Fund Universe

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☆Legend Capital Advisors LLC

CIK 0002111719 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.541
AUM ($M)
184
Positions
62
Turnover
0.12
Top-10 wt
76%
Herfindahl
0.149
History (qtrs)
3
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 160 positions · portfolio value $184M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SNOW funds › SNOWFLAKE INC TRIM — 34.8% +5.2% 64.0 251,390 -62,588 2 —
☆NU funds › NU HLDGS LTD HOLD — 10.1% -2.4% 18.6 1,392,916 +0 2 —
☆META funds › META PLATFORMS INC HOLD — 8.4% -1.4% 15.5 27,535 +0 2 —
☆GOOGL funds › ALPHABET INC ADD — 5.0% +0.4% 9.2 25,754 +152 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 4.0% +2.4% 7.3 12,533 +202 2 —
☆TSLA funds › TESLA INC TRIM — 3.2% -0.2% 5.9 14,136 -547 2 —
☆AAPL funds › APPLE INC ADD — 3.1% -0.0% 5.7 19,780 +2 2 —
☆WBD funds › WARNER BROS DISCOVERY INC HOLD — 2.6% -0.5% 4.7 176,400 +0 2 —
☆NVDA funds › NVIDIA CORPORATION ADD — 2.4% +0.1% 4.4 21,971 +821 2 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 1.9% +0.9% 3.5 4,539 +405 2 —
☆AMZN funds › AMAZON COM INC ADD — 1.8% -0.0% 3.4 14,191 +50 2 —
☆GOOG funds › ALPHABET INC ADD — 1.7% +0.1% 3.2 8,994 +150 2 —
☆LLY funds › ELI LILLY & CO ADD — 1.6% +0.5% 3.0 2,518 +571 2 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 1.6% +1.4% 2.9 8,513 +6,875 2 —
☆TMC funds › TMC THE METALS COMPANY INC TRIM — 1.5% -0.4% 2.7 613,294 -32,200 2 —
☆MSFT funds › MICROSOFT CORP HOLD — 1.2% -0.2% 2.2 6,029 +0 2 —
☆BEN funds › FRANKLIN RESOURCES INC HOLD — 1.2% +0.2% 2.2 67,195 +0 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.8% -0.4% 1.4 10,150 -511 2 —
☆TU funds › TELUS CORPORATION TRIM — 0.7% -0.8% 1.4 65,982 -19,700 2 —
☆SDY funds › SPDR SERIES TRUST TRIM — 0.7% -0.2% 1.3 8,634 -1,480 2 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC HOLD — 0.7% -0.3% 1.2 10,300 +0 2 —
☆FIGR funds › FIGURE TECHNOLOGY SOLUTIO ADD — 0.6% -0.0% 1.1 36,910 +6,429 2 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.6% +0.2% 1.1 2,676 +1 2 —
☆SPY funds › SPDR S&P 500 ETF TR HOLD — 0.6% -0.0% 1.0 1,380 +0 2 —
☆IVW funds › ISHARES TR HOLD — 0.5% +0.0% 1.0 7,020 +0 2 —
☆NFLX funds › NETFLIX INC ADD — 0.5% -0.2% 0.9 12,070 +300 2 —
☆VYM funds › VANGUARD WHITEHALL FDS HOLD — 0.5% -0.0% 0.9 5,400 +0 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.4% -0.0% 0.8 1,632 +0 2 —
☆JPM funds › JPMORGAN CHASE & CO. HOLD — 0.4% -0.0% 0.8 2,374 +0 2 —
☆CSCO funds › CISCO SYS INC HOLD — 0.4% +0.1% 0.7 6,070 +0 2 —
☆AVGO funds › BROADCOM INC ADD — 0.4% +0.0% 0.7 1,769 +80 2 —
☆WMT funds › WALMART INC HOLD — 0.4% -0.1% 0.7 5,751 +0 2 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.3% -0.0% 0.6 1,757 +0 2 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.3% -0.0% 0.6 587 -100 2 —
☆PHK funds › PIMCO HIGH INCOME FD ADD — 0.3% -0.0% 0.5 116,357 +2,679 2 —
☆COST funds › COSTCO WHSL CORP NEW HOLD — 0.3% -0.1% 0.5 561 +0 2 —
☆IWM funds › ISHARES TR HOLD — 0.3% +0.0% 0.5 1,637 +0 2 —
☆ASML funds › ASML HOLDING N V HOLD — 0.3% +0.1% 0.5 237 +0 2 —
☆IVE funds › ISHARES TR HOLD — 0.2% -0.0% 0.4 1,972 +0 2 —
☆AM funds › ANTERO MIDSTREAM CORP ADD — 0.2% -0.0% 0.4 17,552 +52 2 —
☆VRT funds › VERTIV HOLDINGS CO HOLD — 0.2% +0.0% 0.4 1,171 +0 2 —
☆RTX funds › RTX CORPORATION HOLD — 0.2% -0.0% 0.4 2,055 +0 2 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.2% -0.0% 0.4 1,810 +0 2 —
☆SOFI funds › SOFI TECHNOLOGIES INC TRIM — 0.2% -0.0% 0.4 21,090 -4,335 2 —
☆DELL funds › DELL TECHNOLOGIES INC HOLD — 0.2% +0.1% 0.4 847 +0 2 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.2% -0.0% 0.3 1,377 +0 2 —
☆V funds › VISA INC HOLD — 0.2% -0.0% 0.3 951 +0 2 —
☆MCD funds › MCDONALDS CORP HOLD — 0.2% -0.1% 0.3 1,200 +0 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.2% -0.0% 0.3 5,500 -180 2 —
☆GWW funds › WW GRAINGER INC HOLD — 0.2% +0.0% 0.3 223 +0 2 —
☆PBRA funds › PETROLEO BRASILEIRO SA PETRO HOLD — 0.2% -0.1% 0.3 20,660 +0 2 —
☆WFC funds › WELLS FARGO CO NEW HOLD — 0.1% -0.0% 0.3 3,300 +0 2 —
☆HWM funds › HOWMET AEROSPACE INC HOLD — 0.1% +0.0% 0.3 981 +0 2 —
☆VISN funds › COMMSCOPE HLDG CO INC NEW — 0.1% +0.1% 0.3 20,000 +20,000 1 —
☆CVX funds › CHEVRON CORP NEW TRIM — 0.1% -0.1% 0.2 1,450 -366 2 —
☆IWO funds › ISHARES TR HOLD — 0.1% +0.0% 0.2 606 +0 2 —
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.1% -0.0% 0.2 946 +0 2 —
☆SBUX funds › STARBUCKS CORP HOLD — 0.1% -0.0% 0.2 2,204 +0 2 —
☆MRK funds › MERCK & CO INC HOLD — 0.1% -0.0% 0.2 1,750 +0 2 —
☆FDX funds › FEDEX CORP HOLD — 0.1% -0.0% 0.2 700 +0 2 —
☆KO funds › COCA COLA CO HOLD — 0.1% -0.0% 0.2 2,500 +0 2 —
☆PONY funds › PONY AI INC HOLD — 0.1% -0.0% 0.2 21,980 +0 2 —
☆AMGN funds › AMGEN INC EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆ROOT funds › ROOT INC EXIT — 0.0% -0.0% 0.0 0 -719 0 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.1% 0.0 0 -991 0 —
☆DIS funds › DISNEY WALT CO EXIT — 0.0% -0.1% 0.0 0 -1,790 0 —
☆RIO funds › RIO TINTO PLC EXIT — 0.0% -0.0% 0.0 0 -775 0 —
☆EQT funds › EQT CORP EXIT — 0.0% -0.0% 0.0 0 -934 0 —
☆LDOS funds › LEIDOS HOLDINGS INC EXIT — 0.0% -0.0% 0.0 0 -413 0 —
☆MDY funds › SPDR S&P MIDCAP 400 ETF TR EXIT — 0.0% -0.1% 0.0 0 -157 0 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC EXIT — 0.0% -0.1% 0.0 0 -629 0 —
☆DE funds › DEERE & CO EXIT — 0.0% -0.1% 0.0 0 -150 0 —
☆UBER funds › UBER TECHNOLOGIES INC EXIT — 0.0% -0.1% 0.0 0 -2,050 0 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I EXIT — 0.0% -0.0% 0.0 0 -284 0 —
☆NKE funds › NIKE INC EXIT — 0.0% -0.0% 0.0 0 -1,091 0 —
☆NOC funds › NORTHROP GRUMMAN CORP EXIT — 0.0% -0.1% 0.0 0 -348 0 —
☆XPEV funds › XPENG INC EXIT — 0.0% -0.0% 0.0 0 -2,045 0 —
☆CEG funds › CONSTELLATION ENERGY CORP EXIT — 0.0% -0.1% 0.0 0 -651 0 —
☆EMR funds › EMERSON ELEC CO EXIT — 0.0% -0.0% 0.0 0 -400 0 —
☆CRM funds › SALESFORCE INC EXIT — 0.0% -0.1% 0.0 0 -600 0 —
☆HOOD funds › ROBINHOOD MKTS INC EXIT — 0.0% -0.0% 0.0 0 -50 0 —
☆LMT funds › LOCKHEED MARTIN CORP EXIT — 0.0% -0.0% 0.0 0 -61 0 —
☆IJJ funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -564 0 —
☆IWD funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -231 0 —
☆KMI funds › KINDER MORGAN INC DEL EXIT — 0.0% -0.1% 0.0 0 -3,553 0 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO EXIT — 0.0% -0.0% 0.0 0 -435 0 —
☆BSX funds › BOSTON SCIENTIFIC CORP EXIT — 0.0% -0.0% 0.0 0 -294 0 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF EXIT — 0.0% -0.0% 0.0 0 -1,110 0 —
☆ICOP funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -3,800 0 —
☆SYK funds › STRYKER CORPORATION EXIT — 0.0% -0.0% 0.0 0 -67 0 —
☆PG funds › PROCTER AND GAMBLE CO EXIT — 0.0% -0.0% 0.0 0 -110 0 —
☆SCCO funds › SOUTHERN COPPER CORP EXIT — 0.0% -0.1% 0.0 0 -529 0 —
☆NMRK funds › NEWMARK GROUP INC EXIT — 0.0% -0.0% 0.0 0 -680 0 —
☆VBK funds › VANGUARD INDEX FDS EXIT — 0.0% -0.0% 0.0 0 -159 0 —
☆KR funds › KROGER CO EXIT — 0.0% -0.0% 0.0 0 -274 0 —
☆LNG funds › CHENIERE ENERGY INC EXIT — 0.0% -0.0% 0.0 0 -255 0 —
☆VST funds › VISTRA CORP EXIT — 0.0% -0.1% 0.0 0 -1,014 0 —
☆FDS funds › FACTSET RESH SYS INC EXIT — 0.0% -0.0% 0.0 0 -115 0 —
☆QQQ funds › INVESCO QQQ TR EXIT — 0.0% -0.0% 0.0 0 -24 0 —
☆IVV funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -124 0 —
☆ALV funds › AUTOLIV INC EXIT — 0.0% -0.0% 0.0 0 -70 0 —
☆GLD funds › SPDR GOLD TR EXIT — 0.0% -0.0% 0.0 0 -150 0 —
☆FSK funds › FS KKR CAP CORP EXIT — 0.0% -0.1% 0.0 0 -9,170 0 —
☆VTV funds › VANGUARD INDEX FDS EXIT — 0.0% -0.0% 0.0 0 -257 0 —
☆JCI funds › JOHNSON CTLS INTL PLC EXIT — 0.0% -0.0% 0.0 0 -229 0 —
☆RDDT funds › REDDIT INC EXIT — 0.0% -0.0% 0.0 0 -348 0 —
☆MA funds › MASTERCARD INCORPORATED EXIT — 0.0% -0.0% 0.0 0 -126 0 —
☆VLTO funds › VERALTO CORP EXIT — 0.0% -0.0% 0.0 0 -77 0 —
☆AR funds › ANTERO RESOURCES CORP EXIT — 0.0% -0.1% 0.0 0 -5,650 0 —
☆NGVT funds › INGEVITY CORP EXIT — 0.0% -0.0% 0.0 0 -32 0 —
☆ISRG funds › INTUITIVE SURGICAL INC EXIT — 0.0% -0.0% 0.0 0 -48 0 —
☆MDLZ funds › MONDELEZ INTL INC EXIT — 0.0% -0.0% 0.0 0 -1,000 0 —
☆MDT funds › MEDTRONIC PLC EXIT — 0.0% -0.0% 0.0 0 -279 0 —
☆ARKK funds › ARK ETF TR EXIT — 0.0% -0.1% 0.0 0 -1,419 0 —
☆ITW funds › ILLINOIS TOOL WKS INC EXIT — 0.0% -0.0% 0.0 0 -198 0 —
☆LOW funds › LOWES COS INC EXIT — 0.0% -0.1% 0.0 0 -600 0 —
☆PM funds › PHILIP MORRIS INTL INC EXIT — 0.0% -0.1% 0.0 0 -953 0 —
☆PLD funds › PROLOGIS INC. EXIT — 0.0% -0.0% 0.0 0 -410 0 —
☆HIMS funds › HIMS & HERS HEALTH INC EXIT — 0.0% -0.0% 0.0 0 -534 0 —
☆TMUS funds › T-MOBILE US INC EXIT — 0.0% -0.0% 0.0 0 -40 0 —
☆IJK funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -940 0 —
☆IREN funds › IREN LIMITED EXIT — 0.0% -0.1% 0.0 0 -2,600 0 —
☆FCFS funds › FIRSTCASH HOLDINGS INC EXIT — 0.0% -0.0% 0.0 0 -252 0 —
☆NOW funds › SERVICENOW INC EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆BLK funds › BLACKROCK INC EXIT — 0.0% -0.1% 0.0 0 -152 0 —
☆DHR funds › DANAHER CORPORATION EXIT — 0.0% -0.0% 0.0 0 -231 0 —
☆WAT funds › WATERS CORP EXIT — 0.0% -0.0% 0.0 0 -14 0 —
☆BTI funds › BRITISH AMERN TOB PLC EXIT — 0.0% -0.0% 0.0 0 -322 0 —
☆REZI funds › RESIDEO TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -22 0 —
☆NEM funds › NEWMONT CORP EXIT — 0.0% -0.0% 0.0 0 -601 0 —
☆LIN funds › LINDE PLC EXIT — 0.0% -0.0% 0.0 0 -40 0 —
☆IWP funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -162 0 —
☆SONY funds › SONY GROUP CORP EXIT — 0.0% -0.0% 0.0 0 -3,750 0 —
☆AMP funds › AMERIPRISE FINL INC EXIT — 0.0% -0.0% 0.0 0 -97 0 —
☆COR funds › CENCORA INC EXIT — 0.0% -0.1% 0.0 0 -275 0 —
☆CVNA funds › CARVANA CO EXIT — 0.0% -0.0% 0.0 0 -107 0 —
☆IWF funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -155 0 —
☆BDX funds › BECTON DICKINSON & CO EXIT — 0.0% -0.0% 0.0 0 -105 0 —
☆QCOM funds › QUALCOMM INC EXIT — 0.0% -0.0% 0.0 0 -323 0 —
☆BKNG funds › BOOKING HOLDINGS INC EXIT — 0.0% -0.1% 0.0 0 -19 0 —
☆ETN funds › EATON CORP PLC EXIT — 0.0% -0.1% 0.0 0 -308 0 —
☆ABT funds › ABBOTT LABS EXIT — 0.0% -0.1% 0.0 0 -812 0 —
☆MPC funds › MARATHON PETE CORP EXIT — 0.0% -0.1% 0.0 0 -413 0 —
☆FCX funds › FREEPORT-MCMORAN INC EXIT — 0.0% -0.1% 0.0 0 -1,630 0 —
☆UNP funds › UNION PAC CORP EXIT — 0.0% -0.1% 0.0 0 -620 0 —
☆BGC funds › BGC GROUP INC EXIT — 0.0% -0.0% 0.0 0 -1,468 0 —
☆TGT funds › TARGET CORP EXIT — 0.0% -0.1% 0.0 0 -1,000 0 —
☆TRMB funds › TRIMBLE INC EXIT — 0.0% -0.0% 0.0 0 -30 0 —
☆BKKT funds › BAKKT HOLDINGS INC EXIT — 0.0% -0.0% 0.0 0 -414 0 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC EXIT — 0.0% -0.0% 0.0 0 -34 0 —
☆GD funds › GENERAL DYNAMICS CORP EXIT — 0.0% -0.0% 0.0 0 -138 0 —
☆EOG funds › EOG RES INC EXIT — 0.0% -0.1% 0.0 0 -1,000 0 —
☆IHI funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆EW funds › EDWARDS LIFESCIENCES CORP EXIT — 0.0% -0.0% 0.0 0 -376 0 —
☆WDAY funds › WORKDAY INC EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆GM funds › GENERAL MTRS CO EXIT — 0.0% -0.1% 0.0 0 -2,660 0 —
☆PSX funds › PHILLIPS 66 EXIT — 0.0% -0.1% 0.0 0 -644 0 —
☆ENVA funds › ENOVA INTL INC EXIT — 0.0% -0.0% 0.0 0 -274 0 —
☆NVO funds › NOVO-NORDISK A S EXIT — 0.0% -0.0% 0.0 0 -75 0 —
☆IWS funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -144 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 184 62 0.12 76% 0.149 0.541 — in
2026Q1 160 159 0.12 72% 0.121 0.486 — entered
2025Q4 180 56 0.00 81% 0.182 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status