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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 48 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 1,240.0 $39K 0.00% NEW $31.61 +9.8%
942 TROW PRICE T ROWE GROUP INC COM Financial Services 344.0 $39K 0.00% NEW $113.69 -1.2%
943 LUV SOUTHWEST AIRLS CO COM Industrials 756.0 $39K 0.00% NEW $51.42 -22.7%
944 J P MORGAN EXCHANGE-TRADED FD TR ULTRA-SHORT INCOME ETF 765.0 $39K 0.00% NEW $50.57
945 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A Technology 996.0 $39K 0.00% NEW $38.73 +64.6%
946 VIOV VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 VALUE INDEX FD ETF SHS 326.0 $38K 0.00% NEW $117.33 +1.0%
947 FSLR FIRST SOLAR INC COM Energy 160.0 $38K 0.00% NEW $235.96 -11.0%
948 EXPD EXPEDITORS INTL WASH INC COM Industrials 229.0 $37K 0.00% NEW $162.98 +17.0%
949 ITT ITT INC COM Industrials 184.0 $36K 0.00% NEW $197.76 +5.2%
950 SNDR SCHNEIDER NATL INC WIS CL B Industrials 978.0 $36K 0.00% NEW $36.53 -3.5%
951 BRBR BELLRING BRANDS INC NEW COM Consumer Defensive 2,739.0 $35K 0.00% NEW $12.94 -20.7%
952 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 1,204.0 $35K 0.00% NEW $29.28 +12.7%
953 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 266.0 $35K 0.00% NEW $131.58 +3.9%
954 AVNT AVIENT CORP COM Basic Materials 942.0 $35K 0.00% NEW $36.96 +19.8%
955 RY ROYAL BK CDA MONTREAL QUE ISIN# CA7800871021 Financial Services 168.0 $35K 0.00% NEW $206.97 -1.2%
956 TOL TOLL BROS INC COM Consumer Cyclical 209.0 $34K 0.00% NEW $164.75 -11.9%
957 DLTR DOLLAR TREE INC COM Consumer Defensive 283.0 $34K 0.00% NEW $121.15 +4.8%
958 IEX IDEX CORP COM Industrials 150.0 $34K 0.00% NEW $226.95 +3.1%
959 WDAY WORKDAY INC CL A Technology 278.0 $34K 0.00% NEW $122.42 +58.1%
960 BE BLOOM ENERGY CORP CL A Industrials 112.0 $34K 0.00% NEW $302.70 -28.0%
Page 48 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%