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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 68 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 VIAV VIAVI SOLUTIONS INC COM Technology 49.0 $2K NEW $47.76 -19.3%
1342 CHPX GLOBAL X FDS AI SEMICONDUCTOR & QUANTUM ETF 22.0 $2K NEW $106.32 -13.2%
1343 NU NU HOLDINGS LIMITED REGISTERED SHS -A- ISIN#KYG6683N1034 Financial Services 174.0 $2K NEW $13.36 +13.8%
1344 GIB CGI INC CL A SUB VTG ISIN#CA12532H1047 Technology 35.0 $2K NEW $64.63 +13.7%
1345 NPO ENPRO INC COM Industrials 6.0 $2K NEW $377.00 -18.5%
1346 VEON LTD SPONSORED ADR NEW ISIN#US91822M5022 43.0 $2K NEW $52.21
1347 GLOB GLOBANT S A COM ISIN#LU0974299876 Technology 77.0 $2K NEW $28.94 +34.2%
1348 ALBEMARLE CORP DEP SHS REPSTG 1/20TH INT CL A MAND CONV PFD 7.25 Percent QTLY CPN MTY 03/01/27 40.0 $2K NEW $55.35
1349 KN KNOWLES CORP COM Technology 53.0 $2K NEW $41.47 -17.0%
1350 AGI ALAMOS GOLD INC NEW COM CL A ISIN#CA0115321089 Basic Materials 72.0 $2K NEW $30.31 +25.1%
1351 VFC V F CORP COM Consumer Cyclical 128.0 $2K NEW $16.68 -16.6%
1352 XRN CHIRON REAL ESTATE INC COM PAR $0 001 Financial Services 56.0 $2K NEW $37.52 -0.2%
1353 GTLS CHART INDS INC COM PAR $0 01 Industrials 10.0 $2K NEW $208.90 +0.5%
1354 VRNS VARONIS SYS INC COM Technology 49.0 $2K NEW $41.96 -1.5%
1355 AVTR AVANTOR INC COM Healthcare 205.0 $2K NEW $9.90 +46.8%
1356 EPR PPTYS PFD CONV SER C 5 75 Percent 79.0 $2K NEW $25.62
1357 DFTX DEFINIUM THERAPEUTICS INC REGISTERED SHS ISIN#CA24477V1058 Healthcare 43.0 $2K NEW $47.05 -5.6%
1358 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 34.0 $2K NEW $59.35 -8.5%
1359 ALGT ALLEGIANT TRAVEL CO COM Industrials 17.0 $2K NEW $117.59 -29.4%
1360 TWST TWIST BIOSCIENCE CORP COM Healthcare 19.0 $2K NEW $102.89 +48.3%
Page 68 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%