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Portfolio (Quarterly) Guide ↗

Legacy Wealth Asset Management, LLC

· CIK 0001846151
13F Portfolio $411M AUM 374 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 193 Added 79 Reduced 29 Exited
Page 7 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MRSH MARSH & MCLENNAN COS INC Financial Services 3,641.0 $632K 0.15% +100.0 +2.8% $173.45 -7.0%
122 XP XP INC Financial Services 33,132.0 $631K 0.15% +936.0 +2.9% $19.04 -10.5%
123 ACN ACCENTURE PLC IRELAND Technology 3,161.0 $627K 0.15% +337.0 +11.9% $198.29 -9.6%
124 ATR APTARGROUP INC Healthcare 4,961.0 $625K 0.15% +679.0 +15.9% $126.02 -9.1%
125 MGA MAGNA INTL INC Consumer Cyclical 11,132.0 $621K 0.15% +213.0 +1.9% $55.81 +17.9%
126 TRU TRANSUNION Industrials 8,848.0 $612K 0.15% +96.0 +1.1% $69.19 +2.1%
127 ABT ABBOTT LABORATORIES Healthcare 5,886.0 $604K 0.15% +117.0 +2.0% $102.67 -16.1%
128 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 8,167.0 $604K 0.15% +138.0 +1.7% $73.90 +0.7%
129 LYV LIVE NATION ENTERTAINMENT IN Communication Services 3,939.0 $601K 0.15% +26.0 +0.7% $152.51 +9.6%
130 AOS SMITH A O CORP Industrials 9,002.0 $594K 0.14% +439.0 +5.1% $65.94 -13.3%
131 SNN SMITH & NEPHEW PLC Healthcare 18,480.0 $587K 0.14% +272.0 +1.5% $31.78 -6.2%
132 DG DOLLAR GEN CORP Consumer Defensive 4,787.0 $568K 0.14% +55.0 +1.2% $118.73 -7.4%
133 ZTS ZOETIS INC Healthcare 4,798.0 $567K 0.14% +835.0 +21.1% $118.21 -32.5%
134 LNTH LANTHEUS HLDGS INC Healthcare 7,465.0 $566K 0.14% +319.0 +4.5% $75.85 +30.1%
135 MCO MOODYS CORP Financial Services 1,263.0 $551K 0.13% +29.0 +2.4% $436.25 +3.9%
136 MSFT MICROSOFT CORP Technology 1,466.0 $543K 0.13% +657.0 +81.2% $370.17 +14.7%
137 AEIS ADVANCED ENERGY INDS Industrials 1,673.0 $540K 0.13% +69.0 +4.3% $322.71 -1.2%
138 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 16,662.0 $533K 0.13% +4K +32.7% $32.01 +0.5%
139 EGP EASTGROUP PPTYS INC Real Estate 2,853.0 $528K 0.13% +15.0 +0.5% $185.09 +9.8%
140 EVEREST GROUP LTD 1,615.0 $528K 0.13% +51.0 +3.3% $326.85
Page 7 of 10  ·  193 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 24.7%
Technology 24.3%
Industrials 12.0%
Healthcare 9.9%
Consumer Cyclical 8.3%
Basic Materials 4.9%
Real Estate 4.5%
Energy 4.2%
Consumer Defensive 3.2%
Communication Services 2.2%