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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
(-11%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
8.68%
Top 10 Holdings %
Top 10 Hldgs %
72.17%
Holding
161
New
105
Increased
11
Reduced
20
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TMC The Metals Company
TMC
|
+$3.69M |
| 2 |
Franklin Templeton
BEN
|
+$1.73M |
| 3 |
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 |
Microsoft
MSFT
|
+$1.35M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$1.03M |
| 3 |
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 | |
|---|---|---|---|---|---|---|
101
Newmont
NEM
$142B
| $65.1K | 0.04% |
+601
| New | +$69.3K |
|
102
SPDR Gold Trust
GLD
$156B
| $64.5K | 0.04% |
+150
| New | +$67.2K |
|
103
Leidos
LDOS
$16.9B
| $64.2K | 0.04% |
+413
| New | +$74.1K |
|
104
Mastercard
MA
$525B
| $63K | 0.04% |
+126
| New | +$66.4K |
|
105
EQT Corp
EQT
$33.8B
| $59.4K | 0.04% |
+934
| New | +$54.7K |
|
106
Mondelez International
MDLZ
$80.4B
| $57.6K | 0.04% |
+1,000
| New | +$57.9K |
|
107
Nike
NKE
$58.6B
| $57.6K | 0.04% |
+1,091
| New | +$66.2K |
|
108
Prologis
PLD
$136B
| $54.2K | 0.03% |
+410
| New | +$54.8K |
|
109
Emerson Electric
EMR
$86.4B
| $52.4K | 0.03% |
+400
| New | +$57.5K |
|
110
Illinois Tool Works
ITW
$80.2B
| $51.5K | 0.03% |
+198
| New | +$53.9K |
|
111
Vanguard Morningstar Value ETF
VTV
$194B
| $50.4K | 0.03% |
+257
| New | +$51.5K |
|
112
iShares Russell 1000 Value ETF
IWD
$84.2B
| $49.4K | 0.03% |
+231
| New | +$50.6K |
|
113
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.3B
| $48.1K | 0.03% |
+159
| New | +$50K |
|
114
FirstCash
FCFS
$9.95B
| $47.4K | 0.03% |
+252
| New | +$45.5K |
|
115
General Dynamics
GD
$102B
| $47.4K | 0.03% |
+138
| New | +$48.9K |
|
116
Reddit
RDDT
$31.3B
| $46.9K | 0.03% |
+348
| New | +$59.2K |
|
117
Danaher
DHR
$152B
| $43.8K | 0.03% |
+231
| New | +$49.2K |
|
118
Ameriprise Financial
AMP
$49.5B
| $43.1K | 0.03% |
+97
| New | +$46.7K |
|
119
iShares Bitcoin Trust
IBIT
$59.6B
| $42.6K | 0.03% |
+1,110
| New | +$48.1K |
|
120
Qualcomm
QCOM
$171B
| $41.6K | 0.03% |
+323
| New | +$47.1K |
|
121
Enova International
ENVA
$6.06B
| $37.2K | 0.02% |
+274
| New | +$40.8K |
|
122
Lockheed Martin
LMT
$128B
| $36.9K | 0.02% |
+61
| New | +$37.6K |
|
123
XPeng
XPEV
$11.1B
| $35K | 0.02% |
+2,045
| New | +$37.9K |
|
124
Carvana
CVNA
$83.3B
| $33.6K | 0.02% |
+535
| New | +$39.7K |
|
125
Root
ROOT
$894M
| $31.8K | 0.02% |
+719
| New | +$41.9K |
|
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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.