Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SNOWSnowflake Inc | $64.0M | 34.8% | −19.9% |
| Nu Hldgs LtdCUSIP G6683N103 | $18.6M | 10.1% | |
| METAMeta Platforms Inc | $15.5M | 8.4% | |
| GOOGLAlphabet Inc | $9.2M | 5.0% | |
| AMDAdvanced Micro Devices Inc | $7.3M | 4.0% | +1.6% |
| TSLATesla Inc | $5.9M | 3.2% | −3.7% |
| AAPLApple Inc | $5.7M | 3.1% | |
| Warner Bros Discovery IncCUSIP 934423104 | $4.7M | 2.6% | |
| NVDANvidia Corporation | $4.4M | 2.4% | +3.9% |
| CRWDCrowdstrike Hldgs Inc | $3.5M | 1.9% | +9.8% |
| AMZNAmazon Com Inc | $3.4M | 1.8% | |
| GOOGAlphabet Inc | $3.2M | 1.7% | +1.7% |
| LLYELI LILLY & CO | $3.0M | 1.6% | +29.3% |
| PANWPalo Alto Networks Inc | $2.9M | 1.6% | +419.7% |
| TMCTmc The Metals Company Inc | $2.7M | 1.5% | −5.0% |
| MSFTMicrosoft Corp | $2.2M | 1.2% | |
| BENFranklin Resources Inc | $2.2M | 1.2% | |
| Exxon Mobil CorpCUSIP 30231G102 | $1.4M | 0.8% | −4.8% |
| TUTelus Corporation | $1.4M | 0.7% | −23.0% |
| SDYSpdr Series Trust | $1.3M | 0.7% | −14.6% |
| PLTRPalantir Technologies Inc | $1.2M | 0.7% | |
| FIGRFigure Technology Solutio | $1.1M | 0.6% | +21.1% |
| UNHUnitedhealth Group Inc | $1.1M | 0.6% | |
| SPYSPDR S&P 500 ETF TR | $1.0M | 0.6% | |
| IVWIshares Tr | $965K | 0.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $7.3M |
| Asml Holding N VCUSIP N07059210 | December 31, 2025 | +86.0% | $472K |
| PANWPalo Alto Networks Inc | December 31, 2025 | +85.1% | $2.9M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2025 | +62.8% | $3.5M |
| CSCOCisco Sys Inc | December 31, 2025 | +52.5% | $713K |
| BENFranklin Resources Inc | March 31, 2026 | +40.9% | $2.2M |
| UNHUnitedhealth Group Inc | December 31, 2025 | +25.9% | $1.1M |
| IWMIshares Tr | December 31, 2025 | +22.1% | $492K |
| SNOWSnowflake Inc | December 31, 2025 | +16.0% | $64.0M |
| GSGoldman Sachs Group Inc | December 31, 2025 | +15.1% | $594K |
Sold off last quarter
- ARAntero Resources Corp was $240K
- NOCNorthrop Grumman Corp was $237K
- Honeywell Intl IncCUSIP 438516106 was $224K
- LHXL3harris Technologies Inc was $217K
- GMGeneral Mtrs Co was $198K
- CEGConstellation Energy Corp was $182K
- ICOPIshares Tr was $181K
- DISDisney Walt Co was $173K
- PMPhilip Morris Intl Inc was $158K
- VSTVistra Corp was $152K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +27.6% | +14.8% |
| March 31, 2026 | −18.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Legend Capital Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2111719&type=13F-HR&dateb=&owner=include&count=40CIK 2111719
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2111719/000211171926000004/Filed August 14, 2026 · accession 0002111719-26-000004