Fund HoldingsLegacy Wealth Asset Management, LLC

Total Portfolio Value
$455.63M
Total Bought
$51.06M
Total Sold
$76.18M
Net Transaction
-$25.12M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
UBS AG LONDON BRANCH(AMUB)0166,719+166,71905,4291.19%+5,429
MICRON TECHNOLOGY INC(MU)7,3226,631-6912,4747,6541.68%+5,180
ADVANCED MICRO DEVICES INC(AMD)010,904+10,90406,3341.39%+6,334
MAGNUM ICE CREAM CO NV(MICC)0151,505+151,50502,6380.58%+2,638
LAM RESEARCH CORP(LRCX)18,01514,934-3,0813,8496,4711.42%+2,622
ASE TECHNOLOGY HLDG CO LTD(ASX)160,603135,007-25,5963,4826,0921.34%+2,610
PALO ALTO NETWORKS INC(PANW)011,312+11,31203,8580.85%+3,858
RB GLOBAL INC(RBA)11,58826,343+14,7551,1113,0680.67%+1,957
GENMAB A/S(GMAB)38,680102,164+63,4841,0382,8060.62%+1,769
CHECK POINT SOFTWARE TECH LT
ORD
016,892+16,89202,2200.49%+2,220
STRATEGY SHS
EVENTIDE US MRKT
250,255261,253+10,9986,5528,0031.76%+1,452
STMICROELECTRONICS N V(STM)34,44634,613+1671,1902,5920.57%+1,402
SANDISK CORP(SNDK)760772+124831,7550.39%+1,272
SILICON MOTION TECHNOLOGY CO(SIMO)2,3384,496+2,1582631,4990.33%+1,236
NORTHERN LTS FD TR IV
INSPIRE 500 ETF
28,29128,803+5127,0888,2401.81%+1,152
TAIWAN SEMICONDUCTOR MANUFAC(TSM)09,293+9,29304,4380.97%+4,438
ASML HLDG NV
N Y REGISTRY SHS
2,2822,085-1973,0144,1480.91%+1,134
WASTE CONNECTIONS INC(WCN)015,966+15,96602,6610.58%+2,661
NEBIUS GROUP N.V.(NBIS)06,405+6,40501,7690.39%+1,769
BROADCOM INC(AVGO)016,625+16,62506,2801.38%+6,280
TEXAS INSTRS INC(TXN)11,32710,790-5372,1993,2160.71%+1,017
CROWDSTRIKE HLDGS INC(CRWD)02,721+2,72102,0770.46%+2,077
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,8601,785-757291,7230.38%+994
HDFC BANK LTD(HDB)0111,349+111,34902,8760.63%+2,876
WESTERN DIGITAL CORP(WDC)2,2802,302+226171,4700.32%+854
TELEFONAKTIEBOLAGET LM ERICS(ERIC)101,977177,468+75,4911,1491,9790.43%+829
3M CO(MMM)015,779+15,77902,5550.56%+2,555
SPDR SERIES TRUST
SST SPDR BLOOMBE
030,582+30,58208180.18%+818
ISHARES TR
TRS FLT RT BD
199,657215,534+15,87710,10910,9122.40%+804
CATERPILLAR INC(CAT)2,5892,450-1391,8342,6090.57%+775
ENTEGRIS INC(ENTG)04,260+4,26007660.17%+766
SPDR SERIES TRUST
ST INTL BBG ETF
035,211+35,21107630.17%+763
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
02,751+2,75107480.16%+748
NVIDIA CORPORATION(NVDA)029,093+29,09305,8211.28%+5,821
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
281,469292,460+10,99110,52411,1522.45%+627
SELECT SECTOR SPDR TR
ST STR FINL ETF
011,196+11,19606000.13%+600
ELI LILLY & CO(LLY)02,091+2,09102,5080.55%+2,508
ENPRO INC(NPO)04,649+4,64901,7520.38%+1,752
MOOG INC(MOG-A)01,245+1,24505280.12%+528
ANALOG DEVICES INC(ADI)8,3047,970-3342,6423,1650.69%+524
UBS GROUP AG(UBS)051,940+51,94002,5740.56%+2,574
PRICESMART INC(PSMT)02,594+2,59405070.11%+507
CHEMED CORP NEW(CHE)03,056+3,05601,4230.31%+1,423
AMPHENOL CORP010,364+10,36401,8270.40%+1,827
GLOBANT S A
COM
016,972+16,97204910.11%+491
CISCO SYS INC(CSCO)013,287+13,28701,5610.34%+1,561
TOTALENERGIES SE(TTE)20,65630,163+9,5071,8792,3450.51%+466
SMURFIT WESTROCK PLC(SW)25,51131,416+5,9051,0171,4530.32%+437
KLA CORP(KLAC)02,625+2,62507920.17%+792
IRON MTN INC DEL(IRM)03,231+3,23104080.09%+408
CANADIAN NATL RY CO(CNI)25,32325,219-1042,6023,0070.66%+405
MITSUBISHI UFJ FINANCIAL GRO(MUFG)138,902138,018-8842,3572,7450.60%+388
COCA-COLA EUROPACIFIC PARTNE
SHS
027,237+27,23702,7260.60%+2,726
ARISTA NETWORKS INC(ANET)07,993+7,99301,3580.30%+1,358
BADGER METER INC02,368+2,36803510.08%+351
HONEYWELL INTL INC01,552+1,55203470.08%+347
CADENCE DESIGN SYSTEM INC(CDNS)03,542+3,54201,3290.29%+1,329
HONEYWELL AEROSPACE INC01,552+1,55203430.08%+343
TERADYNE INC(TER)1,9321,883-495739110.20%+338
ROKU INC(ROKU)02,354+2,35403250.07%+325
NORTHERN LTS FD TR IV
INSPIRE CORP BD
170,546184,769+14,2234,0694,3920.96%+323
TWILIO INC(TWLO)01,485+1,48503060.07%+306
WINMARK CORP(WINA)0697+69702950.06%+295
DATADOG INC(DDOG)02,120+2,12005520.12%+552
SELECTIVE INS GROUP INC(SIGI)02,926+2,92602840.06%+284
LPL FINL HLDGS INC(LPLA)0988+98802780.06%+278
EVERUS CONSTR GROUP(ECG)01,649+1,64902740.06%+274
VISA INC(V)06,411+6,41102,2000.48%+2,200
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
05,350+5,35002670.06%+267
LANTHEUS HLDGS INC(LNTH)07,438+7,43808250.18%+825
WERNER ENTERPRISES INC(WERN)05,928+5,92802590.06%+259
QUALCOMM INC(QCOM)04,701+4,70108690.19%+869
KONINKLIJKE PHILIPS N V(PHG)081,715+81,71502,2220.49%+2,222
COHEN & STEERS INC(CNS)03,338+3,33802540.06%+254
INSPERITY INC(NSP)016,822+16,82206950.15%+695
APPLE INC(AAPL)018,988+18,98805,4941.21%+5,494
MATERION CORP(MTRN)0841+84102500.05%+250
FLOWSERVE CORP(FLS)03,361+3,36102490.05%+249
MICROCHIP TECHNOLOGY INC.(MCHP)08,634+8,63407870.17%+787
ADVANCED ENERGY INDS1,6732,082+4095407760.17%+236
BEST BUY INC(BBY)03,098+3,09802350.05%+235
AVALONBAY CMNTYS INC01,243+1,24302350.05%+235
BANK OF NY MELLON CORP09,572+9,57201,3840.30%+1,384
GLOBUS MED INC(GMED)02,959+2,95902340.05%+234
HP INC(HPQ)80,29380,784+4911,5421,7720.39%+230
COPART INC(CPRT)07,954+7,95402240.05%+224
DIGITAL RLTY TR INC(DLR)2,1153,371+1,2563816050.13%+224
BARCLAYS PLC041,335+41,33501,1100.24%+1,110
SENSATA TECHNOLOGIES HLDG PL
SHS
016,131+16,13107700.17%+770
ROYAL BK CDA(RY)05,213+5,21301,0790.24%+1,079
HUB GROUP INC(HUBG)04,989+4,98902180.05%+218
ATLANTIC UN BANKSHARES CORP(AUB)05,129+5,12902170.05%+217
FEDERAL SIGNAL CORP(FSS)012,216+12,21601,5700.34%+1,570
CAMDEN PPTY TR(CPT)06,529+6,52907480.16%+748
WHEATON PRECIOUS METALS CORP(WPM)01,885+1,88502120.05%+212
PAYCOM SOFTWARE INC(PAYC)07,277+7,27709150.20%+915
GATES INDL CORP PLC
ORD SHS
07,382+7,38202060.05%+206
GE AEROSPACE(GE)01,760+1,76006580.14%+658
RYMAN HOSPITALITY PPTYS INC(RHP)01,576+1,57602030.04%+203
ENVISTA HOLDINGS CORPORATION(NVST)07,595+7,59502000.04%+200
Page 1 of 1