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LCA
Legend Capital Advisors Portfolio holdings
AUM
$184M
This Fund
S&P 500
This Quarter
Est. Return
+2.37%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$180M
AUM Growth
–
Cap. Flow
+$184M
Cap. Flow
% of AUM
102.61%
Top 10 Holdings %
Top 10 Hldgs %
81.27%
Holding
56
New
56
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Snowflake
SNOW
|
+$76.7M |
| 2 |
Nu Holdings
NU
|
+$22.4M |
| 3 |
Meta Platforms (Facebook)
META
|
+$18.4M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$7.18M |
| 5 |
Tesla
TSLA
|
+$5.97M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 50.92% |
| 2 | Communication Services | 20.33% |
| 3 | Financials | 15.45% |
| 4 | Consumer Discretionary | 5.87% |
| 5 | Healthcare | 1.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Snowflake
SNOW
$110B
| $68.9M | 38.38% |
+314,120
| New | +$76.7M |
|
|
2
Nu Holdings
NU
$73.1B
| $23.3M | 12.99% |
+1,392,916
| New | +$22.4M |
|
|
3
Meta Platforms (Facebook)
META
$1.45T
| $18.2M | 10.14% |
+27,587
| New | +$18.4M |
|
|
4
Alphabet (Google) Class A
GOOGL
$4.24T
| $7.86M | 4.38% |
+25,116
| New | +$7.18M |
|
|
5
Tesla
TSLA
$1.38T
| $6.06M | 3.37% |
+13,468
| New | +$5.97M |
|
6
Apple
AAPL
$4.52T
| $5.39M | 3% |
+19,816
| New | +$5.32M |
|
7
Microsoft
MSFT
$3.65T
| $4.47M | 2.49% |
+9,250
| New | +$4.64M |
|
8
NVIDIA
NVDA
$5.16T
| $3.99M | 2.22% |
+21,375
| New | +$3.98M |
|
9
Amazon
AMZN
$2.82T
| $3.89M | 2.17% |
+16,848
| New | +$3.85M |
|
|
10
Alphabet (Google) Class C
GOOG
$4.2T
| $3.8M | 2.12% |
+12,113
| New | +$3.47M |
|
11
Warner Bros
WBD
$72.5B
| $3.37M | 1.88% |
+117,084
| New | +$2.74M |
|
12
Advanced Micro Devices
AMD
$782B
| $2.64M | 1.47% |
+12,304
| New | +$2.76M |
|
13
Eli Lilly
LLY
$1.1T
| $2.07M | 1.16% |
+1,930
| New | +$1.85M |
|
14
Palantir
PLTR
$415B
| $1.98M | 1.1% |
+11,120
| New | +$2.01M |
|
15
CrowdStrike
CRWD
$189B
| $1.89M | 1.05% |
+16,152
| New | +$2.06M |
|
16
Telus
TU
$15.5B
| $1.63M | 0.91% |
+65,700
| New | +$925K |
|
17
State Street SPDR S&P Dividend ETF
SDY
$22.1B
| $1.41M | 0.78% |
+10,114
| New | +$1.41M |
|
18
ExxonMobil
XOM
$661B
| $1.29M | 0.72% |
+10,696
| New | +$1.24M |
|
19
Netflix
NFLX
$342B
| $1.11M | 0.62% |
+11,795
| New | +$1.27M |
|
20
State Street SPDR S&P 500 ETF Trust
SPY
$822B
| $941K | 0.52% |
+1,380
| New | +$933K |
|
21
Vanguard High Dividend Yield ETF
VYM
$83.1B
| $895K | 0.5% |
+6,236
| New | +$887K |
|
22
UnitedHealth
UNH
$356B
| $883K | 0.49% |
+2,674
| New | +$906K |
|
23
iShares S&P 500 Growth ETF
IVW
$76.1B
| $865K | 0.48% |
+7,020
| New | +$859K |
|
24
Berkshire Hathaway Class B
BRK.B
$1.08T
| $829K | 0.46% |
+1,649
| New | +$820K |
|
25
JPMorgan Chase
JPM
$948B
| $765K | 0.43% |
+2,374
| New | +$735K |
|
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Legend Capital Advisors's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Legend Capital Advisors, which disclosed 56 positions worth $180M. Its ten largest holdings account for 81% of the portfolio.
Its largest position is Snowflake: 314,120 shares worth $68.9M.
By sector, the portfolio is most concentrated in Technology at 51% of assets, followed by Communication Services and Financials.
- Legend Capital Advisors's largest Q4 2025 buy was Snowflake: 314,120 shares worth $68.9M.
- Legend Capital Advisors's ten largest holdings make up 81% of its $180M portfolio in Q4 2025.
- Legend Capital Advisors disclosed 56 positions in Q4 2025, its first 13F filing on record.
Based on Legend Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.