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LCA

Legend Capital Advisors Portfolio holdings

AUM $184M
This Fund
S&P 500
This Quarter Est. Return
+2.37%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$180M
AUM Growth
–
Cap. Flow
+$184M
Cap. Flow %
102.61%
Top 10 Hldgs %
81.27%
Holding
56
New
56
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SNOW icon
Snowflake
SNOW
+$76.7M
2
NU icon
Nu Holdings
NU
+$22.4M
3
META icon
Meta Platforms (Facebook)
META
+$18.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.18M
5
TSLA icon
Tesla
TSLA
+$5.97M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 50.92%
2 Communication Services 20.33%
3 Financials 15.45%
4 Consumer Discretionary 5.87%
5 Healthcare 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOFI icon
26
SoFi Technologies
SOFI
$24.5B
$679K 0.38%
+25,925
New +$722K
AXP icon
27
American Express
AXP
$227B
$663K 0.37%
+1,793
New +$642K
WMT icon
28
Walmart Inc
WMT
$839B
$641K 0.36%
+5,751
New +$617K
GS icon
29
Goldman Sachs
GS
$308B
$612K 0.34%
+696
New +$568K
AVGO icon
30
Broadcom
AVGO
$1.7T
$533K 0.3%
+1,541
New +$551K
COST icon
31
Costco
COST
$426B
$484K 0.27%
+561
New +$508K
CSCO icon
32
Cisco
CSCO
$438B
$468K 0.26%
+6,070
New +$450K
TMC icon
33
TMC The Metals Company
TMC
$2.19B
$453K 0.25%
+73,500
New +$516K
IVE icon
34
iShares S&P 500 Value ETF
IVE
$50.3B
$418K 0.23%
+1,972
New +$413K
IWM icon
35
iShares Russell 2000 ETF
IWM
$81.7B
$403K 0.22%
+1,637
New +$402K
RTX icon
36
RTX Corp
RTX
$283B
$377K 0.21%
+2,055
New +$357K
MCD icon
37
McDonald's
MCD
$190B
$367K 0.2%
+1,200
New +$368K
V icon
38
Visa
V
$717B
$354K 0.2%
+1,010
New +$344K
RSP icon
39
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$347K 0.19%
+1,810
New +$344K
CHYM
40
Chime Financial
CHYM
$12.5B
$322K 0.18%
+12,780
New +$271K
WFC icon
41
Wells Fargo
WFC
$256B
$319K 0.18%
+3,423
New +$297K
PONY
42
Pony AI Inc
PONY
$3.28B
$319K 0.18%
+21,980
New +$365K
VZ icon
43
Verizon
VZ
$209B
$312K 0.17%
+5,680
New +$230K
JNJ icon
44
Johnson & Johnson
JNJ
$658B
$285K 0.16%
+1,377
New +$272K
CVX icon
45
Chevron
CVX
$392B
$278K 0.15%
+1,822
New +$277K
PANW icon
46
Palo Alto Networks
PANW
$277B
$265K 0.15%
+1,438
New +$290K
ASML icon
47
ASML
ASML
$670B
$254K 0.14%
+237
New +$247K
PBR.A icon
48
Petrobras Class A
PBR.A
$103B
$233K 0.13%
+20,660
New +$239K
CEG icon
49
Constellation Energy
CEG
$98.6B
$230K 0.13%
+651
New +$237K
GWW icon
50
W.W. Grainger
GWW
$61.3B
$225K 0.13%
+223
New +$216K
1
2
3

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MFG
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TC
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KIM
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SWA
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RPGNY
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LWM
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Legend Capital Advisors's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Legend Capital Advisors, which disclosed 56 positions worth $180M. Its ten largest holdings account for 81% of the portfolio.

Its largest position is Snowflake: 314,120 shares worth $68.9M.

By sector, the portfolio is most concentrated in Technology at 51% of assets, followed by Communication Services and Financials.

  • Legend Capital Advisors's largest Q4 2025 buy was Snowflake: 314,120 shares worth $68.9M.
  • Legend Capital Advisors's ten largest holdings make up 81% of its $180M portfolio in Q4 2025.
  • Legend Capital Advisors disclosed 56 positions in Q4 2025, its first 13F filing on record.

Based on Legend Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.