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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 66 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 34.0 $3K NEW $89.47 -23.2%
1302 FCFS FIRSTCASH HLDGS INC COM Financial Services 14.0 $3K NEW $216.29 +1.6%
1303 EMERA INC COM ISIN#CA2908761018 57.0 $3K NEW $53.04
1304 KBR KBR INC COM Industrials 87.0 $3K NEW $34.53 +9.9%
1305 W WAYFAIR INC CL A Consumer Cyclical 32.0 $3K NEW $92.41 +12.5%
1306 AEGON LTD NY REGESTRY SHS 349.0 $3K NEW $8.44
1307 ASTS AST SPACEMOBILE INC CL A Technology 33.0 $3K NEW $88.85 -32.6%
1308 REYN REYNOLDS CONSUMER PRODS INC COM Consumer Cyclical 109.0 $3K NEW $26.85 -8.4%
1309 HTHT H WORLD GROUP LTD SPONSORED ADR ISIN#US44332N1063 Consumer Cyclical 70.0 $3K NEW $41.71 +17.5%
1310 PSTG EVERPURE INC CL A 37.0 $3K NEW $78.78
1311 RLI RLI CORP COM Financial Services 49.0 $3K NEW $59.06 +9.8%
1312 REZI RESIDEO TECHNOLOGIES INC COM Industrials 93.0 $3K NEW $31.10 -36.1%
1313 PBA PEMBINA PIPELINE CORP COM ISIN#CA7063271034 Energy 62.0 $3K NEW $46.26 +5.1%
1314 RGEN REPLIGEN CORP COM Healthcare 21.0 $3K NEW $136.43 +32.2%
1315 BIRKENSTOCK HLDG PLC ORD SHS ISIN#JE00BS44BN30 66.0 $3K NEW $43.03
1316 DSGX DESCARTES SYS GROUP INC COM Technology 41.0 $3K NEW $69.24 +11.9%
1317 LLYVA LIBERTY LIVE HLDGS INC SER A LIBERTY LIVE GROUP COM 28.0 $3K NEW $101.25
1318 GRAB GRAB HLDGS LTD CL A ORD ISIN#KYG4124C1096 Technology 748.0 $3K NEW $3.77 -3.4%
1319 BBD BANCO BRADESCO S A SPONSORED ADR REPSTG PFD SHS NEW 2004 Financial Services 802.0 $3K NEW $3.47 -6.1%
1320 KRMN KARMAN HLDGS INC COM Industrials 55.0 $3K NEW $49.93 -3.1%
Page 66 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%