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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
IBIT icon
101
iShares Bitcoin Trust
IBIT
$59.6B
– –
-1,110
Closed -$42.6K
ICOP icon
102
iShares Copper and Metals Mining ETF
ICOP
$518M
– –
-3,800
Closed -$181K
IHI icon
103
iShares US Medical Devices ETF
IHI
$3.44B
– –
-300
Closed -$16K
IJJ icon
104
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.86B
– –
-564
Closed -$74.7K
IJK icon
105
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
– –
-940
Closed -$94.6K
IREN icon
106
Iris Energy
IREN
$15.1B
– –
-2,600
Closed -$89.1K
ISRG icon
107
Intuitive Surgical
ISRG
$131B
– –
-48
Closed -$22.1K
ITW icon
108
Illinois Tool Works
ITW
$80.2B
– –
-198
Closed -$51.5K
IVV icon
109
iShares Core S&P 500 ETF
IVV
$894B
– –
-124
Closed -$81K
IWD icon
110
iShares Russell 1000 Value ETF
IWD
$84.2B
– –
-231
Closed -$49.4K
IWF icon
111
iShares Russell 1000 Growth ETF
IWF
$125B
– –
-620
Closed -$66.1K
IWP icon
112
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
– –
-162
Closed -$20.8K
IWS icon
113
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
– –
-144
Closed -$21K
JCI icon
114
Johnson Controls International
JCI
$85.9B
– –
-229
Closed -$30K
KMI icon
115
Kinder Morgan
KMI
$68.9B
– –
-3,553
Closed -$119K
KR icon
116
Kroger
KR
$35.8B
– –
-274
Closed -$19.8K
LDOS icon
117
Leidos
LDOS
$16.9B
– –
-413
Closed -$64.2K
LHX icon
118
L3Harris
LHX
$48.8B
– –
-629
Closed -$217K
LIN icon
119
Linde
LIN
$225B
– –
-40
Closed -$19.8K
LMT icon
120
Lockheed Martin
LMT
$128B
– –
-61
Closed -$36.9K
LNG icon
121
Cheniere Energy
LNG
$57.6B
– –
-255
Closed -$72.4K
LOW icon
122
Lowe's Companies
LOW
$120B
– –
-600
Closed -$142K
MA icon
123
Mastercard
MA
$525B
– –
-126
Closed -$63K
MDLZ icon
124
Mondelez International
MDLZ
$80.4B
– –
-1,000
Closed -$57.6K
MDT icon
125
Medtronic
MDT
$117B
– –
-279
Closed -$24.2K
3 4
5
6 7

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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.