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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 69 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 SAM BOSTON BEER INC CL A Consumer Defensive 11.0 $2K NEW $177.00 +4.8%
1362 PG&E CORP PFD CONV SER A 6.00 Percent QTLY CPN MTY 12/01/27 47.0 $2K NEW $41.36
1363 NSP INSPERITY INC COM Industrials 47.0 $2K NEW $41.32 +25.7%
1364 FLUTTER ENTERTAINMENT PLC REGISTERED SHS ISIN#IE00BWT6H894 19.0 $2K NEW $102.16
1365 BKH BLACK HILLS CORP COM Utilities 26.0 $2K NEW $74.38 -0.8%
1366 TGTX TG THERAPEUTICS INC COM Healthcare 35.0 $2K NEW $54.94 +0.1%
1367 NXT NEXTPOWER INC CL A Technology 16.0 $2K NEW $119.12 -26.7%
1368 APLD APPLIED DIGITAL CORP COM NEW Technology 50.0 $2K NEW $37.30 -27.9%
1369 STN STANTEC INC COM Industrials 27.0 $2K NEW $68.93 +9.5%
1370 ORI OLD REP INTL CORP COM Financial Services 45.0 $2K NEW $40.91 +3.8%
1371 FRPT FRESHPET INC COM Consumer Defensive 31.0 $2K NEW $59.13 +26.7%
1372 MAREX GROUP PLC N/C EFF 07/01/2026 1 NEW CU G5T40M104 MAREX GROUP LTD FOR 1 OLD 30.0 $2K NEW $60.97
1373 DNLI DENALI THERAPEUTICS INC COM Healthcare 71.0 $2K NEW $25.72 -4.4%
1374 ECG EVERUS CONSTR GROUP INC COM Industrials 11.0 $2K NEW $165.91 -26.9%
1375 NAVI NAVIENT CORP COM Financial Services 213.0 $2K NEW $8.51 +10.1%
1376 TXG 10X GENOMICS INC CL A Healthcare 47.0 $2K NEW $38.34 +67.6%
1377 BROS DUTCH BROS INC CL A Consumer Cyclical 25.0 $2K NEW $71.80 -28.7%
1378 FIVN FIVE9 INC COM Technology 84.0 $2K NEW $21.32 +49.9%
1379 ROAD CONSTRUCTION PARTNERS INC CL A Industrials 15.0 $2K NEW $118.80 -3.6%
1380 DEI DOUGLAS EMMETT INC COM Real Estate 151.0 $2K NEW $11.80 +1.3%
Page 69 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%