
| 15 | META PLATFORMS INC | META | 30303M102 | $1.26B | 1.02% | 2,195,029 | SH |
| 16 | SUNCOR ENERGY INC NEW | SU | 867224107 | $1.23B | 1.00% | 18,701,333 | SH |
| 17 | BROOKFIELD CORP | BN | 11271J107 | $1.15B | 0.93% | 28,369,717 | SH |
| 18 | TORONTO DOMINION BK ONT | TD | 891160509 | $1.14B | 0.93% | 12,282,455 | SH |
| 19 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $1.11B | 0.90% | 14,163,632 | SH |
| 20 | ROYAL BK CDA | RY | 780087102 | $1.10B | 0.89% | 6,844,089 | SH |
| 21 | ALPHABET INC | GOOG | 02079K107 | $1.05B | 0.86% | 3,675,916 | SH |
| 22 | MANULIFE FINL CORP | MFC | 56501R106 | $1.04B | 0.85% | 30,412,405 | SH |
| 23 | SHOPIFY INC | SHOP | 82509L107 | $1.02B | 0.83% | 8,619,538 | SH |
| 24 | ELI LILLY & CO | LLY | 532457108 | $1.01B | 0.82% | 1,101,604 | SH |
| 25 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.01B | 0.82% | 3,438,909 | SH |
| 26 | CANADIAN NATL RY CO | CNI | 136375102 | $997.6M | 0.81% | 9,723,023 | SH |
| 27 | TC ENERGY CORP | TRP | 87807B107 | $989.0M | 0.80% | 15,844,213 | SH |
| 28 | JOHNSON & JOHNSON | JNJ | 478160104 | $982.9M | 0.80% | 4,021,060 | SH |
| 29 | BANK NOVA SCOTIA B C | BNS | 064149107 | $945.9M | 0.77% | 13,683,364 | SH |
| 30 | ISHARES TR | EFA | 464287465 | $879.8M | 0.71% | 9,058,085 | SH |
| 31 | WHEATON PRECIOUS METALS CORP | WPM | 962879102 | $877.0M | 0.71% | 6,702,571 | SH |
| 32 | EXXON MOBIL CORP | XOM | 30231G102 | $833.0M | 0.68% | 4,909,681 | SH |
| 33 | VISA INC | V | 92826C839 | $791.8M | 0.64% | 2,619,809 | SH |
| 34 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $780.9M | 0.63% | 783,737 | SH |
| 35 | ABBVIE INC | ABBV | 00287Y109 | $753.7M | 0.61% | 3,465,304 | SH |
| 36 | APPLE INC | AAPL | 037833100 | $715.8M | 0.58% | 2,820,595 | SH |
| 37 | BARRICK MNG CORP | B | 06849F108 | $674.2M | 0.55% | 16,549,823 | SH |
| 38 | SUN LIFE FINANCIAL INC. | SLF | 866796105 | $656.4M | 0.53% | 10,510,724 | SH |
| 39 | LAM RESEARCH CORP | LRCX | 512807306 | $610.9M | 0.50% | 2,859,129 | SH |
| 40 | TJX COS INC NEW | TJX | 872540109 | $581.6M | 0.47% | 3,641,739 | SH |
| 41 | NVIDIA CORPORATION | NVDA | 67066G104 | $566.8M | 0.46% | 3,250,122 | SH |
| 42 | BANK MONTREAL MEDIUM | BMO | 063671101 | $557.9M | 0.45% | 4,132,471 | SH |
| 43 | WASTE CONNECTIONS INC | WCN | 94106B101 | $550.5M | 0.45% | 3,399,279 | SH |
| 44 | TESLA INC | TSLA | 88160R101 | $539.6M | 0.44% | 1,451,449 | SH |
| 45 | GE VERNOVA INC | GEV | 36828A101 | $539.5M | 0.44% | 618,033 | SH |
| 46 | AGNICO EAGLE MINES LTD | AEM | 008474108 | $539.4M | 0.44% | 2,665,923 | SH |
| 47 | INVESCO QQQ TR | QQQ | 46090E103 | $539.0M | 0.44% | 933,839 | SH |
| 48 | MCKESSON CORP | MCK | 58155Q103 | $519.1M | 0.42% | 599,882 | SH |
| 49 | FORTIS INC | FTS | 349553107 | $512.6M | 0.42% | 9,217,800 | SH |
| 50 | ENBRIDGE INC | ENB | 29250N105 | $491.1M | 0.40% | 9,089,183 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-11 | $123.25B | 1,702 | 0001193125-26-217078 |
| 2025-12-31 | 2026-02-10 | $124.30B | 1,686 | 0001193125-26-044857 |
| 2025-09-30 | 2025-11-10 | $123.13B | 1,695 | 0001193125-25-274586 |