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LCA

Legend Capital Advisors Portfolio holdings

AUM $184M
This Fund
S&P 500
This Quarter Est. Return
+39.01%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$184M
AUM Growth
+$23.8M
Cap. Flow
-$16M
Cap. Flow %
-8.69%
Top 10 Hldgs %
75.54%
Holding
160
New
1
Increased
15
Reduced
10
Closed
98

Top Buys

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$1.57M
2
LLY icon
Eli Lilly
LLY
+$583K
3
VISN
Vistance Networks Inc
VISN
+$282K
4
CRWD icon
CrowdStrike
CRWD
+$230K
5
FIGR
Figure Technology Solutions
FIGR
+$215K

Top Sells

Rank Stock Value
1
SNOW icon
Snowflake
SNOW
+$11.5M
2
TU icon
Telus
TU
+$240K
3
AR icon
Antero Resources
AR
+$240K
4
NOC icon
Northrop Grumman
NOC
+$237K
5
HON icon
Honeywell
HON
+$224K

Sector Composition

Rank Sector Weight
1 Technology 51.05%
2 Communication Services 19.12%
3 Financials 14%
4 Consumer Discretionary 5.37%
5 Healthcare 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PBR.A icon
51
Petrobras Class A
PBR.A
$103B
$302K 0.16%
20,660
– –
WFC icon
52
Wells Fargo
WFC
$256B
$273K 0.15%
3,300
– –
HWM icon
53
Howmet Aerospace
HWM
$105B
$264K 0.14%
981
– –
VISN
54
Vistance Networks Inc
VISN
$2.55B
$256K 0.14%
+20,000
New +$282K
CVX icon
55
Chevron
CVX
$392B
$240K 0.13%
1,450
-366
-20% -$68.1K
IWO icon
56
iShares Russell 2000 Growth ETF
IWO
$15.1B
$239K 0.13%
606
– –
VBR icon
57
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.8B
$230K 0.13%
946
– –
SBUX icon
58
Starbucks
SBUX
$121B
$225K 0.12%
2,204
– –
MRK icon
59
Merck
MRK
$386B
$225K 0.12%
1,750
– –
FDX icon
60
FedEx
FDX
$79B
$219K 0.12%
700
– –
KO icon
61
Coca-Cola
KO
$394B
$203K 0.11%
2,500
– –
PONY
62
Pony AI Inc
PONY
$3.28B
$153K 0.08%
21,980
– –
ABT icon
63
Abbott
ABT
$201B
– –
-812
Closed -$83.4K
ALV icon
64
Autoliv
ALV
$9.08B
– –
-70
Closed -$7.36K
AMGN icon
65
Amgen
AMGN
$239B
– –
-200
Closed -$70.4K
AMP icon
66
Ameriprise Financial
AMP
$49.5B
– –
-97
Closed -$43.1K
AR icon
67
Antero Resources
AR
$11.7B
– –
-5,650
Closed -$240K
ARKK icon
68
ARK Innovation ETF
ARKK
$6.6B
– –
-1,419
Closed -$95.9K
BDX icon
69
Becton Dickinson
BDX
$51.7B
– –
-105
Closed -$16.5K
BGC icon
70
BGC Group
BGC
$5.61B
– –
-1,468
Closed -$14.4K
BKKT icon
71
Bakkt Inc
BKKT
$389M
– –
-414
Closed -$3.05K
BKNG icon
72
Booking.com
BKNG
$161B
– –
-475
Closed -$80K
BLK icon
73
Blackrock
BLK
$182B
– –
-152
Closed -$146K
BMY icon
74
Bristol-Myers Squibb
BMY
$139B
– –
-435
Closed -$26.4K
BSX icon
75
Boston Scientific
BSX
$72.3B
– –
-294
Closed -$18.4K
1 2
3
4 5

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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 Q2 2026 Portfolio in Review

As of Q2 2026, Legend Capital Advisors held 160 positions worth $184M, up 15% from $160M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Legend Capital Advisors withdrew a net $16M in Q2 2026, closing 98 positions and reducing 10 holdings. Its most notable exit was Antero Resources, an estimated $240K position sold in full.

By sector, the portfolio is most concentrated in Technology at 51% of assets, up from 41% a quarter earlier, followed by Communication Services and Financials.

Against the trend, Legend Capital Advisors opened a new position in Vistance Networks Inc worth $256K.

  • Legend Capital Advisors's largest Q2 2026 buy was Vistance Networks Inc: 20,000 shares worth $256K.
  • Legend Capital Advisors added most to Palo Alto Networks in Q2 2026, an estimated $1.57M increase.
  • Legend Capital Advisors's biggest Q2 2026 reduction was Snowflake, cutting an estimated $11.5M.
  • Legend Capital Advisors fully exited Antero Resources in Q2 2026, selling an estimated $240K.
  • Legend Capital Advisors's ten largest holdings make up 76% of its $184M portfolio in Q2 2026.
  • Legend Capital Advisors opened 1 new position and closed 98 in Q2 2026.
  • Legend Capital Advisors's portfolio value rose 15% quarter-over-quarter to $184M.

Based on Legend Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.