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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 73 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 OPFI OPPFI INC COM Technology 126.0 $1K NEW $9.93 -26.5%
1442 GTY GETTY RLTY CORP NEW COM Real Estate 37.0 $1K NEW $33.35 +0.5%
1443 U UNITY SOFTWARE INC COM Technology 43.0 $1K NEW $28.58 +57.4%
1444 OSK OSHKOSH CORP COM Industrials 8.0 $1K NEW $153.50 +1.1%
1445 XHR XENIA HOTELS & RESORTS INC COM Real Estate 60.0 $1K NEW $20.37 -3.4%
1446 CDNA CAREDX INC COM Healthcare 42.0 $1K NEW $28.50 +78.2%
1447 AROC ARCHROCK INC COM Energy 29.0 $1K NEW $40.72 -24.6%
1448 IDT IDT CORP CL B NEW Communication Services 20.0 $1K NEW $58.15 +19.3%
1449 AM ANTERO MIDSTREAM CORP COM Energy 51.0 $1K NEW $22.75 -3.7%
1450 YELP YELP INC COM Communication Services 47.0 $1K NEW $24.51 -3.3%
1451 SLVM SYLVAMO CORP COM Basic Materials 30.0 $1K NEW $37.80 -2.4%
1452 KFY KORN FERRY COM NEW Industrials 17.0 $1K NEW $66.59 +26.7%
1453 GO GROCERY OUTLET HLDG CORP COM Consumer Defensive 113.0 $1K NEW $9.98 +21.4%
1454 AMKR AMKOR TECHNOLOGY INC COM Technology 13.0 $1K NEW $86.23 -43.5%
1455 AFG AMERICAN FINL GROUP INC OHIO COM Financial Services 8.0 $1K NEW $140.00 +2.6%
1456 GKOS GLAUKOS CORP COM Healthcare 8.0 $1K NEW $139.75 +29.8%
1457 PATH UIPATH INC CL A Technology 102.0 $1K NEW $10.87 +53.2%
1458 GWRE GUIDEWIRE SOFTWARE INC COM Technology 9.0 $1K NEW $123.00 +53.1%
1459 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 7.0 $1K NEW $157.00 -9.9%
1460 RYAN RYAN SPECIALTY HLDGS INC CL A COM Financial Services 29.0 $1K NEW $37.76 +16.3%
Page 73 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%