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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 77 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 USLM UNITED STS LIME & MINERALS INC COM Basic Materials 7.0 $733.0 NEW $104.71 +13.7%
1522 AQST AQUESTIVE THERAPEUTICS INC COM Healthcare 176.0 $732.0 NEW $4.16 +22.1%
1523 BMI BADGER METER INC COM Technology 5.0 $719.0 NEW $143.80 -5.2%
1524 LMND LEMONADE INC COM Financial Services 11.0 $716.0 NEW $65.09 -16.4%
1525 DV DOUBLEVERIFY HLDGS INC COM Technology 66.0 $715.0 NEW $10.83 +23.0%
1526 NMRK NEWMARK GROUP INC CL A Real Estate 47.0 $710.0 NEW $15.11 +5.9%
1527 RVLV REVOLVE GROUP INC CL A Consumer Cyclical 31.0 $710.0 NEW $22.90 +1.8%
1528 WTI W & T OFFSHORE INC COM Energy 224.0 $706.0 NEW $3.15 +14.2%
1529 SKY CHAMPION HOMES INC COM Consumer Cyclical 8.0 $705.0 NEW $88.12 +4.1%
1530 RIG TRANSOCEAN LTD REG SHS ISIN#CH0048265513 Energy 137.0 $670.0 NEW $4.89 +17.6%
1531 PRAXIS PRECISION MEDICINES INC COM NEW 2.0 $670.0 NEW $335.00
1532 MICC THE MAGNUM ICE CREAM COMPANY B V REGISTERED SHARES ISIN#NL0015002MS2 Consumer Defensive 38.0 $662.0 NEW $17.42 +16.5%
1533 LPG DORIAN LPG LTD SHS USD ISIN#MHY2106R1100 Energy 19.0 $661.0 NEW $34.79 +46.0%
1534 BBAI BIGBEAR AI HLDGS INC COM Technology 180.0 $661.0 NEW $3.67 -15.9%
1535 TALO TALOS ENERGY INC COM Energy 51.0 $658.0 NEW $12.90 +27.9%
1536 IDR IDAHO STRATEGIC RES INC COM NEW Basic Materials 20.0 $655.0 NEW $32.75 +0.6%
1537 MGEE MGE ENERGY INC COM Utilities 8.0 $652.0 NEW $81.50 -3.1%
1538 LINE LINEAGE INC COM Real Estate 15.0 $649.0 NEW $43.27 -4.7%
1539 QNST QUINSTREET INC COM Communication Services 44.0 $645.0 NEW $14.66 +37.1%
1540 CXM SPRINKLR INC CL A Technology 124.0 $640.0 NEW $5.16 +44.7%
Page 77 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%