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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 18 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MRSH MARSH & MCLENNAN COS INC COM Financial Services 6,981.0 $1.2M 0.02% NEW $166.67 +16.0%
342 INTU INTUIT COM Technology 4,445.0 $1.2M 0.02% NEW $261.00 +37.0%
343 CENCORA INC COM 4,098.0 $1.2M 0.02% NEW $282.98
344 BMY BRISTOL MYERS SQUIBB CO COM Healthcare 20,091.0 $1.2M 0.02% NEW $57.62 +17.9%
345 IJS ISHARES TR S&P SMALL-CAP 600 VALUE ETF 8,463.0 $1.2M 0.02% NEW $136.68 +0.8%
346 BKNG BOOKING HLDGS INC COM Consumer Cyclical 6,447.0 $1.1M 0.02% NEW $178.24 +19.9%
347 PCAR PACCAR INC COM Industrials 9,560.0 $1.1M 0.02% NEW $120.12 +7.6%
348 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC COM Basic Materials 14,221.0 $1.1M 0.02% NEW $79.22 +10.0%
349 TTAN SERVICETITAN INC CL A Technology 15,852.0 $1.1M 0.02% NEW $70.71 +29.9%
350 VNOM VIPER ENERGY INC NEW CL A Energy 26,163.0 $1.1M 0.02% NEW $42.40 +3.9%
351 BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF 22,803.0 $1.1M 0.02% NEW $48.43 -1.1%
352 TEL TE CONNECTIVITY PLC ORD SHS ISIN#IE000IVNQZ81 Technology 5,464.0 $1.1M 0.02% NEW $201.61 -0.1%
353 IGOV ISHARES TR INTL TREASURY BD ETF 26,796.0 $1.1M 0.02% NEW $41.03 +1.7%
354 PFFD GLOBAL X FDS U S PFD ETF 58,396.0 $1.1M 0.02% NEW $18.69 -1.0%
355 AZN ASTRAZENECA PLC SHS ISIN#GB0009895292 Healthcare 5,750.0 $1.1M 0.02% NEW $187.11 -9.3%
356 TIP ISHARES TR TIPS BD ETF 9,825.0 $1.1M 0.02% NEW $109.43 -1.6%
357 COOPER COS INC COM PAR 14,992.0 $1.1M 0.02% NEW $71.71
358 SHW SHERWIN-WILLIAMS CO COM Basic Materials 3,101.0 $1.1M 0.02% NEW $344.36 +1.8%
359 EME EMCOR GROUP INC COM Industrials 1,267.0 $1.1M 0.02% NEW $829.88 -10.8%
360 DG DOLLAR GEN CORP NEW COM Consumer Defensive 9,071.0 $1.0M 0.02% NEW $115.11 +6.5%
Page 18 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%