TA
TD Asset Management Inc — AI-Powered 13F Analysis
TD Asset Management IncCIK: 0001056053
Diversified strategyMomentum follower
Total reported value
$123.2B
Reporting period: 2026-03-31 · Number of holdings: 1702
TD Asset Management Inc disclosed 1702 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $123.2B and a quarterly turnover rate of 20.9%.
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Personality snowflake
- Concentration
- 4.56
- Portfolio Stability
- 20.86
- Momentum/Contrarian
- 100
- Sector conviction
- 44.06
- Diversification
- 100
- Sizing Uniformity
- 63.9
TD Asset Management Inc's disclosed holdings carry a Herfindahl concentration index of 0.011 — mathematically equivalent to about 88 equally-sized positions, well below its 1702 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.61), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Trim MSFT
-6.3% -$1.3B
Add JNJ
+192.9% $793.5M
Add SU
+10.7% $657.1M
Add CNQ
+5.3% $655.2M
Trim META
-13.2% -$470.3M
Trim AAPL
-3.6% -$461.9M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
The mandate is a decisive capital rotation out of overextended mega-cap tech and into domestic resources and financials. This desk trims MSFT, AAPL, AVGO, and META while actively building positions in JNJ, SU, and CNQ, executing a pure contrarian sweep across an ultra-diversified 1230-stock book.
Macro & Fundamentals
The structural bet prices in a mean-reversion regime for AI-heavy equities, reallocating liquidity toward energy cyclicals and regional banking strength. The opposing thesis holds that the infrastructural capex cycle is secular; shedding MSFT drops compounding power while adding SU and CNQ exposes the book to commodity drawdowns and rate-sensitive multiple compression.
Blind Spots / Risks
The 1230-holding count generates massive diversification but creates an immediate positioning squeeze risk on the long side. If tech snaps out of consolidation, the trimmed names will rally past this desk's re-established anchors, leaving the portfolio overweight in resource and financial sectors just as liquidity conditions tighten.
This overview is machine-generated from public regulatory data and describes past filings only — it does not constitute financial advice.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1702 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.12% | -0.09% | +3.78% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 3.98% | -0.29% | -2.08% | |
| 3 | AAPL | Apple INC | Stock-Tech | 3.37% | -0.35% | -3.60% | |
| 4 | TD | Toronto-dominion Bank | Stock-Financials | 2.84% | — | +0.15% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.63% | -1.01% | -6.33% | |
| 6 | BMO | Bank Of Montreal | Stock-Financials | 2.09% | — | -1.48% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.78% | — | +9.27% | |
| 8 | ENB | Enbridge INC | Stock-Energy | 1.74% | +0.23% | +1.03% | |
| 9 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.73% | — | -0.37% | |
| 10 | AVGO | Broadcom INC | Stock-Tech | 1.65% | -0.32% | -6.79% | |
| 11 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.60% | +0.28% | +1.02% | |
| 12 | CNQ | Canadian Natural Resources | Stock-Energy | 1.58% | +0.54% | +5.26% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.50% | — | +2.77% | |
| 14 | SU | Suncor Energy INC | Stock-Energy | 1.36% | +0.54% | +10.66% | |
| 15 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.32% | -0.22% | -5.79% | |
| 16 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.20% | — | +1.24% | |
| 17 | BN | Brookfield CORP | Stock-Financials | 1.19% | -0.13% | +1.25% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.37% | -13.23% | |
| 19 | MFC | Manulife Financial CORP | Stock-Financials | 1.14% | — | +6.72% | |
| 20 | TRP | Tc Energy CORP | Stock-Energy | 1.10% | +0.17% | +3.90% | |
| 21 | BNS | Bank Of Nova Scotia | Stock-Financials | 1.08% | — | +2.72% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | -0.24% | -11.25% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | — | +3.31% | |
| 24 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.01% | +0.10% | +6.65% | |
| 25 | SHOP | Shopify INC - Class A | Stock-Tech | 0.92% | -0.21% | +9.88% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | +0.65% | +192.93% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | -0.13% | +0.50% | |
| 28 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.78% | — | +1.26% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | +0.31% | +17.01% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.12% | -1.07% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | +0.24% | +24.58% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.72% | — | +7.63% | |
| 33 | B | Barrick Mining CORP | Stock-Materials | 0.72% | — | +6.08% | |
| 34 | SLF | Sun Life Financial INC | Stock-Financials | 0.71% | — | -8.61% | |
| 35 | ABBV | Abbvie INC | Stock-Healthcare | 0.69% | — | -5.78% | |
| 36 | FTS | Fortis INC | Stock-Utilities | 0.61% | — | -0.66% | |
| 37 | NTR | Nutrien LTD | Stock-Materials | 0.57% | +0.13% | +3.72% | |
| 38 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.55% | — | -4.48% | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.53% | +0.31% | +94.65% | |
| 40 | WCN | Waste Connections INC | Stock-Industrials | 0.53% | — | +4.81% | |
| 41 | GEV | GE Vernova INC | Stock-Industrials | 0.52% | +0.12% | -1.89% | |
| 42 | MCK | Mckesson CORP | Stock-Healthcare | 0.50% | — | -5.75% | |
| 43 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.48% | -0.19% | -14.99% | |
| 44 | TSLA | Tesla INC | Stock-Consumer Disc | 0.46% | — | +3.22% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | — | -7.39% | |
| 46 | KLAC | Kla CORP | Stock-Tech | 0.45% | — | -9.90% | |
| 47 | CCJ | Cameco CORP | Stock-Energy | 0.42% | +0.10% | +9.58% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.42% | -0.17% | -14.99% | |
| 49 | HWM | Howmet Aerospace INC | Stock-Industrials | 0.40% | — | -11.92% | |
| 50 | CW | Curtiss-wright CORP | Stock-Industrials | 0.39% | — | -8.26% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3.4%
Performance Last 4 Quarters
+24.7%
Based on 77% of reported portfolio value with available pricing
- Stdev
- +12.7%
- Beta
- +0.92
- Alpha
- +0.7%
- Max Drawdown
- -7.4%
- Annualized Perf
- +18.2%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +2.71
- Stutzer
- +0.41
- Treynor
- +0.19
- Sterling
- +1.1
- Calmar
- +2.45
- Information Ratio
- -0.2
- Tracking Error
- +4.4%
- Stdev Down
- +6.5%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +35.4%
- Worst 12 Months
- +6%
- Efficiency Ratio
- +0.56
- Sharpe
- +1.38
- Stdev Sectors
- +7.1%
- Skewness
- -0.01
- Kurtosis
- -0.25
- Upside Potential
- +4.34
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 1702 | $123.2B | 21 | |
| 2025-12-31 | 1686 | $124.3B | 16 | |
| 2025-09-30 | 1695 | $123.1B | 34 | |
| 2025-06-30 | 1647 | $117.2B | 0 | |
| 2025-03-31 | 1680 | $108.6B | 100 | |
| 2024-12-31 | 1706 | $113.0B | 0 | |
| 2024-09-30 | 1845 | $113.3B | 0 | |
| 2024-06-30 | 1809 | $107.2B | 0 | |
| 2024-03-31 | 1834 | $107.5B | 0 | |
| 2023-12-31 | 1800 | $101.7B | 0 | |
| 2023-09-30 | 1736 | $82.5B | 0 | |
| 2023-06-30 | 1742 | $87.8B | 0 | |
| 2023-03-31 | 1763 | $82.9B | 0 | |
| 2022-12-31 | 1777 | $81.0B | 0 | |
| 2022-09-30 | 1812 | $79.9B | 0 | |
| 2022-06-30 | 1791 | $86.3B | 0 | |
| 2022-03-31 | 1828 | $109.3B | 0 | |
| 2021-12-31 | 1841 | $119.4B | 0 | |
| 2021-09-30 | 1869 | $96.3B | 0 | |
| 2021-06-30 | 1858 | $98.5B | 100 | |
| 2021-03-31 | 1839 | $89.5B | 19 | |
| 2020-12-31 | 1773 | $82.4B | 21 | |
| 2020-09-30 | 1690 | $72.1B | 18 | |
| 2020-06-30 | 1707 | $70.3B | 24 | |
| 2020-03-31 | 1735 | $59.1B | 27 | |
| 2019-12-31 | 1782 | $68.9B | 13 | |
| 2019-09-30 | 1705 | $65.4B | 21 | |
| 2019-06-30 | 1690 | $66.8B | 14 | |
| 2019-03-31 | 1691 | $65.5B | 18 | |
| 2018-12-31 | 1737 | $57.5B | 22 | |
| 2018-09-30 | 1793 | $67.6B | 14 | |
| 2018-06-30 | 1771 | $65.6B | 15 | |
| 2018-03-31 | 1689 | $65.3B | 15 | |
| 2017-12-31 | 1676 | $68.6B | 12 | |
| 2017-09-30 | 1631 | $66.7B | 12 | |
| 2017-06-30 | 1677 | $63.5B | 11 | |
| 2017-03-31 | 1727 | $62.7B | 16 | |
| 2016-12-31 | 1691 | $59.3B | 19 | |
| 2016-09-30 | 1712 | $57.8B | 13 | |
| 2016-06-30 | 1682 | $55.1B | 13 | |
| 2016-03-31 | 1672 | $53.5B | 18 | |
| 2015-12-31 | 1668 | $50.4B | 17 | |
| 2015-09-30 | 1660 | $50.8B | 17 | |
| 2015-06-30 | 1719 | $56.0B | 13 | |
| 2015-03-31 | 1709 | $55.4B | 17 | |
| 2014-12-31 | 1744 | $60.0B | 15 | |
| 2014-09-30 | 1628 | $58.0B | 10 | |
| 2014-06-30 | 1578 | $58.7B | 12 | |
| 2014-03-31 | 1578 | $55.0B | 11 | |
| 2013-12-31 | 1572 | $53.5B | 10 | |
| 2013-09-30 | 1526 | $50.3B | 15 | |
| 2013-06-30 | 1473 | $46.6B | — |
Holding changes this quarter
TD Asset Management Inc's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Trim: Microsoft CORP (MSFT) — shares -6.33%; Add: Johnson & Johnson (JNJ) — shares +192.93%; Add: Suncor Energy INC (SU) — shares +10.66%; Add: Canadian Natural Resources (CNQ) — shares +5.26%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.7% | +192.93% | Add |
| 2 | SU | Suncor Energy INC | +0.5% | +10.66% | Add |
| 3 | CNQ | Canadian Natural Resources | +0.5% | +5.26% | Add |
| 4 | LRCX | Lam Research CORP | +0.3% | +94.65% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.3% | +17.01% | Add |
| 6 | AEM | Agnico Eagle Mines LTD | +0.3% | +1.02% | Add |
| 7 | COST | Costco Wholesale CORP | +0.2% | +24.58% | Add |
| 8 | ENB | Enbridge INC | +0.2% | +1.03% | Add |
| 9 | MS | Morgan Stanley | +0.2% | +289.02% | Add |
| 10 | FCX | Freeport-mcmoran INC | +0.2% | +485.13% | Add |
| 11 | TRP | Tc Energy CORP | +0.2% | +3.90% | Add |
| 12 | AEP | American Electric Power | +0.2% | +312.09% | Add |
| 13 | TXN | Texas Instruments INC | +0.2% | +158.21% | Add |
| 14 | PEP | Pepsico INC | +0.2% | +95.59% | Add |
| 15 | CVE | Cenovus Energy INC | +0.1% | +1.08% | Add |
| 16 | CMI | Cummins INC | +0.1% | +386.67% | Add |
| 17 | DE | Deere & Co | +0.1% | +51.74% | Add |
| 18 | BNY | Bank Of New York Mellon CORP | +0.1% | +490.48% | Add |
| 19 | NTR | Nutrien LTD | +0.1% | +3.72% | Add |
| 20 | GEV | GE Vernova INC | +0.1% | -1.89% | Trim |
| 21 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +164.66% | Add |
| 22 | HII | Huntington Ingalls Industrie | +0.1% | +599.44% | Add |
| 23 | CCJ | Cameco CORP | +0.1% | +9.58% | Add |
| 24 | CNI | Canadian Natl Railway Co | +0.1% | +6.65% | Add |
| 25 | LNG | Cheniere Energy INC | +0.1% | -9.09% | Trim |
| 26 | NVDA | Nvidia CORP | -0.1% | +3.78% | Add |
| 27 | EVR | Evercore INC - A | -0.1% | -21.10% | Trim |
| 28 | EXE | Expand Energy CORP | -0.1% | -86.72% | Trim |
| 29 | TW | Tradeweb Markets Inc-class A | -0.1% | -73.33% | Trim |
| 30 | V | Visa Inc-class A Shares | -0.1% | -1.07% | Trim |
| 31 | TRI4EUR | Thomson Reuters CORP | -0.1% | +11.47% | Add |
| 32 | BN | Brookfield CORP | -0.1% | +1.25% | Add |
| 33 | LLY | Eli Lilly & Co | -0.1% | +0.50% | Add |
| 34 | TMO | Thermo Fisher Scientific INC | -0.1% | -31.22% | Trim |
| 35 | MCO | Moody's CORP | -0.2% | -79.84% | Trim |
| 36 | AXP | American Express Co | -0.2% | -14.99% | Trim |
| 37 | BAM | Brookfield Asset Mgmt-a | -0.2% | -14.99% | Trim |
| 38 | SHOP | Shopify INC - Class A | -0.2% | +9.88% | Add |
| 39 | PGR | Progressive CORP | -0.2% | -69.97% | Trim |
| 40 | AMZN | Amazon.com INC | -0.2% | -5.79% | Trim |
| 41 | URI | United Rentals INC | -0.2% | -82.63% | Trim |
| 42 | JPM | Jpmorgan Chase & Co | -0.2% | -11.25% | Trim |
| 43 | CRH | CRH plc | -0.3% | -71.29% | Trim |
| 44 | RY | Royal Bank Of Canada | -0.3% | -2.08% | Trim |
| 45 | BKNG | Booking Holdings INC | -0.3% | -48.63% | Trim |
| 46 | AVGO | Broadcom INC | -0.3% | -6.79% | Trim |
| 47 | AAPL | Apple INC | -0.4% | -3.60% | Trim |
| 48 | META | Meta Platforms Inc-class A | -0.4% | -13.23% | Trim |
| 49 | MSFT | Microsoft CORP | -1% | -6.33% | Trim |
| 50 | AZN | AstraZeneca PLC | — | NEW | New buy |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-10 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-28 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-07 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-11 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-01 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-02 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-08 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-27 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-09 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-10 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-07 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-07 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-04 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-10 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-10 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-09 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-11 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-10 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-11 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-07 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-01 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-08 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-01 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-01 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-31 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-11 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-02 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-09 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-01 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-05 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-08 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-02 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-04 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-05 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-04 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-11 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-28 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-30 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-06 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-12 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-09 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-07 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-08 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-07-24 | 13F-HR | View on EDGAR |
FAQ
What is TD Asset Management Inc and what type of investor is it?
TD Asset Management Inc is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $123.2B, spread across 1702 disclosed positions.
What are TD Asset Management Inc's largest equity positions?
Based on the latest 13F filing, TD Asset Management Inc's top holdings by market value are:
1. Nvidia CORP (NVDA) — $5.1B (4.1%)
2. Royal Bank Of Canada (RY) — $4.9B (4.0%)
3. Apple INC (AAPL) — $4.2B (3.4%)
4. Toronto-dominion Bank (TD) — $3.5B (2.8%)
5. Microsoft CORP (MSFT) — $3.2B (2.6%)
What changes did TD Asset Management Inc make in its most recent portfolio filing?
In the latest reported quarter, TD Asset Management Inc made 50 notable position adjustments: 1 new positions were initiated, 28 existing holdings were added to, 21 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Trim: Microsoft CORP (MSFT) — shares -6.33%; Add: Johnson & Johnson (JNJ) — shares +192.93%; Add: Suncor Energy INC (SU) — shares +10.66%; Add: Canadian Natural Resources (CNQ) — shares +5.26%
What sectors does TD Asset Management Inc focus on?
TD Asset Management Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 23.6%
• Information Technology: 22.2%
• Energy: 10.3%
• Industrials: 10.0%
• Health Care: 8.7%
• Consumer Discretionary: 7.0%
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