Legend Capital Advisors LLC

CIK

2111719

Location

NEW YORK, NY

Portfolio Value

Small $148,887,986

Diversification

Diversified

Filing Date

Global Rank

#4,869 / 8,605 ▼ 149 · as of Mar 2026

Top Industry

Software - Application 32.3%

3Y Alpha vs SPY

+20.1%

Period ended 3 months ago

Filed May 15, 2026 · 55d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+16.2%

SPY

+10.0%

Annualised alpha

+18.9%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

137 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

31.8%

−9.1 pts

Top 5

64.4%

−9.3 pts

Top 10

77.5%

−8.7 pts

HHI

1,393

Diversified−660

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.7%	$65,123,286	22
Communication Services	20.6%	$30,703,554	9
Financial Services	18.3%	$27,305,284	22
Consumer Cyclical	6.3%	$9,423,795	11
Healthcare	2.4%	$3,543,634	19
Energy	2.3%	$3,436,929	10
Basic Materials	2.3%	$3,362,440	8
Industrials	1.8%	$2,620,306	18
Consumer Defensive	1.2%	$1,854,806	9
Unclassified	0.7%	$1,115,341	5
Utilities	0.2%	$334,225	2
Real Estate	0.0%	$64,386	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
TMC	TMC the metals Co Inc.	+571,994	645,494	$3,014,456
WBD	Warner Bros. Discovery, Inc.	+59,316	176,400	$4,843,944
TU	Telus Corp	+19,982	85,682	$1,099,300
TSLA	Tesla, Inc.	+1,215	14,683	$5,458,405
GOOGL	Alphabet Inc.	+486	25,602	$7,362,111
PANW	Palo Alto Networks Inc	+200	1,638	$262,604
AVGO	Broadcom Inc.	+148	1,689	$522,762
CRWD	CrowdStrike Holdings, Inc.	+96	4,134	$403,488
AMD	Advanced Micro Devices Inc	+27	12,331	$2,508,495
LLY	ELI LILLY & Co	+17	1,947	$1,790,792
UNH	Unitedhealth Group Inc	+1	2,675	$723,828
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−3,221	6,029	$2,231,754
AMZN	Amazon Com Inc	−2,707	14,141	$2,945,146
PLTR	Palantir Technologies Inc.	−820	10,300	$1,506,684
SOFI	SoFi Technologies, Inc.	−500	25,425	$403,749
NVDA	Nvidia Corp	−225	21,150	$3,688,560
SNOW	Snowflake Inc.	−142	313,978	$47,354,161
WFC	Wells Fargo & Company/Mn	−123	3,300	$262,713
V	Visa Inc.	−59	951	$287,430
META	Meta Platforms, Inc.	−52	27,535	$15,753,599
AAPL	Apple Inc.	−38	19,778	$5,019,458
AXP	American Express Co	−36	1,757	$531,457
XOM	Exxon Mobil Corp	−35	10,661	$1,808,745
NFLX	Netflix Inc	−25	11,770	$1,131,685
BRK-B	Berkshire Hathaway Inc	−17	1,632	$782,054
FDX	Fedex Corp	−10	700	$200,907
DIS	Walt Disney Co	−9	1,790	$172,520
GS	Goldman Sachs Group Inc	−9	687	$581,195
CVX	Chevron Corp	−6	1,816	$375,730
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BEN	Franklin Resources Inc	67,195	$1,587,145
FIGR	Figure Technology Solutions, Inc.	30,481	$1,034,829
PHK	Pimco High Income Fund	113,678	$526,329
AM	Antero Midstream Corp	17,500	$399,000
VRT	Vertiv Holdings Co	1,171	$293,429
AR	ANTERO RESOURCES Corp	5,650	$239,786
NOC	Northrop Grumman Corp /De/	348	$237,419
HON	Honeywell International Inc	991	$234,919
LHX	L3harris Technologies, Inc. /De/	629	$217,099
MRK	Merck & Co., Inc.	1,750	$210,507
SBUX	Starbucks Corp	2,204	$197,456
KO	Coca Cola Co	2,500	$190,125
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
DELL	Dell Technologies Inc.	847	$139,018
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
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CHYM	Chime Financial, Inc.	12,780	$321,672
AEXA	American Exceptionalism Acquisition Corp. A	17,250	$196,477
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

137 positions · $148,887,986 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 137 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SNOW	Snowflake Inc. Technology	Reduced	313,978	-142	$47,354,161	−31.3%	31.81%
NU	Nu Holdings Ltd. Financial Services	Held	1,392,916	0	$20,016,202	−14.2%	13.44%
META	Meta Platforms, Inc. Communication Services	Reduced	27,535	-52	$15,753,599	−13.5%	10.58%
GOOGL	Alphabet Inc. Communication Services	Added	25,602	+486	$7,362,111	−6.4%	4.94%
TSLA	Tesla, Inc. Consumer Cyclical	Added	14,683	+1,215	$5,458,405	−9.9%	3.67%
AAPL	Apple Inc. Technology	Reduced	19,778	-38	$5,019,458	−6.8%	3.37%
WBD	Warner Bros. Discovery, Inc. Communication Services	Added	176,400	+59,316	$4,843,944	+43.6%	3.25%
NVDA	Nvidia Corp Technology	Reduced	21,150	-225	$3,688,560	−7.5%	2.48%
TMC	TMC the metals Co Inc. Basic Materials	Added	645,494	+571,994	$3,014,456	+564.7%	2.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,141	-2,707	$2,945,146	−24.3%	1.98%
AMD	Advanced Micro Devices Inc Technology	Added	12,331	+27	$2,508,495	−4.8%	1.68%
MSFT	Microsoft Corp Technology	Reduced	6,029	-3,221	$2,231,754	−50.1%	1.50%
XOM	Exxon Mobil Corp Energy	Reduced	10,661	-35	$1,808,745	+40.5%	1.21%
LLY	ELI LILLY & Co Healthcare	Added	1,947	+17	$1,790,792	−13.7%	1.20%
BEN	Franklin Resources Inc Financial Services	NEW	67,195	NEW	$1,587,145	NEW	1.07%
PLTR	Palantir Technologies Inc. Technology	Reduced	10,300	-820	$1,506,684	−23.8%	1.01%
NFLX	Netflix Inc Communication Services	Reduced	11,770	-25	$1,131,685	+2.3%	0.76%
TU	Telus Corp Communication Services	Added	85,682	+19,982	$1,099,300	+27.0%	0.74%
FIGR	Figure Technology Solutions, Inc. Financial Services	NEW	30,481	NEW	$1,034,829	NEW	0.70%
SPY	Spdr S&P 500 ETF Trust	Held	1,380	0	$897,469	−4.6%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,632	-17	$782,054	−5.6%	0.53%
UNH	Unitedhealth Group Inc Healthcare	Added	2,675	+1	$723,828	−18.0%	0.49%
WMT	Walmart Inc. Consumer Defensive	Held	5,751	0	$714,734	+11.6%	0.48%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,374	0	$698,335	−8.7%	0.47%
GS	Goldman Sachs Group Inc Financial Services	Reduced	687	-9	$581,195	−5.0%	0.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	561	0	$558,997	+15.5%	0.38%
AXP	American Express Co Financial Services	Reduced	1,757	-36	$531,457	−19.9%	0.36%
PHK	Pimco High Income Fund Financial Services	NEW	113,678	NEW	$526,329	NEW	0.35%
AVGO	Broadcom Inc. Technology	Added	1,689	+148	$522,762	−2.0%	0.35%
CSCO	Cisco Systems, Inc. Technology	Held	6,070	0	$470,971	+0.7%	0.32%
SOFI	SoFi Technologies, Inc. Financial Services	Reduced	25,425	-500	$403,749	−40.5%	0.27%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	4,134	+96	$403,488	−14.7%	0.27%
AM	Antero Midstream Corp Energy	NEW	17,500	NEW	$399,000	NEW	0.27%
RTX	RTX Corp Industrials	Held	2,055	0	$396,409	+5.2%	0.27%
CVX	Chevron Corp Energy	Reduced	1,816	-6	$375,730	+35.3%	0.25%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,200	0	$372,948	+1.7%	0.25%
JNJ	Johnson & Johnson Healthcare	Held	1,377	0	$336,593	+18.1%	0.23%
ASML	Asml Holding NV Technology	Held	237	0	$313,036	+23.5%	0.21%
VRT	Vertiv Holdings Co Industrials	NEW	1,171	NEW	$293,429	NEW	0.20%
V	Visa Inc. Financial Services	Reduced	951	-59	$287,430	−18.9%	0.19%
VZ	Verizon Communications Inc Communication Services	Held	5,680	0	$285,136	+23.3%	0.19%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	3,300	-123	$262,713	−17.7%	0.18%
PANW	Palo Alto Networks Inc Technology	Added	1,638	+200	$262,604	−0.9%	0.18%
GWW	W.W. Grainger, Inc. Industrials	Held	223	0	$243,250	+8.1%	0.16%
AR	ANTERO RESOURCES Corp Energy	NEW	5,650	NEW	$239,786	NEW	0.16%
NOC	Northrop Grumman Corp /De/ Industrials	NEW	348	NEW	$237,419	NEW	0.16%
HON	Honeywell International Inc Industrials	NEW	991	NEW	$234,919	NEW	0.16%
HWM	Howmet Aerospace Inc. Industrials	Held	981	0	$226,081	+12.4%	0.15%
LHX	L3harris Technologies, Inc. /De/ Industrials	NEW	629	NEW	$217,099	NEW	0.15%
MRK	Merck & Co., Inc. Healthcare	NEW	1,750	NEW	$210,507	NEW	0.14%