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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 58 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 CGNX COGNEX CORP COM Technology 122.0 $9K NEW $72.42 -14.8%
1142 LKQ LKQ CORP COM Consumer Cyclical 333.0 $9K NEW $26.33 -2.2%
1143 RDY DR REDDY LABS LTD ADR Healthcare 605.0 $9K NEW $14.49 -15.7%
1144 BROOKFIELD ASSET MANAGEMENT LTD CL A LTD VTG SHS ISIN#CA1130041058 195.0 $9K NEW $44.85
1145 HESM HESS MIDSTREAM LP CL A SHS Energy 231.0 $9K NEW $37.60 +6.6%
1146 TWLO TWILIO INC CL A Communication Services 42.0 $9K NEW $206.33 +10.7%
1147 PK PARK HOTELS & RESORTS INC COM Real Estate 604.0 $9K NEW $14.25 +11.8%
1148 CLX CLOROX CO COM Consumer Defensive 89.0 $9K NEW $95.58 +9.0%
1149 KLIC KULICKE & SOFFA INDS INC COM Technology 63.0 $8K NEW $133.76 -36.5%
1150 FERROVIAL INTERNATIONAL SE REGISTERED SHS ISIN#NL0015001FS8 121.0 $8K NEW $68.57
1151 DOX AMDOCS LTD SHS ISIN#GB0022569080 Technology 163.0 $8K NEW $50.54 +23.2%
1152 SLF SUN LIFE FINL INC COM ISIN#CA8667961053 Financial Services 105.0 $8K NEW $78.42 +0.8%
1153 NMR NOMURA HLDGS INC SPONSORED ADR Financial Services 920.0 $8K NEW $8.78 +14.5%
1154 B BARRICK MINING CORP REGISTERED SHS ISIN#CA06849F1080 Basic Materials 217.0 $8K NEW $36.76 +27.8%
1155 WPM WHEATON PRECIOUS METALS CORP ISIN#CA9628791027 Basic Materials 71.0 $8K NEW $112.32 +38.9%
1156 SKT TANGER INC COM Real Estate 200.0 $8K NEW $39.47 -3.6%
1157 ANGLOGOLD ASHANTI REM.ON GB.NO SDRT ISIN#GB00BRXH2664 97.0 $8K NEW $80.89
1158 FTAI AVIATION LTD SHS ISIN#KYG3730V1059 29.0 $8K NEW $270.52
1159 IONS IONIS PHARMACEUTICALS INC COM Healthcare 98.0 $8K NEW $79.29 -20.1%
1160 SNN SMITH & NEPHEW P L C SPONSORED ADR NEW Healthcare 267.0 $8K NEW $28.81 +1.7%
Page 58 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%