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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 8 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DUK DUKE ENERGY CORP NEW Utilities 6,708.0 $878K 0.21% $130.94 -5.3%
142 LYG LLOYDS BANKING GROUP PLC Financial Services 174,017.0 $875K 0.21% -2K -0.9% $5.03 +8.5%
143 PNC PNC FINL SVCS GROUP INC Financial Services 4,162.0 $866K 0.21% $208.09 +6.1%
144 TRNO TERRENO RLTY CORP Real Estate 14,011.0 $861K 0.21% $61.42 +8.4%
145 RY ROYAL BK CDA Financial Services 5,316.0 $860K 0.21% -40.0 -0.8% $161.78 +16.0%
146 ITUB ITAU UNIBANCO HLDG S A Financial Services 101,939.0 $854K 0.21% -1K -1.4% $8.38 -5.5%
147 CPK CHESAPEAKE UTILS CORP Utilities 6,756.0 $854K 0.21% -119.0 -1.7% $126.37 -1.8%
148 PBR PETROLEO BRASILEIRO S A Energy 41,045.0 $852K 0.21% +511.0 +1.3% $20.75 -8.8%
149 CSX CSX CORP Industrials 20,742.0 $851K 0.21% $41.05 +12.5%
150 SO SOUTHERN CO Utilities 8,808.0 $850K 0.21% $96.52 -3.7%
151 LMAT LEMAITRE VASCULAR INC Healthcare 7,769.0 $848K 0.21% $109.17 -13.6%
152 CX CEMEX SA EURO MTN BE 144A Basic Materials 72,901.0 $834K 0.20% -2K -3.2% $11.44 +15.7%
153 USB US BANCORP Financial Services 15,985.0 $831K 0.20% +82.0 +0.5% $52.01 +5.0%
154 CNQ CANADIAN NAT RES LTD MED TER Energy 16,897.0 $823K 0.20% +87.0 +0.5% $48.73 -5.4%
155 EW EDWARDS LIFESCIENCES CORP Healthcare 10,262.0 $822K 0.20% $80.08 +8.0%
156 BCPC BALCHEM CORP Basic Materials 4,813.0 $816K 0.20% -36.0 -0.7% $169.48 -5.6%
157 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 41,187.0 $813K 0.20% +315.0 +0.8% $19.75 +12.8%
158 YUM YUM BRANDS INC Consumer Cyclical 5,213.0 $811K 0.20% +27.0 +0.5% $155.48 -3.3%
159 NTR NUTRIEN LTD Basic Materials 10,654.0 $804K 0.20% $75.46 -8.2%
160 CAE CAE INC Industrials 30,721.0 $800K 0.20% $26.05 -1.5%
Page 8 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%