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Portfolio (Quarterly) Guide ↗

Legacy Wealth Asset Management, LLC

· CIK 0001846151
13F Portfolio $407M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 365 New
Page 4 of 19  ·  365 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TJX TJX COS INC NEW Consumer Cyclical 10,108.0 $1.6M 0.38% NEW $153.61 +2.2%
62 CNI CANADIAN NATL RY CO Industrials 15,626.0 $1.5M 0.38% NEW $98.85 +20.0%
63 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,987.0 $1.5M 0.38% NEW $257.23 -15.4%
64 EQIX EQUINIX INC Real Estate 1,980.0 $1.5M 0.37% NEW $766.16 +39.7%
65 SPG SIMON PPTY GROUP INC NEW Real Estate 8,035.0 $1.5M 0.36% NEW $185.11 +11.7%
66 CAT CATERPILLAR INC Industrials 2,578.0 $1.5M 0.36% NEW $572.87 +58.8%
67 MFG MIZUHO FINANCIAL GROUP INC Financial Services 201,224.0 $1.5M 0.36% NEW $7.32 +23.8%
68 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 63,173.0 $1.5M 0.36% NEW $23.31 -0.2%
69 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 8,995.0 $1.5M 0.36% NEW $161.96 -7.6%
70 VGLT VANGUARD SCOTTSDALE FDS 26,052.0 $1.5M 0.36% NEW $55.80 -2.2%
71 VGSH VANGUARD SCOTTSDALE FDS 24,508.0 $1.4M 0.35% NEW $58.73 -0.7%
72 CHKP CHECK POINT SOFTWARE TECH LT Technology 7,631.0 $1.4M 0.35% NEW $185.56 -30.6%
73 APH AMPHENOL CORP NEW Technology 10,458.0 $1.4M 0.35% NEW $135.14 +3.8%
74 MCD MCDONALDS CORP Consumer Cyclical 4,552.0 $1.4M 0.34% NEW $305.63 -8.1%
75 WCN WASTE CONNECTIONS INC Industrials 7,886.0 $1.4M 0.34% NEW $175.36 -13.6%
76 B BARRICK MNG CORP Basic Materials 31,703.0 $1.4M 0.34% NEW $43.55 -5.3%
77 HPQ HP INC Technology 61,914.0 $1.4M 0.34% NEW $22.28 +14.4%
78 FSS FEDERAL SIGNAL CORP Industrials 12,649.0 $1.4M 0.34% NEW $108.59 +7.1%
79 TM TOYOTA MOTOR CORP Consumer Cyclical 6,370.0 $1.4M 0.34% NEW $214.06 -11.2%
80 IWB ISHARES TR 3,601.0 $1.3M 0.33% NEW $373.44 +9.6%
Page 4 of 19  ·  365 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 27.1%
Technology 24.4%
Industrials 12.2%
Healthcare 10.2%
Consumer Cyclical 8.6%
Basic Materials 4.1%
Real Estate 3.9%
Consumer Defensive 3.0%
Energy 2.8%
Communication Services 2.1%