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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 | |
|---|---|---|---|---|---|---|
126
Edwards Lifesciences
EW
$52.3B
| $30.1K | 0.02% |
+376
| New | +$31K |
|
127
Johnson Controls International
JCI
$87.7B
| $30K | 0.02% |
+229
| New | +$29.6K |
|
128
Bristol-Myers Squibb
BMY
$138B
| $26.4K | 0.02% |
+435
| New | +$25.4K |
|
129
Workday
WDAY
$47B
| $26K | 0.02% |
+200
| New | +$31.7K |
|
130
Factset
FDS
$10.4B
| $25K | 0.02% |
+115
| New | +$26.8K |
|
131
Medtronic
MDT
$117B
| $24.2K | 0.02% |
+279
| New | +$26.7K |
|
132
Intuitive Surgical
ISRG
$130B
| $22.1K | 0.01% |
+48
| New | +$24.3K |
|
133
Stryker
SYK
$127B
| $22K | 0.01% |
+67
| New | +$24.1K |
|
134
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
| $21K | 0.01% |
+144
| New | +$21.4K |
|
135
ServiceNow
NOW
$129B
| $20.9K | 0.01% |
+200
| New | +$23.5K |
|
136
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $20.8K | 0.01% |
+162
| New | +$21.9K |
|
137
GE HealthCare
GEHC
$33.2B
| $20.2K | 0.01% |
+284
| New | +$22.4K |
|
138
Linde
LIN
$227B
| $19.8K | 0.01% |
+40
| New | +$18.9K |
|
139
Kroger
KR
$35.9B
| $19.8K | 0.01% |
+274
| New | +$18.5K |
|
140
British American Tobacco
BTI
$124B
| $18.8K | 0.01% |
+322
| New | +$19.1K |
|
141
Boston Scientific
BSX
$69.1B
| $18.4K | 0.01% |
+294
| New | +$23.5K |
|
142
Becton Dickinson
BDX
$51.8B
| $16.5K | 0.01% |
+105
| New | +$19.3K |
|
143
iShares US Medical Devices ETF
IHI
$3.42B
| $16K | 0.01% |
+300
| New | +$17.6K |
|
144
Procter & Gamble
PG
$337B
| $15.9K | 0.01% |
+110
| New | +$16.7K |
|
145
BGC Group
BGC
$5.63B
| $14.4K | 0.01% |
+1,468
| New | +$13.6K |
|
146
Invesco QQQ Trust
QQQ
$485B
| $13.9K | 0.01% |
+24
| New | +$14.6K |
|
147
Hims & Hers Health
HIMS
$7.09B
| $11.1K | 0.01% |
+534
| New | +$12.6K |
|
148
Newmark Group
NMRK
$2.86B
| $10.2K | 0.01% |
+680
| New | +$10.7K |
|
149
T-Mobile US
TMUS
$194B
| $8.4K | 0.01% |
+40
| New | +$8.22K |
|
150
Autoliv
ALV
$9B
| $7.36K | ﹤0.01% |
+70
| New | +$8.26K |
|
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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.