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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 34 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 BDC BELDEN INC NEW COM Technology 1,751.0 $210K 0.00% NEW $119.91 +0.0%
662 EW EDWARDS LIFESCIENCES CORP COM Healthcare 2,320.0 $210K 0.00% NEW $90.45 -0.6%
663 IFLN INVESCO EXCHANGE-TRADED FD TR II BLOOMBERG ENHANCED FALLEN FALLEN ANGELS ETF 11,381.0 $208K 0.00% NEW $18.29 -0.4%
664 GPC GENUINE PARTS CO COM Consumer Cyclical 1,757.0 $207K 0.00% NEW $117.98 +15.9%
665 CNI CANADIAN NATL RY CO COM ISIN#CA1363751027 Industrials 1,723.0 $205K 0.00% NEW $119.24 +6.1%
666 SKYW SKYWEST INC COM Industrials 2,056.0 $204K 0.00% NEW $99.33 -0.5%
667 E ENI SPA SPONSORED ADR Energy 4,337.0 $203K 0.00% NEW $46.86 +13.6%
668 DOC HEALTHPEAK PPTYS INC COM Real Estate 9,483.0 $203K 0.00% NEW $21.40 -0.8%
669 NTES NETEASE INC SPONSORED ADR ISIN#US64110W1027 Technology 1,580.0 $202K 0.00% NEW $128.14 -4.3%
670 VNT VONTIER CORP COM Technology 6,923.0 $201K 0.00% NEW $29.00 +14.2%
671 SSNC SS&C TECHNOLOGIES HLDGS INC COM Technology 3,230.0 $200K 0.00% NEW $62.05 +34.5%
672 NOC NORTHROP GRUMMAN CORP COM Industrials 387.0 $197K 0.00% NEW $509.31 +7.0%
673 NKE NIKE INC CL B Consumer Cyclical 4,703.0 $193K 0.00% NEW $41.05 -6.4%
674 WTFC WINTRUST FINL CORP COM Financial Services 1,200.0 $193K 0.00% NEW $160.72 -4.8%
675 EVR EVERCORE INC CL A Financial Services 563.0 $192K 0.00% NEW $341.44 -14.4%
676 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 3,774.0 $190K 0.00% NEW $50.42 +8.2%
677 GWW GRAINGER W W INC COM Industrials 137.0 $186K 0.00% NEW $1360.40 -2.9%
678 STRL STERLING INFRASTRUCTURE INC COM Industrials 222.0 $186K 0.00% NEW $839.36 -39.7%
679 FIW FIRST TR EXCHANGE TRADED FD WTR ETF 1,699.0 $186K 0.00% NEW $109.52 +1.3%
680 APTIV PLC NEW ORD SH ISIN#JE00BTDN8H13 3,022.0 $185K 0.00% NEW $61.38
Page 34 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%