Legend Capital Advisors LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 70.0%; sector active share 35.1% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
62 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 51.3% | $93,823,175 |
| Communication Services | 18.8% | $34,386,667 |
| Financial Services | 14.4% | $26,279,492 |
| Consumer Cyclical | 5.4% | $9,877,481 |
| Unclassified | 3.3% | $5,956,604 |
| 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 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| 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 | |
| NFLX | Netflix Inc | +300 | 12,070 | $861,798 | |
| AMD | Advanced Micro Devices Inc | +202 | 12,533 | $7,280,545 | |
| GOOGL | Alphabet Inc. | +152 | 25,754 | $9,203,706 | |
| GOOG | Alphabet Inc. | +150 | 8,994 | $3,177,850 | |
| 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| 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 | |
| SDY | State Street(R) SPDR(R) S&P(R) Dividend ETF | −1,480 | 8,634 | $1,313,922 | |
| 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| 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AR | ANTERO RESOURCES Corp | 5,650 | $239,786 | |
| NOC | Northrop Grumman Corp | 348 | $237,419 | |
| HON | Honeywell International Inc | 991 | $223,995 | |
| LHX | L3harris Technologies, Inc. | 629 | $217,099 | |
| GM | General Motors Co | 2,660 | $198,170 | |
| CEG | Constellation Energy Corp | 651 | $181,791 | |
| ICOP | iShares Copper and Metals Mining ETF | 3,800 | $180,792 | |
| 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 | |
| — | 1,419 | $95,910 | ||
| FCX | Freeport-Mcmoran Inc | 1,630 | $95,811 | |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | 940 | $94,582 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 251,390 | $63,978,755 | 34.96% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Held | 1,392,916 | $18,609,357 | 10.17% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 27,535 | $15,510,190 | 8.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 25,754 | $9,203,706 | 5.03% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 12,533 | $7,280,545 | 3.98% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 14,136 | $5,945,601 | 3.25% | |
| AAPL |
Apple Inc.
Technology
|
Added | 19,780 | $5,723,540 | 3.13% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Held | 176,400 | $4,702,824 | 2.57% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 21,971 | $4,396,177 | 2.40% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 4,539 | $3,463,892 | 1.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 14,191 | $3,382,282 | 1.85% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 8,994 | $3,177,850 | 1.74% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,518 | $3,020,164 | 1.65% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 8,513 | $2,903,103 | 1.59% | |
| TMC |
TMC the metals Co Inc.
Basic Materials
|
Reduced | 613,294 | $2,716,892 | 1.48% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 6,029 | $2,248,937 | 1.23% | |
| BEN |
Franklin Templeton Inc
Financial Services
|
Held | 67,195 | $2,235,577 | 1.22% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 10,150 | $1,387,708 | 0.76% | |
| SDY |
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
Reduced | 8,634 | $1,313,922 | 0.72% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 10,300 | $1,201,701 | 0.66% | |
| FIGR |
Figure Technology Solutions, Inc.
Financial Services
|
Added | 36,910 | $1,133,506 | 0.62% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,676 | $1,112,225 | 0.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,380 | $1,030,542 | 0.56% | |
| IVW |
iShares S&P 500 Growth ETF
|
Held | 7,020 | $965,460 | 0.53% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 12,070 | $861,798 | 0.47% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Held | 5,400 | $853,362 | 0.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,632 | $816,636 | 0.45% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 2,374 | $777,081 | 0.42% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 6,070 | $712,982 | 0.39% | |
| TU |
Telus Corp
Communication Services
|
Reduced | 65,982 | $697,429 | 0.38% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,769 | $668,239 | 0.37% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 5,751 | $651,358 | 0.36% | |
| AXP |
American Express Co
Financial Services
|
Held | 1,757 | $594,305 | 0.32% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 587 | $593,674 | 0.32% | |
| PHK |
Pimco High Income Fund
Financial Services
|
Added | 116,357 | $542,223 | 0.30% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 561 | $524,798 | 0.29% | |
| IWM |
iShares Russell 2000 ETF
|
Held | 1,637 | $491,836 | 0.27% | |
| ASML |
Asml Holding NV
Technology
|
Held | 237 | $471,497 | 0.26% | |
| IVE |
iShares S&P 500 Value ETF
|
Held | 1,972 | $447,762 | 0.24% | |
| AM |
Antero Midstream Corp
Energy
|
Added | 17,552 | $399,308 | 0.22% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Held | 1,171 | $392,074 | 0.21% | |
| RTX |
RTX Corp
Industrials
|
Held | 2,055 | $389,895 | 0.21% | |
| RSP |
Victory Portfolios II
|
Held | 1,810 | $385,113 | 0.21% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
Reduced | 21,090 | $378,143 | 0.21% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 847 | $365,446 | 0.20% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,377 | $349,716 | 0.19% | |
| 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-A |
Petrobras - Petroleo Brasileiro SA
Energy
|
Held | 20,660 | $302,462 | 0.17% |
Showing the top 50 of 62 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.