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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 9 of 19  ·  365 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BWZ SPDR SERIES TRUST 28,614.0 $784K 0.19% NEW $27.41 -0.8%
162 DUK DUKE ENERGY CORP NEW Utilities 6,677.0 $783K 0.19% NEW $117.21 +6.0%
163 E ENI S P A Energy 20,544.0 $779K 0.19% NEW $37.94 +37.9%
164 PAYC PAYCOM SOFTWARE INC Technology 4,887.0 $779K 0.19% NEW $159.36 -13.2%
165 NEE NEXTERA ENERGY INC Utilities 9,623.0 $773K 0.19% NEW $80.28 +9.6%
166 RB GLOBAL INC 7,494.0 $771K 0.19% NEW $102.87
167 SO SOUTHERN CO Utilities 8,783.0 $766K 0.19% NEW $87.20 +6.7%
168 ACN ACCENTURE PLC IRELAND Technology 2,824.0 $758K 0.19% NEW $268.30 -33.5%
169 TRU TRANSUNION Industrials 8,752.0 $750K 0.18% NEW $85.75 -16.3%
170 CSX CSX CORP Industrials 20,681.0 $750K 0.18% NEW $36.25 +27.5%
171 AMG AFFILIATED MANAGERS GROUP IN Financial Services 2,589.0 $746K 0.18% NEW $288.28 +5.5%
172 BCPC BALCHEM CORP Basic Materials 4,849.0 $744K 0.18% NEW $153.36 +4.0%
173 LMT LOCKHEED MARTIN CORP Industrials 1,532.0 $741K 0.18% NEW $483.67 +10.7%
174 ITUB ITAU UNIBANCO HLDG S A Financial Services 103,422.0 $741K 0.18% NEW $7.16 +11.1%
175 VIV TELEFONICA BRASIL SA Communication Services 62,204.0 $738K 0.18% NEW $11.86 +13.3%
176 VMBS VANGUARD SCOTTSDALE FDS 15,663.0 $737K 0.18% NEW $47.08 -0.5%
177 GD GENERAL DYNAMICS CORP Industrials 2,174.0 $732K 0.18% NEW $336.66 +4.1%
178 BWX SPDR SERIES TRUST 32,331.0 $728K 0.18% NEW $22.53 -1.8%
179 STE STERIS PLC Healthcare 2,870.0 $728K 0.18% NEW $253.52 -14.7%
180 D DOMINION ENERGY INC Utilities 12,358.0 $724K 0.18% NEW $58.59 +16.1%
Page 9 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%