Legal Advantage Investments, Inc.

CIK

1841769

Location

Los Altos Hills, CA

Portfolio Value

Small $182,463,306

Diversification

Diversified

Filing Date

Global Rank

#4,076 / 8,232 ▼ 14

Top Industry

Aerospace & Defense 25.1%

3Y Alpha vs SPY

-4.8%

Period ended 2 months ago

Filed Apr 20, 2026 · 55d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.1%

SPY

+76.3%

Annualised alpha

-4.8%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

75 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.8%

+2.0 pts

Top 5

24.4%

+2.9 pts

Top 10

40.4%

+2.1 pts

HHI

268

Diversified+22

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$57,922,040	24
Industrials	25.6%	$46,692,481	10
Healthcare	14.0%	$25,552,200	16
Communication Services	9.1%	$16,545,327	5
Financial Services	8.3%	$15,134,030	10
Consumer Cyclical	7.1%	$12,923,584	5
Unclassified	2.6%	$4,691,664	1
Utilities	0.7%	$1,247,739	1
Basic Materials	0.6%	$1,070,701	2
Consumer Defensive	0.4%	$683,540	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
GRAL	GRAIL, Inc.	+11,000	44,500	$2,299,760
AMTM	Amentum Holdings, Inc.	+10,000	28,900	$753,712
FISV	Fiserv Inc	+8,000	84,080	$4,691,664
SCHW	Schwab Charles Corp	+3,100	66,660	$6,264,706
FNF	Fidelity National Financial, Inc.	+2,800	32,730	$1,518,017
APP	AppLovin Corp	+2,510	7,885	$3,138,230
WGS	GeneDx Holdings Corp.	+2,025	61,675	$3,960,768
V	Visa Inc.	+2,000	6,800	$2,055,232
MSFT	Microsoft Corp	+1,200	16,290	$6,030,069
ORCL	Oracle Corp	+1,025	17,161	$2,524,554
NVDA	Nvidia Corp	+900	24,856	$4,334,886
AXP	American Express Co	+500	3,050	$922,564
IBM	International Business Machines Corp	+425	3,809	$923,263
MELI	Mercadolibre Inc	+255	2,274	$3,931,791
TDG	TransDigm Group INC	+100	7,402	$8,578,621
ZTS	Zoetis Inc.	+75	6,200	$732,902
AMZN	Amazon Com Inc	+60	35,705	$7,436,280
SHOP	Shopify Inc.	+25	26,310	$3,120,892
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
VSEC	Vse Corp	−9,029	45,857	$8,456,030
AAPL	Apple Inc.	−3,525	13,073	$3,317,796
INTU	Intuit Inc.	−2,265	2,500	$1,080,950
WMT	Walmart Inc.	−2,000	5,500	$683,540
AMAT	Applied Materials Inc /De	−1,000	12,081	$4,129,164
VEEV	Veeva Systems Inc	−400	19,590	$3,441,179
RIO	Rio Tinto PLC	−300	5,000	$466,450
CSCO	Cisco Systems, Inc.	−226	8,452	$655,790
SSNC	SS&C Technologies Holdings Inc	−200	31,700	$2,141,969
BA	Boeing Co	−140	19,830	$3,946,764
TRV	Travelers Companies, Inc.	−126	1,252	$365,183
ZS	Zscaler, Inc.	−125	3,875	$543,623
LRCX	Lam Research Corp	−108	5,864	$1,252,902
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−100	8,630	$2,916,508
TT	Trane Technologies plc	−100	3,098	$1,291,060
AMGN	Amgen Inc	−100	2,783	$979,198
ESLT	Elbit Systems Ltd	−60	14,670	$12,456,150
PANW	Palo Alto Networks Inc	−40	30,750	$4,929,840
BRK-B	Berkshire Hathaway Inc	−33	566	$271,227
ASML	Asml Holding NV	−30	5,705	$7,535,335
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
LMT	Lockheed Martin Corp	2,400	$1,450,536
CACI	Caci International Inc /De/	2,000	$1,087,740
TER	Teradyne, Inc	2,000	$592,920
ALAB	Astera Labs, Inc.	4,500	$493,200
AZN	Astrazeneca PLC	1,737	$342,571
IOT	Samsara Inc.	10,000	$316,900
NOW	ServiceNow, Inc.	2,800	$292,740
NVMI	Nova Ltd.	500	$217,140
HOV	Hovnanian Enterprises Inc	1,950	$216,274
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
TYL	Tyler Technologies Inc	8,678	$3,939,378
KLAC	Kla Corp	1,000	$1,215,080
OKTA	Okta, Inc.	13,540	$1,170,803
TWLO	Twilio Inc	8,000	$1,137,920
CRDO	Credo Technology Group Holding Ltd	7,100	$1,021,619
PYPL	PayPal Holdings, Inc.	13,150	$767,697
WTW	Willis Towers Watson PLC	2,015	$662,129
TATT	Tat Technologies Ltd	12,000	$535,920
FBIN	Fortune Brands Innovations, Inc.	10,600	$530,212
EBAY	Ebay Inc	5,363	$467,117
NTRA	Natera, Inc.	2,000	$458,180
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 positions · $182,463,306 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ESLT	Elbit Systems Ltd Industrials	Reduced	14,670	-60	$12,456,150	+46.4%	6.83%
TDG	TransDigm Group INC Industrials	Added	7,402	+100	$8,578,621	−11.7%	4.70%
VSEC	Vse Corp Industrials	Reduced	45,857	-9,029	$8,456,030	−10.8%	4.63%
ASML	Asml Holding NV Technology	Reduced	5,705	-30	$7,535,335	+22.8%	4.13%
AMZN	Amazon Com Inc Consumer Cyclical	Added	35,705	+60	$7,436,280	−9.6%	4.08%
SCHW	Schwab Charles Corp Financial Services	Added	66,660	+3,100	$6,264,706	−1.3%	3.43%
PLTR	Palantir Technologies Inc. Technology	Held	42,155	0	$6,166,433	−17.7%	3.38%
MSFT	Microsoft Corp Technology	Added	16,290	+1,200	$6,030,069	−17.4%	3.30%
DIS	Walt Disney Co Communication Services	Held	60,553	0	$5,836,098	−15.3%	3.20%
PANW	Palo Alto Networks Inc Technology	Reduced	30,750	-40	$4,929,840	−13.1%	2.70%
RTX	RTX Corp Industrials	Held	24,923	0	$4,807,646	+5.2%	2.63%
FISV	Fiserv Inc	Added	84,080	+8,000	$4,691,664	−8.2%	2.57%
NVDA	Nvidia Corp Technology	Added	24,856	+900	$4,334,886	−3.0%	2.38%
AMAT	Applied Materials Inc /De Technology	Reduced	12,081	-1,000	$4,129,164	+22.8%	2.26%
NOC	Northrop Grumman Corp /De/ Industrials	Held	6,051	0	$4,128,234	+19.6%	2.26%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	8,264	0	$4,062,003	−15.2%	2.23%
WGS	GeneDx Holdings Corp. Healthcare	Added	61,675	+2,025	$3,960,768	−48.9%	2.17%
BA	Boeing Co Industrials	Reduced	19,830	-140	$3,946,764	−9.0%	2.16%
MELI	Mercadolibre Inc Consumer Cyclical	Added	2,274	+255	$3,931,791	−3.3%	2.15%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	6,360	0	$3,573,620	−16.9%	1.96%
VEEV	Veeva Systems Inc Healthcare	Reduced	19,590	-400	$3,441,179	−22.9%	1.89%
AAPL	Apple Inc. Technology	Reduced	13,073	-3,525	$3,317,796	−26.5%	1.82%
META	Meta Platforms, Inc. Communication Services	Held	5,775	0	$3,304,050	−13.3%	1.81%
APP	AppLovin Corp Communication Services	Added	7,885	+2,510	$3,138,230	−13.4%	1.72%
SHOP	Shopify Inc. Technology	Added	26,310	+25	$3,120,892	−26.2%	1.71%
NFLX	Netflix Inc Communication Services	Held	32,116	0	$3,087,953	+2.5%	1.69%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	8,630	-100	$2,916,508	+9.9%	1.60%
ORCL	Oracle Corp Technology	Added	17,161	+1,025	$2,524,554	−19.7%	1.38%
MRNA	Moderna, Inc. Healthcare	Held	48,175	0	$2,447,290	+72.3%	1.34%
GRAL	GRAIL, Inc. Healthcare	Added	44,500	+11,000	$2,299,760	−19.8%	1.26%
ADI	Analog Devices Inc Technology	Held	7,228	0	$2,299,515	+17.3%	1.26%
SSNC	SS&C Technologies Holdings Inc Technology	Reduced	31,700	-200	$2,141,969	−23.2%	1.17%
V	Visa Inc. Financial Services	Added	6,800	+2,000	$2,055,232	+22.1%	1.13%
JPM	Jpmorgan Chase & Co Financial Services	Held	5,378	0	$1,581,992	−8.7%	0.87%
FNF	Fidelity National Financial, Inc. Financial Services	Added	32,730	+2,800	$1,518,017	−7.1%	0.83%
LMT	Lockheed Martin Corp Industrials	NEW	2,400	NEW	$1,450,536	NEW	0.79%
TT	Trane Technologies plc Industrials	Reduced	3,098	-100	$1,291,060	+3.7%	0.71%
LRCX	Lam Research Corp Technology	Reduced	5,864	-108	$1,252,902	+22.6%	0.69%
VST	Vistra Corp. Utilities	Held	8,300	0	$1,247,739	−6.8%	0.68%
MA	Mastercard Inc Financial Services	Held	2,469	0	$1,233,660	−12.5%	0.68%
GOOGL	Alphabet Inc. Communication Services	Held	4,100	0	$1,178,996	−8.1%	0.65%
CACI	Caci International Inc /De/ Technology	NEW	2,000	NEW	$1,087,740	NEW	0.60%
MRK	Merck & Co., Inc. Healthcare	Held	9,040	0	$1,087,421	+14.3%	0.60%
INTU	Intuit Inc. Technology	Reduced	2,500	-2,265	$1,080,950	−65.8%	0.59%
CRM	Salesforce, Inc. Technology	Held	5,453	0	$1,017,911	−29.5%	0.56%
AMGN	Amgen Inc Healthcare	Reduced	2,783	-100	$979,198	+3.8%	0.54%
IBM	International Business Machines Corp Technology	Added	3,809	+425	$923,263	−7.9%	0.51%
AXP	American Express Co Financial Services	Added	3,050	+500	$922,564	−2.2%	0.51%
TECH	BIO-TECHNE Corp Healthcare	Held	17,535	0	$916,379	−11.1%	0.50%
DHI	Horton D R Inc /De/ Consumer Cyclical	Held	6,400	0	$878,208	−4.7%	0.48%