Fund Holdings

Legacy Wealth Asset Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
PALO ALTO NETWORKS INC(PANW)011,082+11,08202,256,5170.55%+2,256,517
FIDELITY WISE ORIGIN BITCOIN(FBTC)305,249308,246+2,99728,690,35430,766,0337.48%+2,075,679
LAM RESEARCH CORP(LRCX)13,24221,512+8,2701,288,9762,880,4570.70%+1,591,481
SYNOPSYS INC(SNPS)03,036+3,03601,497,9320.36%+1,497,932
AON PLC(AON)3,2426,999+3,7571,156,6162,495,7030.61%+1,339,087
CROWDSTRIKE HLDGS INC(CRWD)02,677+2,67701,312,7470.32%+1,312,747
AMPHENOL CORP NEW010,461+10,46101,294,5490.31%+1,294,549
PALANTIR TECHNOLOGIES INC(PLTR)07,027+7,02701,281,8650.31%+1,281,865
BLACKROCK INC(BLK)8531,856+1,003895,0102,163,8550.53%+1,268,845
COLGATE PALMOLIVE CO(CL)6,95023,612+16,662631,7551,887,5430.46%+1,255,788
AUTOMATIC DATA PROCESSING IN2,5196,691+4,172776,8601,963,8090.48%+1,186,949
CADENCE DESIGN SYSTEM INC(CDNS)03,308+3,30801,161,9680.28%+1,161,968
ARISTA NETWORKS INC(ANET)07,635+7,63501,112,4960.27%+1,112,496
TEXAS INSTRS INC(TXN)4,79510,510+5,715995,5381,931,0020.47%+935,464
APPLE INC(AAPL)20,49920,120-3794,205,8155,123,2101.24%+917,395
CHUBB LIMITED7,29210,359+3,0672,112,6382,923,8280.71%+811,190
MOTOROLA SOLUTIONS INC(MSI)01,637+1,6370748,5840.18%+748,584
MCDONALDS CORP(MCD)2,2494,470+2,221657,0901,358,3880.33%+701,298
GLOBAL X FDS193,665214,685+21,0209,721,97510,395,0402.53%+673,065
TJX COS INC NEW(TJX)6,55110,075+3,524808,9831,456,2410.35%+647,258
NORTHERN LTS FD TR IV25,80126,314+5135,916,1696,558,7911.59%+642,622
GILDAN ACTIVEWEAR INC(GIL)37,14842,423+5,2751,829,1682,452,0490.60%+622,881
KONINKLIJKE PHILIPS N V(PHG)59,00173,990+14,9891,414,8442,016,9670.49%+602,123
MOODYS CORP(MCO)01,176+1,1760560,3400.14%+560,340
NORTHERN LTS FD TR IV248,865257,218+8,3538,528,6049,070,7942.20%+542,190
NIKE INC(NKE)4,51012,123+7,613320,390845,3370.21%+524,947
TRANSDIGM GROUP INC(TDG)0393+3930517,9820.13%+517,982
UBS AG LONDON BRANCH(AMUB)154,692168,357+13,6654,077,5424,574,9671.11%+497,425
COCA COLA CONS INC(COKE)03,932+3,9320460,6730.11%+460,673
GENMAB A/S(GMAB)47,01846,587-431971,3921,428,8230.35%+457,431
LINDE PLC(LIN)6,8207,679+8593,199,8083,647,5250.89%+447,717
FAIR ISAAC CORP(FICO)203542+339371,076811,1190.20%+440,043
STRATEGY SHS221,970228,344+6,3745,769,2896,206,3901.51%+437,101
REINSURANCE GRP OF AMERICA I(RGA)02,225+2,2250427,4890.10%+427,489
TAIWAN SEMICONDUCTOR MFG LTD(TSM)11,42110,742-6792,586,7423,000,1330.73%+413,391
TESLA INC(TSLA)3,0283,070+42961,8741,365,2900.33%+403,416
BARRICK MNG CORP(B)37,30435,880-1,424776,6691,175,7880.29%+399,119
ETFS GOLD TR(SGOL)57,17559,664+2,4891,803,2922,196,2230.53%+392,931
CELESTICA INC(CLS)4,8754,674-201761,0361,151,5800.28%+390,544
JAMES HARDIE INDS PLC019,567+19,5670375,8820.09%+375,882
NEBIUS GROUP N.V.(NBIS)6,7156,643-72371,541745,8100.18%+374,269
SCHLUMBERGER LTD(SLB)14,38224,832+10,450486,112853,4760.21%+367,364
VIKING HOLDINGS LTD(VIK)05,593+5,5930347,6610.08%+347,661
QUANTA SVCS INC0831+8310344,3830.08%+344,383
ABRDN SILVER ETF TRUST29,98030,747+7671,031,6121,367,6270.33%+336,015
INSTALLED BLDG PRODS INC(IBP)01,361+1,3610335,7040.08%+335,704
MICRON TECHNOLOGY INC(MU)8,8178,495-3221,086,6951,421,3830.35%+334,688
MITSUBISHI UFJ FINL GROUP IN(MUFG)142,605143,075+4701,956,5412,280,6160.55%+324,075
SCHWAB CHARLES CORP(SCHW)8,86711,843+2,976809,0251,130,6510.27%+321,626
ALNYLAM PHARMACEUTICALS INC(ALNY)0694+6940316,4640.08%+316,464
SHERWIN WILLIAMS CO(SHW)1,8002,693+893618,048932,4780.23%+314,430
BANCO BILBAO VIZCAYA ARGENTA(BBVA)84,75383,763-9901,302,6541,612,4380.39%+309,784
TAPESTRY INC(TPR)7,7978,755+958684,655991,2410.24%+306,586
APPLIED INDL TECHNOLOGIES IN(AIT)1,1542,168+1,014268,247565,9560.14%+297,709
BWX TECHNOLOGIES INC(BWXT)8,0367,876-1601,157,6661,452,0980.35%+294,432
DOMINION ENERGY INC(D)8,15812,225+4,067461,090747,8030.18%+286,713
MIZUHO FINANCIAL GROUP INC(MFG)237,588238,672+1,0841,320,9891,599,1020.39%+278,113
WESTERN DIGITAL CORP(WDC)02,280+2,2800273,7370.07%+273,737
D R HORTON INC(DHI)01,583+1,5830268,2710.07%+268,271
GRAYSCALE BITCOIN TRUST ETF(GBTC)64,46763,833-6345,468,7365,730,2881.39%+261,552
EVERUS CONSTR GROUP(ECG)02,842+2,8420243,7020.06%+243,702
KANZHUN LIMITED(BZ)146,295121,858-24,4372,609,9032,846,6030.69%+236,700
JBT MAREL CORPORATION(JBTM)01,684+1,6840236,5180.06%+236,518
WELLTOWER INC(WELL)4,7735,443+670733,753969,6160.24%+235,863
VISTEON CORP(VC)01,966+1,9660235,6450.06%+235,645
BEST BUY INC(BBY)03,098+3,0980234,2710.06%+234,271
ARGENX SE(ARGX)1,3081,293-15720,996953,6650.23%+232,669
CREDO TECHNOLOGY GROUP HOLDI01,594+1,5940232,1020.06%+232,102
TOAST INC(TOST)06,308+6,3080230,3050.06%+230,305
CATERPILLAR INC(CAT)2,7152,685-301,053,9901,281,1480.31%+227,158
BANCO SANTANDER S.A.(SAN)103,740103,615-125861,0421,085,8850.26%+224,843
BHP GROUP LTD30,61230,359-2531,472,1311,692,5140.41%+220,383
CRH PLC7,9207,835-85727,056939,4170.23%+212,361
REALTY INCOME CORP(O)03,489+3,4890212,0960.05%+212,096
ZTO EXPRESS CAYMAN INC(ZTO)137,075137,761+6862,433,0812,645,0110.64%+211,930
LITTELFUSE INC(LFUS)2,5893,084+495587,004798,7870.19%+211,783
ELECTROMED INC08,550+8,5500209,9030.05%+209,903
S&P GLOBAL INC(SPGI)1,5522,106+554818,3631,025,0190.25%+206,656
HELIOS TECHNOLOGIES INC(HLIO)03,940+3,9400205,3920.05%+205,392
TOWNEBANK PORTSMOUTH VA05,884+5,8840203,4100.05%+203,410
QXO INC(QXO)010,579+10,5790201,6360.05%+201,636
SHOPIFY INC(SHOP)7,3527,059-293848,0531,049,0380.25%+200,985
HP INC(HPQ)56,85358,354+1,5011,390,6241,588,9790.39%+198,355
KLA CORP(KLAC)2,4612,212-2492,204,4162,385,8630.58%+181,447
P T TELEKOMUNIKASI INDONESIA(TLK)119,594117,239-2,3552,025,9222,206,4380.54%+180,516
OPEN TEXT CORP(OTEX)20,18220,419+237589,314763,2620.19%+173,948
PURE STORAGE INC(P)5,7695,969+200332,179500,2620.12%+168,083
ASE TECHNOLOGY HLDG CO LTD(ASX)253,165250,462-2,7032,615,1942,777,6240.67%+162,430
BANK NEW YORK MELLON CORP10,48210,250-232955,0151,116,8400.27%+161,825
ING GROEP N.V.(ING)38,68938,275-414846,128998,2120.24%+152,084
CEMEX SAB DE CV(CX)79,80078,387-1,413553,014704,6990.17%+151,685
SOCIEDAD QUIMICA Y MINERA DE(SQM)19,40519,428+23684,414835,0150.20%+150,601
TRIP COM GROUP LTD(TCOM)8,9348,969+35523,890674,4690.16%+150,579
TOYOTA MOTOR CORP(TM)7,2127,261+491,242,3391,387,5040.34%+145,165
VENTAS INC(VTR)4,3355,980+1,645273,755418,5400.10%+144,785
PEPSICO INC(PEP)4,0994,841+742541,232679,8700.17%+138,638
ENSIGN GROUP INC(ENSG)11,77011,309-4611,815,6401,953,8560.47%+138,216
CREDICORP LTD(BAP)3,7173,621-96830,824964,2000.23%+133,376
ASML HOLDING N V3,4372,981-4562,754,3772,885,8760.70%+131,499
NEW YORK TIMES CO(NYT)11,13813,136+1,998623,505754,0060.18%+130,501
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