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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 65 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 USPH U S PHYSICAL THERAPY COM Healthcare 48.0 $3K NEW $68.69 +14.0%
1282 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 69.0 $3K NEW $47.68 -1.5%
1283 CIGI COLLIERS INTL GROUP INC SUB VTG SH Real Estate 35.0 $3K NEW $93.83 +11.4%
1284 BPOP POPULAR INC COM NEW Financial Services 20.0 $3K NEW $164.20 +3.4%
1285 CMPS COMPASS PATHWAYS PLC SPONS ADR REPSTG SHS ISIN#US20451W1018 Healthcare 232.0 $3K NEW $14.15 +3.2%
1286 MGA MAGNA INTERNATIONAL INC COM ISIN#CA5592224011 Consumer Cyclical 50.0 $3K NEW $65.66 +0.5%
1287 TEAM ATLASSIAN CORP CL A Technology 42.0 $3K NEW $77.79 +116.6%
1288 SUNB SUNBELT RENTALS HLDGS INC COM Financial Services 43.0 $3K NEW $74.81 -0.6%
1289 OUTFRONT MEDIA INC COM NEW 97.0 $3K NEW $32.76
1290 CRI CARTERS INC COM Consumer Cyclical 77.0 $3K NEW $41.16 -16.7%
1291 PRDO PERDOCEO ED CORP COM Consumer Defensive 99.0 $3K NEW $32.00 +4.6%
1292 BOEING CO DEP SHS REPSTG 1/20TH INT PFD MANDATORY CONV SER A Percent EXP 12/31/88 47.0 $3K NEW $67.30
1293 KAI KADANT INC COM Industrials 10.0 $3K NEW $314.20 -2.6%
1294 SSD SIMPSON MFG INC COM Industrials 15.0 $3K NEW $209.33 -11.7%
1295 PINNACLE FINL PARTNERS INC NEW COM 31.0 $3K NEW $100.87
1296 JAMES HARDIE INDUSTRIES PLC REGISTERED SHS ISIN#IE000R94NGM2 119.0 $3K NEW $26.18
1297 CNA CNA FINL CORP COM Financial Services 64.0 $3K NEW $48.61 +1.7%
1298 JEF JEFFERIES FINL GROUP INC COM Financial Services 62.0 $3K NEW $49.98 +6.3%
1299 BKE BUCKLE INC COM Consumer Cyclical 73.0 $3K NEW $42.21 +4.7%
1300 CPK CHESAPEAKE UTILS CORP COM Utilities 25.0 $3K NEW $122.48 +9.6%
Page 65 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%