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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 59 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 WU WESTERN UN CO COM Financial Services 991.0 $8K NEW $7.70 -5.8%
1162 IAC PEOPLE INC COM NEW Technology 165.0 $8K NEW $46.16 -0.0%
1163 AAON AAON INC COM PAR $0 004 Industrials 60.0 $8K NEW $126.87 -37.1%
1164 AXSM AXSOME THERAPEUTICS INC COM Healthcare 31.0 $8K NEW $244.77 -15.4%
1165 BRKR BRUKER CORP COM Healthcare 125.0 $8K NEW $60.18 -5.2%
1166 URBN URBAN OUTFITTERS INC COM Consumer Cyclical 105.0 $7K NEW $70.86 +17.1%
1167 NYT NEW YORK TIMES CO CL A Communication Services 106.0 $7K NEW $69.98 -2.2%
1168 DOCN DIGITALOCEAN HLDGS INC COM Technology 47.0 $7K NEW $157.02 -26.8%
1169 DAR DARLING INGREDIENTS INC COM Consumer Defensive 135.0 $7K NEW $54.62 +14.4%
1170 MSA MSA SAFETY INC COM Industrials 42.0 $7K NEW $174.57 +9.1%
1171 CLS CELESTICA INC REGISTERED SHS ISIN#CA15101Q2071 Technology 20.0 $7K NEW $364.60 -15.7%
1172 FMS FRESENIUS MED CARE AG SPONS ADR REPSTG SHS ISIN#US3580291066 Healthcare 314.0 $7K NEW $22.61 +3.5%
1173 SPAB SPDR SER TR STATE STR SPDR PORTFOLIO AGGREGATE BD ETF 277.0 $7K NEW $25.52 -1.2%
1174 MIDD MIDDLEBY CORP COM Industrials 41.0 $7K NEW $172.00 -32.9%
1175 LSTR LANDSTAR SYS INC COM Industrials 34.0 $7K NEW $206.82 -12.2%
1176 SCCO SOUTHERN COPPER CORP DEL COM Basic Materials 40.0 $7K NEW $175.75 +21.6%
1177 RPRX ROYALTY PHARMA PLC REGISTERED SHS -A- ISIN#GB00BMVP7Y09 Healthcare 125.0 $7K NEW $56.07 +10.2%
1178 PSMT PRICESMART INC COM Consumer Defensive 35.0 $7K NEW $195.34 -10.2%
1179 DKS DICKS SPORTING GOODS INC OC-COM Consumer Cyclical 30.0 $7K NEW $226.80 -42.8%
1180 QIAGEN NV REGISTERED SHS ISIN#NL0015002SN0 175.0 $7K NEW $38.75
Page 59 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%