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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 67 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 KEX KIRBY CORP COM Industrials 20.0 $3K NEW $135.95 +2.3%
1322 ETSY INC COM 36.0 $3K NEW $75.33
1323 NTNX NUTANIX INC CL A Technology 53.0 $3K NEW $50.96 +28.3%
1324 SATS ECHOSTAR CORP CL A Technology 26.0 $3K NEW $101.50 -15.9%
1325 SBR SABINE RTY TR UNIT BEN INT Energy 36.0 $3K NEW $73.19 +0.3%
1326 ROKU ROKU INC COM CL A Communication Services 19.0 $3K NEW $138.16 +14.8%
1327 TKR TIMKEN CO COM Industrials 18.0 $3K NEW $145.33 -13.2%
1328 THOMSON REUTERS CORP COM NO PAR 2026 ISIN#CA8849038812 32.0 $3K NEW $81.66
1329 WING WINGSTOP INC COM Consumer Cyclical 15.0 $3K NEW $173.40 -35.3%
1330 IMO IMPERIAL OIL LTD COM Energy 23.0 $3K NEW $112.00 +17.3%
1331 CPA COPA HOLDING S A CL A COM ISIN#PAP310761054 Industrials 16.0 $2K NEW $155.56 -14.8%
1332 PRMB PRIMO BRANDS CORP CL A Consumer Defensive 101.0 $2K NEW $24.44 -6.0%
1333 OTEX OPEN TEXT CORP COM Technology 111.0 $2K NEW $22.15 +9.8%
1334 POR PORTLAND GEN ELEC CO COM NEW Utilities 47.0 $2K NEW $51.83 -3.2%
1335 LIBERTY LIVE HLDGS INC SER C LIBERTY LIVE GROUP COM 23.0 $2K NEW $105.65
1336 APOGEE THERAPEUTICS INC COM 18.0 $2K NEW $132.72
1337 CRWV COREWEAVE INC COM CL A Technology 24.0 $2K NEW $99.54 -11.6%
1338 CAE CAE INC SHS ISIN#CA1247651088 Industrials 95.0 $2K NEW $25.06 +0.8%
1339 HUBS HUBSPOT INC COM Technology 13.0 $2K NEW $182.54 +29.9%
1340 CORT CORCEPT THERAPEUTICS INC OC-COM Healthcare 27.0 $2K NEW $86.96 +37.8%
Page 67 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%