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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 53 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 AGX ARGAN INC COM Industrials 24.0 $19K NEW $798.54 -42.4%
1042 FN FABRINET SHS ISIN#KYG3323L1005 Technology 34.0 $19K NEW $562.09 -23.0%
1043 NEU NEWMARKET CORP COM Basic Materials 24.0 $19K NEW $791.25 +16.7%
1044 LADR LADDER CAP CORP CL A Real Estate 1,881.0 $19K NEW $9.95 -1.1%
1045 MLCO MELCO RESORTS & ENTMT LTD ADR ISIN#US5854641009 Consumer Cyclical 3,512.0 $19K NEW $5.27 -1.9%
1046 CPB CAMPBELLS CO COM Consumer Defensive 828.0 $18K NEW $22.27 +4.5%
1047 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 61.0 $18K NEW $301.03 -21.4%
1048 LW LAMB WESTON HLDGS INC COM Consumer Defensive 423.0 $18K NEW $43.18 +26.9%
1049 HALO HALOZYME THERAPEUTICS INC COM Healthcare 232.0 $18K NEW $78.27 +36.6%
1050 INSW INTERNATIONAL SEAWAYS INC COM ISIN# MHY410531021 Energy 237.0 $18K NEW $76.59 +29.6%
1051 LYB LYONDELLBASELL INDUSTRIES N V ORD SHS CL A Basic Materials 340.0 $18K NEW $52.65 +19.8%
1052 CACC CREDIT ACCEP CORP MICH COM Financial Services 28.0 $18K NEW $636.75 -5.6%
1053 ATKR ATKORE INC COM Industrials 230.0 $17K NEW $76.04 +23.2%
1054 OWL BLUE OWL CAP INC COM CL A Financial Services 1,985.0 $17K NEW $8.75 +37.5%
1055 QLYS QUALYS INC COM Technology 124.0 $17K NEW $137.49 +37.2%
1056 ESI ELEMENT SOLUTIONS INC COM Basic Materials 356.0 $17K NEW $47.75 -23.5%
1057 PINS PINTEREST INC CL A Communication Services 803.0 $17K NEW $21.03 +8.8%
1058 UDR UDR INC COM Real Estate 417.0 $17K NEW $39.92 -7.1%
1059 WPC W P CAREY INC COM Real Estate 231.0 $17K NEW $71.50 -1.6%
1060 MOH MOLINA HEALTHCARE INC COM Healthcare 72.0 $16K NEW $228.69 -13.0%
Page 53 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%