TD Capital Management LLC

All 13F Filings

Location
Memphis, TN
Most recent 13F
Q4 2025
Holdings value ($000)
1,126,985
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/26/2026 818 1,126,985 13F-HR TD Capital Management LLC
Q3 2025 11/24/2025 691 1,110,414 13F-HR TD Capital Management LLC
Q2 2025 8/8/2025 695 1,059,632 13F-HR TD Capital Management LLC
Q2 2014 8/5/2014 165 444,071 13F-HR TD Capital Management LLC
Q1 2014 5/6/2014 164 434,412 13F-HR TD Capital Management LLC
Q4 2013 2/13/2014 165 425,493 13F-HR TD Capital Management LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 725.2 K 64.4% 10.63 K 0 10.63 K
ETFs 342.7 K 30.4% 7.167 K 0 7.167 K
Debt 56.62 K 5.0% 107 0 107
Other 2.342 K 0.2% 0 1.294 K -1.294 K
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
2/26/2026
Total value ($000)
1,126,985
Holdings
818
QoQ value change ($000)
16,571 (1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.