Fund Holdings — Legacy Wealth Asset Management, LLC

Total Portfolio Value
$410.98M
Total Bought
$55.90M
Total Sold
$36.40M
Net Transaction
+$19.50M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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TOTALENERGIES SE(TTE)020,656+20,65601,8790.46%+1,879
GLOBAL X FDS
GLBL X MLP ETF
215,439227,812+12,37310,42912,2722.99%+1,843
CANADIAN NATL RY CO(CNI)15,62625,323+9,6971,5452,6020.63%+1,058
EQUINOR ASA(EQNR)22,39935,922+13,5235291,5160.37%+987
BHP BILLITON LIMITED25,93934,655+8,7161,5662,5210.61%+955
LINDE PLC(LIN)7,0297,775+7462,9973,8550.94%+857
UBS AG LONDON BRANCH(AMUB)172,642172,848+2064,8455,6981.39%+853
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
265,462281,469+16,0079,68410,5242.56%+840
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
01,860+1,86007290.18%+729
STMICROELECTRONICS N V(STM)18,64834,446+15,7984841,1900.29%+706
ASE TECHNOLOGY HLDG CO LTD(ASX)172,413160,603-11,8102,7763,4820.85%+706
BANK MONTREAL MEDIUM05,002+5,00206770.16%+677
FERGUSON ENTERPRISES INC(FERG)02,901+2,90106770.16%+677
SMURFIT WESTROCK PLC(SW)9,58625,511+15,9253711,0170.25%+646
FULL TRUCK ALLIANCE CO LTD(YMM)077,080+77,08006400.16%+640
ISHARES TR
TRS FLT RT BD
188,140199,657+11,5179,49410,1092.46%+615
TERADYNE INC(TER)01,932+1,93205730.14%+573
ENI SPA(E)20,54423,861+3,3177791,3510.33%+571
INTUITIVE SURGICAL INC36,6382,923-33,7157941,3470.33%+554
ACUITY INC(AYI)01,887+1,88705290.13%+529
EQUINIX INC(EQIX)1,9802,068+881,5172,0270.49%+510
CURTISS WRIGHT CORP(CW)3,7193,738+192,0502,5460.62%+496
COLGATE PALMOLIVE CO(CL)20,11824,414+4,2961,5902,0810.51%+491
SANDISK CORP(SNDK)0760+76004830.12%+483
NORTHERN LTS FD TR IV
INSPIRE 500 ETF
26,63628,291+1,6556,6117,0881.72%+478
AMAZON COM INC(AMZN)02,278+2,27804740.12%+474
MEDTRONIC PLC(MDT)16,57923,813+7,2341,5932,0630.50%+471
TAKEDA PHARMACEUTICAL CO LTD(TAK)166,783165,803-9802,6003,0710.75%+471
1ST FINL BANCORP(FFBC)016,713+16,71304660.11%+466
LAM RESEARCH CORP(LRCX)19,88918,015-1,8743,4053,8490.94%+444
LITTELFUSE INC(LFUS)3,1163,615+4997881,2270.30%+439
AMERICAN HEALTHCARE REIT INC(AHR)19,50328,362+8,8599181,3380.33%+420
SPROUTS FMRS MKT INC(SFM)05,423+5,42304180.10%+418
TEXAS INSTRS INC(TXN)10,29111,327+1,0361,7852,1990.54%+414
MITSUBISHI UFJ FINANCIAL GRO(MUFG)123,321138,902+15,5811,9562,3570.57%+401
PETROLEO BRASILEIRO S A(PBR)40,53441,045+5114808520.21%+371
QNITY ELECTRONICS INC(Q)03,216+3,21603710.09%+371
ANALOG DEVICES INC(ADI)8,3848,304-802,2742,6420.64%+368
EXPEDIA GROUP INC(EXPE)01,568+1,56803620.09%+362
CAVA GROUP INC(CAVA)04,475+4,47503620.09%+362
GENMAB A/S(GMAB)22,02838,680+16,6526781,0380.25%+359
KB FINL GROUP INC(KB)8,12710,609+2,4826991,0580.26%+359
CATERPILLAR INC(CAT)2,5782,589+111,4771,8340.45%+357
REALTY INCOME CORP(O)05,821+5,82103560.09%+356
EXXON MOBIL CORP7,0697,084+158511,2020.29%+351
ENCOMPASS HEALTH CORP(EHC)9,37713,912+4,5359951,3460.33%+350
RB GLOBAL INC(RBA)7,49411,588+4,0947711,1110.27%+340
TELEFONAKTIEBOLAGET LM ERICS(ERIC)84,308101,977+17,6698141,1490.28%+336
TKO GROUP HOLDINGS INC(TKO)01,650+1,65003330.08%+333
SLB LIMITED(SLB)24,77124,878+1079511,2780.31%+328
ECOLAB INC(ECL)01,112+1,11202960.07%+296
ICHOR HOLDINGS
SHS
06,269+6,26902920.07%+292
CONOCOPHILLIPS(COP)7,1257,241+1166679560.23%+289
EOG RES INC(EOG)6,5206,706+1866859690.24%+285
CHEVRON CORPORATION(CVX)5,2035,202-17931,0760.26%+283
MOTOROLA SOLUTIONS INC(MSI)1,2661,767+5014857670.19%+282
VALVOLINE INC(VVV)07,929+7,92902670.06%+267
ENSIGN GROUP INC(ENSG)11,40411,166-2381,9872,2500.55%+263
SILICON MOTION TECHNOLOGY CO(SIMO)02,338+2,33802630.06%+263
STRATEGY SHS
EVENTIDE US MRKT
233,789250,255+16,4666,2966,5521.59%+256
CANADIAN NAT RES LTD MED TER(CNQ)16,81016,897+875698230.20%+254
IPG PHOTONICS CORP(IPGP)02,193+2,19302510.06%+251
DIODES INC(DIOD)03,637+3,63702480.06%+248
TELEFONICA BRASIL SA(VIV)62,20461,819-3857389840.24%+246
SUN CMNTYS INC(SUI)01,933+1,93302430.06%+243
ASML HLDG NV
N Y REGISTRY SHS
2,5902,282-3082,7713,0140.73%+243
KARMAN HLDGS INC(KRMN)03,037+3,03702430.06%+243
TOAST INC(TOST)09,138+9,13802420.06%+242
COSTCO WHOLESALE CORPORATION(COST)0241+24102400.06%+240
WISDOMTREE TR(WT)37,59242,234+4,6421,8922,1260.52%+234
MICRON TECHNOLOGY INC(MU)7,8537,322-5312,2412,4740.60%+232
AGREE RLTY CORP03,080+3,08002320.06%+232
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
04,119+4,11902290.06%+229
WESTERN DIGITAL CORP(WDC)2,2802,28003936170.15%+224
HONDA MOTOR CO LTD(HMC)43,99362,484+18,4911,2971,5190.37%+222
LEMAITRE VASCULAR INC(LMAT)7,7467,769+236288480.21%+220
ROGERS CORP(ROG)02,026+2,02602170.05%+217
IDEXX LABS INC(IDXX)0376+37602110.05%+211
REGENCY CTRS CORP(REG)02,768+2,76802090.05%+209
UNITED BANKSHARES INC WEST V(UBSI)05,012+5,01202080.05%+208
TOWNEBANK PORTSMOUTH VA
COM
06,128+6,12802060.05%+206
NETEASE COM INC(NTES)3,4966,136+2,6404816870.17%+206
NORTHERN LTS FD TR IV
INSPIRE CORP BD
159,631170,546+10,9153,8634,0690.99%+206
KONTOOR BRANDS INC(KTB)02,915+2,91502050.05%+205
ADVANCED ENERGY INDS1,6041,673+693365400.13%+204
DUOLINGO INC(DUOL)02,067+2,06702040.05%+204
FIRST INDL RLTY TR INC(FR)03,519+3,51902040.05%+204
INTEGER HLDGS CORP(ITGR)02,303+2,30302030.05%+203
QUAKER HOUGHTON(KWR)01,610+1,61002000.05%+200
BP PLC(BP)15,05815,254+1965237170.17%+194
SAP SE(SAP)9,32914,340+5,0112,2662,4550.60%+189
ZAI LAB LTD(ZLAB)15,90324,925+9,0222814690.11%+188
SHINHAN FINANCIAL GROUP CO L(SHG)17,95018,708+7589631,1470.28%+185
LOCKHEED MARTIN CORP(LMT)1,5321,526-67419220.22%+181
DIGITAL RLTY TR INC(DLR)1,3002,115+8152013810.09%+180
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
24,50827,659+3,1511,4391,6190.39%+180
ROSS STORES INC(ROST)6,9896,630-3591,2591,4360.35%+177
BWX TECHNOLOGIES INC(BWXT)5,3445,353+99241,0950.27%+171
SHELL PLC(SHEL)8,4488,501+536217910.19%+170
TELEKOMUNIKASI IND(TLK)108,878131,761+22,8832,2922,4610.60%+169
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Legacy Wealth Asset Management, LLC — 13F Holdings — Q1 2026 | TickerTrail