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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 14 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SYK STRYKER CORP COMMON Healthcare 6,596.0 $2.1M 0.04% NEW $314.84 +5.0%
262 MDB MONGODB INC CL A Technology 6,078.0 $2.0M 0.04% NEW $335.90 +20.5%
263 DTE DTE ENERGY CO COM Utilities 13,330.0 $2.0M 0.04% NEW $152.37 -10.7%
264 WMB WILLIAMS COS INC COM Energy 27,231.0 $2.0M 0.04% NEW $74.34 -4.4%
265 NVS NOVARTIS AG SPONSORED ADR Healthcare 12,892.0 $2.0M 0.04% NEW $156.72 +2.1%
266 HLT HILTON WORLDWIDE HLDGS INC COM NEW Consumer Cyclical 6,111.0 $2.0M 0.04% NEW $330.46 -0.3%
267 TKO TKO GROUP HLDGS INC CL A Communication Services 10,026.0 $2.0M 0.04% NEW $201.31 -3.9%
268 MRVL MARVELL TECHNOLOGY INC COM Technology 6,711.0 $2.0M 0.04% NEW $297.89 -19.3%
269 PZA INVESCO EXCHANGE-TRADED FD TR II NATL AMT-FREE MUN BD ETF 82,947.0 $2.0M 0.04% NEW $23.52 -3.1%
270 BP BP PLC SPONS ADR Energy 52,384.0 $1.9M 0.04% NEW $36.95 +16.0%
271 JCI JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619 Industrials 13,228.0 $1.9M 0.04% NEW $146.11 -2.9%
272 O REALTY INCOME CORP COM Real Estate 30,988.0 $1.9M 0.04% NEW $61.96 +1.4%
273 LMT LOCKHEED MARTIN CORP COM Industrials 3,763.0 $1.9M 0.04% NEW $509.46 +9.2%
274 PFG PRINCIPAL FINL GROUP INC COM Financial Services 17,647.0 $1.9M 0.04% NEW $107.78 +3.5%
275 QSR RESTAURANT BRANDS INTL INC COM ISIN#CA76131D1033 Consumer Cyclical 26,210.0 $1.9M 0.04% NEW $72.51 +12.5%
276 CAH CARDINAL HEALTH INC COM Healthcare 7,950.0 $1.9M 0.04% NEW $237.56 +0.2%
277 FERG FERGUSON ENTERPRISES INC COM Industrials 7,947.0 $1.9M 0.04% NEW $237.33 -2.0%
278 WCC WESCO INTL INC COM Industrials 5,460.0 $1.9M 0.04% NEW $345.43 -1.9%
279 SHOP SHOPIFY INC CL A ISIN#CA82509L1076 Technology 16,441.0 $1.9M 0.03% NEW $114.18 +34.8%
280 ESGU ISHARES TR ESG AWARE MSCI USA ETF 11,466.0 $1.9M 0.03% NEW $163.68 +2.5%
Page 14 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%