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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 18 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WFRD WEATHERFORD INTL PLC Energy 2,529.0 $239K 0.06% -186.0 -6.8% $94.58 +15.1%
342 ELAN ELANCO ANIMAL HEALTH INC Healthcare 9,902.0 $237K 0.06% +77.0 +0.8% $23.93 -1.0%
343 INSTALLED BLDG PRODS INC 883.0 $234K 0.06% -513.0 -36.8% $265.15
344 ADC AGREE RLTY CORP Real Estate 3,080.0 $232K 0.06% NEW $75.38 -0.6%
345 MNDY MONDAY COM LTD Technology 3,337.0 $231K 0.06% +1K +75.2% $69.11 +10.6%
346 JEPQ J P MORGAN EXCHANGE TRADED F 4,119.0 $229K 0.06% NEW $55.53 +9.4%
347 FNB F N B CORP Financial Services 13,655.0 $228K 0.06% +270.0 +2.0% $16.72 +5.0%
348 MDB MONGODB INC Technology 926.0 $227K 0.06% +39.0 +4.4% $244.77 +20.3%
349 GPN GLOBAL PMTS INC Industrials 3,313.0 $223K 0.05% -94.0 -2.8% $67.30 +9.2%
350 ONB OLD NATL BANCORP IND Financial Services 9,947.0 $220K 0.05% +283.0 +2.9% $22.10 +9.0%
351 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 3,504.0 $219K 0.05% +40.0 +1.1% $62.42 -0.1%
352 AVNT AVIENT CORPORATION Basic Materials 6,024.0 $219K 0.05% -432.0 -6.7% $36.30 -0.2%
353 ROG ROGERS CORP Technology 2,026.0 $217K 0.05% NEW $107.33 +35.9%
354 ORCL ORACLE CORP Technology 1,476.0 $217K 0.05% +89.0 +6.4% $147.11 +29.8%
355 RNST RENASANT CORP Financial Services 5,987.0 $216K 0.05% +114.0 +1.9% $36.13 +12.8%
356 NWE NORTHWESTERN ENERGY GROUP IN Utilities 3,260.0 $215K 0.05% +112.0 +3.6% $65.94 +9.7%
357 SYK STRYKER CORPORATION Healthcare 651.0 $214K 0.05% +17.0 +2.7% $328.59 -6.9%
358 COLB COLUMBIA BKG SYS INC Financial Services 7,718.0 $212K 0.05% +212.0 +2.8% $27.43 +8.6%
359 IDXX IDEXX LABS INC Healthcare 376.0 $211K 0.05% NEW $561.89 -1.9%
360 PSA PUBLIC STORAGE OPER CO Real Estate 778.0 $211K 0.05% -492.0 -38.7% $270.88 +13.3%
Page 18 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%