Legend Financial Advisors, Inc.
Legend Financial Advisors, Inc. reported 40 holdings worth US$176M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Legend Financial Advisors, Inc. reported 40 holdings worth US$176M as of Jun 30, 2026. Largest: Intel Corporation, Apple Inc and Credo Technology Group Holding Ltd. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 40
- Value as reported
- US$176M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Intel Corporation | 27,240 | US$3.8M | 2.2% |
| Apple Inc | 10,701 | US$3.1M | 1.8% |
| Credo Technology Group Holding Ltd | 9,477 | US$2.58M | 1.5% |
| Modine Manufacturing Company | 7,577 | US$2.02M | 1.1% |
| Alphabet Inc (google) Class C | 5,545 | US$1.98M | 1.1% |
| Amazon.com, Inc. | 7,964 | US$1.9M | 1.1% |
| Berkshire Hathaway Inc. | 3,217 | US$1.61M | 0.91% |
| First Solar, Inc. | 5,419 | US$1.28M | 0.73% |
| Remitly Global, Inc. | 56,074 | US$1.26M | 0.71% |
| Copa Holdings, S.a. | 8,011 | US$1.25M | 0.71% |
| The Bancorp, Inc. | 17,841 | US$1.12M | 0.63% |
| Evercore Inc. | 3,210 | US$1.1M | 0.62% |
| Dlocal Limited | 83,373 | US$1.08M | 0.62% |
| Nmi Holdings Inc | 23,740 | US$975K | 0.55% |
| Pan American Silver Corp. | 19,931 | US$893K | 0.51% |
| Barrick Mining Corporation | 22,327 | US$820K | 0.47% |
| Autoliv, Inc. | 6,474 | US$752K | 0.43% |
| Visa Inc. | 1,859 | US$638K | 0.36% |
| Ppl Corporation | 8,471 | US$308K | 0.17% |
| Donaldson Company, Inc. | 3,092 | US$278K | 0.16% |
| Jp Morgan Chase & Co. | 794 | US$260K | 0.15% |
| Eli Lilly And Company | 193 | US$231K | 0.13% |
| Nextera Energy, Inc. | 2,556 | US$224K | 0.13% |
| Fiserv, Inc. | 0 | US$0 | 0.00% |