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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 43 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 APA APA CORP COM Energy 1,998.0 $65K 0.00% NEW $32.57 +30.1%
842 RGA REINSURANCE GROUP AMER INC COM NEW Financial Services 306.0 $65K 0.00% NEW $212.65 +15.7%
843 MGM MGM RESORTS INTL COM Consumer Cyclical 1,345.0 $64K 0.00% NEW $47.81 -10.1%
844 AZZ AZZ INC COM Industrials 414.0 $64K 0.00% NEW $155.05 -9.9%
845 NVT NVENT ELECTRIC PLC REGISTERED SHS ISIN#IE00BDVJJQ56 Industrials 377.0 $64K 0.00% NEW $169.61 -8.3%
846 EDU NEW ORIENTAL ED & TECHNOLOGY GROUP INC SPONSORED ADR NEW Consumer Defensive 1,375.0 $63K 0.00% NEW $45.91 +26.2%
847 MCRI MONARCH CASINO & RESORT INC COM Consumer Cyclical 479.0 $63K 0.00% NEW $131.61 -6.1%
848 JBT MAREL CORP COM 429.0 $62K 0.00% NEW $145.00
849 CF CF INDS HLDGS INC COM Basic Materials 574.0 $62K 0.00% NEW $108.26 +16.1%
850 GDDY GODADDY INC CL A Technology 720.0 $61K 0.00% NEW $84.88 +14.3%
851 UBS UBS GROUP AG SHS ISIN#CH0244767585 Financial Services 1,227.0 $61K 0.00% NEW $49.56 +9.7%
852 XLY SELECT SECTOR SPDR TR STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 518.0 $61K 0.00% NEW $117.28 -1.2%
853 TLK PERUSAHAAN PERSEROAN PERSERO P.T. TELEKOMUNIKASI INDONESIA ADR RPSTG 40 SER B SHS ISIN#US7156841063 Communication Services 4,513.0 $61K 0.00% NEW $13.43 +8.3%
854 MSCI MSCI INC COM Financial Services 108.0 $60K 0.00% NEW $560.04 +1.6%
855 G GENPACT LTD SHS ISIN#BMG3922B1072 Technology 2,193.0 $60K 0.00% NEW $27.50 +36.5%
856 REGCO REGENCY CTRS CORP COM 750.0 $60K 0.00% NEW $79.74
857 MD MEDNAX INC COM Healthcare 2,353.0 $60K 0.00% NEW $25.33 +5.8%
858 AN AUTONATION INC COM Consumer Cyclical 319.0 $59K 0.00% NEW $185.79 +7.0%
859 RSP INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF 278.0 $59K 0.00% NEW $212.77 +4.1%
860 NCLH NORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211046 Consumer Cyclical 2,802.0 $59K 0.00% NEW $21.11 -21.1%
Page 43 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%