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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 79 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 UGI UGI CORP NEW COM Utilities 15.0 $518.0 NEW $34.53 +11.1%
1562 SPB SPECTRUM BRANDS HLDGS INC NEW COM Consumer Defensive 6.0 $515.0 NEW $85.83 +3.6%
1563 ADT ADT INC DEL COM Industrials 78.0 $507.0 NEW $6.50 +14.3%
1564 CRCL CIRCLE INTERNET GROUP INC CL A COM STK Financial Services 8.0 $501.0 NEW $62.62 +46.9%
1565 RIOT RIOT PLATFORMS INC COM Financial Services 18.0 $493.0 NEW $27.39 -22.2%
1566 NE NOBLE CORPORATION PLC REGISTERED SHS -A- ISIN#GB00BMXNWH07 Energy 13.0 $485.0 NEW $37.31 +22.9%
1567 FRPH FRP HLDGS INC COM Real Estate 19.0 $475.0 NEW $25.00 -8.8%
1568 HCKT HACKETT GROUP INC COM Technology 44.0 $474.0 NEW $10.77 +3.9%
1569 WFG WEST FRASER TIMBER INC ISIN#CA9528451052 Basic Materials 7.0 $474.0 NEW $67.71 +1.9%
1570 FIZZ NATIONAL BEVERAGE CORP COM Consumer Defensive 15.0 $468.0 NEW $31.20 +6.9%
1571 SOUTH BOW CORP REGISTERED SHS ISIN#CA83671M1059 13.0 $458.0 NEW $35.23
1572 TRC TEJON RANCH CO COM Industrials 24.0 $449.0 NEW $18.71 -13.5%
1573 MDXG MIMEDX GROUP INC COM Healthcare 116.0 $447.0 NEW $3.85 +12.6%
1574 HLF HERBALIFE LTD SHS ISIN#KYG4412G1010 Consumer Defensive 34.0 $447.0 NEW $13.15 -1.7%
1575 KELYA KELLY SVCS INC CL A Industrials 36.0 $442.0 NEW $12.28 +38.7%
1576 MAN MANPOWERGROUP INC WIS COM Industrials 13.0 $439.0 NEW $33.77 +83.9%
1577 KBH KB HOME COM Consumer Cyclical 7.0 $438.0 NEW $62.57 -8.7%
1578 PRGO PERRIGO CO PLC SHS ISIN#IE00BGH1M568 Healthcare 42.0 $436.0 NEW $10.38 +39.5%
1579 FTRE FORTREA HLDGS INC COM Healthcare 25.0 $435.0 NEW $17.40 +5.0%
1580 DFH DREAM FINDERS HOMES INC COM CL A Consumer Cyclical 25.0 $432.0 NEW $17.28 -11.4%
Page 79 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%