Legend Capital Advisors LLC

CIK

2111719

Location

NEW YORK, NY

Portfolio Value

Micro $3,363,341

Diversification

Diversified

Filing Date

Global Rank

#4,842 / 8,586 ▼ 146

Top Industry

Software - Application 32.0%

3Y Alpha vs SPY

+3.8%

Period ended 3 months ago

Filed May 15, 2026 · 32d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+12.2%

SPY

+11.2%

Annualised alpha

+3.8%

Max drawdown

−15.3%

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

31.5%

−9.0 pts

Top 5

63.9%

−9.2 pts

Top 10

76.8%

−8.7 pts

HHI

1,369

Diversified−650

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	44.2%	$66,333,752	22
Communication Services	20.4%	$30,703,554	9
Financial Services	18.2%	$27,305,284	22
Consumer Cyclical	6.3%	$9,527,503	11
Healthcare	2.4%	$3,543,634	19
Energy	2.3%	$3,436,929	10
Basic Materials	2.2%	$3,363,341	8
Industrials	1.8%	$2,657,801	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	$1,613,954
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	$249,326
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	$223,995
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

8 positions · $3,363,341 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TMC	TMC the metals Co Inc. Basic Materials	Added	645,494	+571,994	$3,014,456	+564.7%	89.63%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	1,630	NEW	$95,811	NEW	2.85%
SCCO	Southern Copper Corp/ Basic Materials	NEW	529	NEW	$91,019	NEW	2.71%
RIO	Rio Tinto PLC Basic Materials	NEW	775	NEW	$72,299	NEW	2.15%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	601	NEW	$65,058	NEW	1.93%
LIN	Linde PLC Basic Materials	NEW	40	NEW	$19,830	NEW	0.59%
SOLS	Solstice Advanced Materials Inc. Basic Materials	NEW	34	NEW	$2,589	NEW	0.08%
NGVT	Ingevity Corp Basic Materials	NEW	32	NEW	$2,279	NEW	0.07%