Legend Capital Advisors LLC
Sector Allocation
- Technology66.4%$122.1M
- Financials14.2%$26.1M
- Consumer Discretionary5.5%$10.2M
- Communication Services3.9%$7.2M
- Other3.5%$6.4M
- Healthcare2.6%$4.7M
- Materials1.6%$3.0M
- Energy1.1%$2.0M
- Consumer Staples0.8%$1.4M
- Industrials0.3%$609,086
AUM History
13fpro.ai/research/fund/legend-capital-advisors-llc-2111719
Conviction and streaks
Concentrating · top 10 = 75.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SNOW
$64.0MNU
$18.6MMETA
$15.5MGOOGL
$9.2MAMD
$7.3MTSLA
$5.9MAAPL
$5.7MWBD
$4.7MNVDA
$4.4MCRWD
$3.5MAMZN
$3.4MGOOG
$3.2MLLY
$3.0MPANW
$2.9MTMC
$2.7MMSFT
$2.2MBEN
$2.2MXOM.R34088
$1.4MTU
$1.4M- SPDR$1.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/legend-capital-advisors-llc-2111719
Legend Capital Advisors LLC 13F holdings — Q2 2026
$183.8M portfolio (+14.9% QoQ) · 62 holdings · Q2 2026 13F · top 10 are 76% of the stock portfolio
$64.0M
34.8% of stocks
-20%This quarter+1.8%Since filed3+ qtrsHeld$18.6M
10.1% of stocks
No changeThis quarter-17.3%Since filed3+ qtrsHeld$15.5M
8.4% of stocks
No changeThis quarter+6.9%Since filed3+ qtrsHeld$9.2M
5.0% of stocks
+0.6%This quarter-8.5%Since filed3+ qtrsHeld$7.3M
4.0% of stocks
+2%This quarter+3.3%Since filed3+ qtrsHeld$5.9M
3.2% of stocks
-4%This quarter+14.4%Since filed3+ qtrsHeld$5.7M
3.1% of stocks
+0.0%This quarter+12.4%Since filed3+ qtrsHeld$4.7M
2.6% of stocks
No changeThis quarter—Since filed3+ qtrsHeld$4.4M
2.4% of stocks
+4%This quarter-4.1%Since filed3+ qtrsHeld$3.5M
1.9% of stocks
+10%This quarter+20.7%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Legend Capital Advisors LLC (Q2 2026)
62 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $3.4M | 1.8% | 14K | +0.4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Alphabet Inc. | Technology | $3.2M | 1.7% | 8,994 | +2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ELI LILLY & Co | Healthcare | $3.0M | 1.6% | 2,518 | +29% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Palo Alto Networks Inc | Technology | $2.9M | 1.6% | 8,513 | +420% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | TMC the metals Co Inc. | Materials | $2.7M | 1.5% | 613K | -5% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | MICROSOFT CORP | Technology | $2.2M | 1.2% | 6,029 | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | FRANKLIN TEMPLETON INC | Financials | $2.2M | 1.2% | 67K | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | EXXON MOBIL CORP | Energy | $1.4M | 0.8% | 10K | -5% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | TELUS CORP | Communication Services | $1.4M | 0.7% | 66K | -23% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SPDR SERIES TRUST - STATE STREET SPDetf/fund | — | $1.3M | 0.7% | 8,634 | -15% | — | — | 13F |
| 21 | Palantir Technologies Inc. | Technology | $1.2M | 0.7% | 10K | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Figure Technology Solutions, Inc. | Financials | $1.1M | 0.6% | 37K | +21% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | UNITEDHEALTH GROUP INC | Healthcare | $1.1M | 0.6% | 2,676 | +0.0% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.0M | 0.6% | 1,380 | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $965K | 0.5% | 7,020 | — | — | — | 13F |
| 26 | $NFLX | NETFLIX INC | Communication Services | $862K | 0.5% | 12K | +3% | |||
| 27 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $853K | 0.5% | 5,400 | — | |||
| 28 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $817K | 0.4% | 1,632 | — | |||
| 29 | $JPM | JPMORGAN CHASE & CO | Financials | $777K | 0.4% | 2,374 | — | |||
| 30 | $CSCO | CISCO SYSTEMS, INC. | Technology | $713K | 0.4% | 6,070 | — | |||
| 31 | $AVGO | Broadcom Inc. | Technology | $668K | 0.4% | 1,769 | +5% | |||
| 32 | $WMT | Walmart Inc. | Consumer Staples | $651K | 0.3% | 5,751 | — | |||
| 33 | $AXP | AMERICAN EXPRESS CO | Financials | $594K | 0.3% | 1,757 | — | |||
| 34 | $GS | GOLDMAN SACHS GROUP INC | Financials | $594K | 0.3% | 587 | -15% | |||
| 35 | $PHK | PIMCO HIGH INCOME FUND | Other | $542K | 0.3% | 116K | +2% | |||
| 36 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $525K | 0.3% | 561 | — | |||
| 37 | — | ISHARES TR - RUSSELL 2000 ETF | — | $492K | 0.3% | 1,637 | — | |||
| 38 | $ASML | ASML HOLDING NV | Technology | $472K | 0.3% | 237 | — | |||
| 39 | — | ISHARES TR - S&P 500 VAL ETF | — | $448K | 0.2% | 1,972 | — | |||
| 40 | $AM | Antero Midstream Corp | Energy | $399K | 0.2% | 18K | +0.3% | |||
| 41 | $VRT | Vertiv Holdings Co | Technology | $392K | 0.2% | 1,171 | — | |||
| 42 | $RTX | RTX Corp | Industrials | $390K | 0.2% | 2,055 | — | |||
| 43 | $IVZ | Invesco Ltd. | Financials | $385K | 0.2% | 1,810 | — | |||
| 44 | $SOFI | SoFi Technologies, Inc. | Financials | $378K | 0.2% | 21K | -17% | |||
| 45 | $DELL | Dell Technologies Inc. | Technology | $365K | 0.2% | 847 | — | |||
| 46 | $JNJ | JOHNSON & JOHNSON | Healthcare | $350K | 0.2% | 1,377 | — | |||
| 47 | $V | VISA INC. | Financials | $326K | 0.2% | 951 | — | |||
| 48 | $MCD | MCDONALDS CORP | Consumer Discretionary | $324K | 0.2% | 1,200 | — | |||
| 49 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $313K | 0.2% | 5,500 | -3% | |||
| 50 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $303K | 0.2% | 223 | — | |||
| 51 | — | PETROLEO BRASILEIRO SA PETRO - SP ADR NON VTG | — | $302K | 0.2% | 21K | — | |||
| 52 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $273K | 0.1% | 3,300 | — | |||
| 53 | $HWM | Howmet Aerospace Inc. | Materials | $264K | 0.1% | 981 | — | |||
| 54 | $VISN | Vistance Networks, Inc. | Technology | $256K | 0.1% | 20K | New | |||
| 55 | $CVX | CHEVRON CORP | Energy | $240K | 0.1% | 1,450 | -20% | |||
| 56 | — | ISHARES TR - RUS 2000 GRW ETF | — | $239K | 0.1% | 606 | — | |||
| 57 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $230K | 0.1% | 946 | — | |||
| 58 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $225K | 0.1% | 2,204 | — | |||
| 59 | $MRK | Merck & Co., Inc. | Healthcare | $225K | 0.1% | 1,750 | — | |||
| 60 | $FDX | FEDEX CORP | Industrials | $219K | 0.1% | 700 | — | |||
| 61 | $KO | COCA COLA CO | Consumer Staples | $203K | 0.1% | 2,500 | — | |||
| 62 | $PONY | Pony AI Inc. | Technology | $153K | 0.1% | 22K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 1 new, 15 added to, 10 trimmed, 98 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
$VISNVistance Networks, Inc.$256K
first bought this quarter
Added to (15)
now $2.9M · held 3+ qtrs, 2 adds in a row
now $3.0M · held 3+ qtrs
now $3.5M · held 3+ qtrs, 2 adds in a row
$FIGRFigure Technology Solutions, Inc.+21%
now $1.1M · held 2 qtrs, 2 adds in a row
now $4.4M · held 3+ qtrs
now $7.3M · held 3+ qtrs
+9 more in the Excel export
Trimmed (10)
now $64.0M · held 3+ qtrs
now $1.4M · held 3+ qtrs
now $5.9M · held 3+ qtrs
- SPDR SERIES TRUST - STATE STREET SPD-15%
now $1.3M
now $2.7M · held 3+ qtrs
$GSGOLDMAN SACHS GROUP INC-15%
now $594K · held 3+ qtrs, 2 trims in a row
+4 more in the Excel export
Sold out (98)
$ARANTERO RESOURCES Corpwas $240K
held 1 qtr
$NOCNORTHROP GRUMMAN CORP /DE/was $237K
held 1 qtr
$HONHONEYWELL INTERNATIONAL INCwas $224K
held 1 qtr
$LHXL3HARRIS TECHNOLOGIES, INC. /DE/was $217K
held 1 qtr
$GMGeneral Motors Cowas $198K
held 2+ qtrs
$CEGConstellation Energy Corpwas $182K
+92 more in the Excel export
Holdings by quarter
Every 13F Legend Capital Advisors LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Legend Capital Advisors?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Legend Capital Advisors's top 20 holdings: 64/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.4%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
76%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Legend Capital Advisors LLC disclosed 62 positions worth $183.8M in its Form 13F-HR for Q2 2026, led by $SNOW (Snowflake Inc.) at 34.8% of the equity portfolio, followed by $NU and $META. During the quarter the fund opened 1 new position and exited 98 — including a new stake in $VISN and a full exit from $AR. The portfolio is most concentrated in Technology (66.4% of disclosed assets). All figures are sourced directly from Legend Capital Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2111719.
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