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Portfolio (Quarterly) Guide ↗

TD PRIVATE CLIENT WEALTH LLC

· CIK 0001551017
13F Portfolio $5.4B AUM 1,698 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1698 New
Page 25 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NET CLOUDFLARE INC CL A Technology 2,231.0 $547K 0.01% NEW $245.28 +25.7%
482 PHM PULTEGROUP INC COM Consumer Cyclical 3,961.0 $543K 0.01% NEW $137.21 -7.6%
483 BIIB BIOGEN INC COM Healthcare 2,512.0 $543K 0.01% NEW $216.06 +2.5%
484 GTO INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FD TR TOTAL RETURN BD 11,494.0 $539K 0.01% NEW $46.87 -1.3%
485 CBRE CBRE GROUP INC CL A Real Estate 3,974.0 $535K 0.01% NEW $134.69 +9.3%
486 CHRW C H ROBINSON WORLDWIDE INC COM NEW Industrials 2,837.0 $534K 0.01% NEW $188.34 -19.8%
487 PKG PACKAGING CORP AMER COM Consumer Cyclical 2,240.0 $534K 0.01% NEW $238.28 +2.3%
488 BX BLACKSTONE INC COM Financial Services 4,513.0 $531K 0.01% NEW $117.67 +22.1%
489 HUBB HUBBELL INC COM Industrials 1,012.0 $529K 0.01% NEW $523.20 -10.1%
490 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 6,781.0 $528K 0.01% NEW $77.87 -11.5%
491 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 2,434.0 $527K 0.01% NEW $216.60 -7.6%
492 TGT TARGET CORP COM Consumer Defensive 3,999.0 $522K 0.01% NEW $130.60 +27.1%
493 SNDK SANDISK CORP COM Technology 228.0 $518K 0.01% NEW $2273.73 -34.7%
494 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 1,525.0 $516K 0.01% NEW $338.15 +0.1%
495 AMG AFFILIATED MANAGERS GROUP INC COM Financial Services 1,512.0 $512K 0.01% NEW $338.40 +9.5%
496 VXUS VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 5,948.0 $508K 0.01% NEW $85.49 +2.9%
497 TECK TECK RES LTD CL B SUB VTG SHS ISIN# CA8787422044 Basic Materials 8,546.0 $508K 0.01% NEW $59.46 +18.6%
498 VMC VULCAN MATLS CO COM Basic Materials 1,722.0 $508K 0.01% NEW $295.07 -7.2%
499 SUI SUN CMNTYS INC COM Real Estate 4,230.0 $507K 0.01% NEW $119.91 +2.7%
500 GSK GSK PLC SPONSORED ADR NEW Healthcare 9,645.0 $506K 0.01% NEW $52.42 -4.1%
Page 25 of 85  ·  1,698 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
Financial Services 31.0%
Technology 22.6%
Healthcare 9.1%
Industrials 8.6%
Consumer Cyclical 6.7%
Communication Services 5.6%
Consumer Defensive 4.9%
Utilities 4.1%
Energy 3.5%
Real Estate 2.2%