Legend Capital Advisors LLC
CIK
2111719
Location
NEW YORK, NY
Portfolio Value
Small
$178,098,670
Diversification
Moderately concentrated
Filing Date
Global Rank
#4,789
/ 8,645
▲ 233
Top Industry
Software - Application
36.1%
3Y Alpha vs SPY
+57.9%
Period ended 52 days ago
Filed Aug 14, 2026 · 7d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+32.6%
SPY
+11.9%
Annualised alpha
+48.7%
Max drawdown
−14.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
53 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
35.9%
+5.0 pts
Top 5
66.1%
+1.8 pts
Top 10
79.7%
+2.7 pts
HHI
1,598
Moderately concentrated+262
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 52.7% | $93,823,175 |
| Communication Services | 19.3% | $34,386,667 |
| Financial Services | 14.8% | $26,279,492 |
| Consumer Cyclical | 5.5% | $9,877,481 |
| Healthcare | 2.6% | $4,706,980 |
| Basic Materials | 1.5% | $2,716,892 |
| Energy | 1.3% | $2,329,830 |
| Industrials | 0.9% | $1,568,280 |
| Consumer Defensive | 0.8% | $1,379,331 |
| Unclassified | 0.6% | $1,030,542 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PANW | Palo Alto Networks Inc | +6,875 | 8,513 | $2,903,103 | |
| FIGR | Figure Technology Solutions, Inc. | +6,429 | 36,910 | $1,133,506 | |
| PHK | Pimco High Income Fund | +2,679 | 116,357 | $542,223 | |
| NVDA | Nvidia Corp | +821 | 21,971 | $4,396,177 | |
| LLY | ELI LILLY & Co | +571 | 2,518 | $3,020,164 | |
| CRWD | CrowdStrike Holdings, Inc. | +405 | 4,539 | $3,463,892 | |
| GOOGL | Alphabet Inc. | +302 | 34,748 | $12,381,556 | |
| NFLX | Netflix Inc | +300 | 12,070 | $861,798 | |
| AMD | Advanced Micro Devices Inc | +202 | 12,533 | $7,280,545 | |
| AVGO | Broadcom Inc. | +80 | 1,769 | $668,239 | |
| AM | Antero Midstream Corp | +52 | 17,552 | $399,308 | |
| AMZN | Amazon Com Inc | +50 | 14,191 | $3,382,282 | |
| AAPL | Apple Inc. | +2 | 19,780 | $5,723,540 | |
| UNH | Unitedhealth Group Inc | +1 | 2,676 | $1,112,225 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SNOW | Snowflake Inc. | −62,588 | 251,390 | $63,978,755 | |
| TMC | TMC the metals Co Inc. | −32,200 | 613,294 | $2,716,892 | |
| TU | Telus Corp | −19,700 | 65,982 | $697,429 | |
| SOFI | SoFi Technologies, Inc. | −4,335 | 21,090 | $378,143 | |
| TSLA | Tesla, Inc. | −547 | 14,136 | $5,945,601 | |
| XOM | ExxonMobil Holdings Corp | −511 | 10,150 | $1,387,708 | |
| CVX | Chevron Corp | −366 | 1,450 | $240,352 | |
| VZ | Verizon Communications Inc | −180 | 5,500 | $232,870 | |
| GS | Goldman Sachs Group Inc | −100 | 587 | $593,674 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VISN | Vistance Networks, Inc. | 20,000 | $255,600 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AR | ANTERO RESOURCES Corp | 5,650 | $239,786 | |
| NOC | Northrop Grumman Corp /De/ | 348 | $237,419 | |
| HON | Honeywell International Inc | 991 | $223,995 | |
| LHX | L3harris Technologies, Inc. /De/ | 629 | $217,099 | |
| GM | General Motors Co | 2,660 | $198,170 | |
| CEG | Constellation Energy Corp | 651 | $181,791 | |
| DIS | Walt Disney Co | 1,790 | $172,520 | |
| PM | Philip Morris International Inc. | 953 | $157,569 | |
| VST | Vistra Corp. | 1,014 | $152,434 | |
| UNP | Union Pacific Corp | 620 | $150,424 | |
| UBER | Uber Technologies, Inc | 2,050 | $147,456 | |
| BLK | BlackRock, Inc. | 152 | $146,179 | |
| EOG | Eog Resources Inc | 1,000 | $144,570 | |
| LOW | Lowes Companies Inc | 600 | $141,768 | |
| TGT | Target Corp | 1,000 | $121,200 | |
| KMI | Kinder Morgan, Inc. | 3,553 | $119,132 | |
| PSX | Phillips 66 | 644 | $117,323 | |
| CRM | Salesforce, Inc. | 600 | $112,002 | |
| ETN | Eaton Corp plc | 308 | $110,162 | |
| MPC | Marathon Petroleum Corp | 413 | $100,846 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 157 | $96,831 | |
| FCX | Freeport-Mcmoran Inc | 1,630 | $95,811 | |
| FSK | FS KKR Capital Corp | 9,170 | $93,350 | |
| SCCO | Southern Copper Corp/ | 529 | $91,019 | |
| IREN | IREN Ltd | 2,600 | $89,128 | |
| No positions match the current search. | ||||
53 tracked positions ·
$178,098,670 total
· filing declares
62 positions · $183,776,792
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Showing 1–50
of 53 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 251,390 | $63,978,755 | 35.92% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Held | 1,392,916 | $18,609,357 | 10.45% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 27,535 | $15,510,190 | 8.71% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 34,748 | $12,381,556 | 6.95% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 12,533 | $7,280,545 | 4.09% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 14,136 | $5,945,601 | 3.34% | |
| AAPL |
Apple Inc.
Technology
|
Added | 19,780 | $5,723,540 | 3.21% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Held | 176,400 | $4,702,824 | 2.64% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 21,971 | $4,396,177 | 2.47% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 4,539 | $3,463,892 | 1.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 14,191 | $3,382,282 | 1.90% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,518 | $3,020,164 | 1.70% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 8,513 | $2,903,103 | 1.63% | |
| TMC |
TMC the metals Co Inc.
Basic Materials
|
Reduced | 613,294 | $2,716,892 | 1.53% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 6,029 | $2,248,937 | 1.26% | |
| BEN |
Franklin Resources Inc
Financial Services
|
Held | 67,195 | $2,235,577 | 1.26% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 10,150 | $1,387,708 | 0.78% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 10,300 | $1,201,701 | 0.67% | |
| FIGR |
Figure Technology Solutions, Inc.
Financial Services
|
Added | 36,910 | $1,133,506 | 0.64% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,676 | $1,112,225 | 0.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,380 | $1,030,542 | 0.58% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 12,070 | $861,798 | 0.48% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,632 | $816,636 | 0.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 2,374 | $777,081 | 0.44% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 6,070 | $712,982 | 0.40% | |
| TU |
Telus Corp
Communication Services
|
Reduced | 65,982 | $697,429 | 0.39% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,769 | $668,239 | 0.38% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 5,751 | $651,358 | 0.37% | |
| AXP |
American Express Co
Financial Services
|
Held | 1,757 | $594,305 | 0.33% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 587 | $593,674 | 0.33% | |
| PHK |
Pimco High Income Fund
Financial Services
|
Added | 116,357 | $542,223 | 0.30% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 561 | $524,798 | 0.29% | |
| ASML |
Asml Holding NV
Technology
|
Held | 237 | $471,497 | 0.26% | |
| AM |
Antero Midstream Corp
Energy
|
Added | 17,552 | $399,308 | 0.22% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Held | 1,171 | $392,074 | 0.22% | |
| RTX |
RTX Corp
Industrials
|
Held | 2,055 | $389,895 | 0.22% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
Reduced | 21,090 | $378,143 | 0.21% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 847 | $365,446 | 0.21% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,377 | $349,716 | 0.20% | |
| V |
Visa Inc.
Financial Services
|
Held | 951 | $326,278 | 0.18% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 1,200 | $324,372 | 0.18% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Held | 223 | $303,369 | 0.17% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
Held | 20,660 | $302,462 | 0.17% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 3,300 | $272,712 | 0.15% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Held | 981 | $263,751 | 0.15% | |
| VISN |
Vistance Networks, Inc.
Technology
|
NEW | 20,000 | $255,600 | 0.14% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,450 | $240,352 | 0.13% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 5,500 | $232,870 | 0.13% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 2,204 | $225,226 | 0.13% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 1,750 | $224,875 | 0.13% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.