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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 62 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 DLB DOLBY LABORATORIES INC CL A Technology 92.0 $5K NEW $52.58 +23.5%
1222 MORN MORNINGSTAR INC COM Financial Services 31.0 $5K NEW $156.03 +36.2%
1223 MTUM ISHARES TR MSCI USA MOMENTUM FACTOR ETF 14.0 $5K NEW $342.86 -11.3%
1224 LECO LINCOLN ELEC HLDGS INC COM Industrials 18.0 $5K NEW $265.50 +9.3%
1225 BURL BURLINGTON STORES INC COM Consumer Cyclical 15.0 $5K NEW $316.80 -0.9%
1226 MFA MFA FINL INC COM NEW Real Estate 489.0 $5K NEW $9.69 -9.2%
1227 FTS FORTIS INC COM ISIN#CA3495531079 Utilities 82.0 $5K NEW $57.23 -3.3%
1228 MILLROSE PPTYS INC CL A 155.0 $5K NEW $30.05
1229 HOMB HOME BANCSHARES INC COM Financial Services 162.0 $5K NEW $28.55 +4.5%
1230 TFII TFI INTERNATIONAL INC REGISTERED SHS ISIN#CA87241L1094 Industrials 32.0 $5K NEW $143.91 -6.0%
1231 TNL TRAVEL and LEISURE CO COM Consumer Cyclical 60.0 $5K NEW $76.43 -3.7%
1232 S SENTINELONE INC CL A COM Technology 269.0 $5K NEW $16.97 +20.9%
1233 SEIC SEI INVTS CO COM Financial Services 52.0 $5K NEW $87.71 +26.3%
1234 UFPI UFP INDS INC COM Basic Materials 50.0 $5K NEW $90.74 -4.8%
1235 POWI POWER INTEGRATIONS INC COM Technology 54.0 $5K NEW $83.76 -34.5%
1236 YOU CLEAR SECURE INC CL A Technology 81.0 $5K NEW $55.73 -20.6%
1237 UTL UNITIL CORP COM Utilities 85.0 $4K NEW $52.69 +2.1%
1238 JAAA JANUS DETROIT STR TR JANUS HENDERSON AAA CLO ETF 88.0 $4K NEW $50.49 +0.4%
1239 CNS COHEN & STEERS INC COM Financial Services 58.0 $4K NEW $76.14 +9.4%
1240 IONQ IONQ INC COM Technology 80.0 $4K NEW $53.26 -24.8%
Page 62 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%