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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 52 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 CINF CINCINNATI FINL CORP COM Financial Services 121.0 $22K NEW $185.14 -6.8%
1022 TREX TREX CO INC COM Industrials 447.0 $22K NEW $50.04 -7.9%
1023 BEN FRANKLIN RES INC COM Financial Services 672.0 $22K NEW $33.27 +4.7%
1024 HOG HARLEY DAVIDSON INC COM Consumer Cyclical 900.0 $22K NEW $24.45 +13.9%
1025 TTD THE TRADE DESK INC COM CL A Technology 1,209.0 $22K NEW $18.08 -25.8%
1026 BALL BALL CORP COM Consumer Cyclical 347.0 $22K NEW $62.40 +1.6%
1027 TRUMP MEDIA & TECHNOLOGY GROUP CORP WT EXP EXP 03/25/29 6,736.0 $21K NEW $3.19
1028 ITUB ITAU UNIBANCO HLDG SA NS SPONSORED ADR REPSTG 500 PFD ISIN#US4655621062 Financial Services 2,626.0 $21K NEW $8.17 -7.8%
1029 INVA INNOVIVA INC COM Healthcare 940.0 $21K NEW $22.71 -7.7%
1030 SFL SFL CORPORATION LTD SHS ISIN#BMG7738W1064 Industrials 2,073.0 $21K NEW $10.20 +21.1%
1031 LSCC LATTICE SEMICONDUCTOR CORP COM Technology 138.0 $21K NEW $152.96 -21.2%
1032 CWEN CLEARWAY ENERGY INC CL C Utilities 607.0 $21K NEW $34.18 -5.2%
1033 GSL GLOBAL SHIP LEASE INC REGISTERED SHS A ISIN#MHY271836006 Industrials 548.0 $21K NEW $37.60 +19.7%
1034 STWD STARWOOD PPTY TR INC COM Real Estate 1,251.0 $20K NEW $16.38 -2.7%
1035 INCY INCYTE CORP COM Healthcare 178.0 $20K NEW $113.36 +12.7%
1036 VOD VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR Communication Services 1,521.0 $20K NEW $13.22 +20.1%
1037 OMF ONEMAIN HLDGS INC COM Financial Services 329.0 $20K NEW $60.97 +4.8%
1038 MOS MOSAIC CO NEW COM Basic Materials 944.0 $20K NEW $21.19 +12.1%
1039 TSAKOS ENERGY NAVIGATION LTD REGISTERED SHS ISIN#BMG9108L1735 554.0 $20K NEW $35.37
1040 AMER SPORTS INCORPORATION REGISTERED SHS ISIN#KYG0260P1028 579.0 $20K NEW $33.84
Page 52 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%