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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SNOW | SNOWFLAKE INC | $298.10 | 5.37% | 37.99% | -7.05% | $47.4M | 29.60% | — | HELD |
| 2 | NU | NU HLDGS LTD | $14.49 | 3.21% | 20.25% | 95.28% | $20.0M | 12.51% | — | HELD |
| 3 | META | META PLATFORMS INC | $539.03 | -7.95% | -21.66% | 55.72% | $15.8M | 9.85% | — | HELD |
| 4 | GOOGL | ALPHABET INC | $333.66 | -0.91% | 76.18% | 131.67% | $7.4M | 4.60% | — | HELD |
| 5 | TSLA | TESLA INC | $308.85 | 3.53% | -1.42% | 21.64% | $5.5M | 3.41% | — | HELD |
| 6 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $5.0M | 3.14% | — | HELD |
| 7 | WBD | WARNER BROS DISCOVERY INC | $25.47 | -0.66% | 99.22% | -11.10% | $4.8M | 3.03% | — | HELD |
| 8 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | 9.52% | 751.61% | $3.7M | 2.31% | — | HELD |
| 9 | TMC | TMC THE METALS COMPANY INC | $3.62 | 4.93% | -38.33% | 25.26% | $3.0M | 1.88% | — | HELD |
| 10 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 5.54% | 30.60% | $2.9M | 1.84% | — | HELD |
| 11 | GOOG | ALPHABET INC | $333.68 | -0.62% | 77.27% | 132.86% | $2.5M | 1.59% | — | HELD |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $485.39 | 13.00% | 188.39% | 347.27% | $2.5M | 1.57% | — | HELD |
| 13 | TU | TELUS CORPORATION | $10.77 | -3.23% | -25.18% | -36.31% | $2.5M | 1.55% | — | HELD |
| 14 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $2.2M | 1.40% | — | HELD |
| 15 | XOM | EXXON MOBIL CORP | $156.97 | 0.14% | 47.45% | 240.22% | $1.8M | 1.13% | — | HELD |
| 16 | LLY | ELI LILLY & CO | $1154.97 | -4.55% | 54.61% | 373.33% | $1.8M | 1.12% | — | HELD |
| 17 | CRWD | CROWDSTRIKE HLDGS INC | $185.22 | 3.26% | 65.87% | 163.66% | $1.6M | 1.01% | — | HELD |
| 18 | BEN | FRANKLIN RESOURCES INC | $33.17 | 2.41% | 45.61% | 30.76% | $1.6M | 0.99% | — | HELD |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $122.26 | -0.60% | -20.27% | 366.97% | $1.5M | 0.94% | — | HELD |
| 20 | SDY | SPDR SERIES TRUST | $155.44 | -1.46% | 16.49% | 41.76% | $1.5M | 0.92% | — | HELD |
| 21 | NFLX | NETFLIX INC | $73.17 | -0.62% | -36.85% | 28.55% | $1.1M | 0.71% | — | HELD |
| 22 | FIGR | FIGURE TECHNOLOGY SOLUTIO | $25.81 | 3.36% | -21.63% | -35.71% | $1.0M | 0.65% | — | HELD |
| 23 | SPY | SPDR S&P 500 ETF TR | $741.69 | 1.68% | 18.63% | 72.84% | $897K | 0.56% | — | HELD |
| 24 | VYM | VANGUARD WHITEHALL FDS | $161.96 | 0.18% | 24.05% | 73.00% | $800K | 0.50% | — | HELD |
| 25 | IVW | ISHARES TR | $133.33 | 3.13% | 19.82% | 75.31% | $794K | 0.50% | — | HELD |
| 26 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $782K | 0.49% | — | HELD |
| 27 | UNH | UNITEDHEALTH GROUP INC | $421.47 | 0.21% | 80.84% | 9.82% | $724K | 0.45% | — | HELD |
| 28 | WMT | WALMART INC | $111.10 | -2.73% | 13.75% | 139.00% | $715K | 0.45% | — | HELD |
| 29 | JPM | JPMORGAN CHASE & CO. | $350.85 | 1.78% | 21.40% | 144.23% | $698K | 0.44% | — | HELD |
| 30 | GS | GOLDMAN SACHS GROUP INC | $1024.86 | 4.50% | 41.00% | 166.43% | $581K | 0.36% | — | HELD |
| 31 | COST | COSTCO WHSL CORP NEW | $954.17 | -2.04% | — | — | $559K | 0.35% | — | HELD |
| 32 | AXP | AMERICAN EXPRESS CO | $337.52 | 1.82% | — | — | $531K | 0.33% | — | HELD |
| 33 | PHK | PIMCO HIGH INCOME FD | $4.65 | 1.31% | — | — | $526K | 0.33% | — | HELD |
| 34 | AVGO | BROADCOM INC | $387.84 | 4.73% | — | — | $523K | 0.33% | — | HELD |
| 35 | CSCO | CISCO SYS INC | $113.56 | 0.96% | — | — | $471K | 0.29% | — | HELD |
| 36 | IVE | ISHARES TR | $232.16 | -0.09% | — | — | $416K | 0.26% | — | HELD |
| 37 | IWM | ISHARES TR | $292.59 | 1.39% | — | — | $406K | 0.25% | — | HELD |
| 38 | SOFI | SOFI TECHNOLOGIES INC | $16.47 | 8.00% | — | — | $404K | 0.25% | — | HELD |
| 39 | AM | ANTERO MIDSTREAM CORP | $21.55 | 0.14% | — | — | $399K | 0.25% | — | HELD |
| 40 | RTX | RTX CORPORATION | $214.38 | -0.40% | — | — | $396K | 0.25% | — | HELD |
| 41 | PBR/A | PETROLEO BRASILEIRO SA PETRO | — | — | — | — | $387K | 0.24% | — | HELD |
| 42 | CVX | CHEVRON CORP NEW | $192.31 | 0.23% | — | — | $376K | 0.23% | — | HELD |
| 43 | MCD | MCDONALDS CORP | $268.44 | -1.13% | — | — | $373K | 0.23% | — | HELD |
| 44 | RSP | INVESCO EXCHANGE TRADED FD T | $215.38 | -0.16% | — | — | $347K | 0.22% | — | HELD |
| 45 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | — | — | $337K | 0.21% | — | HELD |
| 46 | ASML | ASML HOLDING N V | $1651.44 | 6.50% | — | — | $313K | 0.20% | — | HELD |
| 47 | VRT | VERTIV HOLDINGS CO | $227.50 | 2.00% | — | — | $293K | 0.18% | — | HELD |
| 48 | V | VISA INC | $366.27 | -0.67% | — | — | $287K | 0.18% | — | HELD |
| 49 | VZ | VERIZON COMMUNICATIONS INC | $46.11 | -2.35% | — | — | $277K | 0.17% | — | HELD |
| 50 | WMT2 | WELLS FARGO CO NEW | — | — | — | — | $263K | 0.16% | — | HELD |
| 51 | PANW | PALO ALTO NETWORKS INC | $325.68 | 3.67% | — | — | $263K | 0.16% | — | HELD |
| 52 | FDX | FEDEX CORP | $308.55 | -0.02% | — | — | $249K | 0.16% | — | HELD |
| 53 | GWW | WW GRAINGER INC | $1355.49 | -0.25% | — | — | $243K | 0.15% | — | HELD |
| 54 | AR | ANTERO RESOURCES CORP | $35.30 | 0.46% | — | — | $240K | 0.15% | — | HELD |
| 55 | NOC | NORTHROP GRUMMAN CORP | $534.85 | -0.04% | — | — | $237K | 0.15% | — | HELD |
| 56 | HWM | HOWMET AEROSPACE INC | $277.28 | 1.65% | — | — | $226K | 0.14% | — | HELD |
| 57 | HON | HONEYWELL INTL INC | $241.91 | 0.33% | — | — | $224K | 0.14% | — | HELD |
| 58 | LHX | L3HARRIS TECHNOLOGIES INC | $271.90 | -8.61% | — | — | $217K | 0.14% | — | HELD |
| 59 | MRK | MERCK & CO INC | $129.79 | -0.44% | — | — | $211K | 0.13% | — | HELD |
| 60 | PONY | PONY AI INC | $7.94 | 3.66% | — | — | $207K | 0.13% | — | HELD |
| 61 | VBR | VANGUARD INDEX FDS | $245.11 | 0.04% | — | — | $206K | 0.13% | — | HELD |
| 62 | GM | GENERAL MTRS CO | $88.40 | -1.12% | — | — | $198K | 0.12% | — | HELD |
| 63 | SBUX | STARBUCKS CORP | $105.85 | 1.64% | — | — | $197K | 0.12% | — | HELD |
| 64 | IWO | ISHARES TR | $373.48 | 2.69% | — | — | $190K | 0.12% | — | HELD |
| 65 | KO | COCA COLA CO | $88.49 | -0.66% | — | — | $190K | 0.12% | — | HELD |
| 66 | CEG | CONSTELLATION ENERGY CORP | $263.56 | 2.17% | — | — | $182K | 0.11% | — | HELD |
| 67 | ICOP | ISHARES TR | $50.66 | 4.62% | — | — | $181K | 0.11% | — | HELD |
| 68 | DIS | DISNEY WALT CO | $96.16 | -2.36% | — | — | $173K | 0.11% | — | HELD |
| 69 | PM | PHILIP MORRIS INTL INC | $192.00 | -3.25% | — | — | $158K | 0.10% | — | HELD |
| 70 | VST | VISTRA CORP | $148.62 | 4.07% | — | — | $152K | 0.10% | — | HELD |
| 71 | UNP | UNION PAC CORP | $289.46 | -0.93% | — | — | $150K | 0.09% | — | HELD |
| 72 | UBER | UBER TECHNOLOGIES INC | $70.37 | -1.17% | — | — | $147K | 0.09% | — | HELD |
| 73 | BLK | BLACKROCK INC | $1098.37 | 1.78% | — | — | $146K | 0.09% | — | HELD |
| 74 | EOG | EOG RES INC | $145.51 | -0.29% | — | — | $145K | 0.09% | — | HELD |
| 75 | LOW | LOWES COS INC | $210.08 | -2.60% | — | — | $142K | 0.09% | — | HELD |
| 76 | DELL | DELL TECHNOLOGIES INC | $404.81 | 9.51% | — | — | $139K | 0.09% | — | HELD |
| 77 | TGT | TARGET CORP | $144.51 | -0.95% | — | — | $121K | 0.08% | — | HELD |
| 78 | KMI | KINDER MORGAN INC DEL | $31.66 | -0.60% | — | — | $119K | 0.07% | — | HELD |
| 79 | PSX | PHILLIPS 66 | $210.60 | 1.83% | — | — | $117K | 0.07% | — | HELD |
| 80 | CRM | SALESFORCE INC | $180.71 | -4.07% | — | — | $112K | 0.07% | — | HELD |
| 81 | ETN | EATON CORP PLC | $386.89 | 6.91% | — | — | $110K | 0.07% | — | HELD |
| 82 | MPC | MARATHON PETE CORP | $314.08 | 1.74% | — | — | $101K | 0.06% | — | HELD |
| 83 | MDY | SPDR S&P MIDCAP 400 ETF TR | $687.19 | 0.89% | — | — | $97K | 0.06% | — | HELD |
| 84 | ARKK | ARK ETF TR | $72.90 | 3.29% | — | — | $96K | 0.06% | — | HELD |
| 85 | FCX | FREEPORT-MCMORAN INC | $63.44 | 5.75% | — | — | $96K | 0.06% | — | HELD |
| 86 | IJK | ISHARES TR | $111.96 | 1.54% | — | — | $95K | 0.06% | — | HELD |
| 87 | FSK | FS KKR CAP CORP | $10.56 | -1.77% | — | — | $93K | 0.06% | — | HELD |
| 88 | SCCO | SOUTHERN COPPER CORP | $185.00 | 5.43% | — | — | $91K | 0.06% | — | HELD |
| 89 | IREN | IREN LIMITED | — | — | — | — | $89K | 0.06% | — | HELD |
| 90 | COR | CENCORA INC | $312.23 | -2.00% | — | — | $86K | 0.05% | — | HELD |
| 91 | DE | DEERE & CO | $599.47 | -1.88% | — | — | $84K | 0.05% | — | HELD |
| 92 | ABT | ABBOTT LABS | $105.61 | -2.21% | — | — | $83K | 0.05% | — | HELD |
| 93 | IVV | ISHARES TR | $745.20 | 1.65% | — | — | $81K | 0.05% | — | HELD |
| 94 | BKNG | BOOKING HOLDINGS INC | $193.24 | -4.00% | — | — | $80K | 0.05% | — | HELD |
| 95 | SONY | SONY GROUP CORP | $22.77 | -2.15% | — | — | $78K | 0.05% | — | HELD |
| 96 | IJJ | ISHARES TR | $148.22 | 0.17% | — | — | $75K | 0.05% | — | HELD |
| 97 | LNG | CHENIERE ENERGY INC | $258.06 | -0.21% | — | — | $72K | 0.05% | — | HELD |
| 98 | RIO | RIO TINTO PLC | $97.18 | 3.76% | — | — | $72K | 0.05% | — | HELD |
| 99 | AMGN | AMGEN INC | $387.64 | 0.00% | — | — | $70K | 0.04% | — | HELD |
| 100 | IWF | ISHARES TR | $117.43 | 2.96% | — | — | $66K | 0.04% | — | HELD |
| 101 | NEM | NEWMONT CORP | — | — | — | — | $65K | 0.04% | — | HELD |
| 102 | GLD | SPDR GOLD TR | — | — | — | — | $65K | 0.04% | — | HELD |
| 103 | LDOS | LEIDOS HOLDINGS INC | — | — | — | — | $64K | 0.04% | — | HELD |
| 104 | MA | MASTERCARD INCORPORATED | — | — | — | — | $63K | 0.04% | — | HELD |
| 105 | EQT | EQT CORP | — | — | — | — | $59K | 0.04% | — | HELD |
| 106 | MDLZ | MONDELEZ INTL INC | — | — | — | — | $58K | 0.04% | — | HELD |
| 107 | NKE | NIKE INC | — | — | — | — | $58K | 0.04% | — | HELD |
| 108 | PLD | PROLOGIS INC. | — | — | — | — | $54K | 0.03% | — | HELD |
| 109 | EMR | EMERSON ELEC CO | — | — | — | — | $52K | 0.03% | — | HELD |
| 110 | ITW | ILLINOIS TOOL WKS INC | — | — | — | — | $52K | 0.03% | — | HELD |
| 111 | VTV | VANGUARD INDEX FDS | — | — | — | — | $50K | 0.03% | — | HELD |
| 112 | IWD | ISHARES TR | — | — | — | — | $49K | 0.03% | — | HELD |
| 113 | VBK | VANGUARD INDEX FDS | — | — | — | — | $48K | 0.03% | — | HELD |
| 114 | FCFS | FIRSTCASH HOLDINGS INC | — | — | — | — | $47K | 0.03% | — | HELD |
| 115 | GD | GENERAL DYNAMICS CORP | — | — | — | — | $47K | 0.03% | — | HELD |
| 116 | RDDT | REDDIT INC | — | — | — | — | $47K | 0.03% | — | HELD |
| 117 | DHR | DANAHER CORPORATION | — | — | — | — | $44K | 0.03% | — | HELD |
| 118 | AMP | AMERIPRISE FINL INC | — | — | — | — | $43K | 0.03% | — | HELD |
| 119 | IBIT | ISHARES BITCOIN TRUST ETF | — | — | — | — | $43K | 0.03% | — | HELD |
| 120 | QCOM | QUALCOMM INC | — | — | — | — | $42K | 0.03% | — | HELD |
| 121 | ENVA | ENOVA INTL INC | — | — | — | — | $37K | 0.02% | — | HELD |
| 122 | LMT | LOCKHEED MARTIN CORP | — | — | — | — | $37K | 0.02% | — | HELD |
| 123 | XPEV | XPENG INC | — | — | — | — | $35K | 0.02% | — | HELD |
| 124 | CVNA | CARVANA CO | — | — | — | — | $34K | 0.02% | — | HELD |
| 125 | ROOT | ROOT INC | — | — | — | — | $32K | 0.02% | — | HELD |
| 126 | EW | EDWARDS LIFESCIENCES CORP | — | — | — | — | $30K | 0.02% | — | HELD |
| 127 | JCI | JOHNSON CTLS INTL PLC | — | — | — | — | $30K | 0.02% | — | HELD |
| 128 | BMY | BRISTOL-MYERS SQUIBB CO | — | — | — | — | $26K | 0.02% | — | HELD |
| 129 | WDAY | WORKDAY INC | — | — | — | — | $26K | 0.02% | — | HELD |
| 130 | FDS | FACTSET RESH SYS INC | — | — | — | — | $25K | 0.02% | — | HELD |
| 131 | MDT | MEDTRONIC PLC | — | — | — | — | $24K | 0.02% | — | HELD |
| 132 | ISRG | INTUITIVE SURGICAL INC | — | — | — | — | $22K | 0.01% | — | HELD |
| 133 | SYK | STRYKER CORPORATION | — | — | — | — | $22K | 0.01% | — | HELD |
| 134 | IWS | ISHARES TR | — | — | — | — | $21K | 0.01% | — | HELD |
| 135 | NOW | SERVICENOW INC | — | — | — | — | $21K | 0.01% | — | HELD |
| 136 | IWP | ISHARES TR | — | — | — | — | $21K | 0.01% | — | HELD |
| 137 | GEHC | GE HEALTHCARE TECHNOLOGIES I | — | — | — | — | $20K | 0.01% | — | HELD |
| 138 | LIN | LINDE PLC | — | — | — | — | $20K | 0.01% | — | HELD |
| 139 | KR | KROGER CO | — | — | — | — | $20K | 0.01% | — | HELD |
| 140 | BTI | BRITISH AMERN TOB PLC | — | — | — | — | $19K | 0.01% | — | HELD |
| 141 | BSX | BOSTON SCIENTIFIC CORP | — | — | — | — | $18K | 0.01% | — | HELD |
| 142 | BDX | BECTON DICKINSON & CO | — | — | — | — | $17K | 0.01% | — | HELD |
| 143 | IHI | ISHARES TR | — | — | — | — | $16K | 0.01% | — | HELD |
| 144 | PG | PROCTER AND GAMBLE CO | — | — | — | — | $16K | 0.01% | — | HELD |
| 145 | BGC | BGC GROUP INC | — | — | — | — | $14K | 0.01% | — | HELD |
| 146 | QQQ | INVESCO QQQ TR | — | — | — | — | $14K | 0.01% | — | HELD |
| 147 | HIMS | HIMS & HERS HEALTH INC | — | — | — | — | $11K | 0.01% | — | HELD |
| 148 | NMRK | NEWMARK GROUP INC | — | — | — | — | $10K | 0.01% | — | HELD |
| 149 | TMUS | T-MOBILE US INC | — | — | — | — | $8K | 0.01% | — | HELD |
| 150 | ALV | AUTOLIV INC | — | — | — | — | $7K | 0.00% | — | HELD |
| 151 | VLTO | VERALTO CORP | — | — | — | — | $7K | 0.00% | — | HELD |
| 152 | WAT | WATERS CORP | — | — | — | — | $4K | 0.00% | — | HELD |
| 153 | HOOD | ROBINHOOD MKTS INC | — | — | — | — | $3K | 0.00% | — | HELD |
| 154 | BKKT | BAKKT HOLDINGS INC | — | — | — | — | $3K | 0.00% | — | HELD |
| 155 | NVO | NOVO-NORDISK A S | — | — | — | — | $3K | 0.00% | — | HELD |
| 156 | SOLS | SOLSTICE ADVANCED MATLS INC | — | — | — | — | $3K | 0.00% | — | HELD |
| 157 | NGVT | INGEVITY CORP | — | — | — | — | $2K | 0.00% | — | HELD |
| 158 | TRMB | TRIMBLE INC | — | — | — | — | $2K | 0.00% | — | HELD |
| 159 | REZI | RESIDEO TECHNOLOGIES INC | — | — | — | — | $741 | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0002111719-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.