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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 56 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 42.0 $12K NEW $296.05 +14.5%
1102 KRC KILROY RLTY CORP COM Real Estate 323.0 $12K NEW $37.47 -1.8%
1103 ESS ESSEX PPTY TR INC COM Real Estate 41.0 $12K NEW $291.59 -3.0%
1104 MGY MAGNOLIA OIL & GAS CORP CL A Energy 467.0 $12K NEW $25.58 +3.2%
1105 PTC PTC INC COM Technology 105.0 $12K NEW $113.29 +38.9%
1106 ETG EATON VANCE TAX-ADVANTAGED GLOBAL DIVID INCOME FD COM ISIN#US27828S1015 Financial Services 499.0 $12K NEW $23.54 +2.8%
1107 POST POST HLDGS INC COM Consumer Defensive 133.0 $12K NEW $88.26 -6.7%
1108 CAG CONAGRA BRANDS INC COM Consumer Defensive 858.0 $12K NEW $13.46 +19.1%
1109 CSGP COSTAR GROUP INC COM Real Estate 407.0 $12K NEW $28.32 +13.2%
1110 HSIC SCHEIN HENRY INC COM Healthcare 138.0 $12K NEW $83.52 +8.6%
1111 OII OCEANEERING INTL INC COM Energy 284.0 $12K NEW $40.52 +22.8%
1112 WDS WOODSIDE ENERGY LTD SPON ADR ISIN#US9802283088 Energy 595.0 $11K NEW $19.32 +19.5%
1113 CBRL CRACKER BARREL OLD CTRY STORE INC COM Consumer Cyclical 214.0 $11K NEW $53.30 +5.1%
1114 LOGI LOGITECH INTL SA APPLES NAMEN AKT ISIN#CH0025751329 Technology 120.0 $11K NEW $94.04 +4.3%
1115 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 272.0 $11K NEW $40.87 +9.6%
1116 FSV FIRSTSERVICE CORP REGISTERED SHS ISIN#CA33767E2024 Real Estate 78.0 $11K NEW $142.12 +0.2%
1117 WYNN WYNN RESORTS LTD COM Consumer Cyclical 114.0 $11K NEW $97.09 -1.6%
1118 DKNG DRAFTKINGS INC NEW CL A Consumer Cyclical 438.0 $11K NEW $25.26 -2.2%
1119 AOS SMITH A O CORP COM Industrials 172.0 $11K NEW $62.72 -1.1%
1120 PCY INVESCO EXCHANGE-TRADED FD TR II EMERGING MKTS SOVEREIGN DEBT ETF 498.0 $11K NEW $21.65 -2.4%
Page 56 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%