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LCA

Legend Capital Advisors Portfolio holdings

AUM $184M
This Fund
S&P 500
This Quarter Est. Return
-14.75%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$160M
AUM Growth
-$19.5M
Cap. Flow
+$13.9M
Cap. Flow %
8.68%
Top 10 Hldgs %
72.17%
Holding
161
New
105
Increased
11
Reduced
20
Closed
2

Top Buys

Rank Stock Value
1
TMC icon
TMC The Metals Company
TMC
+$3.69M
2
BEN icon
Franklin Templeton
BEN
+$1.73M
3
WBD icon
Warner Bros
WBD
+$1.66M
4
FIGR
Figure Technology Solutions
FIGR
+$1.31M
5
PHK
PIMCO High Income Fund
PHK
+$550K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.35M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.03M
3
AMZN icon
Amazon
AMZN
+$596K
4
CHYM
Chime Financial
CHYM
+$322K
5
AEXA
American Exceptionalism Acquisition Corp
AEXA
+$196K

Sector Composition

Rank Sector Weight
1 Technology 41.46%
2 Communication Services 21.64%
3 Financials 16.74%
4 Consumer Discretionary 5.96%
5 Energy 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
51
Palo Alto Networks
PANW
$277B
$263K 0.16%
1,638
+200
+14% +$33.6K
FDX icon
52
FedEx
FDX
$79B
$249K 0.16%
700
-10
-1% -$3.47K
GWW icon
53
W.W. Grainger
GWW
$61.3B
$243K 0.15%
223
– –
AR icon
54
Antero Resources
AR
$11.7B
$240K 0.15%
+5,650
New +$206K
NOC icon
55
Northrop Grumman
NOC
$77.1B
$237K 0.15%
+348
New +$241K
HWM icon
56
Howmet Aerospace
HWM
$105B
$226K 0.14%
981
– –
HON icon
57
Honeywell
HON
$68.4B
$224K 0.14%
+991
New +$226K
LHX icon
58
L3Harris
LHX
$48.8B
$217K 0.14%
+629
New +$220K
MRK icon
59
Merck
MRK
$386B
$211K 0.13%
+1,750
New +$202K
PONY
60
Pony AI Inc
PONY
$3.28B
$207K 0.13%
21,980
– –
VBR icon
61
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.8B
$206K 0.13%
946
– –
GM icon
62
General Motors
GM
$75.3B
$198K 0.12%
2,660
– –
SBUX icon
63
Starbucks
SBUX
$121B
$197K 0.12%
+2,204
New +$208K
IWO icon
64
iShares Russell 2000 Growth ETF
IWO
$15.1B
$190K 0.12%
+606
New +$202K
KO icon
65
Coca-Cola
KO
$394B
$190K 0.12%
+2,500
New +$189K
CEG icon
66
Constellation Energy
CEG
$98.6B
$182K 0.11%
651
– –
ICOP icon
67
iShares Copper and Metals Mining ETF
ICOP
$518M
$181K 0.11%
+3,800
New +$192K
DIS icon
68
Walt Disney
DIS
$192B
$173K 0.11%
1,790
-9
-0.5% -$951
PM icon
69
Philip Morris
PM
$302B
$158K 0.1%
+953
New +$166K
VST icon
70
Vistra
VST
$46.7B
$152K 0.1%
+1,014
New +$164K
UNP icon
71
Union Pacific
UNP
$184B
$150K 0.09%
+620
New +$152K
UBER icon
72
Uber
UBER
$164B
$147K 0.09%
+2,050
New +$158K
BLK icon
73
Blackrock
BLK
$182B
$146K 0.09%
+152
New +$160K
EOG icon
74
EOG Resources
EOG
$77B
$145K 0.09%
+1,000
New +$121K
LOW icon
75
Lowe's Companies
LOW
$120B
$142K 0.09%
+600
New +$156K
1 2
3
4 5

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SWA
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LWM
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Legend Capital Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Legend Capital Advisors held 161 positions worth $160M, down 11% from $180M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Legend Capital Advisors deployed $13.9M of net new capital in Q1 2026, opening 105 new positions and adding to 11 existing holdings. Its largest new stake was Franklin Templeton: 67,195 shares worth $1.59M.

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

On the sell side, the largest reduction was Microsoft, an estimated $1.35M trimmed.

  • Legend Capital Advisors's largest Q1 2026 buy was Franklin Templeton: 67,195 shares worth $1.59M.
  • Legend Capital Advisors added most to TMC The Metals Company in Q1 2026, an estimated $3.69M increase.
  • Legend Capital Advisors's biggest Q1 2026 reduction was Microsoft, cutting an estimated $1.35M.
  • Legend Capital Advisors fully exited Chime Financial in Q1 2026, selling an estimated $322K.
  • Legend Capital Advisors's ten largest holdings make up 72% of its $160M portfolio in Q1 2026.
  • Legend Capital Advisors opened 105 new positions and closed 2 in Q1 2026.
  • Legend Capital Advisors's portfolio value fell 11% quarter-over-quarter to $160M.

Based on Legend Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.