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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
GM icon
51
General Motors
GM
$75.3B
$216K 0.12%
+2,660
New +$188K
FDX icon
52
FedEx
FDX
$79B
$205K 0.11%
+710
New +$186K
DIS icon
53
Walt Disney
DIS
$192B
$205K 0.11%
+1,799
New +$198K
HWM icon
54
Howmet Aerospace
HWM
$105B
$201K 0.11%
+981
New +$195K
VBR icon
55
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.8B
$200K 0.11%
+946
New +$198K
AEXA
56
American Exceptionalism Acquisition Corp
AEXA
$568M
$196K 0.11%
+17,250
New +$194K
1 2
3

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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.