Legal Advantage Investments, Inc.
CIK 1841769 · View on SEC EDGAR ↗
- Portfolio value
- $285.1M
- Positions
- 77
- As of
- June 30, 2026
#5,331 of 9,443 by 13F value · top 56.5%
Portfolio value QoQ: +47.3% 13F does not disclose cash
- Top 10 holdings weight
- 54.25%
- Top 25 holdings weight
- 77.57%
- Positions above 1%
- 32
- Effective number of positions
- 13.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 5.41% Est. buys $81,030,553 · sells $12,959,927
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 58.3% still held
- New positions
- 10
- Increased
- 24
- Decreased
- 19
- Closed
- 12
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +14.5% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 95.9% · Options excluded: 0.0%
Sector breakdown
Technology
26.5%
Industrials
17.9%
Healthcare
10.4%
Communication Services
5.7%
Financial Services
5.3%
Retail
4.5%
Financials
1.5%
Consumer products
0.7%
Communications
0.6%
Materials
0.4%
Other/Unmapped
26.6%
Full portfolio 77 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| Unknown issuer (CUSIP: 15675D103) | $69,590,469 | 24.41% | 314,889 | Up ×1 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $12,274,845 | 4.30% | 6,170 | $4,739,510 | Up ×1 | ||
| ESLT Elbit Systems Ltd. - Ordinary Shares | $11,145,597 | 3.91% | 14,690 | $-1,310,553 | Up ×1 | ||
| TDG Transdigm Group Incorporated Common Stock | $10,579,062 | 3.71% | 7,942 | $2,000,440 | Up ×5 | ||
| VSEC VSE Corporation - Common Stock | $10,478,324 | 3.67% | 45,857 | $2,022,293 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $10,463,858 | 3.67% | 30,684 | $5,534,018 | Down ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8,907,991 | 3.12% | 37,375 | $1,471,681 | Up ×6 | ||
| AMAT Applied Materials, Inc. - Common Stock | $8,734,527 | 3.06% | 12,081 | $4,605,379 | |||
| MSFT Microsoft Corporation - Common Stock | $6,418,555 | 2.25% | 17,207 | $388,486 | Up ×3 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $6,086,129 | 2.13% | 65,960 | $-178,578 | Down ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $5,793,384 | 2.03% | 60,191 | $-42,714 | Down ×1 | ||
| VTI | $5,198,692 | 1.82% | 14,049 | $691,632 | |||
| NVDA NVIDIA Corporation - Common Stock | $4,973,437 | 1.74% | 24,856 | $638,551 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $4,898,598 | 1.72% | 9,771 | $836,781 | Up ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $4,897,807 | 1.72% | 41,980 | $-1,268,626 | Down ×1 | ||
| RTX RTX Corporation Common Stock | $4,651,406 | 1.63% | 24,516 | $-156,226 | Down ×1 | ||
| WGS GeneDx Holdings Corp. - Class A Common Stock | $4,602,639 | 1.61% | 67,045 | $641,871 | Up ×2 | ||
| BA Boeing Company (The) Common Stock | $4,303,424 | 1.51% | 19,880 | $356,659 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $4,243,175 | 1.49% | 14,664 | $925,378 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $4,121,429 | 1.45% | 8,630 | $1,204,921 | |||
| FISV Fiserv, Inc. - Common Stock | $4,093,468 | 1.44% | 83,455 | $-598,196 | Down ×1 | ||
| APP Applovin Corporation - Class A Common Stock | $4,052,284 | 1.42% | 7,865 | $914,054 | Down ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $3,858,167 | 1.35% | 2,273 | $-73,624 | Down ×1 | ||
| VEEV Veeva Systems Inc. Class A Common Stock | $3,476,637 | 1.22% | 19,590 | $35,458 | |||
| IDXX IDEXX Laboratories, Inc. - Common Stock | $3,348,158 | 1.17% | 6,360 | $-225,462 | |||
| MRNA Moderna, Inc. - Common Stock | $3,338,680 | 1.17% | 47,675 | $891,390 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,250,636 | 1.14% | 9,200 | $1,041,814 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,196,671 | 1.12% | 5,675 | $-107,380 | Down ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $3,081,835 | 1.08% | 6,051 | $-1,046,399 | |||
| GRAL GRAIL, Inc. - Common Stock | $3,046,549 | 1.07% | 44,625 | $746,789 | Up ×3 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $3,009,785 | 1.06% | 26,360 | $-111,107 | Up ×3 | ||
| ADI Analog Devices, Inc. - Common Stock | $2,870,745 | 1.01% | 7,228 | $571,229 | |||
| NFLX Netflix, Inc. - Common Stock | $2,450,177 | 0.86% | 34,316 | $-647,411 | Up ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $2,447,448 | 0.86% | 5,648 | $1,194,546 | Down ×3 | ||
| V Visa Inc. | $2,333,012 | 0.82% | 6,800 | $277,780 | |||
| ORCL Oracle Corporation Common Stock | $2,192,605 | 0.77% | 14,961 | $-332,020 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,706,044 | 0.60% | 5,212 | $124,052 | Down ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1,654,640 | 0.58% | 5,884 | $731,376 | Up ×2 | ||
| ZTS Zoetis Inc. Class A Common Stock | $1,519,480 | 0.53% | 21,145 | $786,578 | Up ×2 | ||
| FNF Fidelity National Financial, Inc. Common Stock | $1,466,204 | 0.51% | 31,090 | $-51,813 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,465,217 | 0.51% | 4,100 | $286,221 | |||
| TT Trane Technologies plc | $1,440,081 | 0.51% | 2,932 | $149,020 | Down ×3 | ||
| MA Mastercard Incorporated Common Stock | $1,256,266 | 0.44% | 2,446 | $22,605 | Down ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $1,248,177 | 0.44% | 2,450 | $-202,359 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1,247,660 | 0.44% | 10,622 | $591,869 | Up ×1 | ||
| TECH Bio-Techne Corp - Common Stock | $1,224,718 | 0.43% | 17,335 | $308,339 | Down ×1 | ||
| TER Teradyne, Inc. - Common Stock | $1,221,696 | 0.43% | 2,525 | $628,776 | Up ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1,174,490 | 0.41% | 9,140 | $87,068 | Up ×1 | ||
| DHI D.R. Horton, Inc. Common Stock | $1,042,432 | 0.37% | 6,400 | $164,224 | |||
| AMGN Amgen Inc. - Common Stock | $1,007,780 | 0.35% | 2,783 | $28,581 | |||
| AXP American Express Company Common Stock | $997,838 | 0.35% | 2,950 | $75,274 | Down ×1 | ||
| CACI CACI International, Inc. Class A Common Stock | $926,520 | 0.32% | 2,000 | $-161,220 | |||
| GD General Dynamics Corporation Common Stock | $850,176 | 0.30% | 2,400 | $26,448 | |||
| NVMI Nova Ltd. - Ordinary Shares | $814,410 | 0.29% | 1,500 | $597,270 | Up ×1 | ||
| BRKA | $748,850 | 0.26% | 1 | $30,710 | |||
| BHP BHP Group Limited American Depositary Shares (Each representing two Ordinary Shares) | $692,060 | 0.24% | 8,307 | $87,806 | |||
| OUST Ouster, Inc. - Common Stock | $687,720 | 0.24% | 11,000 | Up ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $622,200 | 0.22% | 5,000 | Up ×1 | |||
| ROK Rockwell Automation, Inc. Common Stock | $606,473 | 0.21% | 1,225 | Up ×1 | |||
| AMTM Amentum Holdings, Inc. Common Stock | $597,363 | 0.21% | 28,900 | $-156,349 | |||
| JNJ Johnson & Johnson Common Stock | $579,560 | 0.20% | 2,282 | $21,748 | |||
| CB Chubb Limited Common Stock | $579,258 | 0.20% | 1,700 | $8,880 | Down ×1 | ||
| PHM PulteGroup, Inc. Common Stock | $537,863 | 0.19% | 3,920 | $76,832 | |||
| RIO Rio Tinto Plc Common Stock | $481,295 | 0.17% | 5,070 | $14,845 | Up ×1 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $425,900 | 0.15% | 10,000 | Up ×1 | |||
| IOT Samsara Inc. Class A Common Stock | $389,160 | 0.14% | 12,000 | $72,260 | Up ×1 | ||
| AFL AFLAC Incorporated Common Stock | $386,925 | 0.14% | 3,300 | $35,853 | Up ×1 | ||
| RVMD Revolution Medicines, Inc. - Common Stock | $374,560 | 0.13% | 2,000 | Up ×1 | |||
| PFE Pfizer, Inc. Common Stock | $358,792 | 0.13% | 14,900 | $-48,368 | Up ×1 | ||
| LITE Lumentum Holdings Inc. - Common Stock | $343,224 | 0.12% | 400 | Up ×1 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $329,370 | 0.12% | 1,737 | $-13,201 | |||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $322,383 | 0.11% | 6,150 | $-17,035 | |||
| TXN Texas Instruments Incorporated - Common Stock | $298,070 | 0.10% | 1,000 | ||||
| CGNX Cognex Corporation - Common Stock | $289,680 | 0.10% | 4,000 | Up ×1 | |||
| BRKB | $283,221 | 0.10% | 566 | $11,994 | |||
| HOV Hovnanian Enterprises, Inc. Class A Common Stock | $277,700 | 0.10% | 1,950 | $61,426 | |||
| GLW Corning Incorporated Common Stock | $255,430 | 0.09% | 1,000 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 15675D103) | $69,590,469 | 314,889 | 24.41% |
| OUST | $687,720 | 11,000 | 0.24% |
| ACN | $622,200 | 5,000 | 0.22% |
| ROK | $606,473 | 1,225 | 0.21% |
| BN | $425,900 | 10,000 | 0.15% |
| RVMD | $374,560 | 2,000 | 0.13% |
| LITE | $343,224 | 400 | 0.12% |
| TXN | $298,070 | 1,000 | 0.10% |
| CGNX | $289,680 | 4,000 | 0.10% |
| GLW | $255,430 | 1,000 | 0.09% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| PANW | Trimmed | -66 | +$5.5M |
| ASML | Bought more | +465 | +$4.7M |
| AMAT | Price move only | +0 | +$4.6M |
| VSEC | Price move only | +0 | +$2.0M |
| TDG | Bought more | +540 | +$2.0M |
| AMZN | Bought more | +2K | +$1.5M |
| ESLT | Bought more | +20 | -$1.3M |
| PLTR | Trimmed | -175 | -$1.3M |
| TSM | Price move only | +0 | +$1.2M |
| LRCX | Trimmed | -216 | +$1.2M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| TYL | March 31, 2026 | 8,678 | $3,939,231 | 0.4% |
| ADBE | Sept. 30, 2025 | 9,595 | $3,712,122 | -22.6% |
| MOGA | June 30, 2026 | 12,400 | $3,628,736 | No longer tracked |
| SSNC | June 30, 2026 | 31,700 | $2,141,969 | 32.5% |
| ULTA | Dec. 31, 2025 | 3,535 | $1,932,761 | -14.3% |
| XBI | March 31, 2025 | 19,965 | $1,798,048 | No longer tracked |
| XYZ | Dec. 31, 2025 | 22,075 | $1,595,360 | 23.0% |
| LMT | June 30, 2025 | 3,395 | $1,516,580 | 22.8% |
| CYBR | March 31, 2026 | 2,800 | $1,248,968 | No longer tracked |
| VST | June 30, 2026 | 8,300 | $1,247,739 | -12.3% |
| KLAC | March 31, 2026 | 1,000 | $1,215,080 | -87.4% |
| OKTA | March 31, 2026 | 13,540 | $1,170,804 | 68.6% |
| TWLO | March 31, 2026 | 8,000 | $1,137,920 | 72.7% |
| LHX | June 30, 2025 | 5,317 | $1,112,981 | 7.8% |
| INTU | June 30, 2026 | 2,500 | $1,080,950 | 38.2% |
| CMCSA | March 31, 2025 | 28,232 | $1,059,547 | -28.3% |
| CRDO | March 31, 2026 | 7,100 | $1,021,619 | 146.6% |
| CRM | June 30, 2026 | 5,453 | $1,017,912 | 31.2% |
| FIS | Dec. 31, 2025 | 15,400 | $1,015,476 | -38.6% |
| INMD | June 30, 2025 | 56,020 | $993,795 | 3.5% |
| RBRK | Dec. 31, 2025 | 12,025 | $989,056 | 26.0% |
| VRTX | Sept. 30, 2025 | 1,848 | $822,730 | 39.6% |
| MCK | June 30, 2025 | 1,201 | $808,261 | 16.9% |
| ZBH | Sept. 30, 2025 | 8,860 | $808,121 | 0.9% |
| SLB | March 31, 2025 | 20,644 | $791,491 | 28.7% |
| PYPL | March 31, 2026 | 13,150 | $767,697 | 37.6% |
| NBIS | Dec. 31, 2025 | 6,700 | $752,209 | 172.8% |
| WMT | June 30, 2026 | 5,500 | $683,540 | -8.9% |
| WTW | March 31, 2026 | 2,015 | $662,129 | 17.9% |
| SPT | June 30, 2025 | 28,475 | $626,165 | -53.7% |
| PTC | March 31, 2025 | 3,300 | $606,771 | -1.4% |
| NTRA | Sept. 30, 2025 | 3,500 | $591,290 | 102.0% |
| BMA | Sept. 30, 2025 | 7,850 | $551,148 | 77.3% |
| ZS | June 30, 2026 | 3,875 | $543,624 | 22.5% |
| TATT | March 31, 2026 | 12,000 | $535,920 | -9.2% |
| FBIN | March 31, 2026 | 10,600 | $530,212 | 15.7% |
| NICE | March 31, 2025 | 2,950 | $501,028 | -35.4% |
| ALAB | June 30, 2026 | 4,500 | $493,200 | -40.0% |
| EBAY | March 31, 2026 | 5,363 | $467,074 | 14.3% |
| MNDY | Dec. 31, 2025 | 2,400 | $464,856 | -40.0% |
| FVRR | Dec. 31, 2025 | 18,800 | $458,908 | -53.6% |
| NTRA | March 31, 2026 | 2,000 | $458,180 | 62.6% |
| BBAR | Sept. 30, 2025 | 24,000 | $395,040 | 72.0% |
| TRV | June 30, 2026 | 1,252 | $365,183 | 11.0% |
| IOT | Dec. 31, 2025 | 9,700 | $361,325 | 7.8% |
| GRAL | June 30, 2025 | 14,000 | $357,560 | 49.8% |
| ON | Sept. 30, 2025 | 6,150 | $322,322 | 52.3% |
| HAL | June 30, 2025 | 12,500 | $317,125 | 74.3% |
| SUPV | Sept. 30, 2025 | 28,645 | $303,351 | 58.6% |
| VCYT | Sept. 30, 2025 | 10,976 | $296,681 | 20.6% |
| NOW | June 30, 2026 | 2,800 | $292,740 | 30.6% |
| HOV | Dec. 31, 2025 | 1,950 | $250,556 | 26.2% |
| NSP | March 31, 2025 | 3,150 | $244,156 | -41.6% |
| BMY | June 30, 2025 | 3,891 | $237,312 | 42.7% |
| TXN | March 31, 2025 | 1,236 | $231,762 | 47.5% |
| YPF | March 31, 2025 | 5,000 | $212,550 | 46.4% |
| TXN | Sept. 30, 2025 | 1,000 | $207,620 | 44.3% |
| CHKP | Dec. 31, 2025 | 1,000 | $206,910 | -30.2% |
| FROG | March 31, 2025 | 6,950 | $204,400 | 170.4% |
| MDT | June 30, 2026 | 2,346 | $203,281 | 17.7% |
| GEHC | June 30, 2026 | 2,830 | $201,439 | 15.7% |