CIK 1846151
Legacy Wealth Asset Management, LLC
Institutional 13F holdings & portfolio
Holdings
365
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 301–350 of 365
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HEI | HEICO CORP NEW | 1K | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC | 899 | $100K–$500K | SH |
| SNA | SNAP ON INC | 998 | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 2K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 693 | $100K–$500K | SH |
| AEIS | ADVANCED ENERGY INDS | 2K | $100K–$500K | SH |
| BKR | BAKER HUGHES COMPANY | 7K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 1K | $100K–$500K | SH |
| PSTG | PURE STORAGE INC | 5K | $100K–$500K | SH |
| BOKF | BOK FINL CORP | 3K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 2K | $100K–$500K | SH |
| AFG | AMERICAN FINL GROUP INC OHIO | 2K | $100K–$500K | SH |
| FAST | FASTENAL CO | 8K | $100K–$500K | SH |
| WIX | WIX COM LTD | 3K | $100K–$500K | SH |
| EFG | ISHARES TR | 3K | $100K–$500K | SH |
| JHX | JAMES HARDIE INDS PLC | 15K | $100K–$500K | SH |
| KLAC | KLA CORP | 247 | $100K–$500K | SH |
| BLES | NORTHERN LTS FD TR IV | 7K | $100K–$500K | SH |
| MNDY | MONDAY COM LTD | 2K | $100K–$500K | SH |
| DDOG | DATADOG INC | 2K | $100K–$500K | SH |
| NICE | NICE LTD | 2K | $100K–$500K | SH |
| ZLAB | ZAI LAB LTD | 16K | $100K–$500K | SH |
| OLED | UNIVERSAL DISPLAY CORP | 2K | $100K–$500K | SH |
| EXR | EXTRA SPACE STORAGE INC | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| FISV | FISERV INC | 4K | $100K–$500K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 668 | $100K–$500K | SH |
| ESS | ESSEX PPTY TR INC | 1K | $100K–$500K | SH |
| GPN | GLOBAL PMTS INC | 3K | $100K–$500K | SH |
| BRKR | BRUKER CORP | 6K | $100K–$500K | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| PRGO | PERRIGO CO PLC | 18K | $100K–$500K | SH |
| BRO | BROWN & BROWN INC | 3K | $100K–$500K | SH |
| ELMD | ELECTROMED INC | 9K | $100K–$500K | SH |
| HALO | HALOZYME THERAPEUTICS INC | 4K | $100K–$500K | SH |
| AWI | ARMSTRONG WORLD INDS INC NEW | 1K | $100K–$500K | SH |
| COLD | AMERICOLD REALTY TRUST INC | 19K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 4K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| PINS | PINTEREST INC | 9K | $100K–$500K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 2K | $100K–$500K | SH |
| DT | DYNATRACE INC | 5K | $100K–$500K | SH |
| DHI | D R HORTON INC | 2K | $100K–$500K | SH |
| FNB | F N B CORP | 13K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 3K | $100K–$500K | SH |
| MAA | MID-AMER APT CMNTYS INC | 2K | $100K–$500K | SH |
| HLIO | HELIOS TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 634 | $100K–$500K | SH |
| CWK | CUSHMAN AND WAKEFIELD LTD | 14K | $100K–$500K | SH |