Legend Capital Advisors
Latest statistics and disclosures from Legend Capital Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002111719
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Positions held by Legend Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Legend Capital Advisors
Legend Capital Advisors holds 159 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Snowflake Com Shs (SNOW) | 29.6 | $47M | 314k | 150.82 |
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| Nu Hldgs Ord Shs Cl A (NU) | 12.5 | $20M | 1.4M | 14.37 |
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| Meta Platforms Cl A (META) | 9.8 | $16M | 28k | 572.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $7.4M | 26k | 287.57 |
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| Tesla Motors (TSLA) | 3.4 | $5.5M | 15k | 371.77 |
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| Apple (AAPL) | 3.1 | $5.0M | 20k | 253.79 |
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| Warner Bros Discovery Com Ser A (WBD) | 3.0 | $4.8M | 176k | 27.46 |
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| NVIDIA Corporation (NVDA) | 2.3 | $3.7M | 21k | 174.40 |
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| Tmc The Metals Company (TMC) | 1.9 | $3.0M | 646k | 4.67 |
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| Amazon (AMZN) | 1.8 | $2.9M | 14k | 208.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $2.5M | 8.8k | 286.86 |
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| Advanced Micro Devices (AMD) | 1.6 | $2.5M | 12k | 203.45 |
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| Telus Ord (TU) | 1.6 | $2.5M | 86k | 28.99 |
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| Microsoft Corporation (MSFT) | 1.4 | $2.2M | 6.0k | 370.18 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $1.8M | 11k | 169.66 |
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| Eli Lilly & Co. (LLY) | 1.1 | $1.8M | 1.9k | 920.20 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $1.6M | 4.1k | 390.41 |
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| Franklin Resources (BEN) | 1.0 | $1.6M | 67k | 23.62 |
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| Palantir Technologies Cl A (PLTR) | 0.9 | $1.5M | 10k | 146.28 |
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| Spdr Series Trust State Street Spd (SDY) | 0.9 | $1.5M | 10k | 145.94 |
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| Netflix (NFLX) | 0.7 | $1.1M | 12k | 96.15 |
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| Figure Technology Solutio Com Cl A (FIGR) | 0.6 | $1.0M | 31k | 33.95 |
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| SPDR S&P 500 ETF TR Tr Unit (SPY) | 0.6 | $898k | 1.4k | 650.34 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $800k | 5.4k | 148.10 |
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| Ishares Tr S&P 500 GRWT ETF (IVW) | 0.5 | $794k | 7.0k | 113.11 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $782k | 1.6k | 479.20 |
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| UnitedHealth (UNH) | 0.5 | $724k | 2.7k | 270.66 |
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| Wal-Mart Stores (WMT) | 0.4 | $715k | 5.8k | 124.28 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $698k | 2.4k | 294.16 |
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| Goldman Sachs (GS) | 0.4 | $581k | 687.00 | 845.99 |
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| Costco Wholesale Corporation (COST) | 0.3 | $559k | 561.00 | 996.43 |
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| American Express Company (AXP) | 0.3 | $532k | 1.8k | 302.48 |
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| Pimco High Income Com Shs (PHK) | 0.3 | $526k | 114k | 4.63 |
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| Broadcom (AVGO) | 0.3 | $523k | 1.7k | 309.51 |
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| Cisco Systems (CSCO) | 0.3 | $471k | 6.1k | 77.59 |
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| Ishares Tr S&P 500 VAL ETF (IVE) | 0.3 | $416k | 2.0k | 211.15 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $406k | 1.6k | 248.00 |
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| Sofi Technologies (SOFI) | 0.3 | $404k | 25k | 15.88 |
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| Antero Midstream Corp antero midstream (AM) | 0.2 | $399k | 18k | 22.80 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $396k | 2.1k | 192.90 |
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| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.2 | $387k | 21k | 18.75 |
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| Chevron Corporation (CVX) | 0.2 | $376k | 1.8k | 206.90 |
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| McDonald's Corporation (MCD) | 0.2 | $373k | 1.2k | 310.79 |
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| Invesco Exchange Traded Fd T S&P500 EQL WGT (RSP) | 0.2 | $347k | 1.8k | 191.92 |
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| Johnson & Johnson (JNJ) | 0.2 | $337k | 1.4k | 244.44 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $313k | 237.00 | 1321.17 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $293k | 1.2k | 250.58 |
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| Visa Com Cl A (V) | 0.2 | $287k | 951.00 | 302.24 |
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| Verizon Communications (VZ) | 0.2 | $277k | 5.7k | 48.75 |
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| Wells Fargo & Company (WFC) | 0.2 | $263k | 3.3k | 79.61 |
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| Palo Alto Networks (PANW) | 0.2 | $263k | 1.6k | 160.32 |
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| FedEx Corporation (FDX) | 0.2 | $249k | 700.00 | 356.18 |
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| W.W. Grainger (GWW) | 0.2 | $243k | 223.00 | 1090.81 |
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| Antero Res (AR) | 0.1 | $240k | 5.7k | 42.44 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $237k | 348.00 | 682.24 |
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| Howmet Aerospace (HWM) | 0.1 | $226k | 981.00 | 230.46 |
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| Honeywell International (HON) | 0.1 | $224k | 991.00 | 226.03 |
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| L3harris Technologies (LHX) | 0.1 | $217k | 629.00 | 345.15 |
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| Merck & Co (MRK) | 0.1 | $211k | 1.8k | 120.29 |
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| Pony Ai Sponsored Ads (PONY) | 0.1 | $208k | 22k | 9.44 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $206k | 946.00 | 217.25 |
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| General Motors Company (GM) | 0.1 | $198k | 2.7k | 74.50 |
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| Starbucks Corporation (SBUX) | 0.1 | $198k | 2.2k | 89.59 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $190k | 606.00 | 313.81 |
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| Coca-Cola Company (KO) | 0.1 | $190k | 2.5k | 76.05 |
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| Constellation Energy (CEG) | 0.1 | $182k | 651.00 | 279.25 |
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| Ishares Tr COPPER & METALS (ICOP) | 0.1 | $181k | 3.8k | 47.58 |
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| Walt Disney Company (DIS) | 0.1 | $173k | 1.8k | 96.38 |
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| Philip Morris International (PM) | 0.1 | $158k | 953.00 | 165.34 |
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| Vistra Energy (VST) | 0.1 | $152k | 1.0k | 150.33 |
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| Union Pacific Corporation (UNP) | 0.1 | $150k | 620.00 | 242.62 |
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| Uber Technologies (UBER) | 0.1 | $148k | 2.1k | 71.93 |
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| Blackrock (BLK) | 0.1 | $146k | 152.00 | 961.70 |
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| EOG Resources (EOG) | 0.1 | $145k | 1.0k | 144.57 |
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| Lowe's Companies (LOW) | 0.1 | $142k | 600.00 | 236.28 |
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| Dell Technologies CL C (DELL) | 0.1 | $139k | 847.00 | 164.13 |
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| Target Corporation (TGT) | 0.1 | $121k | 1.0k | 121.20 |
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| Kinder Morgan (KMI) | 0.1 | $119k | 3.6k | 33.53 |
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| Phillips 66 (PSX) | 0.1 | $117k | 644.00 | 182.18 |
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| salesforce (CRM) | 0.1 | $112k | 600.00 | 186.67 |
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| Eaton Corp SHS (ETN) | 0.1 | $110k | 308.00 | 357.67 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $101k | 413.00 | 244.18 |
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| SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (MDY) | 0.1 | $97k | 157.00 | 616.76 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $96k | 1.4k | 67.59 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $96k | 1.6k | 58.78 |
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| Ishares Tr S&P MC 400GR ETF (IJK) | 0.1 | $95k | 940.00 | 100.62 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $93k | 9.2k | 10.18 |
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| Southern Copper Corporation (SCCO) | 0.1 | $91k | 529.00 | 172.16 |
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| Iren Ordinary Shares (IREN) | 0.1 | $89k | 2.6k | 34.28 |
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| AmerisourceBergen (COR) | 0.1 | $86k | 275.00 | 314.14 |
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| Deere & Company (DE) | 0.1 | $85k | 150.00 | 563.30 |
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| Abbott Laboratories (ABT) | 0.1 | $83k | 812.00 | 102.67 |
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| Ishares Tr CORE S&P500 ETF (IVV) | 0.1 | $81k | 124.00 | 653.21 |
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| Booking Holdings (BKNG) | 0.1 | $80k | 19.00 | 4210.32 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $78k | 3.8k | 20.70 |
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| Ishares Tr S&P MC 400VL ETF (IJJ) | 0.0 | $75k | 564.00 | 132.50 |
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| Cheniere Energy Com New (LNG) | 0.0 | $72k | 255.00 | 283.76 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $72k | 775.00 | 93.29 |
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| Amgen (AMGN) | 0.0 | $70k | 200.00 | 351.85 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $66k | 155.00 | 426.40 |
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| Newmont Mining Corporation (NEM) | 0.0 | $65k | 601.00 | 108.25 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $65k | 150.00 | 430.29 |
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| Leidos Holdings (LDOS) | 0.0 | $64k | 413.00 | 155.52 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $63k | 126.00 | 499.66 |
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| EQT Corporation (EQT) | 0.0 | $59k | 934.00 | 63.64 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $58k | 1.0k | 57.64 |
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| Nike CL B (NKE) | 0.0 | $58k | 1.1k | 52.82 |
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| Prologis (PLD) | 0.0 | $54k | 410.00 | 132.18 |
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| Emerson Electric (EMR) | 0.0 | $52k | 400.00 | 131.02 |
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| Illinois Tool Works (ITW) | 0.0 | $52k | 198.00 | 260.29 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $50k | 257.00 | 196.20 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $49k | 231.00 | 213.67 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $48k | 159.00 | 302.25 |
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| Firstcash Holdings (FCFS) | 0.0 | $47k | 252.00 | 188.00 |
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| General Dynamics Corporation (GD) | 0.0 | $47k | 138.00 | 343.22 |
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| Reddit Cl A (RDDT) | 0.0 | $47k | 348.00 | 134.65 |
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| Danaher Corporation (DHR) | 0.0 | $44k | 231.00 | 189.60 |
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| Ameriprise Financial (AMP) | 0.0 | $43k | 97.00 | 444.39 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $43k | 1.1k | 38.42 |
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| Qualcomm (QCOM) | 0.0 | $42k | 323.00 | 128.78 |
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| Enova Intl (ENVA) | 0.0 | $37k | 274.00 | 135.83 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $37k | 61.00 | 604.38 |
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| Xpeng Ads (XPEV) | 0.0 | $35k | 2.0k | 17.11 |
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| Carvana Cl A (CVNA) | 0.0 | $34k | 107.00 | 314.37 |
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| Root Cl A New (ROOT) | 0.0 | $32k | 719.00 | 44.17 |
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| Edwards Lifesciences (EW) | 0.0 | $30k | 376.00 | 80.08 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $30k | 229.00 | 130.95 |
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| Bristol Myers Squibb (BMY) | 0.0 | $26k | 435.00 | 60.65 |
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| Workday Cl A (WDAY) | 0.0 | $26k | 200.00 | 129.92 |
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| FactSet Research Systems (FDS) | 0.0 | $25k | 115.00 | 216.98 |
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| Medtronic SHS (MDT) | 0.0 | $24k | 279.00 | 86.65 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $22k | 48.00 | 460.98 |
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| Stryker Corporation (SYK) | 0.0 | $22k | 67.00 | 328.58 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $21k | 144.00 | 145.74 |
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| Servicenow (NOW) | 0.0 | $21k | 200.00 | 104.55 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $21k | 162.00 | 128.12 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $20k | 284.00 | 71.18 |
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| Linde SHS (LIN) | 0.0 | $20k | 40.00 | 495.75 |
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| Kroger (KR) | 0.0 | $20k | 274.00 | 72.36 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $19k | 322.00 | 58.47 |
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| Boston Scientific Corporation (BSX) | 0.0 | $18k | 294.00 | 62.75 |
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| Becton, Dickinson and (BDX) | 0.0 | $17k | 105.00 | 157.23 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $16k | 300.00 | 53.35 |
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| Procter & Gamble Company (PG) | 0.0 | $16k | 110.00 | 144.44 |
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| Bgc Group Cl A (BGC) | 0.0 | $14k | 1.5k | 9.78 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $14k | 24.00 | 577.17 |
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| HIMS & HERS HEALTH Com Cl A (HIMS) | 0.0 | $11k | 534.00 | 20.76 |
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| Newmark Group Cl A (NMRK) | 0.0 | $10k | 680.00 | 14.99 |
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| Metropcs Communications (TMUS) | 0.0 | $8.4k | 40.00 | 210.03 |
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| Autoliv (ALV) | 0.0 | $7.4k | 70.00 | 105.16 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $6.8k | 77.00 | 88.42 |
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| Waters Corporation (WAT) | 0.0 | $4.2k | 14.00 | 297.79 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $3.5k | 50.00 | 69.30 |
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| Bakkt Holdings Com Cl A New (BKKT) | 0.0 | $3.0k | 414.00 | 7.36 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $2.8k | 75.00 | 36.75 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $2.6k | 34.00 | 76.15 |
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| Ingevity (NGVT) | 0.0 | $2.3k | 32.00 | 71.22 |
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| Trimble Navigation (TRMB) | 0.0 | $2.0k | 30.00 | 65.20 |
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| Resideo Technologies (REZI) | 0.0 | $740.999600 | 22.00 | 33.68 |
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Past Filings by Legend Capital Advisors
SEC 13F filings are viewable for Legend Capital Advisors going back to 2026
- Legend Capital Advisors 2026 Q1 filed May 15, 2026