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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 13 of 19  ·  365 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NEBIUS GROUP N.V. 6,549.0 $548K 0.14% NEW $83.75
242 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,135.0 $548K 0.14% NEW $256.77 +20.3%
243 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 8,029.0 $548K 0.14% NEW $68.23 +9.6%
244 TSLA TESLA INC Consumer Cyclical 1,206.0 $542K 0.13% NEW $449.72 -1.8%
245 MCHP MICROCHIP TECHNOLOGY INC. Technology 8,362.0 $533K 0.13% NEW $63.72 +53.3%
246 EVEREST GROUP LTD 1,564.0 $531K 0.13% NEW $339.35
247 EQNR EQUINOR ASA Energy 22,399.0 $529K 0.13% NEW $23.63 +55.0%
248 FNF FIDELITY NATIONAL FINANCIAL Financial Services 9,695.0 $529K 0.13% NEW $54.59 -12.4%
249 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5,395.0 $528K 0.13% NEW $97.90 +15.1%
250 XP XP INC Financial Services 32,196.0 $527K 0.13% NEW $16.37 +4.3%
251 BP BP PLC Energy 15,058.0 $523K 0.13% NEW $34.73 +19.3%
252 ATR APTARGROUP INC Healthcare 4,282.0 $522K 0.13% NEW $121.96 -5.0%
253 GIB CGI INC Technology 5,655.0 $522K 0.13% NEW $92.30 -26.8%
254 ST SENSATA TECHNOLOGIES HLDG PL Technology 15,622.0 $520K 0.13% NEW $33.29 +52.0%
255 TEAM ATLASSIAN CORPORATION Technology 3,145.0 $510K 0.12% NEW $162.14 -42.8%
256 EGP EASTGROUP PPTYS INC Real Estate 2,838.0 $506K 0.12% NEW $178.14 +15.6%
257 ZTS ZOETIS INC Healthcare 3,963.0 $499K 0.12% NEW $125.82 -36.9%
258 PEN PENUMBRA INC Healthcare 1,581.0 $492K 0.12% NEW $310.91 +2.8%
259 EXP EAGLE MATLS INC Basic Materials 2,371.0 $490K 0.12% NEW $206.68 +5.0%
260 MSI MOTOROLA SOLUTIONS INC Technology 1,266.0 $485K 0.12% NEW $383.32 +8.4%
Page 13 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%