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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 5, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
1,632
+97 vs. Q3 2025
Portfolio value
$4.69B
+$254.6M (+5.7%) vs. Q3 2025
Filed
Feb 5, 2026
SEC
Holdings of TD Private Client Wealth LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
DYDycom Industries IncCOM8$2.70K<0.1%00.0%UnchangedHistory
LSTRLandstar System IncCOM19$2.73K<0.1%00.0%UnchangedHistory
CNSCohen & Steers, Inc.COM44$2.76K<0.1%00.0%UnchangedHistory
SBRASabra Health Care REIT, Inc.REIT150$2.84K<0.1%+150NewHistory
Schwab U.S. Large-Cap Value ETF808524409ETF96$2.84K<0.1%00.0%Unchanged–
TWLOTwilio IncCL A20$2.85K<0.1%+7+53.8%AddedHistory
AZZAzz IncCOM27$2.89K<0.1%+21+350.0%AddedHistory
CGNXCognex CorpCOM81$2.91K<0.1%00.0%UnchangedHistory
BUDAnheuser-Busch InBev SA/NVADR46$2.95K<0.1%+8+21.1%AddedHistory
BBarrick Mining CorpStock69$3.00K<0.1%+33+91.7%AddedHistory
HMCHonda Motor Co LtdADR ECH CNV IN 3103$3.04K<0.1%+11+12.0%AddedHistory
MORNMorningstar, Inc.COM14$3.04K<0.1%+1+7.7%AddedHistory
SXIStandex International CorpCOM14$3.04K<0.1%00.0%UnchangedHistory
CNACna Financial CorpCOM64$3.06K<0.1%00.0%UnchangedHistory
PENPenumbra IncCOM10$3.11K<0.1%00.0%UnchangedHistory
CPKChesapeake Utilities CorpCOM25$3.12K<0.1%−3−10.7%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF22$3.16K<0.1%00.0%Unchanged–
INVHInvitation Homes Inc.COM114$3.17K<0.1%+75+192.3%AddedHistory
NUNu Holdings Ltd.ORD SHS CL A190$3.18K<0.1%+59+45.0%AddedHistory
KRGKite Realty Group TrustCOM NEW134$3.21K<0.1%+11+8.9%AddedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF56$3.25K<0.1%−467−89.3%Reduced–
CLSCelestica IncStock11$3.26K<0.1%−2−15.4%ReducedHistory
REZIResideo Technologies, Inc.Stock93$3.27K<0.1%−15−13.9%ReducedHistory
BOWBowhead Specialty Holdings Inc.COM SHS117$3.34K<0.1%+117NewHistory
USPHU S Physical Therapy IncCOM43$3.36K<0.1%00.0%UnchangedHistory
PBProsperity Bancshares IncCOM49$3.39K<0.1%00.0%UnchangedHistory
JHXJames Hardie Industries plcStock164$3.40K<0.1%−293−64.1%ReducedHistory
LMATLemaitre Vascular IncCOM42$3.41K<0.1%00.0%UnchangedHistory
BKEBuckle IncCOM64$3.42K<0.1%+64NewHistory
FSVFirstService CorpCOM22$3.42K<0.1%+4+22.2%AddedHistory
AUDCAudiocodes LtdORD414$3.59K<0.1%−29−6.5%ReducedHistory
BWXTBWX Technologies, Inc.COM21$3.63K<0.1%−3−12.5%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM54$3.63K<0.1%+2+3.8%AddedHistory
FRPTFreshpet, Inc.Stock60$3.66K<0.1%+12+25.0%AddedHistory
ETSYEtsy IncCOM66$3.66K<0.1%−8−10.8%ReducedHistory
AAONAaon, Inc.COM PAR $0.00449$3.74K<0.1%00.0%UnchangedHistory
HXLHexcel CorpCOM51$3.77K<0.1%+5+10.9%AddedHistory
GFLGFL Environmental Inc.SUB VTG SHS89$3.82K<0.1%+9+11.3%AddedHistory
HRLHormel Foods CorpCOM162$3.84K<0.1%+66+68.8%AddedHistory
PSMTPricesmart IncCOM32$3.92K<0.1%00.0%UnchangedHistory
PUKPrudential PLCADR127$3.95K<0.1%+127NewHistory
NWSNews CorpCL B134$3.97K<0.1%−37−21.6%ReducedHistory
LOPEGrand Canyon Education, Inc.COM24$3.99K<0.1%00.0%UnchangedHistory
FYBRFrontier Communications Parent, Inc.COM105$4.00K<0.1%+77+275.0%AddedHistory
Cyberark Software LtdM2682V108SHS9$4.01K<0.1%+3+50.0%Added–
KRMNKarman Holdings Inc.COMMON STOCK55$4.02K<0.1%00.0%UnchangedHistory
ZGZillow Group, Inc.CL A59$4.03K<0.1%+9+18.0%AddedHistory
KLICKulicke & Soffa Industries IncCOM89$4.05K<0.1%00.0%UnchangedHistory
HOMBHome Bancshares IncCOM147$4.08K<0.1%+9+6.5%AddedHistory
ROADConstruction Partners, Inc.COM CL A38$4.13K<0.1%+1+2.7%AddedHistory
MSAMSA Safety IncCOM26$4.16K<0.1%00.0%UnchangedHistory
AMTMAmentum Holdings, Inc.COM144$4.18K<0.1%−1−0.7%ReducedHistory
PHINPhinia Inc.COMMON STOCK67$4.20K<0.1%00.0%UnchangedHistory
CPCanadian Pacific Kansas City LtdCOM57$4.20K<0.1%−2,260−97.5%ReducedHistory
CRICarters IncCOM130$4.22K<0.1%+130NewHistory
CTRECareTrust REIT, Inc.COM117$4.23K<0.1%00.0%UnchangedHistory
SAMBoston Beer Co IncCL A22$4.29K<0.1%−2−8.3%ReducedHistory
KBRKBR, Inc.COM107$4.30K<0.1%−131−55.0%ReducedHistory
LNCLincoln National CorpCOM97$4.32K<0.1%00.0%UnchangedHistory
RHPRyman Hospitality Properties, Inc.COM46$4.35K<0.1%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock136$4.36K<0.1%00.0%UnchangedHistory
VODVodafone Group Public Ltd CoADR331$4.37K<0.1%+64+24.0%AddedHistory
NVTnVent Electric plcSHS43$4.38K<0.1%−1−2.3%ReducedHistory
WWayfair Inc.CL A44$4.42K<0.1%+1+2.3%AddedHistory
YOUClear Secure, Inc.COM CL A128$4.49K<0.1%00.0%UnchangedHistory
WINGWingstop Inc.COM19$4.53K<0.1%+1+5.6%AddedHistory
iShares Inc46434G822MSCI JAPAN ETF58$4.68K<0.1%00.0%Unchanged–
NYTNew York Times CoCL A68$4.72K<0.1%+10+17.2%AddedHistory
FLUTFlutter Entertainment plcSHS22$4.73K<0.1%+6+37.5%AddedHistory
Vanguard World FD921910873MEGA CAP INDEX19$4.77K<0.1%−1−5.0%Reduced–
LFUSLittelfuse IncCOM19$4.80K<0.1%00.0%UnchangedHistory
RIVNRivian Automotive, Inc.Stock244$4.81K<0.1%+45+22.6%AddedHistory
TRNOTerreno Realty CorpCOM82$4.81K<0.1%−3−3.5%ReducedHistory
DDSDillard's, Inc.CL A8$4.85K<0.1%00.0%UnchangedHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL96$4.86K<0.1%00.0%Unchanged–
AALAmerican Airlines Group Inc.Stock322$4.94K<0.1%+10+3.2%AddedHistory
ALLYAlly Financial Inc.Stock112$5.07K<0.1%+79+239.4%AddedHistory
RKLBRocket Lab CorpCOM74$5.16K<0.1%−11−12.9%ReducedHistory
WHRWhirlpool CorpStock72$5.19K<0.1%+72NewHistory
ENSGEnsign Group, IncCOM30$5.23K<0.1%00.0%UnchangedHistory
DARDarling Ingredients Inc.COM147$5.29K<0.1%00.0%UnchangedHistory
SCIService Corp InternationalCOM68$5.30K<0.1%+8+13.3%AddedHistory
BAHBooz Allen Hamilton Holding CorpCL A64$5.40K<0.1%+29+82.9%AddedHistory
CBRLCracker Barrel Old Country Store, IncCOM214$5.44K<0.1%00.0%UnchangedHistory
CSLCarlisle Companies IncCOM17$5.44K<0.1%−3−15.0%ReducedHistory
WYWeyerhaeuser CoCOM NEW230$5.45K<0.1%−128−35.8%ReducedHistory
DKSDick's Sporting Goods, Inc.Stock28$5.54K<0.1%−2−6.7%ReducedHistory
PKPark Hotels & Resorts Inc.COM532$5.57K<0.1%+532NewHistory
VMIValmont Industries IncCOM14$5.63K<0.1%+5+55.6%AddedHistory
NEXNNexxen International Ltd.SHS NEW871$5.70K<0.1%+83+10.5%AddedHistory
MRPMillrose Properties, Inc.COM CL A194$5.79K<0.1%+23+13.5%AddedHistory
CAGConagra Brands Inc.Stock339$5.87K<0.1%+74+27.9%AddedHistory
MTArcelorMittalNY REGISTRY SH129$5.88K<0.1%+52+67.5%AddedHistory
DLBDolby Laboratories, Inc.COM CL A92$5.91K<0.1%+13+16.5%AddedHistory
SAROStandardAero, Inc.COM207$5.94K<0.1%00.0%UnchangedHistory
URBNUrban Outfitters IncCOM80$6.02K<0.1%+80NewHistory
MIDDMIDDLEBY CorpCOM41$6.09K<0.1%−5,895−99.3%ReducedHistory
INSWInternational Seaways, Inc.COM127$6.17K<0.1%−210−62.3%ReducedHistory
CORTCorcept Therapeutics IncCOM179$6.23K<0.1%+92+105.7%AddedHistory
AGXArgan IncStock20$6.27K<0.1%−1−4.8%ReducedHistory

Sold out since Q3 2025 (103)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 103 by value last quarter.

Positions of TD Private Client Wealth LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
ULUnilever PLCSPON ADR NEW9,197$545.2K<0.1%History
SKMSK Telecom Co LtdSPONSORED ADR14,612$315.6K<0.1%History
Global X FDS37954Y483NASDAQ 100 COVER9,323$158.6K<0.1%–
INFYInfosys LtdSPONSORED ADR7,266$118.2K<0.1%History
AVTRAvantor, Inc.COM7,985$99.7K<0.1%History
SRADSportradar Group AGCLASS A ORD SHS3,374$90.8K<0.1%History
KKellanovaStock560$45.9K<0.1%History
AVTAvnet IncCOM602$31.5K<0.1%History
IPGInterpublic Group of Companies, Inc.COM1,126$31.4K<0.1%History
SPDR Series Trust78464A516ST INTL BBG ETF1,204$27.7K<0.1%–
ODDOddity Tech LtdSHS CL A250$15.6K<0.1%History
TMETencent Music Entertainment GroupSPON ADS602$14.1K<0.1%History
FVRRFiverr International Ltd.ORD SHS532$13.0K<0.1%History
ATATAtour Lifestyle Holdings LtdSPONSORED ADS343$12.9K<0.1%History
ASHAshland Inc.COM243$11.6K<0.1%History
MKTXMarketaxess Holdings IncCOM44$7.67K<0.1%History
ENPHEnphase Energy, Inc.Stock181$6.41K<0.1%History
BLDRBuilders FirstSource, Inc.Stock45$5.46K<0.1%History
PNNTPennantpark Investment CorpCOM698$4.68K<0.1%History
OXLCOxford Lane Capital Corp.COM264$4.47K<0.1%History
CIVICivitas Resources, Inc.EQUITY US CM121$3.93K<0.1%History
STSensata Technologies Holding plcSHS118$3.60K<0.1%History
BURLBurlington Stores, Inc.COM14$3.56K<0.1%History
SMASmartStop Self Storage REIT, Inc.COMMON STOCK91$3.42K<0.1%History
PRGOPERRIGO Co plcSHS121$2.69K<0.1%History
iShares Inc464286806MSCI GERMANY ETF57$2.37K<0.1%–
CMBTCmb.tech NVSHS250$2.35K<0.1%History
NOGNorthern Oil & Gas, Inc.COM72$1.79K<0.1%History
KNFKnife River CorpStock23$1.77K<0.1%History
SRDXSurmodics IncCOM59$1.76K<0.1%History
IRDMIridium Communications Inc.COM100$1.75K<0.1%History
RXRXRecursion Pharmaceuticals, Inc.CL A350$1.71K<0.1%History
AIC3.ai, Inc.Stock95$1.65K<0.1%History
DUOLDuolingo, Inc.CL A COM5$1.61K<0.1%History
BYNDBeyond Meat, Inc.COM778$1.47K<0.1%History
RHRHCOM7$1.42K<0.1%History
WSCWillScot Holdings CorpCOM CL A63$1.33K<0.1%History
STRKStrategy IncSERIES A PERP PF14$1.28K<0.1%History
AWRAmerican States Water CoCOM17$1.25K<0.1%History
MSEXMiddlesex Water CoCOM23$1.25K<0.1%History
CBTCabot CorpCOM15$1.14K<0.1%History
SABRSabre CorpCOM602$1.10K<0.1%History
RHIRobert Half Inc.COM32$1.09K<0.1%History
SPRSpirit AeroSystems Holdings, Inc.COM CL A28$1.08K<0.1%History
FCFranklin Covey CoCOM49$951<0.1%History
USLMUnited States Lime & Minerals IncCOM7$921<0.1%History
UPSTUpstart Holdings, Inc.COM18$914<0.1%History
MEDMedifast IncCOM66$902<0.1%History
PCHPotlatchdeltic CorpCOM22$897<0.1%History
ICLRIcon PLCCOM5$875<0.1%History
SDGRSchrodinger, Inc.COM43$863<0.1%History
Chart Inds Inc16115Q4076.75DP CNV PFD B12$853<0.1%–
SNSharkNinja, Inc.COM SHS8$825<0.1%History
TRUPTrupanion, Inc.COM19$822<0.1%History
HNSTHonest Company, Inc.COM221$813<0.1%History
BEAMBeam Therapeutics Inc.COM33$801<0.1%History
PCTYPaylocity Holding CorpCOM5$796<0.1%History
TDOCTeladoc Health, Inc.COM103$796<0.1%History
EEFTEuronet Worldwide, Inc.COM9$790<0.1%History
JBLUJetBlue Airways CorpCOM159$782<0.1%History
PWPPerella Weinberg PartnersCLASS A COM36$768<0.1%History
ACVAACV Auctions Inc.COM CL A74$733<0.1%History
SNBRQSleep Number CorpCOM103$723<0.1%History
LZLegalzoom.com, Inc.COM68$706<0.1%History
AIVApartment Investment & Management CoCL A88$698<0.1%History
CWTCalifornia Water Service GroupCOM15$688<0.1%History
ASPNAspen Aerogels IncCOM98$682<0.1%History
COTYCoty Inc.COM CL A165$667<0.1%History
ACHAccendra Health IncStock138$662<0.1%History
JOBYJoby Aviation, Inc.COMMON STOCK40$646<0.1%History
CORZCore Scientific, Inc.COM36$646<0.1%History
WisdomTree Tr97717W851JAPN HEDGE EQT5$640<0.1%–
WTWisdomTree, Inc.COM46$639<0.1%History
CWCOConsolidated Water Co. Ltd.ORD18$635<0.1%History
PHRPhreesia, Inc.COM27$635<0.1%History
LUNRIntuitive Machines, Inc.CLASS A COM60$631<0.1%History
BHVNBiohaven Ltd.COM42$630<0.1%History
SOUNSoundhound AI, Inc.CLASS A COM39$627<0.1%History
CRAICra International, Inc.COM3$626<0.1%History
PLPlanet Labs PBCCOM CL A48$623<0.1%History
AMCAMC Entertainment Holdings, Inc.CL A NEW214$621<0.1%History
MARAMARA Holdings, Inc.COM34$621<0.1%History
INODInnodata IncCOM NEW8$617<0.1%History
PEBPebblebrook Hotel TrustCOM54$615<0.1%History
SRTAStrata Critical Medical, Inc.CL A COM121$612<0.1%History
CLSKCleanspark, Inc.COM NEW42$609<0.1%History
LOVELovesac CoCOM36$609<0.1%History
OSCROscar Health, Inc.CL A32$606<0.1%History
TNETTrinet Group, Inc.COM9$602<0.1%History
ASOAcademy Sports & Outdoors, Inc.COM12$600<0.1%History
RIOTRiot Platforms, Inc.COM31$590<0.1%History
IPARInterparfums IncCOM6$590<0.1%History
DOCSDoximity, Inc.CL A8$585<0.1%History
ZETAZeta Global Holdings Corp.CL A29$576<0.1%History
SIGSignet Jewelers LtdSHS6$576<0.1%History
LBRDKLiberty Broadband CorpCOM SER C9$572<0.1%History
HIMSHims & Hers Health, Inc.Stock10$567<0.1%History
OKLOOklo Inc.COM CL A5$558<0.1%History
BNTXBioNTech SESPONSORED ADS3$296<0.1%History
ACIAlbertsons Companies, Inc.COMMON STOCK16$280<0.1%History