Legacy Wealth Asset Management

Legacy Wealth Asset Management as of March 31, 2026

Portfolio Holdings for Legacy Wealth Asset Management

Legacy Wealth Asset Management holds 374 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Wise Origin Bitcoin SHS (FBTC) 4.3 $18M 302k 59.03
Global X Fds Glbl X Mlp Etf (MLPA) 3.0 $12M 228k 53.87
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 2.6 $11M 282k 37.39
Ishares Tr TRS FLT RT BD (TFLO) 2.5 $10M 200k 50.63
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 1.7 $7.1M 28k 250.56
Strategy Eventide Us Mrkt (ESUM) 1.6 $6.6M 250k 26.18
Ubs Ag London Branch Etracs Ubs Bloom (UCIB) 1.4 $5.7M 173k 32.97
Apple (AAPL) 1.3 $5.2M 21k 253.79
Broadcom (AVGO) 1.3 $5.2M 17k 309.51
NVIDIA Corporation (NVDA) 1.2 $5.1M 29k 174.40
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 1.0 $4.1M 171k 23.86
Linde SHS (LIN) 0.9 $3.9M 7.8k 495.76
Lam Research Corp Com New (LRCX) 0.9 $3.8M 18k 213.66
Ase Technology Hldg Sponsored Ads (ASX) 0.8 $3.5M 161k 21.68
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.8 $3.3M 9.7k 337.95
Takeda Pharmaceutical Sponsored Ads (TAK) 0.7 $3.1M 166k 18.52
Asml Hldg Nv N Y Registry Shs (ASML) 0.7 $3.0M 2.3k 1320.83
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.7 $2.9M 56k 52.76
Analog Devices (ADI) 0.6 $2.6M 8.3k 318.14
Canadian Natl Ry (CNI) 0.6 $2.6M 25k 102.77
Advanced Micro Devices (AMD) 0.6 $2.6M 13k 203.43
Curtiss-Wright (CW) 0.6 $2.5M 3.7k 681.12
Bhp Billiton Sponsored Ads (BHP) 0.6 $2.5M 35k 72.74
Alcon Ord Shs (ALC) 0.6 $2.5M 33k 75.35
Micron Technology (MU) 0.6 $2.5M 7.3k 337.84
Telekomunikasi Ind Sponsored Adr (TLK) 0.6 $2.5M 132k 18.68
Sap Se Spon Adr (SAP) 0.6 $2.5M 14k 171.21
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.6 $2.4M 54k 44.62
Aon Shs Cl A (AON) 0.6 $2.4M 7.5k 322.78
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.6 $2.4M 139k 16.97
Coca-cola Europacific Partne SHS (CCEP) 0.6 $2.3M 26k 90.67
Gildan Activewear Inc Com Cad (GIL) 0.6 $2.3M 41k 55.65
Ensign (ENSG) 0.5 $2.2M 11k 201.50
Texas Instruments Incorporated (TXN) 0.5 $2.2M 11k 194.14
Wisdomtree Tr Floatng Rat Trea (USFR) 0.5 $2.1M 42k 50.34
Colgate-Palmolive Company (CL) 0.5 $2.1M 24k 85.23
O'reilly Automotive (ORLY) 0.5 $2.1M 22k 92.31
Medtronic SHS (MDT) 0.5 $2.1M 24k 86.65
Ubs Group SHS (UBS) 0.5 $2.1M 53k 39.07
Equinix (EQIX) 0.5 $2.0M 2.1k 980.24
Hdfc Bank Sponsored Ads (HDB) 0.5 $2.0M 80k 24.88
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.5 $2.0M 72k 27.40
Eli Lilly & Co. (LLY) 0.5 $1.9M 2.1k 919.79
Visa Com Cl A (V) 0.5 $1.9M 6.4k 302.24
Blackrock (BLK) 0.5 $1.9M 2.0k 961.71
Totalenergies Se Act (TTE) 0.5 $1.9M 21k 90.98
Palo Alto Networks (PANW) 0.5 $1.9M 12k 160.32
Icici Bank Adr (IBN) 0.5 $1.9M 72k 25.90
Caterpillar (CAT) 0.4 $1.8M 2.6k 708.46
Yum China Holdings (YUMC) 0.4 $1.8M 36k 48.78
3M Company (MMM) 0.4 $1.7M 12k 145.23
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.4 $1.7M 24k 71.61
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.7M 21k 82.57
Chubb (CB) 0.4 $1.6M 5.0k 325.93
Te Connectivity Ord Shs (TEL) 0.4 $1.6M 7.8k 209.02
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $1.6M 28k 58.54
TJX Companies (TJX) 0.4 $1.6M 10k 159.70
Mizuho Financial Group Sponsored Adr (MFG) 0.4 $1.6M 200k 7.94
Booking Holdings (BKNG) 0.4 $1.6M 372.00 4210.32
Waste Connections (WCN) 0.4 $1.5M 9.5k 162.44
Hp (HPQ) 0.4 $1.5M 80k 19.21
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.4 $1.5M 28k 55.35
Honda Motor Adr Ech Cnv In 3 (HMC) 0.4 $1.5M 63k 24.31
Equinor Asa Sponsored Adr (EQNR) 0.4 $1.5M 36k 42.20
Automatic Data Processing (ADP) 0.4 $1.5M 7.4k 203.18
Intercontinental Exchange (ICE) 0.4 $1.5M 9.4k 157.28
Toyota Motor Corp Ads (TM) 0.4 $1.5M 7.1k 206.09
Simon Property (SPG) 0.3 $1.4M 7.7k 186.53
Ross Stores (ROST) 0.3 $1.4M 6.6k 216.63
McDonald's Corporation (MCD) 0.3 $1.4M 4.6k 310.79
Synopsys (SNPS) 0.3 $1.4M 3.6k 396.48
Boston Scientific Corporation (BSX) 0.3 $1.4M 22k 62.75
Servicenow (NOW) 0.3 $1.4M 13k 104.55
Adobe Systems Incorporated (ADBE) 0.3 $1.4M 5.6k 243.08
Federal Signal Corporation (FSS) 0.3 $1.4M 13k 108.14
Eni Spa Sponsored Adr (E) 0.3 $1.4M 24k 56.61
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.3 $1.3M 17k 80.94
Intuitive Surgical Com New (ISRG) 0.3 $1.3M 2.9k 460.99
Encompass Health Corp (EHC) 0.3 $1.3M 14k 96.73
American Tower Reit (AMT) 0.3 $1.3M 7.8k 172.58
Kanzhun Sponsored Ads (BZ) 0.3 $1.3M 100k 13.39
American Healthcare Reit Com Shs (AHR) 0.3 $1.3M 28k 47.16
Amphenol Corp Cl A (APH) 0.3 $1.3M 11k 126.35
SLB Com Stk (SLB) 0.3 $1.3M 25k 51.39
Littelfuse (LFUS) 0.3 $1.2M 3.6k 339.35
Barrick Mng Corp Com Shs (B) 0.3 $1.2M 30k 40.79
EnPro Industries (NPO) 0.3 $1.2M 4.8k 250.65
Exxon Mobil Corporation (XOM) 0.3 $1.2M 7.1k 169.66
Embraer Sponsored Ads (EMBJ) 0.3 $1.2M 20k 59.34
Stmicroelectronics N V Ny Registry (STM) 0.3 $1.2M 34k 34.55
Arcelormittal Sa Luxembourg Ny Registry Sh (MT) 0.3 $1.2M 23k 51.98
Bank of New York Mellon Corporation (BK) 0.3 $1.2M 9.7k 118.63
Credicorp (BAP) 0.3 $1.2M 3.4k 339.18
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.3 $1.1M 102k 11.27
Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.3 $1.1M 19k 61.32
Charles Schwab Corporation (SCHW) 0.3 $1.1M 12k 93.98
Victory Cap Hldgs Inc Del Com Cl A (VCTR) 0.3 $1.1M 18k 65.48
Celestica (CLS) 0.3 $1.1M 4.0k 281.68
Ing Groep Sponsored Adr (ING) 0.3 $1.1M 43k 26.05
Boeing Company (BA) 0.3 $1.1M 5.6k 199.03
Tapestry (TPR) 0.3 $1.1M 7.9k 141.11
Texas Roadhouse (TXRH) 0.3 $1.1M 6.7k 165.14
Rb Global (RBA) 0.3 $1.1M 12k 95.85
Prologis (PLD) 0.3 $1.1M 8.4k 132.18
Evercore Class A (EVR) 0.3 $1.1M 3.7k 298.51
Bwx Technologies (BWXT) 0.3 $1.1M 5.4k 204.49
Raytheon Technologies Corp (RTX) 0.3 $1.1M 5.6k 192.90
Crowdstrike Hldgs Cl A (CRWD) 0.3 $1.1M 2.8k 390.41
Chevron Corporation (CVX) 0.3 $1.1M 5.2k 206.90
Cisco Systems (CSCO) 0.3 $1.1M 14k 77.59
Palantir Technologies Cl A (PLTR) 0.3 $1.1M 7.3k 146.28
Msa Safety Inc equity (MSA) 0.3 $1.1M 6.5k 163.95
Kb Finl Group Sponsored Adr (KB) 0.3 $1.1M 11k 99.73
Grupo Cibest Sa Spon Ads (CIB) 0.3 $1.0M 14k 72.81
Genmab A/s Sponsored Ads (GMAB) 0.3 $1.0M 39k 26.83
Gilead Sciences (GILD) 0.3 $1.0M 7.4k 139.37
Smurfit Westrock SHS (SW) 0.2 $1.0M 26k 39.85
Natwest Group Spons Adr (NWG) 0.2 $1.0M 68k 14.90
Metropcs Communications (TMUS) 0.2 $1.0M 4.8k 210.03
Tetra Tech (TTEK) 0.2 $996k 33k 30.12
Welltower Inc Com reit (WELL) 0.2 $986k 5.0k 197.71
Cadence Design Systems (CDNS) 0.2 $984k 3.5k 277.87
Autodesk (ADSK) 0.2 $984k 4.1k 239.40
Telefonica Brasil Sa Sponsored Ads (VIV) 0.2 $984k 62k 15.91
Arista Networks Com Shs (ANET) 0.2 $980k 8.0k 122.78
New York Times Co Mtn Be Cl A (NYT) 0.2 $970k 12k 83.73
EOG Resources (EOG) 0.2 $970k 6.7k 144.57
Coca-Cola Company (KO) 0.2 $967k 13k 76.05
ConocoPhillips (COP) 0.2 $956k 7.2k 132.00
S&p Global (SPGI) 0.2 $955k 2.2k 425.35
HSBC HLDGS Spon Adr New (HSBC) 0.2 $942k 11k 82.49
International Business Machines (IBM) 0.2 $928k 3.8k 242.39
Amgen (AMGN) 0.2 $926k 2.6k 351.86
Lockheed Martin Corporation (LMT) 0.2 $922k 1.5k 604.39
Progressive Corporation (PGR) 0.2 $922k 4.7k 198.24
Chemed Corp Com Stk (CHE) 0.2 $918k 2.4k 377.74
Nextera Energy (NEE) 0.2 $898k 9.7k 92.88
Argenx Se Sponsored Adr (ARGX) 0.2 $898k 1.2k 730.25
Sherwin-Williams Company (SHW) 0.2 $893k 2.8k 320.55
Barclays Adr (BCS) 0.2 $888k 42k 21.16
Duke Energy Corp Com New (DUK) 0.2 $878k 6.7k 130.94
Lloyds Banking Group Sponsored Adr (LYG) 0.2 $875k 174k 5.03
PNC Financial Services (PNC) 0.2 $866k 4.2k 208.09
Terreno Realty Corporation (TRNO) 0.2 $861k 14k 61.42
Rbc Cad (RY) 0.2 $860k 5.3k 161.78
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.2 $854k 102k 8.38
Chesapeake Utilities Corporation (CPK) 0.2 $854k 6.8k 126.37
Petroleo Brasileiro S A Sponsored Adr (PBR) 0.2 $852k 41k 20.75
CSX Corporation (CSX) 0.2 $852k 21k 41.05
Southern Company (SO) 0.2 $850k 8.8k 96.52
LeMaitre Vascular (LMAT) 0.2 $848k 7.8k 109.17
Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) 0.2 $834k 73k 11.44
Us Bancorp Com New (USB) 0.2 $831k 16k 52.01
Canadian Natural Resources (CNQ) 0.2 $823k 17k 48.73
Edwards Lifesciences (EW) 0.2 $822k 10k 80.08
Balchem Corporation (BCPC) 0.2 $816k 4.8k 169.48
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) 0.2 $813k 41k 19.75
Yum! Brands (YUM) 0.2 $811k 5.2k 155.48
Nutrien (NTR) 0.2 $804k 11k 75.46
Cae (CAE) 0.2 $800k 31k 26.05
Spdr Series Trust Bloomberg Short (BWZ) 0.2 $799k 30k 26.92
Agnico (AEM) 0.2 $798k 3.9k 202.98
Bristol Myers Squibb (BMY) 0.2 $797k 13k 60.65
Shell Spon Ads (SHEL) 0.2 $791k 8.5k 93.00
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.2 $790k 38k 20.90
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $790k 6.7k 118.62
Lowe's Companies (LOW) 0.2 $789k 3.3k 236.28
National Grid Sponsored Adr Ne (NGG) 0.2 $789k 9.3k 84.60
Deere & Company (DE) 0.2 $788k 1.4k 563.30
CRH Ord (CRH) 0.2 $784k 7.5k 105.12
Rio Tinto Sponsored Adr (RIO) 0.2 $784k 8.4k 93.29
Manulife Finl Corp (MFC) 0.2 $779k 23k 34.44
Prudential Adr (PUK) 0.2 $777k 27k 28.43
Coca-Cola Bottling Co. Consolidated (COKE) 0.2 $773k 4.0k 191.74
Enbridge (ENB) 0.2 $773k 14k 54.14
Truist Financial Corp equities (TFC) 0.2 $771k 17k 45.97
Dominion Resources (D) 0.2 $770k 13k 61.82
Motorola Solutions Com New (MSI) 0.2 $767k 1.8k 433.97
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $765k 16k 46.95
Banco Santander Sa Adr (SAN) 0.2 $764k 68k 11.28
Keysight Technologies (KEYS) 0.2 $761k 2.7k 282.37
Honeywell International (HON) 0.2 $758k 3.4k 226.03
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.2 $756k 35k 21.66
Reinsurance Group Amer Com New (RGA) 0.2 $751k 3.7k 204.16
Pepsi (PEP) 0.2 $750k 4.8k 155.29
General Dynamics Corporation (GD) 0.2 $748k 2.2k 343.22
Spdr Series Trust Bloomberg Intl T (BWX) 0.2 $741k 34k 21.95
Union Pacific Corporation (UNP) 0.2 $735k 3.0k 242.62
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $729k 1.9k 391.76
Waste Management (WM) 0.2 $727k 3.2k 229.79
Northrop Grumman Corporation (NOC) 0.2 $719k 1.1k 682.24
Cme (CME) 0.2 $717k 2.4k 295.35
BP Sponsored Adr (BP) 0.2 $717k 15k 47.00
Nu Hldgs Ord Shs Cl A (NU) 0.2 $716k 50k 14.37
Affiliated Managers (AMG) 0.2 $716k 2.6k 276.70
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.2 $710k 195k 3.65
Mondelez Intl Cl A (MDLZ) 0.2 $707k 12k 57.64
White Mountains Insurance Gp (WTM) 0.2 $705k 321.00 2196.96
Paycom Software (PAYC) 0.2 $705k 5.8k 121.54
Home Depot (HD) 0.2 $699k 2.1k 328.90
Arch Cap Group Ord (ACGL) 0.2 $697k 7.3k 95.99
MercadoLibre (MELI) 0.2 $697k 403.00 1729.02
Canadian Pacific Kansas City (CP) 0.2 $692k 8.8k 78.66
Check Point Software Tech Lt Ord (CHKP) 0.2 $688k 4.8k 142.85
Netease Sponsored Ads (NTES) 0.2 $687k 6.1k 111.94
Haleon Spon Ads (HLN) 0.2 $680k 68k 10.01
Nebius Group Shs Class A (NBIS) 0.2 $680k 6.5k 103.78
Bank Of Montreal Cadcom (BMO) 0.2 $677k 5.0k 135.34
Ferguson Enterprises Common Stock New (FERG) 0.2 $677k 2.9k 233.26
Fair Isaac Corporation (FICO) 0.2 $672k 629.00 1067.54
Ferrari Nv Ord (RACE) 0.2 $671k 2.0k 338.45
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $668k 1.5k 446.54
U.S. Physical Therapy (USPH) 0.2 $665k 8.9k 74.96
Nike CL B (NKE) 0.2 $665k 13k 52.82
Trip Com Group Ads (TCOM) 0.2 $664k 13k 49.79
Xcel Energy (XEL) 0.2 $658k 8.3k 79.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $657k 1.1k 597.75
Nvent Elec SHS (NVT) 0.2 $650k 5.5k 118.28
Illinois Tool Works (ITW) 0.2 $643k 2.5k 260.29
Full Truck Alliance Sponsored Ads (YMM) 0.2 $640k 77k 8.30
Marsh & McLennan Companies 0.2 $632k 3.6k 173.45
XP Cl A (XP) 0.2 $631k 33k 19.04
Accenture Plc Ireland Shs Class A (ACN) 0.2 $627k 3.2k 198.29
Aptar (ATR) 0.2 $625k 5.0k 126.02
Magna Intl Inc cl a (MGA) 0.2 $621k 11k 55.81
Western Digital (WDC) 0.2 $617k 2.3k 270.49
Dt Midstream Common Stock (DTM) 0.1 $614k 4.6k 134.67
Qualcomm (QCOM) 0.1 $613k 4.8k 128.78
Transunion (TRU) 0.1 $612k 8.8k 69.19
Abbott Laboratories (ABT) 0.1 $604k 5.9k 102.67
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.1 $604k 8.2k 73.90
Live Nation Entertainment (LYV) 0.1 $601k 3.9k 152.51
Heico Corp Cl A (HEI.A) 0.1 $597k 2.8k 211.11
A. O. Smith Corporation (AOS) 0.1 $594k 9.0k 65.94
Smith & Nephew Spdn Adr New (SNN) 0.1 $587k 19k 31.78
Teradyne (TER) 0.1 $573k 1.9k 296.46
Dollar General (DG) 0.1 $568k 4.8k 118.73
Zoetis Cl A (ZTS) 0.1 $567k 4.8k 118.21
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.1 $566k 7.5k 75.85
Applied Industrial Technologies (AIT) 0.1 $564k 2.1k 265.32
Kite Realty Group Trust Com New (KRG) 0.1 $555k 23k 24.55
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $553k 11k 49.37
Sensata Technologies Hldg Pl SHS (ST) 0.1 $551k 16k 35.22
Moody's Corporation (MCO) 0.1 $551k 1.3k 436.25
Microsoft Corporation (MSFT) 0.1 $543k 1.5k 370.17
Microchip Technology (MCHP) 0.1 $542k 8.4k 64.61
Advanced Energy Industries (AEIS) 0.1 $540k 1.7k 322.71
Camden Ppty Tr Sh Ben Int (CPT) 0.1 $534k 5.5k 97.66
Chipotle Mexican Grill (CMG) 0.1 $533k 17k 32.01
Acuity Brands (AYI) 0.1 $529k 1.9k 280.22
EastGroup Properties (EGP) 0.1 $528k 2.9k 185.09
Everest Re Group (EG) 0.1 $528k 1.6k 326.85
Emcor (EME) 0.1 $527k 714.00 738.31
Monolithic Power Systems (MPWR) 0.1 $522k 477.00 1093.35
Coupang Cl A (CPNG) 0.1 $510k 27k 18.88
Rexford Industrial Realty Inc reit (REXR) 0.1 $500k 15k 32.73
TransDigm Group Incorporated (TDG) 0.1 $500k 431.00 1158.96
Ventas (VTR) 0.1 $498k 6.1k 81.78
Sandisk Corp (SNDK) 0.1 $483k 760.00 635.34
Fidelity Natl Finl Com Shs (FNF) 0.1 $475k 10k 46.38
Amazon (AMZN) 0.1 $474k 2.3k 208.27
Relx Sponsored Adr (RELX) 0.1 $473k 14k 33.15
M&T Bank Corporation (MTB) 0.1 $472k 2.3k 206.72
Quanta Services (PWR) 0.1 $471k 857.00 549.02
Zai Lab Adr (ZLAB) 0.1 $469k 25k 18.81
First Financial Ban (FFBC) 0.1 $466k 17k 27.88
Eagle Materials (EXP) 0.1 $465k 2.5k 189.45
Open Text Corp (OTEX) 0.1 $464k 21k 22.24
U Haul Holding Company Com Ser N (UHAL.B) 0.1 $461k 10k 44.67
Inter Parfums (IPAR) 0.1 $457k 5.0k 90.84
Ge Aerospace Com New (GE) 0.1 $452k 1.6k 283.77
American Financial (AFG) 0.1 $452k 3.5k 127.71
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $450k 15k 29.99
Baker Hughes Company Cl A (BKR) 0.1 $449k 7.4k 61.05
Insperity (NSP) 0.1 $442k 16k 27.04
LKQ Corporation (LKQ) 0.1 $440k 15k 29.37
Ss&c Technologies Holding (SSNC) 0.1 $437k 6.5k 67.57
Bj's Wholesale Club Holdings (BJ) 0.1 $437k 4.4k 98.42
Tesla Motors (TSLA) 0.1 $436k 1.2k 371.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $434k 8.0k 54.05
Viking Holdings Ord Shs (VIK) 0.1 $433k 5.9k 73.48
Api Group Corp Com Stk (APG) 0.1 $426k 11k 40.52
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $419k 3.8k 109.69
Landstar System (LSTR) 0.1 $419k 2.6k 160.31
Sprouts Fmrs Mkt (SFM) 0.1 $418k 5.4k 77.13
Allison Transmission Hldngs I (ALSN) 0.1 $415k 3.5k 117.06
Nice Sponsored Adr (NICE) 0.1 $409k 3.7k 110.26
Raymond James Financial (RJF) 0.1 $407k 2.8k 144.79
Ishares Core Msci Emkt (IEMG) 0.1 $398k 5.7k 69.75
First Ctzns Bancshares Inc D Cl A (FCNCA) 0.1 $396k 210.00 1884.66
Penumbra (PEN) 0.1 $394k 1.2k 328.37
Crane Company Common Stock (CR) 0.1 $390k 2.3k 171.00
Armstrong World Industries (AWI) 0.1 $387k 2.3k 164.80
Americold Rlty Tr (COLD) 0.1 $385k 34k 11.46
Digital Realty Trust (DLR) 0.1 $381k 2.1k 180.21
Kla Corp Com New (KLAC) 0.1 $378k 257.00 1472.41
Fastenal Company (FAST) 0.1 $373k 8.0k 46.40
Qnity Electronics Common Stock (Q) 0.1 $371k 3.2k 115.38
Expedia Group Com New (EXPE) 0.1 $362k 1.6k 230.89
Cava Group Ord (CAVA) 0.1 $362k 4.5k 80.90
Cognizant Technology Solutio Cl A (CTSH) 0.1 $360k 5.9k 61.35
Realty Income (O) 0.1 $356k 5.8k 61.18
Bok Finl Corp Com New (BOKF) 0.1 $347k 2.7k 128.06
Ishares Tr Eafe Value Etf (EFV) 0.1 $342k 4.6k 74.35
Fiserv (FI) 0.1 $334k 6.0k 55.80
Tko Group Holdings Cl A (TKO) 0.1 $333k 1.7k 201.65
Meta Platforms Cl A (META) 0.1 $329k 575.00 572.13
Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $319k 3.5k 92.04
Icon SHS (ICLR) 0.1 $317k 2.9k 110.66
Fidelity National Information Services (FIS) 0.1 $316k 6.7k 46.91
Vanguard Index Fds Growth Etf (VUG) 0.1 $303k 693.00 436.79
HEICO Corporation (HEI) 0.1 $302k 1.1k 274.20
Houlihan Lokey Cl A (HLI) 0.1 $298k 2.1k 143.62
Ecolab (ECL) 0.1 $296k 1.1k 265.96
Aaon Com Par $0.004 (AAON) 0.1 $294k 3.6k 82.75
Ichor Holdings SHS (ICHR) 0.1 $292k 6.3k 46.61
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $290k 6.5k 44.35
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $288k 2.6k 111.37
Lancaster Colony (MZTI) 0.1 $281k 2.0k 138.33
WPP Adr (WPP) 0.1 $277k 18k 15.55
Extra Space Storage (EXR) 0.1 $277k 2.1k 131.13
D.R. Horton (DHI) 0.1 $277k 2.0k 137.22
Valvoline Inc Common (VVV) 0.1 $267k 7.9k 33.68
Nomad Foods Usd Ord Shs (NOMD) 0.1 $265k 28k 9.61
Silicon Motion Technology Sponsored Adr (SIMO) 0.1 $263k 2.3k 112.29
Helios Technologies (HLIO) 0.1 $260k 4.0k 64.71
Datadog Cl A Com (DDOG) 0.1 $258k 2.2k 118.05
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $256k 2.7k 93.74
Guidewire Software (GWRE) 0.1 $254k 1.7k 149.56
IPG Photonics Corporation (IPGP) 0.1 $251k 2.2k 114.59
Essex Property Trust (ESS) 0.1 $249k 1.0k 242.00
Diodes Incorporated (DIOD) 0.1 $248k 3.6k 68.26
Alnylam Pharmaceuticals (ALNY) 0.1 $248k 748.00 330.87
Halozyme Therapeutics (HALO) 0.1 $247k 3.8k 64.63
Crown Castle Intl (CCI) 0.1 $246k 3.0k 81.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $245k 3.8k 64.08
Sun Communities (SUI) 0.1 $244k 1.9k 125.96
Karman Hldgs Common Stock (KRMN) 0.1 $243k 3.0k 80.05
Toast Cl A (TOST) 0.1 $242k 9.1k 26.51
Costco Wholesale Corporation (COST) 0.1 $240k 241.00 996.87
Weatherford Intl Ord Shs (WFRD) 0.1 $239k 2.5k 94.58
Elanco Animal Health (ELAN) 0.1 $237k 9.9k 23.93
Installed Bldg Prods (IBP) 0.1 $234k 883.00 265.15
Agree Realty Corporation (ADC) 0.1 $232k 3.1k 75.38
Monday SHS (MNDY) 0.1 $231k 3.3k 69.11
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $229k 4.1k 55.53
F.N.B. Corporation (FNB) 0.1 $228k 14k 16.72
Mongodb Cl A (MDB) 0.1 $227k 926.00 244.77
Global Payments (GPN) 0.1 $223k 3.3k 67.30
Old National Ban (ONB) 0.1 $220k 9.9k 22.10
Equity Lifestyle Properties (ELS) 0.1 $219k 3.5k 62.42
Avient Corp (AVNT) 0.1 $219k 6.0k 36.30
Rogers Corporation (ROG) 0.1 $218k 2.0k 107.33
Oracle Corporation (ORCL) 0.1 $217k 1.5k 147.11
Renasant (RNST) 0.1 $216k 6.0k 36.13
Northwestern Energy Group In Com New (NWE) 0.1 $215k 3.3k 65.94
Stryker Corporation (SYK) 0.1 $214k 651.00 328.59
Columbia Banking System (COLB) 0.1 $212k 7.7k 27.43
IDEXX Laboratories (IDXX) 0.1 $211k 376.00 561.89
Public Storage (PSA) 0.1 $211k 778.00 270.88
Qxo Com New (QXO) 0.1 $210k 11k 19.42
Regency Centers Corporation (REG) 0.1 $209k 2.8k 75.66
United Bankshares (UBSI) 0.1 $208k 5.0k 41.42
TowneBank (TOWN) 0.1 $206k 6.1k 33.67
General Motors Company (GM) 0.0 $205k 2.8k 74.50
Kontoor Brands (KTB) 0.0 $205k 2.9k 70.29
Duolingo Cl A Com (DUOL) 0.0 $204k 2.1k 98.57
First Industrial Realty Trust (FR) 0.0 $204k 3.5k 57.85
Bruker Corporation (BRKR) 0.0 $203k 5.6k 36.12
Integer Hldgs (ITGR) 0.0 $203k 2.3k 88.00
Electromed (ELMD) 0.0 $200k 8.6k 23.41
Quaker Chemical Corporation (KWR) 0.0 $200k 1.6k 124.23
Cushman And Wakefield Common Shares (CWK) 0.0 $176k 14k 12.26
Patterson-UTI Energy (PTEN) 0.0 $120k 11k 10.83