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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
Avg Time Held
1.8 quarters
Top 10 Avg Time Held
1.5 quarters
Top 20 Avg Time Held
1.8 quarters

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 Miscellaneous 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
BTI icon
76
British American Tobacco
BTI
$119B
– –
-322
Closed -$18.8K –
CEG icon
77
Constellation Energy
CEG
$106B
– –
-651
Closed -$182K –
COR icon
78
Cencora
COR
$61.8B
– –
-275
Closed -$86.4K –
CRM icon
79
Salesforce
CRM
$189B
– –
-600
Closed -$112K –
CVNA icon
80
Carvana
CVNA
$45.9B
– –
-535
Closed -$33.6K –
DE icon
81
Deere & Co
DE
$167B
– –
-150
Closed -$84.5K –
DHR icon
82
Danaher
DHR
$155B
– –
-231
Closed -$43.8K –
DIS icon
83
Walt Disney
DIS
$187B
– –
-1,790
Closed -$173K –
EMR icon
84
Emerson Electric
EMR
$90.3B
– –
-400
Closed -$52.4K –
ENVA icon
85
Enova International
ENVA
$4.43B
– –
-274
Closed -$37.2K –
EOG icon
86
EOG Resources
EOG
$77.7B
– –
-1,000
Closed -$145K –
EQT icon
87
EQT Corp
EQT
$33B
– –
-934
Closed -$59.4K –
ETN icon
88
Eaton
ETN
$167B
– –
-308
Closed -$110K –
EW icon
89
Edwards Lifesciences
EW
$49.1B
– –
-376
Closed -$30.1K –
FCFS icon
90
FirstCash
FCFS
$9.27B
– –
-252
Closed -$47.4K –
FCX icon
91
Freeport-McMoran
FCX
$106B
– –
-1,630
Closed -$95.8K –
FDS icon
92
Factset
FDS
$10.2B
– –
-115
Closed -$25K –
FSK icon
93
FS KKR Capital
FSK
$3B
– –
-9,170
Closed -$93.3K –
GD icon
94
General Dynamics
GD
$89.6B
– –
-138
Closed -$47.4K –
GEHC icon
95
GE HealthCare
GEHC
$29.7B
– –
-284
Closed -$20.2K –
GLD icon
96
SPDR Gold Trust
GLD
$142B
– –
-150
Closed -$64.5K –
GM icon
97
General Motors
GM
$72.6B
– –
-2,660
Closed -$198K –
HIMS icon
98
Hims & Hers Health
HIMS
$7.21B
– –
-534
Closed -$11.1K –
HON icon
99
Honeywell
HON
$65.8B
– –
-991
Closed -$224K –
HOOD icon
100
Robinhood
HOOD
$98B
– –
-50
Closed -$3.46K –
2 3
4
5 6

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SWA
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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.