Legal Advantage Investments, Inc.

CIK 1841769 · View on SEC EDGAR ↗

Portfolio value QoQ: +64.2% 13F does not disclose cash

Top 10 holdings weight64.88%

Top 25 holdings weight83.40%

Positions above 1%22

Effective number of positions5.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q3 2026: 1.2% Est. buys $191,459,225 · sells $4,529,790

Median holding: 5.0 quarters Tracked Q1 2025–Q3 2026 · 63.4% still held

New positions10

Increased29

Decreased7

Closed4

Portfolio value $468.2M #4,065 of 9,339 by 13F value · top 43.5%

Positions 83

As of Sept. 30, 2026

Sector breakdown

Technology 18.8%

Industrials 11.6%

Healthcare 11.3%

Financials 4.6%

Communication Services 4.5%

Retail 3.3%

Consumer products 0.3%

Materials 0.3%

Consumer Discretionary 0.1%

Other/Unmapped 45.3%

Full portfolio 83 positions

					Streak
Unknown issuer (CUSIP: 15675D103)	$204,241,007	43.62%	1,149,682	$134,650,538	Up ×1
ASML ASML Holding N.V. - New York Registry Shares	$16,359,380	3.49%	9,030	$4,084,535	Up ×2
MRNA Moderna, Inc. - Common Stock	$12,550,750	2.68%	65,175	$9,212,070	Up ×1
TDG Transdigm Group Incorporated Common Stock	$12,473,805	2.66%	11,522	$1,894,743	Up ×6
PANW Palo Alto Networks, Inc. - Common Stock	$12,191,060	2.60%	30,684	$1,727,202
ESLT Elbit Systems Ltd. - Ordinary Shares	$11,689,651	2.50%	17,140	$544,054	Up ×2
AMZN Amazon.com, Inc. - Common Stock	$10,806,916	2.31%	43,375	$1,898,925	Up ×6
MSFT Microsoft Corporation - Common Stock	$8,107,410	1.73%	15,807	$1,688,855	Down ×1
PLTR Palantir Technologies Inc. - Class A Common Stock	$7,852,359	1.68%	41,980	$2,954,552
VSEC VSE Corporation - Common Stock	$7,536,178	1.61%	45,757	$-2,942,146	Down ×1
DIS Walt Disney Company (The) Common Stock	$7,219,745	1.54%	68,825	$1,426,361	Up ×1
WGS GeneDx Holdings Corp. - Class A Common Stock	$7,146,494	1.53%	98,845	$2,543,855	Up ×3
TMO Thermo Fisher Scientific Inc Common Stock	$6,966,935	1.49%	10,321	$2,068,337	Up ×2
GRAL GRAIL, Inc. - Common Stock	$6,813,335	1.46%	48,625	$3,766,786	Up ×4
SCHW Charles Schwab Corporation (The) Common Stock	$6,446,930	1.38%	65,960	$360,801
VTI Vanguard Morningstar Total Stock Market ETF	$6,250,931	1.33%	16,703	$1,052,239	Up ×1
AMAT Applied Materials, Inc. - Common Stock	$6,177,956	1.32%	12,081	$-2,556,571
NVDA NVIDIA Corporation - Common Stock	$5,676,613	1.21%	24,856	$703,176
VEEV Veeva Systems Inc. Class A Common Stock	$5,520,603	1.18%	19,340	$2,043,966	Down ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd.	$5,305,490	1.13%	11,630	$1,184,061	Up ×1
AAPL Apple Inc. - Common Stock	$4,883,405	1.04%	14,664	$640,230
MELI MercadoLibre, Inc. - Common Stock	$4,839,846	1.03%	2,800	$981,679	Up ×1
RTX RTX Corporation Common Stock	$4,551,381	0.97%	24,516	$-100,025
FISV Fiserv, Inc. - Common Stock	$4,538,557	0.97%	100,455	$445,089	Up ×1
APP Applovin Corporation - Class A Common Stock	$4,346,285	0.93%	14,965	$294,001	Up ×1
IDXX IDEXX Laboratories, Inc. - Common Stock	$4,130,523	0.88%	7,910	$782,365	Up ×1
META Meta Platforms, Inc. - Class A Common Stock	$4,115,396	0.88%	5,675	$918,725
SHOP Shopify Inc. - Class A Subordinate Voting Shares	$4,057,488	0.87%	27,360	$1,047,703	Up ×4
GOOG Alphabet Inc. - Class C Capital Stock	$3,816,288	0.82%	11,200	$565,652	Up ×2
BA Boeing Company (The) Common Stock	$3,698,674	0.79%	19,880	$-604,750
V Visa Inc.	$3,521,434	0.75%	9,800	$1,188,422	Up ×1
IBM International Business Machines Corporation Common Stock	$3,243,968	0.69%	14,750	$1,589,328	Up ×3
OUST Ouster, Inc. - Common Stock	$3,130,384	0.67%	77,600	$2,442,664	Up ×1
NOC Northrop Grumman Corporation Common Stock	$2,925,537	0.62%	6,051	$-156,298
ADI Analog Devices, Inc. - Common Stock	$2,867,420	0.61%	7,228	$-3,325
ZTS Zoetis Inc. Class A Common Stock	$2,864,741	0.61%	41,025	$1,345,261	Up ×3
NFLX Netflix, Inc. - Common Stock	$2,387,721	0.51%	34,316	$-62,456
ORCL Oracle Corporation Common Stock	$2,054,211	0.44%	14,961	$-138,394
AMGN Amgen Inc. - Common Stock	$2,032,943	0.43%	4,823	$1,025,163	Up ×1
JPM JP Morgan Chase & Co. Common Stock	$1,724,286	0.37%	5,212	$18,242
LRCX Lam Research Corporation - Common Stock	$1,526,914	0.33%	4,648	$-920,534	Down ×4
MRK Merck & Company, Inc. Common Stock (new)	$1,473,443	0.31%	10,140	$298,953	Up ×2
VTEC VANGUARD CALIFORNIA TAX-FREE FUNDS	$1,414,200	0.30%	15,000		Up ×1
GOOGL Alphabet Inc. - Class A Common Stock	$1,410,728	0.30%	4,100	$-54,489
TT Trane Technologies plc	$1,325,205	0.28%	2,932	$-114,876
LMT Lockheed Martin Corporation Common Stock	$1,247,662	0.27%	2,450	$-515
FNF Fidelity National Financial, Inc. Common Stock	$1,201,628	0.26%	31,090	$-264,576
LHX L3Harris Technologies, Inc. Common Stock	$1,183,900	0.25%	5,000
CSCO Cisco Systems, Inc. - Common Stock	$1,143,246	0.24%	10,622	$-104,414
CACI CACI International, Inc. Class A Common Stock	$1,035,487	0.22%	1,700	$108,967	Down ×1
TER Teradyne, Inc. - Common Stock	$1,012,298	0.22%	2,525	$-209,398
ACN Accenture plc Class A Ordinary Shares (Ireland)	$1,008,535	0.22%	5,500	$386,335	Up ×1
GKOS Glaukos Corporation Common Stock	$985,140	0.21%	6,000		Up ×1
LITE Lumentum Holdings Inc. - Common Stock	$971,260	0.21%	1,000	$628,036	Up ×1
BN Brookfield Corporation Class A Limited Voting Shares	$911,500	0.19%	25,000	$485,600	Up ×1
AXP American Express Company Common Stock	$897,095	0.19%	2,950	$-100,743
DHI D.R. Horton, Inc. Common Stock	$874,560	0.19%	6,400	$-167,872
GD General Dynamics Corporation Common Stock	$796,392	0.17%	2,400	$-53,784
KTOS Kratos Defense & Security Solutions, Inc. - Common Stock	$772,689	0.17%	18,100		Up ×1
BRK-A (filed as BRKA) Berkshire Hathaway Inc. Class A	$747,005	0.16%	1	$-1,845
BHP BHP Group Limited American Depositary Shares (Each representing two Ordinary Shares)	$704,769	0.15%	8,307	$12,709
AMTM Amentum Holdings, Inc. Common Stock	$640,542	0.14%	35,350	$43,179	Up ×1
CB Chubb Limited Common Stock	$552,925	0.12%	1,700	$-26,333
CGNX Cognex Corporation - Common Stock	$545,850	0.12%	9,000	$256,170	Up ×1
ROK Rockwell Automation, Inc. Common Stock	$533,279	0.11%	1,225	$-73,194
JNJ Johnson & Johnson Common Stock	$503,006	0.11%	1,900	$-76,554	Down ×1
NVMI Nova Ltd. - Ordinary Shares	$500,760	0.11%	1,300	$-313,650	Down ×1
RIO Rio Tinto Plc Common Stock	$477,442	0.10%	5,070	$-3,853
IOT Samsara Inc. Class A Common Stock	$457,560	0.10%	12,000	$68,400
PHM PulteGroup, Inc. Common Stock	$454,955	0.10%	3,920	$-82,908
PFE Pfizer, Inc. Common Stock	$424,948	0.09%	14,900	$66,156
RVMD Revolution Medicines, Inc. - Common Stock	$410,520	0.09%	2,000	$35,960
VOO Vanguard S&P 500 ETF	$377,063	0.08%	538		Up ×1
AFL AFLAC Incorporated Common Stock	$368,874	0.08%	3,300	$-18,051
ALV Autoliv, Inc. Common Stock	$296,508	0.06%	2,650		Up ×1
GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares)	$296,246	0.06%	6,150	$-26,137
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B	$281,840	0.06%	566	$-1,381
AZN AstraZeneca PLC - American Depositary Shares	$280,473	0.06%	1,737	$-48,897
MRVL Marvell Technology, Inc. - Common Stock	$264,210	0.06%	1,000		Up ×1
MRSH Marsh Common Stock	$241,412	0.05%	1,414		Up ×1
HOV Hovnanian Enterprises, Inc. Class A Common Stock	$216,782	0.05%	1,950	$-60,918
BMY Bristol-Myers Squibb Company Common Stock	$201,240	0.04%	3,225
MDT Medtronic plc. Ordinary Shares	$200,969	0.04%	2,329
No matches

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security	Value	% of portfolio	Streak
TDG	$12,473,805	2.66%	up ×6
AMZN	$10,806,916	2.31%	up ×6
WGS	$7,146,494	1.53%	up ×3
GRAL	$6,813,335	1.46%	up ×4
SHOP	$4,057,488	0.87%	up ×4
IBM	$3,243,968	0.69%	up ×3
ZTS	$2,864,741	0.61%	up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
VTEC	$1,414,200	15,000	0.30%
LHX	$1,183,900	5,000	0.25%
GKOS	$985,140	6,000	0.21%
KTOS	$772,689	18,100	0.17%
VOO	$377,063	538	0.08%
ALV	$296,508	2,650	0.06%
MRVL	$264,210	1,000	0.06%
MRSH	$241,412	1,414	0.05%
BMY	$201,240	3,225	0.04%
MDT	$200,969	2,329	0.04%

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
·	Bought more	+835K	+$134.7M
MRNA	Bought more	+18K	+$9.2M
ASML	Bought more	+3K	+$4.1M
GRAL	Bought more	+4K	+$3.8M
PLTR	Price move only	+0	+$3.0M
VSEC	Trimmed	-100	-$2.9M
AMAT	Price move only	+0	-$2.6M
WGS	Bought more	+32K	+$2.5M
OUST	Bought more	+67K	+$2.4M
TMO	Bought more	+550	+$2.1M

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	13.9%
ADBE	Sept. 30, 2025	9,595	$3,712,122	-26.0%
MOG-A (filed as MOGA)	June 30, 2026	12,400	$3,628,736	No longer tracked
SSNC	June 30, 2026	31,700	$2,141,969	33.7%
ULTA	Dec. 31, 2025	3,535	$1,932,761	3.2%
XYZ	Dec. 31, 2025	22,075	$1,595,360	17.5%
LMT	June 30, 2025	3,395	$1,516,580	30.5%
MA	Sept. 30, 2026	2,446	$1,256,266	13.1%
CYBR	March 31, 2026	2,800	$1,248,968	No longer tracked
VST	June 30, 2026	8,300	$1,247,739	-11.6%
TECH	Sept. 30, 2026	17,335	$1,224,718	0.1%
KLAC	March 31, 2026	1,000	$1,215,080
OKTA	March 31, 2026	13,540	$1,170,804	170.7%
TWLO	March 31, 2026	8,000	$1,137,920	108.1%
LHX	June 30, 2025	5,317	$1,112,981	1.2%
INTU	June 30, 2026	2,500	$1,080,950	31.6%
CRDO	March 31, 2026	7,100	$1,021,619	56.9%
CRM	June 30, 2026	5,453	$1,017,912	58.7%
FIS	Dec. 31, 2025	15,400	$1,015,476	-43.5%
INMD	June 30, 2025	56,020	$993,795	-3.3%
RBRK	Dec. 31, 2025	12,025	$989,056	68.3%
VRTX	Sept. 30, 2025	1,848	$822,730	33.8%
MCK	June 30, 2025	1,201	$808,261	36.6%
ZBH	Sept. 30, 2025	8,860	$808,121	0.1%
PYPL	March 31, 2026	13,150	$767,697	26.1%
NBIS	Dec. 31, 2025	6,700	$752,209	89.6%
WMT	June 30, 2026	5,500	$683,540	5.9%
WTW	March 31, 2026	2,015	$662,129	11.8%
SPT	June 30, 2025	28,475	$626,165	-38.5%
NTRA	Sept. 30, 2025	3,500	$591,290	150.9%
BMA	Sept. 30, 2025	7,850	$551,148	56.2%
ZS	June 30, 2026	3,875	$543,624	80.8%
TATT	March 31, 2026	12,000	$535,920	-22.1%
FBIN	March 31, 2026	10,600	$530,212	10.3%
ALAB	June 30, 2026	4,500	$493,200	-46.2%
EBAY	March 31, 2026	5,363	$467,074	33.4%
MNDY	Dec. 31, 2025	2,400	$464,856	-27.8%
FVRR	Dec. 31, 2025	18,800	$458,908	-57.2%
NTRA	March 31, 2026	2,000	$458,180	102.0%
BBAR	Sept. 30, 2025	24,000	$395,040	58.3%
TRV	June 30, 2026	1,252	$365,183	20.6%
IOT	Dec. 31, 2025	9,700	$361,325	26.7%
GRAL	June 30, 2025	14,000	$357,560	157.8%
ON	Sept. 30, 2025	6,150	$322,322	46.5%
HAL	June 30, 2025	12,500	$317,125	71.3%
SUPV	Sept. 30, 2025	28,645	$303,351	56.4%
TXN	Sept. 30, 2026	1,000	$298,070	1.6%
VCYT	Sept. 30, 2025	10,976	$296,681	39.6%
NOW	June 30, 2026	2,800	$292,740	60.1%
GLW	Sept. 30, 2026	1,000	$255,430	-19.6%
HOV	Dec. 31, 2025	1,950	$250,556	3.8%
BMY	June 30, 2025	3,891	$237,312	32.8%
TXN	Sept. 30, 2025	1,000	$207,620	55.0%
CHKP	Dec. 31, 2025	1,000	$206,910	-14.3%
MDT	June 30, 2026	2,346	$203,281	22.0%
GEHC	June 30, 2026	2,830	$201,439	11.6%