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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 82 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 OSBC OLD SECOND BANCORP INC DEL COM Financial Services 12.0 $280.0 NEW $23.33 +8.1%
1622 QRVO QORVO INC COM Technology 3.0 $280.0 NEW $93.33 +0.8%
1623 UWMC UWM HLDGS CORP CL A Financial Services 122.0 $279.0 NEW $2.29 -34.0%
1624 DCH AMERICAN AXLE & MFG HLDGS INC ISIN#US0240611030 Industrials 50.0 $271.0 NEW $5.42 +17.8%
1625 ABCB AMERIS BANCORP COM Financial Services 3.0 $271.0 NEW $90.33 -5.2%
1626 III INFORMATION SVCS GROUP INC COM Technology 66.0 $271.0 NEW $4.11 +21.2%
1627 FCPT FOUR CORNERS PPTY TR INC COM Real Estate 11.0 $270.0 NEW $24.55 +3.5%
1628 MOD MODINE MFG CO COM Consumer Cyclical 1.0 $267.0 NEW $267.00 -29.4%
1629 LBRDA LIBERTY BROADBAND CORP COM SER A 8.0 $266.0 NEW $33.25
1630 AFRI FORAFRIC GLOBAL PLC SHS ISIN#GI000A3DNK69 Consumer Defensive 26.0 $262.0 NEW $10.08 +6.6%
1631 HTLD HEARTLAND EXPRESS INC COM Industrials 17.0 $259.0 NEW $15.24 -19.6%
1632 CRVL CORVEL CORP COM Financial Services 4.0 $250.0 NEW $62.50 +11.6%
1633 PERIMETER SOLUTIONS INC COM 7.0 $250.0 NEW $35.71
1634 EPM EVOLUTION PETE CORP COM Energy 67.0 $247.0 NEW $3.69 -5.5%
1635 PSKY PARAMOUNT SKYDANCE CORP CL B Communication Services 25.0 $247.0 NEW $9.88 +7.8%
1636 IMXI INTERNATIONAL MONEY EXPRESS INC COM Technology 17.0 $246.0 NEW $14.47 -2.1%
1637 DRH DIAMONDROCK HOSPITALITY CO COM Real Estate 20.0 $244.0 NEW $12.20 +5.6%
1638 IPGP IPG PHOTONICS CORP COM Technology 2.0 $235.0 NEW $117.50 -39.5%
1639 SHBI SHORE BANCSHARES INC COM Financial Services 10.0 $230.0 NEW $23.00 +0.3%
1640 PDD PDD HOLDINGS INC SPONS ADR ISIN#US7223041028 Consumer Cyclical 3.0 $229.0 NEW $76.33 +14.8%
Page 82 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%