Legend Capital Advisors LLC
Filing Date
Global Rank
#4,842
/ 8,586
▼ 146
Top Industry
Software - Application
32.0%
3Y Alpha vs SPY
+1.0%
Period ended 3 months ago
Filed May 15, 2026 · 32d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical 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
+3.7%
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, 2025Top 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 |
|---|---|---|
| Technology | 44.2% | $66,333,752 |
| Communication Services | 20.4% | $30,703,554 |
| Financial Services | 18.2% | $27,305,284 |
| Consumer Cyclical | 6.3% | $9,527,503 |
| Healthcare | 2.4% | $3,543,634 |
| Energy | 2.3% | $3,436,929 |
| Basic Materials | 2.2% | $3,363,341 |
| Industrials | 1.8% | $2,657,801 |
| Consumer Defensive | 1.2% | $1,854,806 |
| Unclassified | 0.7% | $1,115,341 |
| Utilities | 0.2% | $334,225 |
| Real Estate | 0.0% | $64,386 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
22 positions ·
$66,333,752 total
· Technology 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 313,978 | $47,354,161 | 71.39% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 19,778 | $5,019,458 | 7.57% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 21,150 | $3,688,560 | 5.56% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 12,331 | $2,508,495 | 3.78% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 6,029 | $2,231,754 | 3.36% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 4,134 | $1,613,954 | 2.43% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 10,300 | $1,506,684 | 2.27% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,689 | $522,762 | 0.79% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 6,070 | $470,971 | 0.71% | |
| ASML |
Asml Holding NV
Technology
|
Held | 237 | $313,036 | 0.47% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 1,638 | $262,604 | 0.40% | |
| PONY |
Pony AI Inc.
Technology
|
Held | 21,980 | $207,491 | 0.31% | |
| UBER |
Uber Technologies, Inc
Technology
|
NEW | 2,050 | $147,456 | 0.22% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 847 | $139,018 | 0.21% | |
| CRM |
Salesforce, Inc.
Technology
|
NEW | 600 | $112,002 | 0.17% | |
| SONY |
Sony Group Corp
Technology
|
NEW | 3,750 | $77,625 | 0.12% | |
| LDOS |
Leidos Holdings, Inc.
Technology
|
NEW | 413 | $64,229 | 0.10% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 323 | $41,595 | 0.06% | |
| WDAY |
Workday, Inc.
Technology
|
NEW | 200 | $25,984 | 0.04% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 200 | $20,910 | 0.03% | |
| BKKT |
Bakkt, Inc.
Technology
|
NEW | 414 | $3,047 | 0.00% | |
| TRMB |
Trimble Inc.
Technology
|
NEW | 30 | $1,956 | 0.00% |