1y return+19.1%S&P 500 +20.9%
3y return+58.5%S&P 500 +68.5%
5y return+49.0%S&P 500 +74.5%
10y return+157.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $257 against $357 in the S&P 500.2
TD Asset Management IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $5.1B | 4.4% | −12.8% |
| RYRoyal Bk Cda | $4.8B | 4.1% | −24.5% |
| AAPLApple Inc | $3.8B | 3.3% | −20.2% |
| TDToronto Dominion Bk Ont | $3.1B | 2.7% | −32.2% |
| BMOBank Montreal Medium | $2.7B | 2.3% | −20.2% |
| MSFTMicrosoft Corp | $2.5B | 2.2% | −22.9% |
| GOOGLAlphabet Inc | $2.5B | 2.1% | −10.1% |
| CMCanadian Imperial Bank Of Co | $2.3B | 2.0% | −12.0% |
| AVGOBroadcom Inc | $2.1B | 1.8% | −15.0% |
| SPYState Str Spdr S&p 500 Etf T | $1.8B | 1.6% | −13.2% |
| ENBEnbridge Inc | $1.7B | 1.5% | −21.2% |
| AMZNAmazon Com Inc | $1.6B | 1.4% | −13.8% |
| MFCManulife Finl Corp | $1.3B | 1.1% | −23.1% |
| CPCanadian Pacific Kansas City | $1.3B | 1.1% | −22.5% |
| JNJJohnson & Johnson | $1.2B | 1.1% | +7.1% |
| GOOGAlphabet Inc | $1.2B | 1.1% | −20.0% |
| CNQCanadian Nat Res Ltd Med Ter | $1.2B | 1.1% | −22.0% |
| BNSBank Nova Scotia B C | $1.2B | 1.1% | −26.5% |
| BNBrookfield Corp | $1.2B | 1.1% | −21.1% |
| LLYEli Lilly & Co | $1.2B | 1.0% | −15.7% |
| CNICanadian Natl Ry Co | $1.2B | 1.0% | −18.3% |
| LRCXLam Research Corp | $1.2B | 1.0% | −11.0% |
| JPMJpmorgan Chase & Co | $1.2B | 1.0% | −19.6% |
| METAMeta Platforms Inc | $1.1B | 1.0% | −20.6% |
| TRPTc Energy Corp | $1.1B | 0.9% | −25.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $5.1B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $2.1B |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $780.2M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $1.2B |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $642.3M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $1.2B |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $2.5B |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $1.2B |
| CNQCanadian Nat Res Ltd Med Ter | June 30, 2020 | +354.1% | $1.2B |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $1.2B |
Sold off last quarter
- Thomson Reuters CorpCUSIP 884903808 was $467.8M
- VEAVanguard Tax-managed Fds was $88.5M
- LQDIshares Tr was $87.7M
- Honeywell Intl IncCUSIP 438516106 was $86.1M
- BKLNInvesco Exch Traded Fd Tr II was $59.2M
- VWOVanguard Intl Equity Index F was $49.9M
- Ascendis Pharma A/sCUSIP 04351P101 was $49.9M
- EPAMEpam Sys Inc was $44.7M
- IWMIshares Tr was $35.1M
- AMPHAmphastar Pharmaceuticals In was $30.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +10.7% | +10.5% |
| March 31, 2025 | −3.0% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
| December 31, 2023 | +11.4% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +6.6% | +8.3% |
| March 31, 2023 | +6.2% | +7.0% |
| December 31, 2022 | +4.6% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −17.2% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +8.1% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: TD Asset Management Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1056053&type=13F-HR&dateb=&owner=include&count=40CIK 1056053
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1056053/000119312526332058/Filed August 4, 2026 · accession 0001193125-26-332058