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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 45 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 TEVA TEVA PHARMACEUTICAL INDUSTRIES LTD ADR ISIN#US8816242098 Healthcare 1,529.0 $52K 0.00% NEW $33.88 +11.0%
882 ROP ROPER TECHNOLOGIES INC COM Industrials 153.0 $52K 0.00% NEW $338.39 +24.9%
883 PNR PENTAIR PLC SHS ISIN#IE00BLS09M33 Industrials 672.0 $52K 0.00% NEW $76.66 -19.0%
884 MDU MDU RES GROUP INC COM Industrials 2,416.0 $51K 0.00% NEW $21.21 -4.9%
885 PEGA PEGASYSTEMS INC COM Technology 1,703.0 $51K 0.00% NEW $29.97 +19.8%
886 CVNA CARVANA CO CL A Consumer Cyclical 773.0 $51K 0.00% NEW $65.82 +12.6%
887 TNK TEEKAY TANKERS LTD REGISTERED SHS -A- ISIN#BMG8726X1065 Energy 784.0 $51K 0.00% NEW $64.87 +36.0%
888 ANNALY CAP MGMT INC COM NEW 2,271.0 $51K 0.00% NEW $22.36
889 SPTI SPDR SER TR STATE STR SPDR PORT INTER TERM TREAS ETF 1,785.0 $51K 0.00% NEW $28.39 -0.9%
890 ILMN ILLUMINA INC COM Healthcare 286.0 $50K 0.00% NEW $175.83 +29.5%
891 SJM SMUCKER J M CO COM NEW Consumer Defensive 445.0 $50K 0.00% NEW $112.50 +17.2%
892 TECHNIPFMC LIMITED REGISTERED SHS ISIN#GB00BDSFG982 754.0 $50K 0.00% NEW $66.30
893 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 195.0 $50K 0.00% NEW $255.88 +24.6%
894 L LOEWS CORP COM Financial Services 437.0 $49K 0.00% NEW $113.21 -3.0%
895 HUM HUMANA INC COM Healthcare 124.0 $49K 0.00% NEW $397.22 -1.2%
896 LZB LA Z BOY INC COM Consumer Cyclical 1,220.0 $49K 0.00% NEW $40.12 -18.4%
897 ISHG ISHARES TR 1-3 YR INTL TREAS BD ETF 650.0 $48K 0.00% NEW $74.24 +2.5%
898 AMPH AMPHASTAR PHARMACEUTICALS INC DEL COM Healthcare 2,379.0 $48K 0.00% NEW $20.18 +8.4%
899 IDCC INTERDIGITAL INC COM Technology 169.0 $48K 0.00% NEW $283.13 +18.2%
900 ATO ATMOS ENERGY CORP COM Utilities 276.0 $48K 0.00% NEW $172.27 -2.9%
Page 45 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%