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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 32 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HSBC HSBC HLDGS PLC SPONS ADR NEW Financial Services 2,771.0 $263K 0.01% NEW $95.09 +8.2%
622 TSN TYSON FOODS INC CL A Consumer Defensive 4,576.0 $262K 0.01% NEW $57.25 -3.3%
623 IDXX IDEXX LABS INC COM Healthcare 490.0 $258K 0.01% NEW $526.44 +3.5%
624 HRL HORMEL FOODS CORP COM Consumer Defensive 10,366.0 $257K 0.01% NEW $24.82 -14.3%
625 SNPS SYNOPSYS INC COM Technology 576.0 $257K 0.01% NEW $446.07 +4.2%
626 FEDERATED HERMES INC CL B 4,652.0 $257K 0.01% NEW $55.22
627 VHT VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF 856.0 $256K 0.01% NEW $299.01 +8.0%
628 LCII LCI INDS COM Consumer Cyclical 2,392.0 $253K 0.01% NEW $105.88 -3.4%
629 AMP AMERIPRISE FINL INC COM Financial Services 546.0 $250K 0.01% NEW $458.76 +21.1%
630 TTWO TAKE-TWO INTERACTIVE SOFTWARE INC CDT-COM Communication Services 996.0 $249K 0.01% NEW $249.98 -6.8%
631 MWA MUELLER WTR PRODS INC COM Industrials 9,622.0 $249K 0.01% NEW $25.83 -4.3%
632 OPCH OPTION CARE HEALTH INC COM NEW Healthcare 11,828.0 $248K 0.01% NEW $20.97 +14.4%
633 TTEK TETRA TECH INC NEW COM Industrials 8,476.0 $245K 0.00% NEW $28.89 +26.8%
634 VMI VALMONT INDS INC COM Industrials 423.0 $244K 0.00% NEW $577.60 -16.8%
635 CROX CROCS INC COM Consumer Cyclical 2,008.0 $242K 0.00% NEW $120.64 +0.9%
636 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 3,200.0 $238K 0.00% NEW $74.53 +2.8%
637 JBL JABIL INC COM Technology 618.0 $238K 0.00% NEW $385.48 -19.0%
638 MTN VAIL RESORTS INC COM Consumer Cyclical 1,744.0 $237K 0.00% NEW $136.13 +6.2%
639 KOF COCA COLA FEMSA SAB DE CV SPON ADR REPSTG 10 SHS SER L Consumer Defensive 2,208.0 $235K 0.00% NEW $106.25 +6.4%
640 ON ON SEMICONDUCTOR CORP COM Technology 2,480.0 $234K 0.00% NEW $94.54 -20.9%
Page 32 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%