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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 64 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 AUDC AUDIOCODES LTD SHS Technology 380.0 $4K NEW $9.68 +3.7%
1262 GSAT GLOBALSTAR INC COM NEW Communication Services 45.0 $4K NEW $81.29 +0.7%
1263 NSSC NAPCO SEC TECHNOLOGIES INC COM Industrials 95.0 $4K NEW $37.98 -5.9%
1264 SXI STANDEX INTL CORP COM Industrials 10.0 $4K NEW $357.70 -14.7%
1265 JEPQ J P MORGAN EXCHANGE-TRADED FD TR NASDAQ EQUITY PREM INCOME ETF 57.0 $4K NEW $61.46 -2.7%
1266 PATK PATRICK INDS INC COM Consumer Cyclical 39.0 $4K NEW $89.77 -6.8%
1267 TPB TURNING PT BRANDS INC COM Consumer Defensive 41.0 $3K NEW $84.80 +3.8%
1268 RIVN RIVIAN AUTOMOTIVE INC CL A Consumer Cyclical 199.0 $3K NEW $17.35 -5.9%
1269 ESAB ESAB CORP COM Industrials 35.0 $3K NEW $98.63 -16.6%
1270 Z ZILLOW GROUP INC CL C CAP STK Communication Services 109.0 $3K NEW $31.52 +10.9%
1271 LNC LINCOLN NATL CORP IND COM Financial Services 97.0 $3K NEW $35.35 +22.5%
1272 MTSI MACOM TECHNOLOGY SOLUTIONS HLDGS INC COM Technology 9.0 $3K NEW $380.33 -28.3%
1273 ZS ZSCALER INC COM Technology 24.0 $3K NEW $141.17 +20.6%
1274 ATR APTARGROUP INC COM Healthcare 27.0 $3K NEW $125.19 +8.0%
1275 WDFC WD 40 CO COM Basic Materials 14.0 $3K NEW $240.79 -10.1%
1276 HLI HOULIHAN LOKEY INC CL A Financial Services 25.0 $3K NEW $134.12 -3.2%
1277 CTRE CARETRUST REIT INC COM Real Estate 83.0 $3K NEW $40.35 -1.0%
1278 SBRA SABRA HEALTH CARE REIT INC COM Real Estate 171.0 $3K NEW $19.51 +7.7%
1279 PAAS PAN AMERN SILVER CORP COM ISIN#CA6979001089 Basic Materials 74.0 $3K NEW $44.78 +17.5%
1280 KNSL KINSALE CAP GROUP INC COM Financial Services 10.0 $3K NEW $329.80 +17.4%
Page 64 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%