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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 28 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 OKE ONEOK INC NEW COM Energy 4,867.0 $423K 0.01% NEW $86.94 +7.8%
542 THG HANOVER INS GROUP INC COM Financial Services 1,976.0 $423K 0.01% NEW $214.12 +6.4%
543 SYY SYSCO CORP COM Consumer Defensive 5,028.0 $420K 0.01% NEW $83.58 -1.1%
544 ITW ILLINOIS TOOL WKS INC COM Industrials 1,553.0 $420K 0.01% NEW $270.53 +3.9%
545 DE DEERE & CO COM Industrials 661.0 $419K 0.01% NEW $634.33 -2.2%
546 CUBE CUBESMART COM Real Estate 10,476.0 $417K 0.01% NEW $39.77 +1.2%
547 DVN DEVON ENERGY CORP NEW COM Energy 10,079.0 $416K 0.01% NEW $41.32 +12.6%
548 CRBN ISHARES TR LOW CARBON OPTIMIZED MSCI ACWI ETF 1,624.0 $411K 0.01% NEW $252.97 +2.8%
549 ING ING GROEP N V ADR Financial Services 13,080.0 $410K 0.01% NEW $31.38 +11.7%
550 OTIS OTIS WORLDWIDE CORP COM Industrials 5,669.0 $406K 0.01% NEW $71.60 -0.2%
551 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 3,589.0 $405K 0.01% NEW $112.74 +13.8%
552 ERIC ERICSSON L M TEL CO ADR CL B SEK 10 NEW EXCH FOR ADR CL B SEK NEW Technology 36,027.0 $402K 0.01% NEW $11.15 -9.6%
553 CRWD CROWDSTRIKE HLDGS INC CL A Technology 526.0 $401K 0.01% NEW $190.79 +16.6%
554 NVO NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP Healthcare 8,359.0 $401K 0.01% NEW $47.94 -3.9%
555 SON SONOCO PRODS CO COM Consumer Cyclical 7,078.0 $399K 0.01% NEW $56.35 +1.1%
556 PSA PUBLIC STORAGE COM Real Estate 1,213.0 $386K 0.01% NEW $318.31 -0.9%
557 NTAP NETAPP INC COM Technology 2,480.0 $384K 0.01% NEW $154.76 +22.0%
558 RL RALPH LAUREN CORP CL A Consumer Cyclical 954.0 $383K 0.01% NEW $401.41 -11.6%
559 KEY KEYCORP NEW COM Financial Services 16,597.0 $383K 0.01% NEW $23.05 -4.5%
560 VEEV VEEVA SYS INC CL A COM Healthcare 2,136.0 $379K 0.01% NEW $177.48 +61.7%
Page 28 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%