BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 63 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 SFBS SERVISFIRST BANCSHARES INC COM Financial Services 49.0 $4K NEW $86.76 -50.1%
1242 DDS DILLARDS INC CL A Consumer Cyclical 8.0 $4K NEW $528.38 +19.6%
1243 EE EXCELERATE ENERGY INC CL A COM Utilities 110.0 $4K NEW $37.99 +3.2%
1244 ADC AGREE RLTY CORP COM Real Estate 54.0 $4K NEW $75.74 -2.7%
1245 NTST NETSTREIT CORP COM Real Estate 192.0 $4K NEW $21.13 -1.8%
1246 DY DYCOM INDS INC COM Industrials 8.0 $4K NEW $505.62 -38.5%
1247 NWS NEWS CORP NEW CL B 144.0 $4K NEW $28.06
1248 LMAT LEMAITRE VASCULAR INC COM Healthcare 42.0 $4K NEW $95.95 -17.0%
1249 ENSG ENSIGN GROUP INC COM Healthcare 25.0 $4K NEW $160.32 +12.7%
1250 VSCO VICTORIAS SECRET & CO COM Consumer Cyclical 48.0 $4K NEW $83.48 +9.6%
1251 NWSA NEWS CORP NEW CL A Communication Services 159.0 $4K NEW $24.83 +24.7%
1252 KRG KITE RLTY GROUP TR COM NEW Real Estate 139.0 $4K NEW $28.38 -7.5%
1253 LOAR LOAR HOLDINGS INC COM Industrials 48.0 $4K NEW $80.60 -8.9%
1254 TIGO MILLICOM INTL CELLULAR SA SHS NEW ISIN#LU0038705702 Communication Services 42.0 $4K NEW $90.76 +5.9%
1255 VVV VALVOLINE INC COM Energy 96.0 $4K NEW $39.54 -17.3%
1256 ONTO ONTO INNOVATION INC COM Technology 10.0 $4K NEW $378.50 -22.9%
1257 MDV MODIV INDL INC CL C Real Estate 216.0 $4K NEW $17.40 +3.7%
1258 SNX TD SYNNEX CORP COM Technology 14.0 $4K NEW $267.36 -4.6%
1259 GPK GRAPHIC PACKAGING HLDG CO COM Consumer Cyclical 354.0 $4K NEW $10.57 +8.3%
1260 CNH INDL N V SHS ISIN#NL0010545661 333.0 $4K NEW $11.23
Page 63 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%