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Legacy Wealth Asset Management, LLC Portfolio
$456.3M across 357 positions as of 2026-09-30, with 22% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+11.1%
-3.4% a year vs the S&P 500
3 years
+15.6%
-5.7% a year vs the S&P 500
5 years
+8.4%
-3.7% a year vs the S&P 500
Quarters ahead
5 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.8% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | -0.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.0% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.3% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +1.6% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $22M | 4.8% | 303,300 |
| MLPAGlobal X MLP ETF | $12.1M | 2.7% | 228,004 |
| TFLOiShares Treasury Floating Rate Bond ETF | $11.6M | 2.5% | 228,247 |
| WWJDInspire International ESG ETF | $11.5M | 2.5% | 296,787 |
| STRATEGY SHS | $8M | 1.8% | 265,725 |
| NORTHERN LTS FD TR IV | $8M | 1.8% | 29,527 |
| ABRDN ETFS | $6.6M | 1.5% | 256,668 |
| NVDANVIDIA Corp | $6.5M | 1.4% | 28,296 |
| MUMicron Technology Inc | $6.4M | 1.4% | 6,029 |
| AAPLApple Inc | $6.3M | 1.4% | 18,898 |
| IBDInspire Corporate Bond Impact ETF | $5.9M | 1.3% | 256,141 |
| AMDAdvanced Micro Devices Inc | $5.9M | 1.3% | 9,592 |
| AVGOBroadcom Inc | $5.7M | 1.3% | 16,372 |
| ASXASE Technology Holding Co Ltd | $4.7M | 1.0% | 106,351 |
| PANWPalo Alto Networks Inc | $4.2M | 0.9% | 10,513 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $4.1M | 0.9% | 8,899 |
| LINDE PLC | $3.8M | 0.8% | 8,071 |
| ASML HLDG NV | $3.6M | 0.8% | 1,986 |
| GMABGenmab A/S | $3.6M | 0.8% | 99,937 |
| GBTCGrayscale Bitcoin Trust (Btc) | $3.5M | 0.8% | 54,395 |
| MUFGMitsubishi UFJ Financial Group Inc | $3.1M | 0.7% | 136,016 |
| ADIAnalog Devices Inc | $3.1M | 0.7% | 7,879 |
| TAKTakeda Pharmaceutical Co Ltd | $3M | 0.7% | 166,666 |
| SAPSAP SE | $3M | 0.7% | 14,453 |
| COCA-COLA EUROPACIFIC PARTNE | $2.8M | 0.6% | 27,427 |
| CNICanadian National Railway Co | $2.8M | 0.6% | 23,323 |
| BHPBHP Group Ltd | $2.8M | 0.6% | 32,654 |
| CRWDCrowdStrike Holdings Inc | $2.8M | 0.6% | 10,460 |
| MMM3M Co | $2.6M | 0.6% | 15,658 |
| WCNWaste Connections, Inc | $2.5M | 0.6% | 16,518 |
| HDBHDFC Bank Ltd | $2.5M | 0.6% | 113,036 |
| UBS GROUP AG | $2.5M | 0.5% | 52,066 |
| HPQHP Inc | $2.5M | 0.5% | 80,101 |
| ERICTelefonaktiebolaget LM Ericsson | $2.5M | 0.5% | 273,620 |
| SEAGATE TECHNOLOGY HLDNGS PL | $2.5M | 0.5% | 2,693 |
| TOTALENERGIES SE | $2.5M | 0.5% | 28,820 |
| USFRWISDOMTREE TR | $2.4M | 0.5% | 47,996 |
| CHECK POINT SOFTWARE TECH LT | $2.4M | 0.5% | 18,800 |
| ENSIGN GROUP INC | $2.4M | 0.5% | 13,984 |
| SNDKSandisk Corp | $2.3M | 0.5% | 1,341 |
| VGSHVanguard Short-Term Treasury ETF | $2.3M | 0.5% | 40,405 |
| VMBSVanguard Mortgage Backed Security | $2.2M | 0.5% | 49,556 |
| RBARB Global Inc | $2.2M | 0.5% | 26,814 |
| KOCoca-Cola Co | $2.1M | 0.5% | 24,762 |
| PHGKoninklijke Philips NV | $2.1M | 0.5% | 86,828 |
| WDCWestern Digital Corp | $2.1M | 0.5% | 4,626 |
| MEDTRONIC PLC | $2.1M | 0.5% | 24,310 |
| EQIXEquinix Inc | $2.1M | 0.5% | 2,061 |
| TXNTexas Instruments Inc | $2.1M | 0.5% | 7,408 |
| ACCENTURE PLC IRELAND | $2.1M | 0.5% | 11,314 |
| BBVABanco Bilbao Vizcaya Argentaria SA | $2M | 0.4% | 71,069 |
| ISRGIntuitive Surgical Inc | $2M | 0.4% | 4,857 |
| HMCHonda Motor Co Ltd | $2M | 0.4% | 62,327 |
| BKNGBooking Holdings Inc | $2M | 0.4% | 12,071 |
| AMGNAmgen Inc | $2M | 0.4% | 4,657 |
| IBNICICI Bank Ltd | $1.9M | 0.4% | 70,766 |
| ADBEAdobe Inc | $1.9M | 0.4% | 8,077 |
| SGOLETFS GOLD TR | $1.9M | 0.4% | 48,573 |
| CATCaterpillar Inc | $1.9M | 0.4% | 2,349 |
| DELLDell Technologies Inc | $1.9M | 0.4% | 3,465 |
| ANETArista Networks Inc | $1.8M | 0.4% | 8,743 |
| WMWaste Management Inc | $1.8M | 0.4% | 8,705 |
| APHAmphenol Corp | $1.8M | 0.4% | 20,928 |
| LLYEli Lilly and Co | $1.7M | 0.4% | 1,456 |
| TMToyota Motor Corp | $1.7M | 0.4% | 9,197 |
| TE CONNECTIVITY PLC | $1.7M | 0.4% | 7,942 |
| CHUBB LIMITED | $1.7M | 0.4% | 5,076 |
| AON PLC | $1.6M | 0.4% | 5,892 |
| TLKTelkom Indonesia (Persero) Tbk PT | $1.6M | 0.4% | 126,634 |
| ORLYO'Reilly Automotive Inc | $1.6M | 0.3% | 18,646 |
| EMBRAER S.A. | $1.6M | 0.3% | 20,647 |
| NOWServiceNow Inc | $1.6M | 0.3% | 11,599 |
| EHCEncompass Health Corp | $1.5M | 0.3% | 12,596 |
| LRCXLam Research Corp | $1.5M | 0.3% | 4,642 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1.5M | 0.3% | 30,763 |
| CHEChemed Corp | $1.5M | 0.3% | 2,985 |
| NEBIUS GROUP N.V. | $1.5M | 0.3% | 6,354 |
| CSCOCisco Systems Inc | $1.5M | 0.3% | 13,871 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $1.5M | 0.3% | 26,285 |
| KANZHUN LIMITED | $1.5M | 0.3% | 99,945 |
| TJXTJX Companies Inc | $1.5M | 0.3% | 11,102 |
| VGLTVanguard Long-Term Treasury ETF | $1.5M | 0.3% | 29,195 |
| BLKBlackRock Inc | $1.5M | 0.3% | 1,380 |
| CDNSCadence Design Systems Inc | $1.5M | 0.3% | 4,417 |
| YUMCYum China Holdings Inc | $1.4M | 0.3% | 34,794 |
| INGING Groep NV | $1.4M | 0.3% | 39,775 |
| KBKB Financial Group Inc | $1.4M | 0.3% | 11,454 |
| AMERICAN HEALTHCARE REIT INC | $1.4M | 0.3% | 27,277 |
| SMURFIT WESTROCK PLC | $1.4M | 0.3% | 31,495 |
| ICEIntercontinental Exchange Inc | $1.4M | 0.3% | 8,990 |
| NOKNokia Oyj | $1.4M | 0.3% | 134,020 |
| FSSFederal Signal Corp | $1.4M | 0.3% | 12,197 |
| CLColgate-Palmolive Co | $1.3M | 0.3% | 15,664 |
| VRTXVertex Pharmaceuticals Inc | $1.3M | 0.3% | 2,553 |
| SILICON MOTION TECHNOLOGY CO | $1.3M | 0.3% | 4,715 |
| MCDMcDonald's Corp | $1.3M | 0.3% | 5,707 |
| VCTRVictory Capital Holdings Inc | $1.3M | 0.3% | 11,778 |
| BANK OF NY MELLON CORP | $1.3M | 0.3% | 9,005 |
| PAYCPaycom Software Inc | $1.3M | 0.3% | 5,876 |
| MRVLMarvell Technology Inc | $1.3M | 0.3% | 4,828 |
| USBUS Bancorp | $1.3M | 0.3% | 21,965 |
| AMTAmerican Tower Corp | $1.3M | 0.3% | 7,698 |
| GRUPO CIBEST SA | $1.3M | 0.3% | 13,555 |
| ALCON AG | $1.2M | 0.3% | 19,239 |
| CWCurtiss-Wright Corp | $1.2M | 0.3% | 2,283 |
| PEPPepsiCo Inc | $1.2M | 0.3% | 9,711 |
| CREDICORP LTD | $1.2M | 0.3% | 3,235 |
| PLTRPalantir Technologies Inc | $1.2M | 0.3% | 6,480 |
| SPGSimon Property Group Inc | $1.2M | 0.3% | 6,017 |
| SLBSLB NV | $1.2M | 0.3% | 24,721 |
| SMFGSumitomo Mitsui Financial Group, Inc | $1.2M | 0.3% | 46,286 |
| NWGNatWest Group PLC | $1.2M | 0.3% | 65,644 |
| ENPRO INC | $1.2M | 0.3% | 3,861 |
| EQNREquinor ASA | $1.2M | 0.3% | 28,296 |
| NICENice Ltd | $1.2M | 0.3% | 10,568 |
| FULL TRUCK ALLIANCE CO LTD | $1.2M | 0.3% | 140,014 |
| PLDPrologis Inc | $1.2M | 0.3% | 8,895 |
| PGRProgressive Corp | $1.1M | 0.2% | 5,491 |
| XOMExxonmobil Holdings Corp | $1.1M | 0.2% | 6,893 |
| WELLWelltower Inc | $1.1M | 0.2% | 4,845 |
| GILDGilead Sciences, Inc | $1.1M | 0.2% | 7,343 |
| HSBCHSBC Holdings PLC | $1.1M | 0.2% | 10,878 |
| GILGildan Activewear Inc | $1.1M | 0.2% | 25,250 |
| ROSTRoss Stores Inc | $1.1M | 0.2% | 4,577 |
| SOSouthern Co | $1.1M | 0.2% | 12,692 |
| AEISAdvanced Energy Industries Inc | $1.1M | 0.2% | 3,727 |
| SQMSociedad Quimica y Minera de Chile SA | $1M | 0.2% | 15,865 |
| BABoeing Co | $1M | 0.2% | 5,457 |
| CVXChevron Corp | $1M | 0.2% | 4,951 |
| RYRoyal Bank of Canada | $1M | 0.2% | 5,120 |
| BCSBarclays PLC | $991.9K | 0.2% | 40,869 |
| RTXRTX Corp | $990.8K | 0.2% | 5,337 |
| RGAReinsurance Group of America Inc | $975.4K | 0.2% | 3,961 |
| UNPUnion Pacific Corp | $974.8K | 0.2% | 3,582 |
| AITApplied Industrial Technologies Inc | $968.3K | 0.2% | 2,914 |
| MFCManulife Financial Corp | $953.7K | 0.2% | 22,393 |
| LYGLloyds Banking Group PLC | $950.1K | 0.2% | 168,754 |
| ENTGEntegris Inc | $947K | 0.2% | 6,147 |
| CSXCSX Corp | $938.2K | 0.2% | 20,173 |
| DEDeere & Co | $938.2K | 0.2% | 1,397 |
| SANBanco Santander SA | $932.9K | 0.2% | 67,455 |
| NGGNational Grid PLC | $931.6K | 0.2% | 12,287 |
| LFUSLittelfuse Inc | $917K | 0.2% | 2,164 |
| CNH INDL N V | $906.9K | 0.2% | 70,575 |
| EOGEOG Resources Inc | $903.2K | 0.2% | 6,556 |
| ABRDN SILVER ETF TRUST | $898.2K | 0.2% | 15,672 |
| VTRVentas Inc | $897K | 0.2% | 10,550 |
| COPConocoPhillips | $893.4K | 0.2% | 7,139 |
| EVERCORE INC | $892K | 0.2% | 3,464 |
| PNCPNC Financial Services Group Inc | $890.8K | 0.2% | 4,008 |
| VVisa Inc | $890.8K | 0.2% | 2,479 |
| SNPSSynopsys Inc | $876.8K | 0.2% | 2,016 |
| TRNOTerreno Realty Corp | $873.4K | 0.2% | 13,530 |
| QCOMQualcomm Inc | $871.3K | 0.2% | 4,734 |
| ITUBItau Unibanco Holding SA | $864.9K | 0.2% | 101,400 |
| FERGFerguson Enterprises Inc | $845.7K | 0.2% | 3,799 |
| PBRPetroleo Brasileiro SA Petrobras | $842K | 0.2% | 40,347 |
| CAECAE Inc | $836.8K | 0.2% | 34,854 |
| CPCanadian Pacific Kansas City Ltd | $830.6K | 0.2% | 9,760 |
| IBMInternational Business Machines Corp | $830.5K | 0.2% | 3,776 |
| BMOBank of Montreal | $829.1K | 0.2% | 4,957 |
| CLSCelestica Inc | $827.3K | 0.2% | 2,289 |
| BMYBristol-Myers Squibb Co | $825.6K | 0.2% | 13,231 |
| KEYSKeysight Technologies Inc | $821.3K | 0.2% | 2,256 |
| SHELShell PLC | $803.1K | 0.2% | 8,449 |
| MCHPMicrochip Technology Inc | $788.1K | 0.2% | 10,134 |
| TXRHTexas Roadhouse Inc | $781.4K | 0.2% | 4,998 |
| CNQCanadian Natural Resources Ltd | $779.9K | 0.2% | 16,569 |
| RIORio Tinto PLC | $778.4K | 0.2% | 8,266 |
| TERTeradyne Inc | $777K | 0.2% | 1,938 |
| EWEdwards Lifesciences Corp | $768.4K | 0.2% | 8,902 |
| ADPAutomatic Data Processing Inc | $765.7K | 0.2% | 2,967 |
| VOOVanguard S&P 500 ETF | $761.7K | 0.2% | 1,087 |
| CPTCamden Property Trust | $761K | 0.2% | 7,867 |
| DUKDuke Energy Corp | $759.3K | 0.2% | 6,660 |
| TMUST-Mobile US Inc | $758.6K | 0.2% | 4,652 |
| DDominion Energy Inc | $753.9K | 0.2% | 12,457 |
| MSFTMicrosoft Corp | $751.9K | 0.2% | 1,466 |
| TTEKTetra Tech Inc | $751.7K | 0.2% | 22,814 |
| LMTLockheed Martin Corp | $748.6K | 0.2% | 1,470 |
| SPGIS&P Global Inc | $739.7K | 0.2% | 1,875 |
| AMGAffiliated Managers Group, Inc. | $733.4K | 0.2% | 2,006 |
| LNTHLantheus Holdings Inc | $731.5K | 0.2% | 7,350 |
| MELIMercadoLibre Inc | $729.4K | 0.2% | 422 |
| NEENextera Energy Inc | $728.2K | 0.2% | 9,614 |
| NTESNetEase Inc | $719.1K | 0.2% | 5,935 |
| AGNICO EAGLE MINES LTD | $719K | 0.2% | 3,923 |
| GDGeneral Dynamics Corp | $718.4K | 0.2% | 2,165 |
| CHESAPEAKE UTILS CORP | $712.4K | 0.2% | 5,546 |
| MGAMagna International Inc | $708.7K | 0.2% | 11,131 |
| XP INC | $705.4K | 0.2% | 33,599 |
| SCHWCharles Schwab Corp | $698.3K | 0.2% | 7,144 |
| BWXTBWX Technologies Inc | $695.7K | 0.2% | 5,078 |
| MSA SAFETY INC | $695K | 0.2% | 3,907 |
| ADSKAutodesk Inc | $693.3K | 0.2% | 3,317 |
| VIVTelefonica Brasil SA | $692.8K | 0.2% | 60,504 |
| BANCO BRADESCO S A | $689.7K | 0.2% | 195,939 |
| YUMYum! Brands Inc | $689.3K | 0.2% | 5,056 |
| GEVGE Vernova Inc | $687.2K | 0.2% | 723 |
| MDLZMondelez International Inc | $685.2K | 0.2% | 11,851 |
| SHWSherwin-Williams Co | $685K | 0.2% | 2,119 |
| CXCemex SAB de CV | $678.9K | 0.1% | 71,390 |
| MSIMotorola Solutions Inc | $674.8K | 0.1% | 1,513 |
| BCPCBalchem Corp | $671.9K | 0.1% | 4,073 |
| BPBP PLC | $671.2K | 0.1% | 15,258 |
| SENSATA TECHNOLOGIES HLDG PL | $671.2K | 0.1% | 16,149 |
| PUKPrudential PLC | $669.7K | 0.1% | 27,069 |
| TRPTC Energy Corp | $668.1K | 0.1% | 11,563 |
| WHITE MTNS INS GROUP LTD | $660.1K | 0.1% | 329 |
| ARCH CAP GROUP LTD | $660K | 0.1% | 7,146 |
| ENBEnbridge Inc | $659.5K | 0.1% | 14,185 |
| TRUTransUnion | $652.5K | 0.1% | 10,675 |
| NU HLDGS LTD | $645.5K | 0.1% | 50,987 |
| CMECME Group Inc | $641.1K | 0.1% | 2,447 |
| ITWIllinois Tool Works Inc | $639.9K | 0.1% | 2,487 |
| NSPInsperity Inc | $638.7K | 0.1% | 13,710 |
| SSNCSS&C Technologies Holdings Inc | $635.8K | 0.1% | 8,249 |
| MRSHMarsh & McLennan Companies Inc | $619.9K | 0.1% | 3,631 |
| 1ST FINL BANCORP | $618.2K | 0.1% | 19,737 |
| SFMSprouts Farmers Market Inc | $617.4K | 0.1% | 9,305 |
| MCOMoody's Corp | $616.3K | 0.1% | 1,357 |
| HEI.AHEICO Corp | $614.7K | 0.1% | 2,692 |
| MPWRMonolithic Power Systems Inc | $614.3K | 0.1% | 456 |
| TFCTruist Financial Corp | $614.1K | 0.1% | 13,263 |
| HLNHaleon PLC | $613.4K | 0.1% | 68,159 |
| HDHome Depot Inc | $610.9K | 0.1% | 2,147 |
| LOWLowe's Companies Inc | $601K | 0.1% | 3,261 |
| XLFState Street Financial Select Sector SPDR ETF | $597.9K | 0.1% | 11,196 |
| ABTAbbott Laboratories | $596.7K | 0.1% | 6,038 |
| GLOBANT S A | $594.2K | 0.1% | 17,123 |
| EVEREST GROUP LTD | $593.4K | 0.1% | 1,625 |
| NYTNew York Times Co | $593.2K | 0.1% | 9,312 |
| DDOGDatadog Inc (Pre-Reincorporation) | $592.3K | 0.1% | 2,163 |
| DLRDigital Realty Trust Inc | $589.8K | 0.1% | 3,360 |
| QSRRestaurant Brands International Inc | $586.4K | 0.1% | 8,250 |
| XELXcel Energy Inc | $586.2K | 0.1% | 8,317 |
| GEGeneral Electric Co | $586.2K | 0.1% | 1,877 |
| AYIAcuity Inc | $579.3K | 0.1% | 1,870 |
| HALOHalozyme Therapeutics Inc | $575.2K | 0.1% | 5,210 |
| AMZNAmazon.com Inc | $573.5K | 0.1% | 2,302 |
| U HAUL HOLDING COMPANY | $565.6K | 0.1% | 10,702 |
| USPHUS Physical Therapy Inc | $565.5K | 0.1% | 6,596 |
| PRICESMART INC | $562.1K | 0.1% | 3,324 |
| CMGChipotle Mexican Grill Inc | $559.3K | 0.1% | 17,506 |
| REXRRexford Industrial Realty Inc | $553.6K | 0.1% | 15,262 |
| TDGTransDigm Group Inc | $547.8K | 0.1% | 506 |
| EMEEMCOR Group Inc | $547K | 0.1% | 725 |
| AWIArmstrong World Industries Inc | $538.3K | 0.1% | 3,324 |
| COKECoca-Cola Consolidated Inc | $536.8K | 0.1% | 2,836 |
| INTERPARFUMS INC | $535.5K | 0.1% | 4,826 |
| DTMDT Midstream Inc | $530.3K | 0.1% | 4,439 |
| NOCNorthrop Grumman Corp | $523.1K | 0.1% | 1,082 |
| TCOMTrip.com Group Ltd | $523K | 0.1% | 13,375 |
| LSTRLandstar System Inc | $521.8K | 0.1% | 3,094 |
| KRGKite Realty Group Trust | $518K | 0.1% | 21,238 |
| DGDollar General Corp | $512.6K | 0.1% | 4,287 |
| SNNSmith & Nephew PLC | $509.5K | 0.1% | 18,899 |
| AOSA O Smith Corp | $508.1K | 0.1% | 9,013 |
| EXPEagle Materials Inc | $501.4K | 0.1% | 2,932 |
| ICON PUB LTD CO | $501K | 0.1% | 2,947 |
| COLDAmericold Realty Trust Inc | $498.3K | 0.1% | 35,645 |
| RELXRelx PLC | $496.5K | 0.1% | 14,964 |
| EGPEastgroup Properties Inc | $495K | 0.1% | 2,507 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $492.6K | 0.1% | 13,332 |
| TWLOTwilio Inc | $492.5K | 0.1% | 1,684 |
| VONGVanguard Russell 1000 Growth ETF | $492.4K | 0.1% | 3,819 |
| DUOLDuolingo Inc | $488K | 0.1% | 3,427 |
| OPEN TEXT CORP | $486K | 0.1% | 21,675 |
| WPPWPP PLC | $481.4K | 0.1% | 19,476 |
| MOG.AMoog Inc | $473.4K | 0.1% | 1,241 |
| VWOVanguard FTSE Emerging Markets ETF | $461.9K | 0.1% | 7,788 |
| NVENT ELEC PLC | $460.9K | 0.1% | 2,874 |
| FCNCAFirst Citizens BancShares Inc (Delaware) | $453.2K | 0.1% | 220 |
| IEMGiShares Core MSCI Emerging Markets ETF | $452K | 0.1% | 5,569 |
| PWRQuanta Services Inc | $451K | 0.1% | 702 |
| RJFRaymond James Financial Inc | $447.4K | 0.1% | 2,831 |
| MDBMongoDB Inc | $444.8K | 0.1% | 1,276 |
| SENSIENT TECHNOLOGIES CORP | $438.8K | 0.1% | 3,357 |
| MODINE MFG CO | $435.6K | 0.1% | 2,327 |
| LPLALPL Financial Holdings Inc | $425.1K | 0.1% | 1,390 |
| FICOFair Isaac Corp | $420.7K | 0.1% | 710 |
| TPRTapestry Inc | $418.7K | 0.1% | 3,640 |
| METAMeta Platforms Inc | $417K | 0.1% | 575 |
| TSLATesla Inc | $413.7K | 0.1% | 1,166 |
| EXPEExpedia Group Inc | $404.3K | 0.1% | 1,535 |
| IRMIron Mountain Inc | $402.8K | 0.1% | 3,630 |
| QQnity Electronics Inc | $401.6K | 0.1% | 3,194 |
| IDXXIDEXX Laboratories Inc | $397.9K | 0.1% | 762 |
| APGAPi Group Corp | $397.7K | 0.1% | 10,304 |
| BKRBaker Hughes Co | $397K | 0.1% | 7,231 |
| ALSNAllison Transmission Holdings, Inc. Common Stock | $394.5K | 0.1% | 3,483 |
| ISMDInspire Small/Mid Cap Impact ETF | $390.5K | 0.1% | 8,424 |
| FNFFidelity National Financial Inc | $382.3K | 0.1% | 9,892 |
| MTBM&T Bank Corp | $382.1K | 0.1% | 1,756 |
| AFGAmerican Financial Group Inc | $381.7K | 0.1% | 2,791 |
| CRCrane Co | $378K | 0.1% | 1,853 |
| TOSTToast Inc | $375.5K | 0.1% | 12,953 |
| VUGVanguard Growth ETF | $374.7K | 0.1% | 4,158 |
| RUBRIK INC. | $372.3K | 0.1% | 3,252 |
| FASTFastenal Co | $371.2K | 0.1% | 7,495 |
| WSMWilliams-Sonoma Inc | $370.6K | 0.1% | 1,626 |
| EFViShares MSCI EAFE Value ETF | $363.5K | 0.1% | 4,593 |
| ROYALTY PHARMA PLC | $355.9K | 0.1% | 6,098 |
| ATRAptargroup Inc | $343.1K | 0.1% | 2,832 |
| CTSHCognizant Technology Solutions Corp | $334.4K | 0.1% | 5,822 |
| HONHoneywell International Inc | $333.3K | 0.1% | 1,580 |
| HEIHEICO Corp | $332.3K | 0.1% | 1,096 |
| BRKRBruker Corp | $323.8K | 0.1% | 5,001 |
| ROGRogers Corp | $319.4K | 0.1% | 2,088 |
| VIVMARK RESIDENTIAL | $314.7K | 0.1% | 5,180 |
| LYVLive Nation Entertainment Inc | $313K | 0.1% | 1,849 |
| EFGiShares MSCI EAFE Growth ETF | $310K | 0.1% | 2,587 |
| BLESInspire Global Hope ETF | $305.5K | 0.1% | 6,466 |
| BMIBadger Meter Inc | $297.9K | 0.1% | 2,411 |
| TKOTKO Group Holdings Inc | $297.3K | 0.1% | 1,654 |
| VONVVanguard Russell 1000 Value ETF | $296.5K | 0.1% | 2,728 |
| ECLEcolab Inc | $277K | 0.1% | 1,009 |
| RRXRegal Rexnord Corp | $272.7K | 0.1% | 1,758 |
| ESSEssex Property Trust Inc | $271.8K | 0.1% | 1,009 |
| EXRExtra Space Storage Inc | $267K | 0.1% | 2,030 |
| VVVValvoline Inc. Common Stock | $264.1K | 0.1% | 8,764 |
| REGRegency Centers Corp | $263.2K | 0.1% | 3,662 |
| VEAVanguard FTSE Developed Markets ETF | $260.5K | 0.1% | 3,689 |
| WPMWheaton Precious Metals Corp | $259.8K | 0.1% | 1,943 |
| FLOWSERVE CORP | $258.2K | 0.1% | 3,531 |
| SWXSouthwest Gas Holdings Inc | $252.8K | 0.1% | 3,100 |
| AZTAAzenta Inc | $246.5K | 0.1% | 7,065 |
| ELECTROMED INC | $241.4K | 0.1% | 8,550 |
| CAVA GROUP INC | $239.1K | 0.1% | 4,419 |
| KARMAN HLDGS INC | $239.1K | 0.1% | 7,374 |
| IQVIQVIA Holdings Inc | $234.7K | 0.1% | 873 |
| GMEDGlobus Medical Inc | $228.3K | 0.1% | 3,048 |
| CGNXCognex Corp | $226.3K | 0.0% | 3,731 |
| WINAWinmark Corp | $225.4K | 0.0% | 751 |
| SITIME CORP | $220.4K | 0.0% | 338 |
| FISFidelity National Information Services Inc | $220.2K | 0.0% | 6,693 |
| AVNTAvient Corp | $219.4K | 0.0% | 5,451 |
| PSAPublic Storage | $218.1K | 0.0% | 771 |
| CPRTCopart Inc | $217.7K | 0.0% | 7,980 |
| COSTCostco Wholesale Corp | $214.9K | 0.0% | 236 |
| SIGISelective Insurance Group Inc | $211.6K | 0.0% | 2,531 |
| GMGeneral Motors Co | $210.4K | 0.0% | 2,732 |
| CNSCohen & Steers Inc | $209.2K | 0.0% | 2,861 |
| HONAHoneywell Aerospace Inc | $208.1K | 0.0% | 1,343 |
| SOLVSolventum Corp | $206.6K | 0.0% | 2,344 |
| HAMILTON LANE INC | $206.1K | 0.0% | 2,373 |
| NOMAD FOODS LTD | $205.2K | 0.0% | 19,867 |
| ORealty Income Corp | $204.8K | 0.0% | 3,772 |
| FRFirst Industrial Realty Trust Inc | $203.3K | 0.0% | 3,414 |
| QUAKER HOUGHTON | $202.7K | 0.0% | 1,285 |
| ORCLOracle Corp | $202.7K | 0.0% | 1,476 |
| ELANElanco Animal Health Inc | $202.6K | 0.0% | 9,047 |
| ADCAgree Realty Corp | $202.1K | 0.0% | 3,025 |
| FNBFNB Corp | $195.5K | 0.0% | 11,360 |
| QXO INC | $194.6K | 0.0% | 16,643 |
| CUSHMAN AND WAKEFIELD LTD | $154.1K | 0.0% | 13,050 |
| IRTIndependence Realty Trust, Inc | $148.6K | 0.0% | 10,225 |
Quarter ending 2026-09-30.
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