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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 57 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 CANADIAN PACIFIC KANSAS CITY LTD ISIN# CA13646K1084 124.0 $11K NEW $86.68
1122 FRT FEDERAL RLTY INVT TR NEW COM Real Estate 87.0 $11K NEW $123.44 -5.1%
1123 OGE OGE ENERGY CORP COM Utilities 220.0 $11K NEW $48.66 -5.3%
1124 VC VISTEON CORP COM NEW Consumer Cyclical 107.0 $11K NEW $99.21 +3.4%
1125 MZTI MARZETTI CO COM Consumer Defensive 91.0 $10K NEW $114.16 -2.0%
1126 CCC CCC INTELLIGENT SOLUTIONS HLDGS INC COM Technology 2,011.0 $10K NEW $5.16 +47.5%
1127 PSO PEARSON PLC SPONSORED ADR Communication Services 651.0 $10K NEW $15.89 +4.8%
1128 GPN GLOBAL PMTS INC COM Industrials 142.0 $10K NEW $72.56 +27.0%
1129 FR FIRST INDL RLTY TR INC COM Real Estate 168.0 $10K NEW $61.31 +2.1%
1130 WY WEYERHAEUSER CO COM Real Estate 428.0 $10K NEW $23.94 -0.0%
1131 CPNG COUPANG INC CL A Consumer Cyclical 585.0 $10K NEW $17.37 -6.4%
1132 MTDR MATADOR RES CO COM Energy 201.0 $10K NEW $49.78 +11.2%
1133 STANDARDAERO INC COM 333.0 $10K NEW $29.91
1134 AEM AGNICO EAGLE MINES LTD COM Basic Materials 64.0 $10K NEW $155.12 +38.9%
1135 OCCIDENTAL PETE CORP WT EXP EXP 08/03/27 368.0 $10K NEW $26.63
1136 MKSI MKS INC COM Technology 22.0 $10K NEW $444.82 -39.0%
1137 CWST CASELLA WASTE SYS INC CL A Industrials 100.0 $10K NEW $96.97 -4.1%
1138 UNF UNIFIRST CORP MASS COM Industrials 36.0 $10K NEW $264.47 +8.0%
1139 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 205.0 $9K NEW $46.19 -1.1%
1140 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 148.0 $9K NEW $60.67 +22.5%
Page 57 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%