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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 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IPGP IPG PHOTONICS CORP Technology 2,193.0 $251K 0.06% NEW $114.59 +2.1%
22 DIOD DIODES INC Technology 3,637.0 $248K 0.06% NEW $68.26 +59.9%
23 SUI SUN CMNTYS INC Real Estate 1,933.0 $243K 0.06% NEW $125.96 -0.9%
24 KRMN KARMAN HLDGS INC Industrials 3,037.0 $243K 0.06% NEW $80.05 -20.6%
25 TOST TOAST INC Technology 9,138.0 $242K 0.06% NEW $26.51 -7.6%
26 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 241.0 $240K 0.06% NEW $996.87 +0.7%
27 ADC AGREE RLTY CORP Real Estate 3,080.0 $232K 0.06% NEW $75.38 -0.6%
28 JEPQ J P MORGAN EXCHANGE TRADED F 4,119.0 $229K 0.06% NEW $55.53 +9.4%
29 ROG ROGERS CORP Technology 2,026.0 $217K 0.05% NEW $107.33 +35.9%
30 IDXX IDEXX LABS INC Healthcare 376.0 $211K 0.05% NEW $561.89 -1.9%
31 REGCO REGENCY CTRS CORP Real Estate 2,768.0 $209K 0.05% NEW $75.66 -70.0%
32 UBSI UNITED BANKSHARES INC WEST V Financial Services 5,012.0 $208K 0.05% NEW $41.42 +4.6%
33 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 6,128.0 $206K 0.05% NEW $33.67 +1.1%
34 KTB KONTOOR BRANDS INC Consumer Cyclical 2,915.0 $205K 0.05% NEW $70.29 +4.1%
35 DUOL DUOLINGO INC Technology 2,067.0 $204K 0.05% NEW $98.57 +9.4%
36 FR FIRST INDL RLTY TR INC Real Estate 3,519.0 $204K 0.05% NEW $57.85 +9.0%
37 ITGR INTEGER HLDGS CORP Healthcare 2,303.0 $203K 0.05% NEW $88.00 +1.1%
38 KWR QUAKER HOUGHTON Basic Materials 1,610.0 $200K 0.05% NEW $124.23 +18.5%
Page 2 of 2  ·  38 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%