Legend Capital Advisors
NEW YORK, NYfiles as Legend Capital Advisors LLC
$184m in 62 US stocks at the end of 30 June 2026. The top 10 are 75.5% of the money. It changed about 12.0% of the portfolio this quarter.
Value
$184m
Stocks
62
Top 10 share
75.5%
Turnover
12.0%
What changed this quarter
New
Bought for the first time this quarter.
- Vistance NetworksVISN0.1% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA2.4% of the fund+4%
- CrowdStrike HoldingsCRWD1.9% of the fund+10%
- Eli LillyLLY1.6% of the fund+29%
- Palo Alto NetworksPANW1.6% of the fund+420%
- Figure Technology SolutionsFIGR0.6% of the fund+21%
- NetflixNFLX0.5% of the fund+3%
- BroadcomAVGO0.4% of the fund+5%
- Pimco High Income FundPHK0.3% of the fund+2%
Cut
Sold some of their stake.
- SnowflakeSNOW34.8% of the fund-20%
- TeslaTSLA3.2% of the fund-4%
- TMC the metalsTMC1.5% of the fund-5%
- ExxonMobil HoldingsXOM0.8% of the fund-5%
- TelusTU0.7% of the fund-23%
- Spdr Series TrustSDY0.7% of the fund-15%
- Goldman Sachs GroupGS0.3% of the fund-15%
- SoFi TechnologiesSOFI0.2% of the fund-17%
- Verizon CommunicationsVZ0.2% of the fund-3%
- ChevronCVX0.1% of the fund-20%
Sold out
Sold their entire stake.
- Antero ResourcesAR-100%
- Northrop GrummanNOC-100%
- Honeywell InternationalHON-100%
- L3harris TechnologiesLHX-100%
- General MotorsGM-100%
- Constellation EnergyCEG-100%
- Ishares TRICOP-100%
- Walt DisneyDIS-100%
- Philip Morris InternationalPM-100%
- VistraVST-100%
- Union PacificUNP-100%
- Uber TechnologiesUBER-100%
- BlackRockBLK-100%
- EOG ResourcesEOG-100%
- Lowe's CompaniesLOW-100%
- TargetTGT-100%
- Kinder MorganKMI-100%
- Phillips 66PSX-100%
- SalesforceCRM-100%
- EatonETN-100%
- Marathon PetroleumMPC-100%
- State STR Spdr S&P Midcap 40MDY-100%
- ARK ETF TRARKK-100%
- Freeport-McMoRanFCX-100%
- Ishares TRIJK-100%
Holdings
- TelusTU
- Share
- 0.7%
- Value
- $1m
- Shares
- 65,982
-23%
- Spdr Series TrustSDY
- Share
- 0.7%
- Value
- $1m
- Shares
- 8,634
-15%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.6%
- Value
- $1m
- Shares
- 1,380
Held
- Ishares TRIVW
- Share
- 0.5%
- Value
- $965,461
- Shares
- 7,020
Held
- Vanguard Whitehall FDSVYM
- Share
- 0.5%
- Value
- $853,362
- Shares
- 5,400
Held
- Pimco High Income FundPHK
- Share
- 0.3%
- Value
- $542,227
- Shares
- 116,357
+2%
- Ishares TRIWM
- Share
- 0.3%
- Value
- $491,837
- Shares
- 1,637
Held
- Ishares TRIVE
- Share
- 0.2%
- Value
- $447,762
- Shares
- 1,972
Held
- Invesco Exchange Traded FD TRSP
- Share
- 0.2%
- Value
- $385,114
- Shares
- 1,810
Held
- Petroleo Brasileiro S APBR-A
- Share
- 0.2%
- Value
- $302,462
- Shares
- 20,660
Held
- Ishares TRIWO
- Share
- 0.1%
- Value
- $238,740
- Shares
- 606
Held
- Vanguard Index FDSVBR
- Share
- 0.1%
- Value
- $229,869
- Shares
- 946
Held
- Pony AIPONY
- Share
- <0.1%
- Value
- $152,761
- Shares
- 21,980
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| SnowflakeSNOW | 34.8% | $64m | 251,390 | -20% |
| Nu HoldingsNU | 10.1% | $19m | 1,392,916 | Held |
| Meta PlatformsMETA | 8.4% | $16m | 27,535 | Held |
| AlphabetGOOGL | 5.0% | $9m | 25,754 | Held |
| Advanced Micro DevicesAMD | 4.0% | $7m | 12,533 | Held |
| TeslaTSLA | 3.2% | $6m | 14,136 | -4% |
| AppleAAPL | 3.1% | $6m | 19,780 | Held |
| Warner Bros. DiscoveryWBD | 2.6% | $5m | 176,400 | Held |
| NvidiaNVDA | 2.4% | $4m | 21,971 | +4% |
| CrowdStrike HoldingsCRWD | 1.9% | $3m | 4,539 | +10% |
| Amazon.comAMZN | 1.8% | $3m | 14,191 | Held |
| AlphabetGOOG | 1.7% | $3m | 8,994 | Held |
| Eli LillyLLY | 1.6% | $3m | 2,518 | +29% |
| Palo Alto NetworksPANW | 1.6% | $3m | 8,513 | +420% |
| TMC the metalsTMC | 1.5% | $3m | 613,294 | -5% |
| MicrosoftMSFT | 1.2% | $2m | 6,029 | Held |
| Franklin TempletonBEN | 1.2% | $2m | 67,195 | Held |
| ExxonMobil HoldingsXOM | 0.8% | $1m | 10,150 | -5% |
| TelusTU | 0.7% | $1m | 65,982 | -23% |
| Spdr Series TrustSDY | 0.7% | $1m | 8,634 | -15% |
| Palantir TechnologiesPLTR | 0.7% | $1m | 10,300 | Held |
| Figure Technology SolutionsFIGR | 0.6% | $1m | 36,910 | +21% |
| UnitedHealth GroupUNH | 0.6% | $1m | 2,676 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.6% | $1m | 1,380 | Held |
| Ishares TRIVW | 0.5% | $965,461 | 7,020 | Held |
| NetflixNFLX | 0.5% | $861,798 | 12,070 | +3% |
| Vanguard Whitehall FDSVYM | 0.5% | $853,362 | 5,400 | Held |
| Berkshire HathawayBRK-B | 0.4% | $816,636 | 1,632 | Held |
| JPMorgan ChaseJPM | 0.4% | $777,081 | 2,374 | Held |
| Cisco SystemsCSCO | 0.4% | $712,982 | 6,070 | Held |
| BroadcomAVGO | 0.4% | $668,240 | 1,769 | +5% |
| WalmartWMT | 0.4% | $651,358 | 5,751 | Held |
| American ExpressAXP | 0.3% | $594,305 | 1,757 | Held |
| Goldman Sachs GroupGS | 0.3% | $593,674 | 587 | -15% |
| Pimco High Income FundPHK | 0.3% | $542,227 | 116,357 | +2% |
| Costco WholesaleCOST | 0.3% | $524,799 | 561 | Held |
| Ishares TRIWM | 0.3% | $491,837 | 1,637 | Held |
| ASML Holding NVASML | 0.3% | $471,702 | 237 | Held |
| Ishares TRIVE | 0.2% | $447,762 | 1,972 | Held |
| Antero MidstreamAM | 0.2% | $399,324 | 17,552 | Held |
| Vertiv HoldingsVRT | 0.2% | $392,074 | 1,171 | Held |
| RTXRTX | 0.2% | $389,895 | 2,055 | Held |
| Invesco Exchange Traded FD TRSP | 0.2% | $385,114 | 1,810 | Held |
| SoFi TechnologiesSOFI | 0.2% | $378,144 | 21,090 | -17% |
| Dell TechnologiesDELL | 0.2% | $365,447 | 847 | Held |
| Johnson & JohnsonJNJ | 0.2% | $349,717 | 1,377 | Held |
| VisaV | 0.2% | $326,279 | 951 | Held |
| McDonald'sMCD | 0.2% | $324,372 | 1,200 | Held |
| Verizon CommunicationsVZ | 0.2% | $313,390 | 5,500 | -3% |
| W.W. GraingerGWW | 0.2% | $303,369 | 223 | Held |
| Petroleo Brasileiro S APBR-A | 0.2% | $302,462 | 20,660 | Held |
| Wells Fargo & CompanyWFC | 0.1% | $272,712 | 3,300 | Held |
| Howmet AerospaceHWM | 0.1% | $263,752 | 981 | Held |
| Vistance NetworksVISN | 0.1% | $255,600 | 20,000 | New |
| ChevronCVX | 0.1% | $240,352 | 1,450 | -20% |
| Ishares TRIWO | 0.1% | $238,740 | 606 | Held |
| Vanguard Index FDSVBR | 0.1% | $229,869 | 946 | Held |
| StarbucksSBUX | 0.1% | $225,227 | 2,204 | Held |
| MerckMRK | 0.1% | $224,875 | 1,750 | Held |
| FedExFDX | 0.1% | $219,191 | 700 | Held |
| Coca-ColaKO | 0.1% | $203,175 | 2,500 | Held |
| Pony AIPONY | <0.1% | $152,761 | 21,980 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 2.4% since 31 December 2025.
Where the money is
Technology50.7%
Media & telecom19.1%
Financial services14.0%
Retail & consumer5.4%
Health care2.6%
Materials1.5%
Industrials1.1%
Energy1.1%
Everyday goods0.8%
Other3.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.