Legacy Wealth Asset Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1846151
Institutional-grade research for retail investors
13F Reported Value
ⓘ$455.6M
Holdings
380
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Legacy Wealth Asset Management, LLC disclosed 380 positions worth $455.6M in its Form 13F-HR for Q2 2026, led by $FBTC (Fidelity Wise Origin Bitcoin Fund) at 3.4% of the equity portfolio. During the quarter the fund opened 31 new positions and exited 25 — including a new stake in $MICC and a full exit from $MFG. The portfolio is most concentrated in Technology (24.4% of disclosed assets). All figures are sourced directly from Legacy Wealth Asset Management, LLC’s Form 13F-HR filing with the SEC under CIK 1846151.
AI Fund Analysis
Stable
$FBTC3.4% weight
Held 10 quarters
GLOBAL X FDS - GLBL X MLP
2.6% weight
Held 10 quarters
NORTHERN LTS FD TR IV - IN
2.5% weight
Held 10 quarters
ISHARES TR - TRS FLT RT BD
2.4% weight
Held 10 quarters
NORTHERN LTS FD TR IV - IN
1.8% weight
Held 5 quarters
NORTHERN LTS FD TR IV - IN
9 quarters accumulating
$WT9 quarters accumulating
$D9 quarters accumulating
$UHAL9 quarters accumulating
$QSR9 quarters accumulating
Sector Allocation
TechnologyFinancialsOtherIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- $15.4M301,367 sh
GLOBAL X FDS - GLBL X MLP ETF
—Quality
$12.1M227,634 shNORTHERN LTS FD TR IV - INSPIRE INTL ETF
—Quality
$11.2M292,460 shISHARES TR - TRS FLT RT BD
—Quality
$10.9M215,534 shNORTHERN LTS FD TR IV - INSPIRE 500 ETF
—Quality
$8.2M28,803 shSTRATEGY SHS - EVENTIDE US MRKT
—Quality
$8.0M261,253 sh- 88.4
Quality
$7.7M6,631 sh - 82.4
Quality
$6.5M14,934 sh - 78.8
Quality
$6.3M10,904 sh - 86.4
Quality
$6.3M16,625 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Fidelity Wise Origin Bitcoin Fund$FBTC | — | $15.4M | 301,367 |
| GLOBAL X FDS - GLBL X MLP ETF | — | $12.1M | 227,634 |
| NORTHERN LTS FD TR IV - INSPIRE INTL ETF | — | $11.2M | 292,460 |
| ISHARES TR - TRS FLT RT BD | — | $10.9M | 215,534 |
| NORTHERN LTS FD TR IV - INSPIRE 500 ETF | — | $8.2M | 28,803 |
| STRATEGY SHS - EVENTIDE US MRKT | — | $8.0M | 261,253 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $7.7M | 6,631 |
 LAM RESEARCH CORP$LRCX | 82.4 | $6.5M | 14,934 |
 ADVANCED MICRO DEVICES INC$AMD | 78.8 | $6.3M | 10,904 |
 Broadcom Inc.$AVGO | 86.4 | $6.3M | 16,625 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Wealth Asset Management, LLC's 380 positions.
Showing top 10 of 380 holdings.
Sector Allocation
Technology
$111.4M
Financials
$83.3M
Other
$72.9M
Industrials
$53.7M
Healthcare
$34.9M
Consumer Discretionary
$25.2M
Materials
$17.8M
Real Estate
$16.7M
Full Holdings — Legacy Wealth Asset Management, LLC (Q2 2026)
All 380 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $FBTC | Fidelity Wise Origin Bitcoin Fund | $15.4M | 3.4% | -0% | — |
| 2 | — | GLOBAL X FDS - GLBL X MLP ETF | $12.1M | 2.6% | -0% | — |
| 3 | — | NORTHERN LTS FD TR IV - INSPIRE INTL ETF | $11.2M | 2.5% | +4% | — |
| 4 | — | ISHARES TR - TRS FLT RT BD | $10.9M | 2.4% | +8% | — |
| 5 | — | NORTHERN LTS FD TR IV - INSPIRE 500 ETF | $8.2M | 1.8% | +2% | — |
| 6 | — | STRATEGY SHS - EVENTIDE US MRKT | $8.0M | 1.8% | +4% | — |
| 7 | $MU | MICRON TECHNOLOGY INC | $7.7M | 1.7% | -9% | 88.4 |
| 8 | $LRCX | LAM RESEARCH CORP | $6.5M | 1.4% | -17% | 82.4 |
| 9 | $AMD | ADVANCED MICRO DEVICES INC | $6.3M | 1.4% | -13% | 78.8 |
| 10 | $AVGO | Broadcom Inc. | $6.3M | 1.4% | -2% | 86.4 |
| 11 |  $ASX | ASE Technology Holding Co., Ltd. | $6.1M | 1.3% | -16% | — |
| 12 |  $NVDA | NVIDIA CORP | $5.8M | 1.3% | -1% | 90.2 |
| 13 |  $AAPL | Apple Inc. | $5.5M | 1.2% | -8% | 76.1 |
| 14 | — | UBS AG LONDON BRANCH - ETRA BL CO MAT 5 | $5.4M | 1.2% | -4% | — |
| 15 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.4M | 1.0% | -4% | — |
| 16 | — | NORTHERN LTS FD TR IV - INSPIRE CORP BD | $4.4M | 1.0% | +8% | — |
| 17 |  $ASML | ASML HOLDING NV | $4.1M | 0.9% | -9% | — |
| 18 |  $LIN | LINDE PLC | $4.0M | 0.9% | +0% | — |
| 19 |  $PANW | Palo Alto Networks Inc | $3.9M | 0.8% | -2% | 66.5 |
| 20 |  $TXN | TEXAS INSTRUMENTS INC | $3.2M | 0.7% | -5% | 70.4 |
| 21 |  $ADI | ANALOG DEVICES INC | $3.2M | 0.7% | -4% | 76.2 |
| 22 |  $RBA | RB GLOBAL INC. | $3.1M | 0.7% | +127% | — |
| 23 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $3.0M | 0.7% | -0% | — |
| 24 |  $HDB | HDFC BANK LTD | $2.9M | 0.6% | +40% | — |
| 25 |  $GMAB | GENMAB A/S | $2.8M | 0.6% | +164% | — |
| 26 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $2.7M | 0.6% | -1% | — |
| 27 |  $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | $2.7M | 0.6% | +6% | — |
| 28 |  $WCN | Waste Connections, Inc. | $2.7M | 0.6% | +68% | — |
| 29 |  $MICC | Magnum Ice Cream Co N.V. | $2.6M | 0.6% | NEW | — |
| 30 |  $CAT | CATERPILLAR INC | $2.6M | 0.6% | -5% | 67.8 |
| 31 |  $STM | STMicroelectronics N.V. | $2.6M | 0.6% | +0% | — |
| 32 |  $UBS | UBS Group AG | $2.6M | 0.6% | -1% | — |
| 33 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $2.6M | 0.6% | -3% | — |
| 34 |  $MMM | 3M CO | $2.6M | 0.6% | +32% | 60.7 |
| 35 |  $GBTC | Grayscale Bitcoin Trust ETF | $2.5M | 0.6% | -1% | — |
| 36 |  $LLY | ELI LILLY & Co | $2.5M | 0.6% | -1% | 89.3 |
| 37 |  $CW | CURTISS WRIGHT CORP | $2.5M | 0.6% | -12% | 70.7 |
| 38 |  $AON | Aon plc | $2.5M | 0.6% | +1% | — |
| 39 |  $TTE | TotalEnergies SE | $2.3M | 0.5% | +46% | — |
| 40 |  $CL | COLGATE PALMOLIVE CO | $2.3M | 0.5% | +1% | 72.4 |
| 41 |  $SAP | SAP SE | $2.2M | 0.5% | +1% | — |
| 42 |  $PHG | KONINKLIJKE PHILIPS NV | $2.2M | 0.5% | +14% | — |
| 43 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $2.2M | 0.5% | +251% | — |
| 44 |  $V | VISA INC. | $2.2M | 0.5% | +1% | 83.5 |
| 45 | $WT | WisdomTree, Inc. | $2.1M | 0.5% | +0% | 62.9 |
| 46 |  $EQIX | EQUINIX INC | $2.1M | 0.5% | -1% | 61.4 |
| 47 |  $ENSG | ENSIGN GROUP, INC | $2.1M | 0.5% | +17% | 68 |
| 48 |  $ALC | ALCON INC | $2.1M | 0.5% | -6% | — |
| 49 |  $CRWD | CrowdStrike Holdings, Inc. | $2.1M | 0.5% | -2% | 55 |
| 50 |  $ORLY | O REILLY AUTOMOTIVE INC | $2.1M | 0.5% | +0% | 72.7 |
| 51 |  $SGOL | abrdn Gold ETF Trust | $2.1M | 0.5% | -1% | — |
| 52 |  $IBN | ICICI BANK LTD | $2.0M | 0.4% | -3% | — |
| 53 |  $ERIC | ERICSSON LM TELEPHONE CO | $2.0M | 0.4% | +74% | — |
| 54 |  $BLK | BlackRock, Inc. | $1.9M | 0.4% | +1% | 70.3 |
| 55 |  $MDT | Medtronic plc | $1.9M | 0.4% | -0% | — |
| 56 |  $APH | AMPHENOL CORP /DE/ | $1.8M | 0.4% | -1% | 80.5 |
| 57 |  $HPQ | HP INC | $1.8M | 0.4% | +1% | 58.9 |
| 58 |  $NBIS | Nebius Group N.V. | $1.8M | 0.4% | -2% | — |
| 59 |  $SNDK | Sandisk Corp | $1.8M | 0.4% | +2% | 88.8 |
| 60 |  $BKNG | Booking Holdings Inc. | $1.8M | 0.4% | +2543% | 55.3 |
| 61 |  $NPO | Enpro Inc. | $1.8M | 0.4% | -3% | 59.7 |
| 62 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $1.7M | 0.4% | +8% | — |
| 63 | — | ISHARES TR - 1 3 YR TREAS BD | $1.7M | 0.4% | +3% | — |
| 64 |  $STX | Seagate Technology Holdings plc | $1.7M | 0.4% | -4% | — |
| 65 |  $CB | Chubb Ltd | $1.7M | 0.4% | +0% | — |
| 66 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.7M | 0.4% | +3% | 77.9 |
| 67 |  $HMC | HONDA MOTOR CO LTD | $1.7M | 0.4% | -0% | — |
| 68 |  $TLK | PERUSAHAAN PERSEROAN PERSERO PT TELEKOMUNIKASI INDONESIA TBK | $1.7M | 0.4% | -5% | — |
| 69 |  $SNPS | SYNOPSYS INC | $1.6M | 0.3% | +1% | 63.1 |
| 70 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | $1.6M | 0.3% | +5% | — |
| 71 |  $SPG | SIMON PROPERTY GROUP INC. | $1.6M | 0.3% | -8% | 76.9 |
| 72 |  $TEL | TE Connectivity plc | $1.6M | 0.3% | +1% | — |
| 73 |  $FSS | FEDERAL SIGNAL CORP /DE/ | $1.6M | 0.3% | -2% | 71.8 |
| 74 |  $CSCO | CISCO SYSTEMS, INC. | $1.6M | 0.3% | -4% | 72.3 |
| 75 |  $TJX | TJX COMPANIES INC /DE/ | $1.5M | 0.3% | -1% | 70.7 |
| 76 |  $SIMO | Silicon Motion Technology CORP | $1.5M | 0.3% | +92% | — |
| 77 |  $WDC | WESTERN DIGITAL CORP | $1.5M | 0.3% | +1% | 76.8 |
| 78 |  $YUMC | Yum China Holdings, Inc. | $1.5M | 0.3% | -1% | 65.2 |
| 79 |  $SW | Smurfit Westrock plc | $1.5M | 0.3% | +23% | — |
| 80 |  $AHR | American Healthcare REIT, Inc. | $1.5M | 0.3% | -2% | 63.7 |
| 81 |  $CHE | CHEMED CORP | $1.4M | 0.3% | +26% | 67.2 |
| 82 |  $__PARK_1390777 | Bank of New York Mellon Corp | $1.4M | 0.3% | -1% | 36.7 |
| 83 |  $EHC | Encompass Health Corp | $1.4M | 0.3% | -3% | 68.9 |
| 84 |  $LFUS | LITTELFUSE INC /DE | $1.4M | 0.3% | -17% | 58.7 |
| 85 |  $ANET | Arista Networks, Inc. | $1.4M | 0.3% | +0% | 86 |
| 86 |  $NOW | ServiceNow, Inc. | $1.4M | 0.3% | +4% | 76 |
| 87 |  $ROST | ROSS STORES, INC. | $1.3M | 0.3% | -5% | 71.5 |
| 88 |  $EMBJ | EMBRAER S.A. | $1.3M | 0.3% | +4% | — |
| 89 |  $ICE | Intercontinental Exchange, Inc. | $1.3M | 0.3% | +15% | 73.8 |
| 90 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $1.3M | 0.3% | +0% | 74.4 |
| 91 |  $GIL | Gildan Activewear Inc. | $1.3M | 0.3% | -37% | — |
| 92 |  $VCTR | Victory Capital Holdings, Inc. | $1.3M | 0.3% | -10% | 75.5 |
| 93 |  $MT | ArcelorMittal | $1.3M | 0.3% | -3% | — |
| 94 |  $BZ | Kanzhun Ltd | $1.3M | 0.3% | +1% | — |
| 95 |  $BAP | CREDICORP LTD | $1.3M | 0.3% | -3% | — |
| 96 |  $MCD | MCDONALDS CORP | $1.3M | 0.3% | +1% | 73.9 |
| 97 |  $BHP | BHP Group Ltd | $1.2M | 0.3% | -57% | — |
| 98 |  $SIVR | abrdn Silver ETF Trust | $1.2M | 0.3% | -10% | — |
| 99 |  $TM | TOYOTA MOTOR CORP/ | $1.2M | 0.3% | +1% | — |
| 100 |  $EVR | Evercore Inc. | $1.2M | 0.3% | -4% | 76.1 |
| 101 |  $PLD | Prologis, Inc. | $1.2M | 0.3% | +5% | 67.5 |
| 102 |  $ADBE | ADOBE INC. | $1.2M | 0.3% | +4% | 80.4 |
| 103 |  $BA | BOEING CO | $1.2M | 0.3% | -2% | 51.8 |
| 104 |  $ISRG | INTUITIVE SURGICAL INC | $1.2M | 0.3% | +2% | 81.4 |
| 105 |  $SQM | CHEMICAL & MINING CO OF CHILE INC | $1.2M | 0.3% | -4% | — |
| 106 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.2M | 0.3% | -7% | 69.8 |
| 107 |  $NWG | NatWest Group plc | $1.2M | 0.3% | -2% | — |
| 108 |  $ING | ING GROEP NV | $1.2M | 0.3% | -14% | — |
| 109 |  $SCHW | SCHWAB CHARLES CORP | $1.1M | 0.3% | +1% | 77.2 |
| 110 |  $SLB | SLB LIMITED/NV | $1.1M | 0.3% | -2% | 63.2 |
| 111 |  $TPR | TAPESTRY, INC. | $1.1M | 0.3% | -3% | 76.4 |
| 112 |  $CIB | Grupo Cibest S.A. | $1.1M | 0.2% | -2% | — |
| 113 |  $SHG | SHINHAN FINANCIAL GROUP CO LTD | $1.1M | 0.2% | -6% | — |
| 114 |  $BCS | BARCLAYS PLC | $1.1M | 0.2% | -2% | — |
| 115 |  $WELL | WELLTOWER INC. | $1.1M | 0.2% | -3% | 75.7 |
| 116 |  $RY | ROYAL BANK OF CANADA | $1.1M | 0.2% | -2% | — |
| 117 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.1M | 0.2% | -1% | 66.7 |
| 118 |  $HSBC | HSBC HOLDINGS PLC | $1.1M | 0.2% | -2% | — |
| 119 |  $RTX | RTX Corp | $1.1M | 0.2% | -0% | 70 |
| 120 |  $KB | KB Financial Group Inc. | $1.1M | 0.2% | -5% | — |
| 121 |  $KO | COCA COLA CO | $1.0M | 0.2% | -1% | 74 |
| 122 |  $BWXT | BWX Technologies, Inc. | $1.0M | 0.2% | -2% | 68 |
| 123 |  $BSX | BOSTON SCIENTIFIC CORP | $1.0M | 0.2% | +8% | 79.9 |
| 124 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.0M | 0.2% | -1% | 70.9 |
| 125 |  $PGR | PROGRESSIVE CORP/OH/ | $1.0M | 0.2% | -1% | 83.6 |
| 126 |  $LYG | Lloyds Banking Group plc | $1.0M | 0.2% | -1% | — |
| 127 |  $TXRH | Texas Roadhouse, Inc. | $975,232 | 0.2% | -25% | 68 |
| 128 |  $SHW | SHERWIN WILLIAMS CO | $974,081 | 0.2% | +2% | 65.3 |
| 129 |  $CSX | CSX CORP | $973,416 | 0.2% | -1% | 66.4 |
| 130 |  $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $970,246 | 0.2% | -0% | — |
| 131 |  $USB | US BANCORP DE | $958,548 | 0.2% | -1% | 71.4 |
| 132 |  $AMGN | AMGEN INC | $940,091 | 0.2% | -1% | 79.5 |
| 133 |  $GILD | GILEAD SCIENCES, INC. | $937,728 | 0.2% | -0% | 77.8 |
| 134 |  $SPGI | S&P Global Inc. | $925,326 | 0.2% | +1% | 79.4 |
| 135 |  $EW | Edwards Lifesciences Corp | $923,958 | 0.2% | -0% | 67.6 |
| 136 |  $PAYC | Paycom Software, Inc. | $914,573 | 0.2% | +25% | 69.8 |
| 137 |  $MFC | MANULIFE FINANCIAL CORP | $912,771 | 0.2% | -0% | — |
| 138 |  $TER | TERADYNE, INC | $911,071 | 0.2% | -3% | 74.6 |
| 139 |  $TRNO | Terreno Realty Corp | $882,556 | 0.2% | -3% | 75.4 |
| 140 |  $DE | DEERE & CO | $881,084 | 0.2% | -1% | 57.4 |
| 141 |  $EQNR | EQUINOR ASA | $880,142 | 0.2% | -22% | — |
| 142 |  $BMO | BANK OF MONTREAL /CAN/ | $876,079 | 0.2% | -1% | — |
| 143 |  $QCOM | QUALCOMM INC/DE | $868,743 | 0.2% | -1% | 81.9 |
| 144 |  $EOG | EOG RESOURCES INC | $861,667 | 0.2% | -1% | 71.1 |
| 145 |  $PLTR | Palantir Technologies Inc. | $861,608 | 0.2% | +1% | 85.8 |
| 146 |  $CX | CEMEX SAB DE CV | $859,200 | 0.2% | -2% | — |
| 147 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $854,610 | 0.2% | +12% | — |
| 148 | $D | DOMINION ENERGY, INC | $851,303 | 0.2% | +0% | 74.9 |
| 149 |  $IVZ | Invesco Ltd. | $843,592 | 0.2% | +3% | — |
| 150 |  $CVX | CHEVRON CORP | $841,564 | 0.2% | -2% | 54.7 |
| 151 |  $DUK | Duke Energy CORP | $840,491 | 0.2% | -1% | 64 |
| 152 |  $NEE | NEXTERA ENERGY INC | $840,310 | 0.2% | -1% | 71.7 |
| 153 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $839,560 | 0.2% | -4% | — |
| 154 |  $SO | SOUTHERN CO | $836,697 | 0.2% | -1% | 65.1 |
| 155 |  $YUM | YUM BRANDS INC | $828,235 | 0.2% | -1% | 71.7 |
| 156 |  $CPK | CHESAPEAKE UTILITIES CORP | $826,985 | 0.2% | -0% | 59.2 |
| 157 |  $LNTH | Lantheus Holdings, Inc. | $825,172 | 0.2% | -0% | 66.9 |
| 158 |  $UNP | UNION PACIFIC CORP | $818,720 | 0.2% | -1% | 74 |
| 159 |  $ITUB | Itau Unibanco Holding S.A. | $818,413 | 0.2% | -2% | — |
| 160 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | $818,069 | 0.2% | +3% | — |
| 161 |  $ADSK | Autodesk, Inc. | $815,203 | 0.2% | +2% | 76.4 |
| 162 |  $SAN | Banco Santander, S.A. | $814,780 | 0.2% | -13% | — |
| 163 |  $TMUS | T-Mobile US, Inc. | $812,484 | 0.2% | +1% | 72.7 |
| 164 |  $NGG | NATIONAL GRID PLC | $809,806 | 0.2% | +5% | — |
| 165 |  $BCPC | BALCHEM CORP | $807,919 | 0.2% | -1% | 65.9 |
| 166 |  $TFC | TRUIST FINANCIAL CORP | $804,942 | 0.2% | -4% | — |
| 167 |  $KEYS | Keysight Technologies, Inc. | $804,811 | 0.2% | -15% | 72.3 |
| 168 |  $KLAC | KLA CORP | $792,013 | 0.2% | +921% | 84.4 |
| 169 |  $VIV | TELEFONICA BRASIL S.A. | $790,903 | 0.2% | -3% | — |
| 170 |  $CRH | CRH PUBLIC LTD CO | $788,590 | 0.2% | -1% | — |
| 171 |  $MCHP | MICROCHIP TECHNOLOGY INC | $787,421 | 0.2% | +3% | 40 |
| 172 |  $RIO | RIO TINTO PLC | $784,786 | 0.2% | -2% | — |
| 173 |  $RGA | REINSURANCE GROUP OF AMERICA INC | $779,362 | 0.2% | -0% | 53.3 |
| 174 |  $YMM | Full Truck Alliance Co. Ltd. | $778,099 | 0.2% | +24% | — |
| 175 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $776,315 | 0.2% | +24% | 61.9 |
| 176 |  $COKE | Coca-Cola Consolidated, Inc. | $772,844 | 0.2% | +0% | 65.1 |
| 177 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $771,532 | 0.2% | +1% | — |
| 178 |  $CAE | CAE INC | $771,422 | 0.2% | +0% | — |
| 179 |  $ST | Sensata Technologies Holding plc | $770,094 | 0.2% | +3% | — |
| 180 |  $GD | GENERAL DYNAMICS CORP | $768,701 | 0.2% | -0% | 73 |
| 181 |  $ENB | ENBRIDGE INC | $766,367 | 0.2% | -1% | — |
| 182 |  $ENTG | ENTEGRIS INC | $766,204 | 0.2% | NEW | 57.7 |
| 183 | — | SPDR SERIES TRUST - ST INTL BBG ETF | $763,374 | 0.2% | +4% | — |
| 184 |  $LMT | LOCKHEED MARTIN CORP | $762,662 | 0.2% | -2% | 65 |
| 185 |  $NTES | NetEase, Inc. | $757,307 | 0.2% | -4% | — |
| 186 |  $SHOP | SHOPIFY INC. | $757,128 | 0.2% | -0% | — |
| 187 |  $BMY | BRISTOL MYERS SQUIBB CO | $757,069 | 0.2% | -0% | 70.1 |
| 188 |  $HD | HOME DEPOT, INC. | $751,258 | 0.2% | +0% | 69.2 |
| 189 |  $COP | CONOCOPHILLIPS | $749,552 | 0.2% | -0% | 74.8 |
| 190 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $748,215 | 0.2% | -1% | — |
| 191 |  $CRDO | Credo Technology Group Holding Ltd | $748,134 | 0.2% | NEW | — |
| 192 |  $CPT | CAMDEN PROPERTY TRUST | $747,505 | 0.2% | +19% | 69.4 |
| 193 |  $MSI | Motorola Solutions, Inc. | $746,276 | 0.2% | +2% | 73.8 |
| 194 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $743,108 | 0.2% | +0% | 76.6 |
| 195 |  $MGA | MAGNA INTERNATIONAL INC | $731,190 | 0.2% | +0% | — |
| 196 |  $NVT | nVent Electric plc | $729,493 | 0.2% | -22% | — |
| 197 |  $PUK | PRUDENTIAL PLC | $726,202 | 0.2% | -1% | — |
| 198 |  $LOW | LOWES COMPANIES INC | $724,530 | 0.2% | -2% | 63.5 |
| 199 |  $HEI.A | HEICO CORP | $716,303 | 0.2% | -2% | 79.2 |
| 200 |  $MELI | MERCADOLIBRE INC | $714,601 | 0.2% | +4% | 77.5 |
| 201 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $711,806 | 0.2% | -1% | 64.2 |
| 202 |  $MDLZ | Mondelez International, Inc. | $711,732 | 0.2% | +0% | 53.9 |
| 203 |  $AYI | ACUITY INC. (DE) | $709,251 | 0.2% | -0% | 68.9 |
| 204 |  $WM | WASTE MANAGEMENT INC | $705,665 | 0.1% | +0% | 70.7 |
| 205 |  $NSP | INSPERITY, INC. | $694,917 | 0.1% | +3% | 48.2 |
| 206 |  $ACGL | ARCH CAPITAL GROUP LTD. | $694,658 | 0.1% | -1% | — |
| 207 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $690,674 | 0.1% | -21% | 60.3 |
| 208 |  $FERG | Ferguson Enterprises Inc. /DE/ | $686,596 | 0.1% | -0% | 58.9 |
| 209 |  $MSA | MSA Safety Inc | $686,274 | 0.1% | -40% | 59.1 |
| 210 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $682,145 | 0.1% | +2% | — |
| 211 |  $NU | Nu Holdings Ltd. | $678,554 | 0.1% | +2% | — |
| 212 |  $SOBO | South Bow Corp | $672,895 | 0.1% | -0% | — |
| 213 |  $TTEK | TETRA TECH INC | $670,161 | 0.1% | -30% | 63 |
| 214 |  $XEL | XCEL ENERGY INC | $667,935 | 0.1% | +0% | — |
| 215 |  $ITW | ILLINOIS TOOL WORKS INC | $667,790 | 0.1% | -0% | 71.2 |
| 216 |  $DTM | DT Midstream, Inc. | $665,172 | 0.1% | -1% | 74.5 |
| 217 |  $NTR | Nutrien Ltd. | $664,815 | 0.1% | -1% | — |
| 218 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $659,927 | 0.1% | -1% | — |
| 219 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $658,003 | 0.1% | -0% | 76.3 |
| 220 |  $GE | GENERAL ELECTRIC CO | $657,765 | 0.1% | +10% | 74.8 |
| 221 |  $SHEL | Shell plc | $656,299 | 0.1% | -0% | — |
| 222 |  $PEP | PEPSICO INC | $654,794 | 0.1% | +0% | 62.7 |
| 223 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $649,955 | 0.1% | -2% | — |
| 224 |  $TRU | TransUnion | $639,160 | 0.1% | +0% | 69.1 |
| 225 |  $HLN | Haleon plc | $633,236 | 0.1% | -0% | — |
| 226 |  $FFBC | FIRST FINANCIAL BANCORP /OH/ | $629,915 | 0.1% | +11% | — |
| 227 |  $PWR | QUANTA SERVICES, INC. | $615,634 | 0.1% | -0% | 62.6 |
| 228 | $UHAL | U-Haul Holding Co /NV/ | $614,620 | 0.1% | +3% | 28.1 |
| 229 |  $AEM | AGNICO EAGLE MINES LTD | $606,093 | 0.1% | -1% | — |
| 230 |  $DLR | DIGITAL REALTY TRUST, INC. | $605,364 | 0.1% | +59% | 70.2 |
| 231 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $605,345 | 0.1% | -0% | 71.5 |
| 232 |  $KRG | KITE REALTY GROUP TRUST | $604,579 | 0.1% | -6% | 45.4 |
| 233 |  $VIK | Viking Holdings Ltd | $603,632 | 0.1% | -2% | — |
| 234 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $600,202 | 0.1% | +0% | — |
| 235 |  $TDG | TransDigm Group INC | $599,418 | 0.1% | +4% | 75.4 |
| 236 | $QSR | Restaurant Brands International Inc. | $593,567 | 0.1% | +0% | 71.2 |
| 237 |  $EME | EMCOR Group, Inc. | $586,725 | 0.1% | -1% | 71.7 |
| 238 |  $FICO | FAIR ISAAC CORP | $579,468 | 0.1% | -23% | 75.6 |
| 239 |  $MCO | MOODYS CORP /DE/ | $578,832 | 0.1% | +1% | 81.3 |
| 240 |  $EG | EVEREST GROUP, LTD. | $577,284 | 0.1% | +0% | — |
| 241 |  $AOS | SMITH A O CORP | $573,574 | 0.1% | +2% | 66.7 |
| 242 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $573,512 | 0.1% | +1% | 72.9 |
| 243 |  $NYT | NEW YORK TIMES CO | $567,258 | 0.1% | -30% | 71.3 |
| 244 |  $COLD | AMERICOLD REALTY TRUST | $564,631 | 0.1% | +7% | 37.1 |
| 245 |  $BP | BP PLC | $559,312 | 0.1% | -1% | — |
| 246 |  $DDOG | Datadog, Inc. | $551,963 | 0.1% | -3% | 62.9 |
| 247 |  $EXP | EAGLE MATERIALS INC | $550,350 | 0.1% | -0% | 62.7 |
| 248 |  $EGP | EASTGROUP PROPERTIES INC | $547,034 | 0.1% | -5% | 72.4 |
| 249 |  $MSFT | MICROSOFT CORP | $546,847 | 0.1% | +0% | 83.7 |
| 250 |  $IPAR | INTERPARFUMS INC | $541,402 | 0.1% | -4% | 63.4 |
| 251 |  $AMZN | AMAZON COM INC | $541,032 | 0.1% | -0% | 74.6 |
| 252 |  $ABT | ABBOTT LABORATORIES | $540,447 | 0.1% | +1% | 67 |
| 253 |  $DG | DOLLAR GENERAL CORP | $539,751 | 0.1% | -2% | 60.4 |
| 254 |  $LSTR | LANDSTAR SYSTEM INC | $538,533 | 0.1% | -0% | 49 |
| 255 |  $XP | XP Inc. | $538,027 | 0.1% | -0% | — |
| 256 |  $SNN | SMITH & NEPHEW PLC | $537,191 | 0.1% | +1% | — |
| 257 |  $NKE | NIKE, Inc. | $536,666 | 0.1% | +4% | 53.4 |
| 258 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $535,794 | 0.1% | -0% | 60.5 |
| 259 |  $CME | CME GROUP INC. | $534,409 | 0.1% | -0% | 74.5 |
| 260 |  $TCOM | Trip.com Group Ltd | $528,876 | 0.1% | -0% | — |
| 261 |  $MOG-A | MOOG INC. | $527,681 | 0.1% | NEW | 66.2 |
| 262 |  $SSNC | SS&C Technologies Holdings Inc | $518,986 | 0.1% | +29% | 67.2 |
| 263 |  $VTR | Ventas, Inc. | $515,129 | 0.1% | -5% | 70.3 |
| 264 |  $REXR | Rexford Industrial Realty, Inc. | $508,731 | 0.1% | -1% | 53.8 |
| 265 |  $ICLR | ICON PLC | $507,407 | 0.1% | +2% | — |
| 266 |  $PSMT | PRICESMART INC | $506,712 | 0.1% | NEW | 51.4 |
| 267 |  $Q | Qnity Electronics, Inc. | $500,708 | 0.1% | -5% | — |
| 268 |  $CR | Crane Co | $496,108 | 0.1% | -2% | 64.8 |
| 269 |  $GLOB | Globant S.A. | $491,170 | 0.1% | NEW | — |
| 270 |  $TSLA | Tesla, Inc. | $490,420 | 0.1% | -1% | 50.1 |
| 271 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $488,106 | 0.1% | +0% | — |
| 272 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $479,549 | 0.1% | +0% | — |
| 273 |  $ATR | APTARGROUP, INC. | $478,890 | 0.1% | -23% | 64 |
| 274 |  $OTEX | OPEN TEXT CORP | $474,785 | 0.1% | +3% | — |
| 275 |  $SFM | Sprouts Farmers Market, Inc. | $471,787 | 0.1% | +3% | 73.4 |
| 276 |  $RELX | RELX PLC | $466,277 | 0.1% | +3% | — |
| 277 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $466,097 | 0.1% | +7% | 54.8 |
| 278 |  $FNF | Fidelity National Financial, Inc. | $464,809 | 0.1% | -4% | 69.7 |
| 279 | — | ISHARES INC - CORE MSCI EMKT | $461,336 | 0.1% | -2% | — |
| 280 |  $USPH | U S PHYSICAL THERAPY INC /NV | $459,950 | 0.1% | -25% | 57.2 |
| 281 |  $AAON | AAON, INC. | $431,324 | 0.1% | -4% | 54.5 |
| 282 |  $APG | APi Group Corp | $429,344 | 0.1% | -3% | 61.3 |
| 283 |  $MTB | M&T BANK CORP | $423,896 | 0.1% | -22% | 64.1 |
| 284 |  $RJF | RAYMOND JAMES FINANCIAL INC | $415,802 | 0.1% | -3% | 63.8 |
| 285 |  $IRM | IRON MOUNTAIN INC | $408,171 | 0.1% | NEW | 50.7 |
| 286 |  $MDB | MongoDB, Inc. | $404,424 | 0.1% | +30% | 54.6 |
| 287 |  $BKR | Baker Hughes Co | $404,040 | 0.1% | -1% | 63.4 |
| 288 |  $ACN | Accenture plc | $398,208 | 0.1% | +1% | — |
| 289 |  $ALSN | Allison Transmission Holdings Inc | $395,379 | 0.1% | -1% | 68.5 |
| 290 |  $AFG | AMERICAN FINANCIAL GROUP INC | $390,153 | 0.1% | -21% | 59.9 |
| 291 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $386,214 | 0.1% | -1% | — |
| 292 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $386,123 | 0.1% | -0% | 58.8 |
| 293 |  $EXPE | Expedia Group, Inc. | $381,005 | 0.1% | -5% | 65.7 |
| 294 |  $HEI | HEICO CORP | $377,205 | 0.1% | -4% | 79.2 |
| 295 |  $ROG | ROGERS CORP | $376,088 | 0.1% | +13% | 29.3 |
| 296 |  $BOKF | BOK FINANCIAL CORP | $369,560 | 0.1% | -2% | — |
| 297 |  $HLIO | HELIOS TECHNOLOGIES, INC. | $364,676 | 0.1% | +2% | 52 |
| 298 |  $FAST | FASTENAL CO | $364,452 | 0.1% | -6% | 73.5 |
| 299 |  $ELMD | Electromed, Inc. | $361,665 | 0.1% | +0% | 64.5 |
| 300 | — | VANGUARD INDEX FDS - GROWTH ETF | $358,170 | 0.1% | +500% | — |
| 301 | — | ISHARES TR - EAFE VALUE ETF | $351,594 | 0.1% | +0% | — |
| 302 |  $BMI | BADGER METER INC | $351,364 | 0.1% | NEW | 71.6 |
| 303 |  $HON | HONEYWELL INTERNATIONAL INC | $347,493 | 0.1% | -54% | 65.7 |
| 304 |  $ZTS | Zoetis Inc. | $346,509 | 0.1% | +1% | 72.6 |
| 305 |  $CAVA | CAVA GROUP, INC. | $345,155 | 0.1% | -2% | 62.7 |
| 306 |  $NICE | NICE Ltd. | $344,867 | 0.1% | +2% | — |
| 307 |  $LYV | Live Nation Entertainment, Inc. | $343,881 | 0.1% | -52% | 55 |
| 308 |  $HONA | Honeywell Aerospace Inc. | $343,116 | 0.1% | NEW | — |
| 309 |  $BRKR | BRUKER CORP | $336,647 | 0.1% | -1% | 44.9 |
| 310 |  $ROKU | ROKU, INC | $325,182 | 0.1% | NEW | 60.5 |
| 311 |  $META | Meta Platforms, Inc. | $323,892 | 0.1% | +0% | 80.9 |
| 312 |  $TKO | TKO Group Holdings, Inc. | $322,096 | 0.1% | -3% | 73.1 |
| 313 | — | ISHARES TR - EAFE GRWTH ETF | $321,875 | 0.1% | +0% | — |
| 314 |  $DHI | HORTON D R INC /DE/ | $317,453 | 0.1% | -3% | 54.6 |
| 315 | — | NORTHERN LTS FD TR IV - INSPIRE GBL HOPE | $311,702 | 0.1% | +0% | — |
| 316 |  $O | REALTY INCOME CORP | $310,048 | 0.1% | -14% | 74.6 |
| 317 |  $ECL | ECOLAB INC. | $309,746 | 0.1% | +0% | 64.3 |
| 318 |  $TWLO | TWILIO INC | $306,400 | 0.1% | NEW | 59.5 |
| 319 |  $FISV | FISERV INC | $303,325 | 0.1% | +3% | 67.4 |
| 320 |  $VVV | VALVOLINE INC | $297,499 | 0.1% | -5% | 52.9 |
| 321 |  $WINA | WINMARK CORP | $294,887 | 0.1% | NEW | 65.9 |
| 322 |  $HALO | HALOZYME THERAPEUTICS, INC. | $294,530 | 0.1% | -2% | 81.2 |
| 323 |  $WPP | WPP plc | $294,124 | 0.1% | +6% | — |
| 324 |  $EXR | Extra Space Storage Inc. | $293,942 | 0.1% | -4% | 66.7 |
| 325 |  $ESS | ESSEX PROPERTY TRUST, INC. | $291,298 | 0.1% | -3% | 59.3 |
| 326 |  $REG | REGENCY CENTERS CORP | $290,413 | 0.1% | +32% | 67.6 |
| 327 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $290,014 | 0.1% | +0% | — |
| 328 |  $SIGI | SELECTIVE INSURANCE GROUP INC | $283,851 | 0.1% | NEW | 68.7 |
| 329 |  $LPLA | LPL Financial Holdings Inc. | $278,300 | 0.1% | NEW | 61.8 |
| 330 |  $ECG | Everus Construction Group, Inc. | $273,652 | 0.1% | NEW | 67 |
| 331 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $272,104 | 0.1% | +0% | — |
| 332 | — | NORTHERN LTS FD TR IV - INSPIRE SML/ MID | $267,484 | 0.1% | NEW | — |
| 333 |  $OLLI | Ollie's Bargain Outlet Holdings, Inc. | $260,931 | 0.1% | -2% | 66.5 |
| 334 |  $FIS | Fidelity National Information Services, Inc. | $259,913 | 0.1% | -1% | 69.6 |
| 335 |  $WERN | WERNER ENTERPRISES INC | $258,520 | 0.1% | NEW | 39.2 |
| 336 |  $IDXX | IDEXX LABORATORIES INC /DE | $256,903 | 0.1% | +30% | 73.6 |
| 337 |  $AWI | ARMSTRONG WORLD INDUSTRIES INC | $255,389 | 0.1% | -32% | 69.6 |
| 338 |  $CNS | COHEN & STEERS, INC. | $254,155 | 0.1% | NEW | 58.6 |
| 339 |  $NOMD | Nomad Foods Ltd | $252,036 | 0.1% | -17% | — |
| 340 |  $MTRN | MATERION Corp | $250,105 | 0.1% | NEW | 53.4 |
| 341 |  $FLS | FLOWSERVE CORP | $249,252 | 0.1% | NEW | 66.2 |
| 342 |  $TOST | Toast, Inc. | $247,320 | 0.1% | -3% | 69.5 |
| 343 |  $PSA | Public Storage | $244,144 | 0.1% | -1% | 73.9 |
| 344 |  $ELAN | Elanco Animal Health Inc | $236,305 | 0.1% | -3% | 52.2 |
| 345 |  $BBY | BEST BUY CO INC | $235,076 | 0.1% | NEW | 51.5 |
| 346 |  $AVB | AVALONBAY COMMUNITIES INC | $234,542 | 0.1% | NEW | 57.5 |
| 347 |  $DUOL | Duolingo, Inc. | $234,526 | 0.1% | -1% | 82 |
| 348 |  $GMED | GLOBUS MEDICAL INC | $233,791 | 0.1% | NEW | 77.6 |
| 349 |  $ADC | AGREE REALTY CORP | $228,659 | 0.1% | -2% | 57.4 |
| 350 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $226,144 | 0.1% | -1% | 67.3 |
| 351 |  $COST | COSTCO WHOLESALE CORP /NEW | $225,547 | 0.1% | +0% | 67 |
| 352 |  $CPRT | COPART INC | $224,223 | 0.1% | NEW | 74.9 |
| 353 |  $RNST | RENASANT CORP | $222,399 | 0.1% | -13% | — |
| 354 |  $FNB | FNB CORP/PA/ | $221,309 | 0.1% | -15% | — |
| 355 |  $ITGR | Integer Holdings Corp | $221,290 | 0.1% | +3% | 50.2 |
| 356 |  $ONB | OLD NATIONAL BANCORP /IN/ | $220,953 | 0.1% | -14% | — |
| 357 |  $KWR | QUAKER CHEMICAL CORP | $220,829 | 0.1% | -14% | 38.1 |
| 358 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $219,451 | 0.1% | -3% | 60.9 |
| 359 |  $HUBG | Hub Group, Inc. | $218,468 | 0.1% | NEW | 46 |
| 360 |  $AUB | Atlantic Union Bankshares Corp | $217,008 | 0.1% | NEW | — |
| 361 |  $ORCL | ORACLE CORP | $216,308 | 0.1% | +0% | 67.2 |
| 362 |  $IPGP | IPG PHOTONICS CORP | $214,813 | 0.1% | -17% | 34.9 |
| 363 |  $AVNT | AVIENT CORP | $212,446 | 0.1% | -5% | 49.8 |
| 364 |  $GM | General Motors Co | $211,893 | 0.1% | -0% | 58.7 |
| 365 |  $WPM | Wheaton Precious Metals Corp. | $211,723 | 0.1% | NEW | — |
| 366 |  $NWE | NorthWestern Energy Group, Inc. | $210,634 | 0.1% | -10% | 65.6 |
| 367 |  $FR | FIRST INDUSTRIAL REALTY TRUST INC | $209,435 | 0.1% | -3% | 67.5 |
| 368 | — | TOWNEBANK PORTSMOUTH VA - COM | $208,742 | 0.1% | -6% | — |
| 369 |  $WFRD | Weatherford International plc | $207,907 | 0.1% | +1% | — |
| 370 |  $GTES | Gates Industrial Corp plc | $206,475 | 0.1% | NEW | — |
| 371 |  $SYK | STRYKER CORP | $205,905 | 0.1% | +0% | 69.8 |
| 372 |  $KTB | Kontoor Brands, Inc. | $205,350 | 0.1% | -15% | 58.8 |
| 373 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $204,159 | 0.0% | -17% | 33 |
| 374 |  $RHP | Ryman Hospitality Properties, Inc. | $202,595 | 0.0% | NEW | 64.8 |
| 375 |  $KRMN | Karman Holdings Inc. | $200,329 | 0.0% | +32% | 56.1 |
| 376 |  $IBP | Installed Building Products, Inc. | $200,191 | 0.0% | -1% | 62.4 |
| 377 |  $NVST | Envista Holdings Corp | $200,128 | 0.0% | NEW | 49.8 |
| 378 |  $QXO | QXO, Inc. | $186,849 | 0.0% | +0% | 53.5 |
| 379 |  $CWK | Cushman & Wakefield Ltd. | $176,788 | 0.0% | -8% | — |
| 380 |  $IRT | INDEPENDENCE REALTY TRUST, INC. | $173,710 | 0.0% | NEW | 44.6 |
New Positions (31)
$MICC Magnum Ice Cream Co N.V.$2.6M$ENTG ENTEGRIS INC$766,204$CRDO Credo Technology Group Holding Ltd$748,134$MOG-A MOOG INC.$527,681$PSMT PRICESMART INC$506,712$GLOB Globant S.A.$491,170$IRM IRON MOUNTAIN INC$408,171$BMI BADGER METER INC$351,364$HONA Honeywell Aerospace Inc.$343,116$ROKU ROKU, INC$325,182$TWLO TWILIO INC$306,400$WINA WINMARK CORP$294,887$SIGI SELECTIVE INSURANCE GROUP INC$283,851$LPLA LPL Financial Holdings Inc.$278,300$ECG Everus Construction Group, Inc.$273,652Exited Positions (25)
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