Institutional
Legend Capital Advisors LLC
CIK 0002111719
$160.0M
Reported AUM
159
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Legend Capital Advisors LLC · Q1 2026
AI · grounded in 13F
Legend Capital Advisors LLC significantly increased its stake in TMC by 778.22%. The fund established new positions in BEN for $1.59M and FIGR for $1.03M. Additionally, the manager trimmed holdings in MSFT by 34.82% and GOOG by 26.99%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SNOW | SNOWFLAKE INC | $238.26 | -2.42% | 13.01% | -10.33% | $47.4M | 29.60% | −142 | −0.0% |
| 2 | NU | NU HLDGS LTD | $11.97 | -1.24% | -1.48% | 61.32% | $20.0M | 12.51% | — | HELD |
| 3 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $15.8M | 9.85% | −52 | −0.2% |
| 4 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $7.4M | 4.60% | +486 | +1.9% |
| 5 | TSLA | TESLA INC | $391.00 | -6.56% | 32.48% | 70.69% | $5.5M | 3.41% | +1,215 | +9.0% |
| 6 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $5.0M | 3.14% | −38 | −0.2% |
| 7 | WBD | WARNER BROS DISCOVERY INC | $26.24 | -2.81% | 167.21% | -9.55% | $4.8M | 3.03% | +59,316 | +50.7% |
| 8 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $3.7M | 2.31% | −225 | −1.1% |
| 9 | TMC | TMC THE METALS COMPANY INC | $5.12 | -14.52% | 24.88% | 77.16% | $3.0M | 1.88% | +571,994 | +778.2% |
| 10 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $2.9M | 1.84% | −2,707 | −16.1% |
| 11 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $2.5M | 1.59% | −3,269 | −27.0% |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $466.38 | -10.86% | 301.39% | 339.19% | $2.5M | 1.57% | +27 | +0.2% |
| 13 | TU | TELUS CORPORATION | $12.31 | 0.24% | -21.52% | -28.69% | $2.5M | 1.55% | +19,982 | +30.4% |
| 14 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $2.2M | 1.40% | −3,221 | −34.8% |
| 15 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | 48.36% | 212.97% | $1.8M | 1.13% | −35 | −0.3% |
| 16 | LLY | ELI LILLY & CO | $1131.42 | 0.55% | 48.00% | 387.10% | $1.8M | 1.12% | +17 | +0.9% |
| 17 | CRWD | CROWDSTRIKE HLDGS INC | $671.02 | -6.68% | 43.25% | 164.59% | $1.6M | 1.01% | +96 | +2.4% |
| 18 | BEN | FRANKLIN RESOURCES INC | $31.33 | -2.00% | 51.45% | 34.48% | $1.6M | 0.99% | +67,195 | NEW |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $135.53 | -4.35% | 6.11% | 524.27% | $1.5M | 0.94% | −820 | −7.4% |
| 20 | SDY | SPDR SERIES TRUST | $149.93 | 0.35% | 13.86% | 38.13% | $1.5M | 0.92% | — | HELD |
| 21 | NFLX | NETFLIX INC | $82.18 | 0.76% | -33.80% | 58.78% | $1.1M | 0.71% | −25 | −0.2% |
| 22 | FIGR | FIGURE TECHNOLOGY SOLUTIO | $28.49 | -9.04% | -12.34% | -28.06% | $1.0M | 0.65% | +30,481 | NEW |
| 23 | SPY | SPDR S&P 500 ETF TR | $737.55 | -2.58% | 24.51% | 79.50% | $897K | 0.56% | — | HELD |
| 24 | VYM | VANGUARD WHITEHALL FDS | $158.24 | -1.35% | 24.39% | 72.68% | $800K | 0.50% | −836 | −13.4% |
| 25 | IVW | ISHARES TR | $134.60 | -3.81% | 28.06% | 84.10% | $794K | 0.50% | — | HELD |
| 26 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $782K | 0.49% | −17 | −1.0% |
| 27 | UNH | UNITEDHEALTH GROUP INC | $399.47 | 0.76% | 35.46% | 5.19% | $724K | 0.45% | +1 | +0.0% |
| 28 | WMT | WALMART INC | $118.88 | 0.97% | 22.99% | 166.67% | $715K | 0.45% | — | HELD |
| 29 | JPM | JPMORGAN CHASE & CO. | $312.37 | 0.48% | 19.84% | 133.52% | $698K | 0.44% | — | HELD |
| 30 | GS | GOLDMAN SACHS GROUP INC | $1038.68 | -4.94% | 72.57% | 212.75% | $581K | 0.36% | −9 | −1.3% |
| 31 | COST | COSTCO WHSL CORP NEW | $971.87 | -0.05% | — | — | $559K | 0.35% | — | HELD |
| 32 | AXP | AMERICAN EXPRESS CO | $310.66 | -0.60% | — | — | $531K | 0.33% | −36 | −2.0% |
| 33 | PHK | PIMCO HIGH INCOME FD | $4.54 | -0.44% | — | — | $526K | 0.33% | +113,678 | NEW |
| 34 | AVGO | BROADCOM INC | $385.73 | -7.92% | — | — | $523K | 0.33% | +148 | +9.6% |
| 35 | CSCO | CISCO SYS INC | $121.64 | -6.43% | — | — | $471K | 0.29% | — | HELD |
| 36 | IVE | ISHARES TR | $226.54 | -1.15% | — | — | $416K | 0.26% | — | HELD |
| 37 | IWM | ISHARES TR | $281.65 | -3.55% | — | — | $406K | 0.25% | — | HELD |
| 38 | SOFI | SOFI TECHNOLOGIES INC | $16.03 | -6.53% | — | — | $404K | 0.25% | −500 | −1.9% |
| 39 | AM | ANTERO MIDSTREAM CORP | $21.52 | -0.28% | — | — | $399K | 0.25% | +17,500 | NEW |
| 40 | RTX | RTX CORPORATION | $180.99 | 0.88% | — | — | $396K | 0.25% | — | HELD |
| 41 | PBR/A | PETROLEO BRASILEIRO SA PETRO | — | — | — | — | $387K | 0.24% | — | HELD |
| 42 | CVX | CHEVRON CORP NEW | $187.31 | -0.55% | — | — | $376K | 0.23% | −6 | −0.3% |
| 43 | MCD | MCDONALDS CORP | $279.84 | 2.61% | — | — | $373K | 0.23% | — | HELD |
| 44 | RSP | INVESCO EXCHANGE TRADED FD T | $207.83 | -1.42% | — | — | $347K | 0.22% | — | HELD |
| 45 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | — | — | $337K | 0.21% | — | HELD |
| 46 | ASML | ASML HOLDING N V | $1641.74 | -6.59% | — | — | $313K | 0.20% | — | HELD |
| 47 | VRT | VERTIV HOLDINGS CO | $300.51 | -7.23% | — | — | $293K | 0.18% | +1,171 | NEW |
| 48 | V | VISA INC | $323.57 | 1.06% | — | — | $287K | 0.18% | −59 | −5.8% |
| 49 | VZ | VERIZON COMMUNICATIONS INC | $45.37 | 1.11% | — | — | $277K | 0.17% | — | HELD |
| 50 | WMT2 | WELLS FARGO CO NEW | — | — | — | — | $263K | 0.16% | −123 | −3.6% |
| 51 | PANW | PALO ALTO NETWORKS INC | $272.05 | -2.58% | — | — | $263K | 0.16% | +200 | +13.9% |
| 52 | FDX | FEDEX CORP | $331.00 | 0.91% | — | — | $249K | 0.16% | −10 | −1.4% |
| 53 | GWW | WW GRAINGER INC | $1300.01 | 0.83% | — | — | $243K | 0.15% | — | HELD |
| 54 | AR | ANTERO RESOURCES CORP | $35.56 | -4.15% | — | — | $240K | 0.15% | +5,650 | NEW |
| 55 | NOC | NORTHROP GRUMMAN CORP | $544.40 | -0.14% | — | — | $237K | 0.15% | +348 | NEW |
| 56 | HWM | HOWMET AEROSPACE INC | $251.90 | 1.03% | — | — | $226K | 0.14% | — | HELD |
| 57 | HON | HONEYWELL INTL INC | $213.97 | -1.69% | — | — | $224K | 0.14% | +991 | NEW |
| 58 | LHX | L3HARRIS TECHNOLOGIES INC | $307.83 | -0.63% | — | — | $217K | 0.14% | +629 | NEW |
| 59 | MRK | MERCK & CO INC | $120.79 | 0.44% | — | — | $211K | 0.13% | +1,750 | NEW |
| 60 | PONY | PONY AI INC | $8.62 | -9.83% | — | — | $207K | 0.13% | — | HELD |
| 61 | VBR | VANGUARD INDEX FDS | $234.32 | -1.10% | — | — | $206K | 0.13% | — | HELD |
| 62 | GM | GENERAL MTRS CO | $82.11 | -1.33% | — | — | $198K | 0.12% | — | HELD |
| 63 | SBUX | STARBUCKS CORP | $95.29 | 1.22% | — | — | $197K | 0.12% | +2,204 | NEW |
| 64 | IWO | ISHARES TR | $366.27 | -4.34% | — | — | $190K | 0.12% | +606 | NEW |
| 65 | KO | COCA COLA CO | $79.48 | 3.46% | — | — | $190K | 0.12% | +2,500 | NEW |
| 66 | CEG | CONSTELLATION ENERGY CORP | $254.83 | -3.69% | — | — | $182K | 0.11% | — | HELD |
| 67 | ICOP | ISHARES TR | $51.03 | -9.06% | — | — | $181K | 0.11% | +3,800 | NEW |
| 68 | DIS | DISNEY WALT CO | $99.71 | 0.37% | — | — | $173K | 0.11% | −9 | −0.5% |
| 69 | PM | PHILIP MORRIS INTL INC | $178.29 | 1.89% | — | — | $158K | 0.10% | +953 | NEW |
| 70 | VST | VISTRA CORP | $148.76 | -3.21% | — | — | $152K | 0.10% | +1,014 | NEW |
| 71 | UNP | UNION PAC CORP | $272.32 | 3.19% | — | — | $150K | 0.09% | +620 | NEW |
| 72 | UBER | UBER TECHNOLOGIES INC | $70.71 | -2.08% | — | — | $147K | 0.09% | +2,050 | NEW |
| 73 | BLK | BLACKROCK INC | $995.60 | -2.64% | — | — | $146K | 0.09% | +152 | NEW |
| 74 | EOG | EOG RES INC | $137.78 | -2.20% | — | — | $145K | 0.09% | +1,000 | NEW |
| 75 | LOW | LOWES COS INC | $210.74 | 1.55% | — | — | $142K | 0.09% | +600 | NEW |
| 76 | DELL | DELL TECHNOLOGIES INC | $394.39 | -6.55% | — | — | $139K | 0.09% | +847 | NEW |
| 77 | TGT | TARGET CORP | $122.57 | -1.03% | — | — | $121K | 0.08% | +1,000 | NEW |
| 78 | KMI | KINDER MORGAN INC DEL | $31.68 | -0.06% | — | — | $119K | 0.07% | +3,553 | NEW |
| 79 | PSX | PHILLIPS 66 | $183.08 | -0.58% | — | — | $117K | 0.07% | +644 | NEW |
| 80 | CRM | SALESFORCE INC | $185.66 | -1.64% | — | — | $112K | 0.07% | +600 | NEW |
| 81 | ETN | EATON CORP PLC | $395.94 | -5.42% | — | — | $110K | 0.07% | +308 | NEW |
| 82 | MPC | MARATHON PETE CORP | $262.01 | -1.89% | — | — | $101K | 0.06% | +413 | NEW |
| 83 | MDY | SPDR S&P MIDCAP 400 ETF TR | $674.59 | -1.95% | — | — | $97K | 0.06% | +157 | NEW |
| 84 | ARKK | ARK ETF TR | $74.49 | -6.97% | — | — | $96K | 0.06% | +1,419 | NEW |
| 85 | FCX | FREEPORT-MCMORAN INC | $63.37 | -9.07% | — | — | $96K | 0.06% | +1,630 | NEW |
| 86 | IJK | ISHARES TR | $112.46 | -2.69% | — | — | $95K | 0.06% | +940 | NEW |
| 87 | FSK | FS KKR CAP CORP | $10.70 | -2.46% | — | — | $93K | 0.06% | +9,170 | NEW |
| 88 | SCCO | SOUTHERN COPPER CORP | $172.97 | -10.88% | — | — | $91K | 0.06% | +529 | NEW |
| 89 | IREN | IREN LIMITED | $54.35 | -12.14% | — | — | $89K | 0.06% | +2,600 | NEW |
| 90 | COR | CENCORA INC | $275.04 | 1.75% | — | — | $86K | 0.05% | +275 | NEW |
| 91 | DE | DEERE & CO | $583.44 | -1.40% | — | — | $84K | 0.05% | +150 | NEW |
| 92 | ABT | ABBOTT LABS | $91.07 | 0.32% | — | — | $83K | 0.05% | +812 | NEW |
| 93 | IVV | ISHARES TR | $740.91 | -2.62% | — | — | $81K | 0.05% | +124 | NEW |
| 94 | BKNG | BOOKING HOLDINGS INC | $165.84 | -0.99% | — | — | $80K | 0.05% | +19 | NEW |
| 95 | SONY | SONY GROUP CORP | $21.89 | -1.53% | — | — | $78K | 0.05% | +3,750 | NEW |
| 96 | IJJ | ISHARES TR | $141.94 | -1.11% | — | — | $75K | 0.05% | +564 | NEW |
| 97 | LNG | CHENIERE ENERGY INC | $238.82 | -0.93% | — | — | $72K | 0.05% | +255 | NEW |
| 98 | RIO | RIO TINTO PLC | $100.69 | -4.47% | — | — | $72K | 0.05% | +775 | NEW |
| 99 | AMGN | AMGEN INC | $349.58 | 1.15% | — | — | $70K | 0.04% | +200 | NEW |
| 100 | IWF | ISHARES TR | $122.69 | -3.26% | — | — | $66K | 0.04% | +155 | NEW |
| 101 | NEM | NEWMONT CORP | — | — | — | — | $65K | 0.04% | +601 | NEW |
| 102 | GLD | SPDR GOLD TR | — | — | — | — | $65K | 0.04% | +150 | NEW |
| 103 | LDOS | LEIDOS HOLDINGS INC | — | — | — | — | $64K | 0.04% | +413 | NEW |
| 104 | MA | MASTERCARD INCORPORATED | — | — | — | — | $63K | 0.04% | +126 | NEW |
| 105 | EQT | EQT CORP | — | — | — | — | $59K | 0.04% | +934 | NEW |
| 106 | MDLZ | MONDELEZ INTL INC | — | — | — | — | $58K | 0.04% | +1,000 | NEW |
| 107 | NKE | NIKE INC | — | — | — | — | $58K | 0.04% | +1,091 | NEW |
| 108 | PLD | PROLOGIS INC. | — | — | — | — | $54K | 0.03% | +410 | NEW |
| 109 | EMR | EMERSON ELEC CO | — | — | — | — | $52K | 0.03% | +400 | NEW |
| 110 | ITW | ILLINOIS TOOL WKS INC | — | — | — | — | $52K | 0.03% | +198 | NEW |
| 111 | VTV | VANGUARD INDEX FDS | — | — | — | — | $50K | 0.03% | +257 | NEW |
| 112 | IWD | ISHARES TR | — | — | — | — | $49K | 0.03% | +231 | NEW |
| 113 | VBK | VANGUARD INDEX FDS | — | — | — | — | $48K | 0.03% | +159 | NEW |
| 114 | FCFS | FIRSTCASH HOLDINGS INC | — | — | — | — | $47K | 0.03% | +252 | NEW |
| 115 | GD | GENERAL DYNAMICS CORP | — | — | — | — | $47K | 0.03% | +138 | NEW |
| 116 | RDDT | REDDIT INC | — | — | — | — | $47K | 0.03% | +348 | NEW |
| 117 | DHR | DANAHER CORPORATION | — | — | — | — | $44K | 0.03% | +231 | NEW |
| 118 | AMP | AMERIPRISE FINL INC | — | — | — | — | $43K | 0.03% | +97 | NEW |
| 119 | IBIT | ISHARES BITCOIN TRUST ETF | — | — | — | — | $43K | 0.03% | +1,110 | NEW |
| 120 | QCOM | QUALCOMM INC | — | — | — | — | $42K | 0.03% | +323 | NEW |
| 121 | ENVA | ENOVA INTL INC | — | — | — | — | $37K | 0.02% | +274 | NEW |
| 122 | LMT | LOCKHEED MARTIN CORP | — | — | — | — | $37K | 0.02% | +61 | NEW |
| 123 | XPEV | XPENG INC | — | — | — | — | $35K | 0.02% | +2,045 | NEW |
| 124 | CVNA | CARVANA CO | — | — | — | — | $34K | 0.02% | +107 | NEW |
| 125 | ROOT | ROOT INC | — | — | — | — | $32K | 0.02% | +719 | NEW |
| 126 | EW | EDWARDS LIFESCIENCES CORP | — | — | — | — | $30K | 0.02% | +376 | NEW |
| 127 | JCI | JOHNSON CTLS INTL PLC | — | — | — | — | $30K | 0.02% | +229 | NEW |
| 128 | BMY | BRISTOL-MYERS SQUIBB CO | — | — | — | — | $26K | 0.02% | +435 | NEW |
| 129 | WDAY | WORKDAY INC | — | — | — | — | $26K | 0.02% | +200 | NEW |
| 130 | FDS | FACTSET RESH SYS INC | — | — | — | — | $25K | 0.02% | +115 | NEW |
| 131 | MDT | MEDTRONIC PLC | — | — | — | — | $24K | 0.02% | +279 | NEW |
| 132 | ISRG | INTUITIVE SURGICAL INC | — | — | — | — | $22K | 0.01% | +48 | NEW |
| 133 | SYK | STRYKER CORPORATION | — | — | — | — | $22K | 0.01% | +67 | NEW |
| 134 | IWS | ISHARES TR | — | — | — | — | $21K | 0.01% | +144 | NEW |
| 135 | NOW | SERVICENOW INC | — | — | — | — | $21K | 0.01% | +200 | NEW |
| 136 | IWP | ISHARES TR | — | — | — | — | $21K | 0.01% | +162 | NEW |
| 137 | GEHC | GE HEALTHCARE TECHNOLOGIES I | — | — | — | — | $20K | 0.01% | +284 | NEW |
| 138 | LIN | LINDE PLC | — | — | — | — | $20K | 0.01% | +40 | NEW |
| 139 | KR | KROGER CO | — | — | — | — | $20K | 0.01% | +274 | NEW |
| 140 | BTI | BRITISH AMERN TOB PLC | — | — | — | — | $19K | 0.01% | +322 | NEW |
| 141 | BSX | BOSTON SCIENTIFIC CORP | — | — | — | — | $18K | 0.01% | +294 | NEW |
| 142 | BDX | BECTON DICKINSON & CO | — | — | — | — | $17K | 0.01% | +105 | NEW |
| 143 | IHI | ISHARES TR | — | — | — | — | $16K | 0.01% | +300 | NEW |
| 144 | PG | PROCTER AND GAMBLE CO | — | — | — | — | $16K | 0.01% | +110 | NEW |
| 145 | BGC | BGC GROUP INC | — | — | — | — | $14K | 0.01% | +1,468 | NEW |
| 146 | QQQ | INVESCO QQQ TR | — | — | — | — | $14K | 0.01% | +24 | NEW |
| 147 | HIMS | HIMS & HERS HEALTH INC | — | — | — | — | $11K | 0.01% | +534 | NEW |
| 148 | NMRK | NEWMARK GROUP INC | — | — | — | — | $10K | 0.01% | +680 | NEW |
| 149 | TMUS | T-MOBILE US INC | — | — | — | — | $8K | 0.01% | +40 | NEW |
| 150 | ALV | AUTOLIV INC | — | — | — | — | $7K | 0.00% | +70 | NEW |
| 151 | VLTO | VERALTO CORP | — | — | — | — | $7K | 0.00% | +77 | NEW |
| 152 | WAT | WATERS CORP | — | — | — | — | $4K | 0.00% | +14 | NEW |
| 153 | HOOD | ROBINHOOD MKTS INC | — | — | — | — | $3K | 0.00% | +50 | NEW |
| 154 | BKKT | BAKKT HOLDINGS INC | — | — | — | — | $3K | 0.00% | +414 | NEW |
| 155 | NVO | NOVO-NORDISK A S | — | — | — | — | $3K | 0.00% | +75 | NEW |
| 156 | SOLS | SOLSTICE ADVANCED MATLS INC | — | — | — | — | $3K | 0.00% | +34 | NEW |
| 157 | NGVT | INGEVITY CORP | — | — | — | — | $2K | 0.00% | +32 | NEW |
| 158 | TRMB | TRIMBLE INC | — | — | — | — | $2K | 0.00% | +30 | NEW |
| 159 | REZI | RESIDEO TECHNOLOGIES INC | — | — | — | — | $741 | 0.00% | +22 | NEW |
| 160 | CHYM | CHIME FINL INC | — | — | — | — | — | — | −12,780 | EXITED |
| 161 | AEXA | AMERICAN EXCEPTIONALISM ACQU | — | — | — | — | — | — | −17,250 | EXITED |
Source: SEC EDGAR · accession 0002111719-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.