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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 14 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AMZN AMAZON COM INC Consumer Cyclical 2,278.0 $474K 0.12% NEW $208.27 +30.5%
262 RELX RELX PLC Communication Services 14,266.0 $473K 0.12% +627.0 +4.6% $33.15 -0.9%
263 MTB M & T BK CORP Financial Services 2,284.0 $472K 0.12% $206.72 +4.1%
264 PWR QUANTA SVCS INC Industrials 857.0 $471K 0.11% +11.0 +1.3% $549.02 +33.6%
265 ZLAB ZAI LAB LTD Healthcare 24,925.0 $469K 0.11% +9K +56.7% $18.81 -1.9%
266 FFBC 1ST FINL BANCORP Financial Services 16,713.0 $466K 0.11% NEW $27.88 +10.5%
267 EXP EAGLE MATLS INC Basic Materials 2,452.0 $465K 0.11% +81.0 +3.4% $189.45 +13.3%
268 OTEX OPEN TEXT CORP Technology 20,840.0 $463K 0.11% +659.0 +3.3% $22.24 +3.6%
269 U HAUL HOLDING COMPANY 10,309.0 $461K 0.11% +311.0 +3.1% $44.67
270 IPAR INTERPARFUMS INC Consumer Defensive 5,030.0 $457K 0.11% +275.0 +5.8% $90.84 +4.7%
271 GE GE AEROSPACE Industrials 1,594.0 $452K 0.11% +174.0 +12.2% $283.77 +11.8%
272 AFG AMERICAN FINANCIAL GROUP INC Financial Services 3,535.0 $451K 0.11% +1K +51.5% $127.71 +4.6%
273 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 15,010.0 $450K 0.11% -336.0 -2.2% $29.99 +10.5%
274 BKR BAKER HUGHES COMPANY Energy 7,351.0 $449K 0.11% $61.05 +3.5%
275 NSP INSPERITY INC Industrials 16,360.0 $442K 0.11% +4K +35.7% $27.04 +21.9%
276 LKQ LKQ CORP Consumer Cyclical 14,975.0 $440K 0.11% +1K +9.3% $29.37 -6.6%
277 SSNC SS&C TECH HLDGS Technology 6,474.0 $437K 0.11% -2K -20.3% $67.57 -2.7%
278 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 4,436.0 $437K 0.11% $98.42 -14.4%
279 TSLA TESLA INC Consumer Cyclical 1,174.0 $436K 0.11% -32.0 -2.6% $371.75 +18.5%
280 VWO VANGUARD INTL EQUITY INDEX F 8,034.0 $434K 0.11% -95.0 -1.2% $54.05 +11.5%
Page 14 of 19  ·  374 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%