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Portfolio (Quarterly) Guide ↗

TD Capital Management LLC

· CIK 0001483824
13F Portfolio $1.1B AUM 853 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 112 New 203 Added 85 Reduced 73 Exited
Page 1 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGIT VANGUARD SCOTTSDALE FDS 3,887.0 $231K 0.02% NEW $59.55 -1.0%
2 IDEV ISHARES TR 2,382.0 $199K 0.02% NEW $83.57 +8.0%
3 JPIE J P MORGAN EXCHANGE TRADED F 2,156.0 $99K 0.01% NEW $46.06 -0.1%
4 NVT NVENT ELEC PLC Industrials 534.0 $63K 0.01% NEW $118.28 +41.9%
5 DFEM DIMENSIONAL ETF TRUST 1,820.0 $63K 0.01% NEW $34.56 +18.4%
6 IVW ISHARES TR 502.0 $57K 0.01% NEW $113.11 +22.3%
7 PNR PENTAIR PLC Industrials 534.0 $47K 0.00% NEW $87.11 -16.8%
8 USRT ISHARES TR 696.0 $41K 0.00% NEW $59.23 +10.9%
9 EPD ENTERPRISE PRODS PARTNERS L Energy 900.0 $34K 0.00% NEW $37.84 +0.4%
10 DIVO AMPLIFY ETF TR 665.0 $30K 0.00% NEW $44.87 +2.7%
11 TSME THRIVENT ETF TRUST 688.0 $29K 0.00% NEW $41.58 +15.1%
12 XITK SPDR SERIES TRUST 172.0 $25K 0.00% NEW $146.59 +34.5%
13 IYJ ISHARES TR 156.0 $23K 0.00% NEW $147.54 +7.3%
14 AZN ASTRAZENECA PLC Healthcare 113.0 $22K 0.00% NEW $197.22 -5.9%
15 AIQ GLOBAL X FDS 473.0 $22K 0.00% NEW $46.67 +39.5%
16 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 300.0 $22K 0.00% NEW $72.69 +9.4%
17 RPV INVESCO EXCHANGE TRADED FD T 192.0 $21K 0.00% NEW $107.39 +5.3%
18 UDR UDR INC Real Estate 600.0 $20K 0.00% NEW $33.78 +12.6%
19 DDWM WISDOMTREE TR 452.0 $20K 0.00% NEW $44.13 +6.1%
20 CLSE TRUST FOR PROFESSIONAL MANAG 700.0 $20K 0.00% NEW $28.14 +19.5%
Page 1 of 6  ·  112 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 37.6%
Technology 21.5%
Consumer Defensive 9.3%
Financial Services 8.1%
Industrials 7.0%
Energy 5.1%
Communication Services 4.3%
Healthcare 2.8%
Basic Materials 2.3%
Utilities 1.5%