TD PRIVATE CLIENT WEALTH LLC
Filing Date
Global Rank
#1,200
/ 8,232
▲ 84
Top Industry
Semiconductors
9.1%
3Y Alpha vs SPY
-3.0%
Period ended 2 months ago
Filed Apr 27, 2026 · 48d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.9%
SPY
+76.3%
Annualised alpha
-2.9%
Max drawdown
−16.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1,372 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.8%
−0.5 pts
Top 5
26.1%
−1.1 pts
Top 10
34.4%
−2.1 pts
HHI
264
Diversified−21
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 20.1% | $288,633,797 |
| Unclassified | 18.5% | $265,515,557 |
| Financial Services | 12.2% | $174,664,325 |
| Healthcare | 9.3% | $133,326,327 |
| Industrials | 8.8% | $126,587,704 |
| Consumer Cyclical | 6.5% | $94,000,884 |
| Communication Services | 5.9% | $85,025,479 |
| Consumer Defensive | 5.3% | $76,365,819 |
| Energy | 4.9% | $70,779,680 |
| Utilities | 4.3% | $61,767,314 |
| Real Estate | 2.4% | $33,881,125 |
| Basic Materials | 1.8% | $25,316,630 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KIM | Kimco Realty Corp | +106,366 | 108,954 | $2,448,196 | |
| T | At&T Inc. | +51,706 | 238,098 | $6,902,461 | |
| VZ | Verizon Communications Inc | +47,366 | 195,986 | $9,838,497 | |
| MDLZ | Mondelez International, Inc. | +44,773 | 92,854 | $5,352,104 | |
| MDLN | Medline Inc. | +40,995 | 41,174 | $1,832,243 | |
| AAPL | Apple Inc. | +37,043 | 162,789 | $41,314,220 | |
| PAYX | Paychex Inc | +32,331 | 75,338 | $6,940,136 | |
| RTO | Rentokil Initial PLC /Fi | +30,899 | 30,922 | $973,424 | |
| SNY | Sanofi | +29,240 | 130,249 | $6,275,396 | |
| UL | Unilever PLC | +23,987 | 59,564 | $3,393,361 | |
| BAX | Baxter International Inc | +23,303 | 97,378 | $1,635,950 | |
| PFE | Pfizer Inc | +21,821 | 206,096 | $5,787,175 | |
| AMT | American Tower Corp /Ma/ | +21,353 | 24,900 | $4,297,242 | |
| MRK | Merck & Co., Inc. | +20,402 | 59,416 | $7,147,150 | |
| BTI | British American Tobacco p.l.c. | +19,933 | 133,493 | $7,805,335 | |
| WEC | Wec Energy Group, Inc. | +19,850 | 50,986 | $5,902,649 | |
| FE | Firstenergy Corp | +19,792 | 111,242 | $5,635,519 | |
| VICI | Vici Properties Inc. | +18,626 | 118,772 | $3,244,851 | |
| MDT | Medtronic plc | +17,594 | 125,761 | $10,897,190 | |
| EQT | EQT Corp | +14,921 | 18,503 | $1,177,530 | |
| PFG | Principal Financial Group Inc | +14,892 | 15,238 | $1,373,096 | |
| TAK | Takeda Pharmaceutical Co Ltd | +14,101 | 23,925 | $443,091 | |
| QXO | QXO, Inc. | +13,517 | 41,265 | $801,366 | |
| ABNB | Airbnb, Inc. | +13,346 | 18,946 | $2,392,500 | |
| CVX | Chevron Corp | +12,797 | 92,800 | $19,200,320 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GSK | GSK plc | −58,077 | 12,710 | $701,464 | |
| HPQ | Hp Inc | −41,919 | 3,284 | $63,085 | |
| KHC | Kraft Heinz Co | −40,170 | 911 | $20,488 | |
| PCG | PG&E Corp | −31,028 | 1,449 | $25,458 | |
| KVUE | Kenvue Inc. | −26,700 | 3,059 | $52,737 | |
| ASX | ASE Technology Holding Co., Ltd. | −26,356 | 27,930 | $605,522 | |
| SEE | SEALED AIR CORP/DE | −26,104 | 141 | $5,929 | |
| SHEL | Shell plc | −25,954 | 12,287 | $1,142,691 | |
| APH | Amphenol Corp /De/ | −24,374 | 31,938 | $4,035,366 | |
| NGG | National Grid PLC | −22,086 | 54,346 | $4,597,671 | |
| JNJ | Johnson & Johnson | −21,690 | 32,478 | $7,938,922 | |
| TECK | Teck Resources Ltd | −21,188 | 8,355 | $432,371 | |
| XOM | Exxon Mobil Corp | −20,678 | 44,054 | $7,474,201 | |
| CPB | CAMPBELL'S Co | −19,863 | 608 | $13,540 | |
| AEP | American Electric Power Co Inc | −19,122 | 39,727 | $5,207,415 | |
| BSX | Boston Scientific Corp | −18,062 | 13,616 | $854,404 | |
| O | Realty Income Corp | −17,977 | 37,777 | $2,311,196 | |
| PM | Philip Morris International Inc. | −17,384 | 72,904 | $12,053,947 | |
| LYG | Lloyds Banking Group plc | −17,013 | 62,937 | $316,573 | |
| SSNC | SS&C Technologies Holdings Inc | −16,659 | 13,366 | $903,140 | |
| EXC | Exelon Corp | −16,612 | 10,395 | $509,562 | |
| OWL | Blue Owl Capital Inc. | −15,786 | 1,467 | $13,393 | |
| XEL | Xcel Energy Inc | −14,693 | 34,220 | $2,718,436 | |
| DT | Dynatrace, Inc. | −14,623 | 1,985 | $73,405 | |
| CSCO | Cisco Systems, Inc. | −13,416 | 91,548 | $7,103,209 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMCR | Amcor plc | 90,924 | $3,614,229 | |
| AZN | Astrazeneca PLC | 9,006 | $1,776,163 | |
| SMG | Scotts Miracle-Gro Co | 4,578 | $278,388 | |
| NNN | Nnn REIT, Inc. | 6,605 | $277,608 | |
| LRN | Stride, Inc. | 1,146 | $101,042 | |
| EDU | New Oriental Education & Technology Group Inc. | 1,732 | $98,083 | |
| INDV | Indivior Pharmaceuticals, Inc. | 2,657 | $80,985 | |
| NMIH | NMI Holdings, Inc. | 1,879 | $70,481 | |
| ST | Sensata Technologies Holding plc | 1,512 | $53,252 | |
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | 3,151 | $50,636 | |
| GBCI | Glacier Bancorp, Inc. | 1,007 | $44,982 | |
| ZIM | ZIM Integrated Shipping Services Ltd. | 739 | $19,472 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 196 | $12,757 | |
| OII | Oceaneering International Inc | 256 | $9,080 | |
| BLDR | Builders FirstSource, Inc. | 110 | $9,056 | |
| VSNT | Versant Media Group, Inc. | 176 | $6,515 | |
| RYN | Rayonier Inc | 227 | $4,680 | |
| UTL | Unitil Corp | 85 | $4,440 | |
| MFA | Mfa Financial, Inc. | 418 | $4,004 | |
| SFBS | ServisFirst Bancshares, Inc. | 49 | $3,568 | |
| NSSC | Napco Security Technologies, Inc | 80 | $3,151 | |
| TPB | Turning Point Brands, Inc. | 32 | $2,777 | |
| DEI | Douglas Emmett Inc | 284 | $2,675 | |
| EE | Excelerate Energy, Inc. | 76 | $2,539 | |
| QGEN | Qiagen N.V. | 49 | $1,961 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TBBK | Bancorp, Inc. | 3,441 | $232,336 | |
| BZ | Kanzhun Ltd | 4,998 | $101,859 | |
| CVLT | Commvault Systems Inc | 612 | $76,720 | |
| DIAX | Nuveen Dow 30sm Dynamic Overwrite Fund | 3,540 | $54,020 | |
| ACM | Aecom | 555 | $52,908 | |
| ZD | Ziff Davis, Inc. | 1,484 | $52,162 | |
| TNC | Tennant Co | 527 | $38,839 | |
| TCOM | Trip.com Group Ltd | 433 | $31,137 | |
| HMY | Harmony Gold Mining Co Ltd | 1,324 | $26,347 | |
| HIW | Highwoods Properties, Inc. | 1,015 | $26,207 | |
| FUTU | Futu Holdings Ltd | 152 | $24,959 | |
| LPX | Louisiana-Pacific Corp | 198 | $15,990 | |
| TIMB | Tim S.A. | 631 | $12,272 | |
| ACHR | Archer Aviation Inc. | 1,292 | $9,715 | |
| BOW | Bowhead Specialty Holdings Inc. | 117 | $3,339 | |
| CLS | Celestica Inc | 11 | $3,251 | |
| BBNX | Beta Bionics, Inc. | 66 | $2,011 | |
| EXAS | EXACT SCIENCES CORP | 16 | $1,624 | |
| PAC | Pacific Airport Group | 6 | $1,581 | |
| CCOI | Cogent Communications Holdings, Inc. | 70 | $1,509 | |
| JACK | Jack In The Box Inc | 72 | $1,364 | |
| EFC | Ellington Financial Inc. | 93 | $1,262 | |
| WBS | Webster Financial Corp | 20 | $1,258 | |
| GNTX | Gentex Corp | 54 | $1,256 | |
| CYH | Community Health Systems Inc | 350 | $1,092 | |
| No positions match the current search. | ||||
1,372 positions ·
$1,435,864,641 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,372 positions by value
· page 1 of 28
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 303,803 | $197,575,243 | 13.76% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 287,014 | $50,055,241 | 3.49% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 118,075 | $43,707,822 | 3.04% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 72,338 | $41,752,046 | 2.91% | |
| AAPL |
Apple Inc.
Technology
|
Added | 162,789 | $41,314,220 | 2.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 150,797 | $31,406,491 | 2.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 91,125 | $26,203,905 | 1.82% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 74,494 | $21,913,155 | 1.53% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 65,718 | $20,340,378 | 1.42% | |
| CVX |
Chevron Corp
Energy
|
Added | 92,800 | $19,200,320 | 1.34% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 33,435 | $19,129,166 | 1.33% | |
| GLD |
Spdr Gold Trust
|
Reduced | 41,190 | $17,723,645 | 1.23% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 66,201 | $14,398,055 | 1.00% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 72,904 | $12,053,947 | 0.84% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 125,761 | $10,897,190 | 0.76% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 81,617 | $10,788,135 | 0.75% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 195,986 | $9,838,497 | 0.69% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 69,921 | $9,744,889 | 0.68% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 26,987 | $9,120,256 | 0.64% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 17,795 | $8,891,449 | 0.62% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 107,349 | $8,546,053 | 0.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 16,859 | $8,078,832 | 0.56% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 32,478 | $7,938,922 | 0.55% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Added | 133,493 | $7,805,335 | 0.54% | |
| TTE |
TotalEnergies SE
Energy
|
Reduced | 84,673 | $7,703,549 | 0.54% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 107,206 | $7,699,534 | 0.54% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 44,054 | $7,474,201 | 0.52% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 24,718 | $7,300,461 | 0.51% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 76,979 | $7,149,809 | 0.50% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 59,416 | $7,147,150 | 0.50% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 145,848 | $7,110,090 | 0.50% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 91,548 | $7,103,209 | 0.49% | |
| PAYX |
Paychex Inc
Technology
|
Added | 75,338 | $6,940,136 | 0.48% | |
| T |
At&T Inc.
Communication Services
|
Added | 238,098 | $6,902,461 | 0.48% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 35,678 | $6,882,286 | 0.48% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 130,192 | $6,771,285 | 0.47% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 51,235 | $6,708,710 | 0.47% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 20,610 | $6,556,865 | 0.46% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 28,779 | $6,504,917 | 0.45% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 19,619 | $6,452,492 | 0.45% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 18,033 | $6,344,911 | 0.44% | |
| SNY |
Sanofi
Healthcare
|
Added | 130,249 | $6,275,396 | 0.44% | |
| ETR |
Entergy Corp /De/
Utilities
|
Reduced | 55,282 | $6,211,485 | 0.43% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 39,573 | $6,145,291 | 0.43% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 49,272 | $6,123,524 | 0.43% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 16,152 | $6,004,506 | 0.42% | |
| ENB |
Enbridge Inc
Energy
|
Reduced | 109,357 | $5,920,587 | 0.41% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 50,986 | $5,902,649 | 0.41% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 206,096 | $5,787,175 | 0.40% | |
| V |
Visa Inc.
Financial Services
|
Added | 18,646 | $5,635,567 | 0.39% |