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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 55 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 EMN EASTMAN CHEM CO COM Basic Materials 213.0 $14K NEW $67.04 +8.4%
1082 SMITHFIELD FOODS INC COM 588.0 $14K NEW $24.26
1083 AXS AXIS CAPITAL HLDGS LTD SHS ISIN#BMG0692U1099 Financial Services 132.0 $14K NEW $107.44 -7.8%
1084 CM CANADIAN IMPERIAL BK OF COMMERCE Financial Services 123.0 $14K NEW $114.56 +0.2%
1085 GIS GENERAL MILLS INC COM Consumer Defensive 396.0 $14K NEW $34.80 +16.2%
1086 COKE COCA COLA CONS INC COM Consumer Defensive 72.0 $14K NEW $190.92 +1.9%
1087 KHC KRAFT HEINZ CO COM Consumer Defensive 578.0 $14K NEW $23.61 +6.4%
1088 TECH BIO-TECHNE CORP COM Healthcare 193.0 $14K NEW $70.65 +2.6%
1089 FIS FIDELITY NATL INFORMATION SVCS INC COM Technology 344.0 $13K NEW $38.88 +4.3%
1090 GGG GRACO INC COM Industrials 175.0 $13K NEW $75.61 +5.3%
1091 PTCT PTC THERAPEUTICS INC COM Healthcare 162.0 $13K NEW $81.57 -12.0%
1092 TRMD TORM PLC SHS A ISIN#GB00BZ3CNK81 Energy 502.0 $13K NEW $26.06 +22.0%
1093 PAG PENSKE AUTOMOTIVE GROUP INC COM Consumer Cyclical 73.0 $13K NEW $178.95 +21.7%
1094 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 56.0 $13K NEW $233.11 +2.2%
1095 INVH INVITATION HOMES INC COM Real Estate 428.0 $13K NEW $30.21 -3.2%
1096 TRU TRANSUNION COM Industrials 179.0 $13K NEW $72.14 +17.4%
1097 LFUS LITTELFUSE INC COM Technology 28.0 $13K NEW $455.32 -7.5%
1098 GGB GERDAU S A SPONSORED ADR Basic Materials 3,135.0 $13K NEW $4.04 +16.3%
1099 ARE ALEXANDRIA REAL ESTATE EQUITIES INC COM Real Estate 239.0 $13K NEW $52.85 -1.1%
1100 PFGC PERFORMANCE FOOD GROUP CO COM Consumer Defensive 112.0 $13K NEW $111.79 -8.6%
Page 55 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%