LC
Legend Capital Advisors LLC's 13F Portfolio ($183.8M, Q2 2026)
Legend Capital Advisors LLCCIK: 0002111719
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$183.8M
Reporting period: 2026-06-30 · Number of holdings: 62
Legend Capital Advisors LLC disclosed 62 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $183.8M and a quarterly turnover rate of 27.2%.
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Personality snowflake
- Concentration
- 59.4
- Portfolio Stability
- 27.18
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 71.12
Legend Capital Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.149 — mathematically equivalent to about 7 equally-sized positions, well below its 62 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.89), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd SNOW
-19.9% $16.6M
Add AMD
+1.6% $4.8M
Trim NU
0.0% -$1.4M
Add PANW
+419.7% $2.6M
Trim META
0.0% -$243.4K
Add CRWD
+9.8% $1.8M
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNOW | Snowflake Inc | Stock-Tech | 34.81% | +5.21% | -19.93% | |
| 2 | NU | Nu Holdings Ltd. | Stock-Financials | 10.13% | -2.38% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.44% | -1.41% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.01% | +0.41% | +0.59% | |
| 5 | AMD | Advanced Micro Devices | Stock-Tech | 3.96% | +2.39% | +1.64% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.24% | -0.17% | -3.73% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.11% | -0.03% | +0.01% | |
| 8 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 2.56% | -0.47% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.39% | +0.08% | +3.88% | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.88% | +0.87% | +9.80% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | — | +0.35% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.73% | +0.14% | +1.70% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.64% | +0.52% | +29.33% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.58% | +1.42% | +419.72% | |
| 15 | TMC | Tmc THE Metals Co Inc | Stock-Other | 1.48% | -0.40% | -4.99% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.18% | — | |
| 17 | BEN | Franklin Resources Inc | Stock-Financials | 1.22% | +0.23% | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.37% | -4.79% | |
| 19 | TU | Telus CORP | Stock-Other | 0.74% | -0.81% | -22.99% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.71% | -0.20% | -14.63% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | -0.29% | — | |
| 22 | FIGR | Figure Technology Solut-cl A | Stock-Other | 0.62% | -0.03% | +21.09% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.16% | +0.04% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | — | — | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.03% | — | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.24% | +2.55% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.46% | -0.04% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.05% | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.02% | — | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.10% | — | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.03% | +4.74% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.10% | — | |
| 33 | AXP | American Express Co | Stock-Financials | 0.32% | -0.01% | — | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.32% | -0.04% | -14.56% | |
| 35 | PHK | Pimco High Income Fund | Stock-Other | 0.30% | -0.03% | +2.36% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.06% | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | +0.02% | — | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.26% | +0.06% | — | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.24% | -0.02% | — | |
| 40 | AM | Antero Midstream CORP | Stock-Energy | 0.22% | -0.03% | +0.30% | |
| 41 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.21% | +0.03% | — | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.21% | -0.04% | — | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.21% | -0.01% | — | |
| 44 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.21% | -0.04% | -17.05% | |
| 45 | DELL | Dell Technologies -c | Stock-Tech | 0.20% | +0.11% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | -0.02% | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.18% | — | — | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.18% | -0.05% | — | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.17% | — | -3.17% | |
| 50 | GWW | Ww Grainger Inc | Stock-Industrials | 0.17% | +0.02% | — |
1–50 of 62
Portfolio Performance
Performance for Q3 2026
+10.7%
Performance Last 4 Quarters
+36.3%
- Stdev
- +41.9%
- Beta
- +1.19
- Alpha
- +40.7%
- Max Drawdown
- -2.6%
- Annualized Perf
- +85.8%
- Batting Avg vs S&P
- +50%
- Sortino
- +6.43
- Stutzer
- +0.59
- Treynor
- +0.59
- Sterling
- —
- Calmar
- +33.45
- Information Ratio
- +1.27
- Tracking Error
- +35.7%
- Stdev Down
- +10.9%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.66
- Sharpe
- +1.67
- Stdev Sectors
- +17.3%
- Skewness
- +0.96
- Kurtosis
- 0
- Upside Potential
- +8.23
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Legend Capital Advisors LLC's most significant position changes for 2026-06-30: New buy: Vistance Networks Inc (VISN); Sold out: Antero Resources CORP (AR); Sold out: Northrop Grumman CORP (NOC); Sold out: Honeywell International Inc (HON); Sold out: L3harris Technologies Inc (LHX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SNOW | Snowflake Inc | +5.2% | -19.93% | Trim |
| 2 | AMD | Advanced Micro Devices | +2.4% | +1.64% | Add |
| 3 | PANW | Palo Alto Networks Inc | +1.4% | +419.72% | Add |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +0.9% | +9.80% | Add |
| 5 | LLY | Eli Lilly & Co | +0.5% | +29.33% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.59% | Add |
| 7 | BEN | Franklin Resources Inc | +0.2% | — | Unchanged |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | +0.04% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +1.70% | Add |
| 10 | VISN | Vistance Networks Inc | +0.1% | NEW | New buy |
| 11 | DELL | Dell Technologies -c | +0.1% | — | Unchanged |
| 12 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 13 | NVDA | Nvidia CORP | +0.1% | +3.88% | Add |
| 14 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 15 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 16 | AVGO | Broadcom Inc | 0% | +4.74% | Add |
| 17 | VRT | Vertiv Holdings Co-a | 0% | — | Unchanged |
| 18 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 19 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 20 | IWO | Ishares Russell 2000 Growth | 0% | — | Unchanged |
| 21 | AMZN | Amazon.com Inc | — | +0.35% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 23 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 24 | HWM | Howmet Aerospace Inc | — | — | Unchanged |
| 25 | VZ | Verizon Communications Inc | — | -3.17% | Trim |
| 26 | SBUX | Starbucks CORP | — | — | Unchanged |
| 27 | VBR | Vanguard Small-cap Value ETF | — | — | Unchanged |
| 28 | ALV | Autoliv Inc | — | EXIT | Sold out |
| 29 | VLTO | Veralto CORP | — | EXIT | Sold out |
| 30 | WAT | Waters CORP | — | EXIT | Sold out |
| 31 | HOOD | Robinhood Markets Inc - A | — | EXIT | Sold out |
| 32 | BKKT | Bakkt Inc | — | EXIT | Sold out |
| 33 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 34 | SOLS | Solstice Adv Materials Inc | — | EXIT | Sold out |
| 35 | NGVT | Ingevity CORP | — | EXIT | Sold out |
| 36 | TRMB | Trimble Inc | — | EXIT | Sold out |
| 37 | REZI | Resideo Technologies Inc | — | EXIT | Sold out |
| 38 | AXP | American Express Co | 0% | — | Unchanged |
| 39 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 40 | ISRG | Intuitive Surgical Inc | 0% | EXIT | Sold out |
| 41 | SYK | Stryker CORP | 0% | EXIT | Sold out |
| 42 | IWS | Ishares Russell Mid-cap Valu | 0% | EXIT | Sold out |
| 43 | NOW | Servicenow Inc | 0% | EXIT | Sold out |
| 44 | IWP | Ishares Russell Mid-cap Grow | 0% | EXIT | Sold out |
| 45 | GEHC | GE Healthcare Technology | 0% | EXIT | Sold out |
| 46 | LIN | Linde plc | 0% | EXIT | Sold out |
| 47 | KR | Kroger Co | 0% | EXIT | Sold out |
| 48 | BTI | British American Tob-sp Adr | 0% | EXIT | Sold out |
| 49 | BSX | Boston Scientific CORP | 0% | EXIT | Sold out |
| 50 | BDX | Becton Dickinson And Co | 0% | EXIT | Sold out |
1–50 of 160
Filing History
FAQ
What is Legend Capital Advisors LLC and what type of investor is it?
Legend Capital Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $183.8M, spread across 62 disclosed positions.
What are Legend Capital Advisors LLC's largest equity positions?
Based on the latest 13F filing, Legend Capital Advisors LLC's top holdings by market value are:
1. Snowflake Inc (SNOW) — $64.0M (34.8%)
2. Nu Holdings Ltd. (NU) — $18.6M (10.1%)
3. Meta Platforms Inc-class A (META) — $15.5M (8.4%)
4. Alphabet Inc-cl A (GOOGL) — $9.2M (5.0%)
5. Advanced Micro Devices (AMD) — $7.3M (4.0%)
What changes did Legend Capital Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Legend Capital Advisors LLC made 124 notable position adjustments: 1 new positions were initiated, 15 existing holdings were added to, 10 positions were partially reduced, and 98 were completely exited. The largest of these moves: New buy: Vistance Networks Inc (VISN); Sold out: Antero Resources CORP (AR); Sold out: Northrop Grumman CORP (NOC); Sold out: Honeywell International Inc (HON); Sold out: L3harris Technologies Inc (LHX)
What sectors does Legend Capital Advisors LLC focus on?
Legend Capital Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 54.9%
• Communication Services: 19.8%
• Financials: 13.9%
• Consumer Discretionary: 5.8%
• Health Care: 2.8%
• Energy: 1.2%
Investment Profile
Legend Capital Advisors LLC returned an annualized 85.8% over the trailing 6 months — outperforming the S&P 500 by 40.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.19 (more volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is moderately concentrated and moderately active, with 54.9% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 27 over the past 2 quarters — a shift toward more active trading.
It has added to its CSCO position over the past two quarters (+$245.4K, now $713.0K), while trimming NU over the same stretch (-$4.7M, still holding $18.6M).
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Developer Access
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