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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 76 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 CENT CENTRAL GARDEN & PET CO COM 18.0 $798.0 NEW $44.33
1502 MNDY MONDAY COM LTD REGISTERED SHS ISIN#IL0011762130 Technology 11.0 $796.0 NEW $72.36 +26.8%
1503 OCUL OCULAR THERAPEUTIX INC COM Healthcare 81.0 $795.0 NEW $9.81 +9.2%
1504 CRC CALIFORNIA RES CORP COM PAR $ Energy 15.0 $793.0 NEW $52.87 -1.3%
1505 CZR CAESARS ENTMT INC NEW COM Consumer Cyclical 26.0 $785.0 NEW $30.19 -1.9%
1506 MP MP MATLS CORP COM Basic Materials 14.0 $784.0 NEW $56.00 +7.3%
1507 QTWO Q2 HLDGS INC COM Technology 16.0 $770.0 NEW $48.12 +32.4%
1508 DBX DROPBOX INC CL A Technology 28.0 $769.0 NEW $27.46 +27.4%
1509 MATX MATSON INC COM Industrials 4.0 $769.0 NEW $192.25 +15.9%
1510 SLP SIMULATIONS PLUS INC COM Healthcare 42.0 $769.0 NEW $18.31 +0.4%
1511 TLN TALEN ENERGY CORP NEW COM Utilities 2.0 $769.0 NEW $384.50 -19.8%
1512 EIG EMPLOYERS HLDGS INC COM Financial Services 15.0 $757.0 NEW $50.47 -2.4%
1513 SM SM ENERGY CO COM Energy 29.0 $757.0 NEW $26.10 +37.3%
1514 PAYC PAYCOM SOFTWARE INC COM Technology 6.0 $754.0 NEW $125.67 +83.7%
1515 TRIP TRIPADVISOR INC COM Consumer Cyclical 55.0 $754.0 NEW $13.71 -26.7%
1516 CBSH COMMERCE BANCSHARES INC COM Financial Services 13.0 $751.0 NEW $57.77 +1.4%
1517 ALRM ALARM COM HLDGS INC COM Technology 16.0 $748.0 NEW $46.75 +20.7%
1518 FCN FTI CONSULTING INC COM Industrials 5.0 $745.0 NEW $149.00 +2.0%
1519 ECBK ECB BANCORP INC MD COM Financial Services 37.0 $743.0 NEW $20.08 +3.5%
1520 FSLY FASTLY INC CL A Technology 40.0 $734.0 NEW $18.35 +26.2%
Page 76 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%