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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 83 of 85  ·  1,698 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 ATLANTA BRAVES HLDGS INC COM SER A 4.0 $225.0 NEW $56.25
1642 AQN ALGONQUIN PWR & UTILS CORP COM ISIN# CA0158571053 Utilities 36.0 $212.0 NEW $5.89 -3.1%
1643 KMX CARMAX INC COM Consumer Cyclical 4.0 $212.0 NEW $53.00 +21.4%
1644 GOOD GLADSTONE COML CORP COM Real Estate 17.0 $209.0 NEW $12.29 +6.1%
1645 JBLU JETBLUE AWYS CORP COM Industrials 35.0 $201.0 NEW $5.74 -12.6%
1646 TNET TRINET GROUP INC COM Industrials 4.0 $198.0 NEW $49.50 +40.8%
1647 YETI YETI HLDGS INC COM Consumer Cyclical 4.0 $198.0 NEW $49.50 -12.4%
1648 OSW ONESPAWORLD HOLDINGS LIMITED REGISTERED SHS ISIN#BSP736841136 Consumer Cyclical 7.0 $198.0 NEW $28.29 -7.3%
1649 SIGI SELECTIVE INS GROUP INC COM Financial Services 2.0 $194.0 NEW $97.00 -5.2%
1650 NEWT NEWTEKONE INC COM NEW Financial Services 13.0 $193.0 NEW $14.85 -17.7%
1651 CLVT CLARIVATE PLC SHS ISIN#JE00BJJN4441 Technology 89.0 $192.0 NEW $2.16 -2.2%
1652 FG F&G ANNUITIES & LIFE INC COM Financial Services 7.0 $186.0 NEW $26.57 -13.9%
1653 LAUR LAUREATE ED INC COM Consumer Defensive 5.0 $182.0 NEW $36.40 +2.7%
1654 IVT INVENTRUST PPTYS CORP COM NEW Real Estate 5.0 $177.0 NEW $35.40 -7.5%
1655 APAM ARTISAN PARTNERS ASSET MGMT INC CL A Financial Services 5.0 $173.0 NEW $34.60 +23.8%
1656 WH WYNDHAM HOTELS & RESORTS INC COM Consumer Cyclical 2.0 $168.0 NEW $84.00 -11.1%
1657 NIC NICOLET BANKSHARES INC COM Financial Services 1.0 $165.0 NEW $165.00 +4.1%
1658 RH RH COM Consumer Cyclical 1.0 $165.0 NEW $165.00 -11.9%
1659 WD WALKER & DUNLOP INC COM Financial Services 3.0 $164.0 NEW $54.67 -28.0%
1660 BOH BANK HAWAII CORP COM Financial Services 2.0 $163.0 NEW $81.50 -6.0%
Page 83 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%