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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 29 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CRUS CIRRUS LOGIC INC COM Technology 2,548.0 $378K 0.01% NEW $148.53 -25.3%
562 PLXS PLEXUS CORP COM Technology 1,250.0 $376K 0.01% NEW $300.67 -18.4%
563 NRG NRG ENERGY INC COM NEW Utilities 2,558.0 $374K 0.01% NEW $146.06 -21.7%
564 LH LABCORP HLDGS INC COM Healthcare 1,318.0 $369K 0.01% NEW $280.00 +20.2%
565 A AGILENT TECHNOLOGIES INC COM Healthcare 2,741.0 $364K 0.01% NEW $132.83 +18.6%
566 XLV SELECT SECTOR SPDR TR STATE STREET HEALTH CARE SELECT SPDR ETF 2,292.0 $364K 0.01% NEW $158.63 +8.2%
567 CEG CONSTELLATION ENERGY CORP COM Utilities 1,456.0 $362K 0.01% NEW $248.45 +13.6%
568 MMM 3M CO COM Industrials 2,188.0 $354K 0.01% NEW $161.91 +10.4%
569 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR ISIN#US8740602052 Healthcare 22,050.0 $353K 0.01% NEW $16.03 +12.5%
570 LAZ LAZARD INC COM Financial Services 8,424.0 $353K 0.01% NEW $41.94 +3.1%
571 IRM IRON MTN INC NEW COM Real Estate 2,791.0 $353K 0.01% NEW $126.31 -2.9%
572 CTVA CORTEVA INC COM Basic Materials 4,121.0 $349K 0.01% NEW $84.69 -2.7%
573 DHI D R HORTON INC COM Consumer Cyclical 2,134.0 $348K 0.01% NEW $162.88 -10.9%
574 VST VISTRA CORP COM Utilities 2,185.0 $347K 0.01% NEW $158.61 -11.9%
575 HWC HANCOCK WHITNEY CORP COM Financial Services 4,588.0 $343K 0.01% NEW $74.72 +0.4%
576 ZION ZIONS BANCORPORATION COM Financial Services 4,879.0 $338K 0.01% NEW $69.19 -1.8%
577 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 3,323.0 $333K 0.01% NEW $100.28 +9.4%
578 DCI DONALDSON INC COM Industrials 3,700.0 $332K 0.01% NEW $89.77 +2.9%
579 BBY BEST BUY INC COM Consumer Cyclical 4,324.0 $328K 0.01% NEW $75.88 +10.2%
580 R RYDER SYS INC COM Industrials 1,227.0 $324K 0.01% NEW $263.77 -6.0%
Page 29 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%