Legal Advantage Investments, Inc.

CIK

1841769

Location

Los Altos Hills, CA

Portfolio Value

Small $275,943,003

Diversification

Diversified

Filing Date

Global Rank

#938 / 2,968 ▲ 3432

Top Industry

Semiconductors 30.1%

3Y Alpha vs SPY

-4.3%

Period ended 30 days ago

Filed Jul 15, 2026 · 15d

23 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+56.7%

SPY

+67.9%

Annualised alpha

-2.7%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

74 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.2%

+18.5 pts

Top 5

41.3%

+17.4 pts

Top 10

56.1%

+16.5 pts

HHI

797

Diversified+536

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	52.5%	$144,989,053	25
Industrials	17.8%	$48,981,928	11
Healthcare	10.7%	$29,602,578	15
Communication Services	6.1%	$16,957,715	5
Financial Services	5.6%	$15,520,793	10
Consumer Cyclical	5.3%	$14,624,118	5
Unclassified	1.5%	$4,093,467	1
Basic Materials	0.4%	$1,173,351	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
ZTS	Zoetis Inc.	+14,945	21,145	$1,519,479
WGS	GeneDx Holdings Corp.	+5,370	67,045	$4,602,639
NFLX	Netflix Inc	+2,200	34,316	$2,450,162
CSCO	Cisco Systems, Inc.	+2,170	10,622	$1,247,660
IBM	International Business Machines Corp	+2,075	5,884	$1,654,639
IOT	Samsara Inc.	+2,000	12,000	$389,160
AMZN	Amazon Com Inc	+1,670	37,375	$8,907,957
AAPL	Apple Inc.	+1,591	14,664	$4,243,175
TMO	Thermo Fisher Scientific Inc.	+1,507	9,771	$4,898,788
NVMI	Nova Ltd.	+1,000	1,500	$814,410
MSFT	Microsoft Corp	+917	17,207	$6,418,555
TDG	TransDigm Group INC	+540	7,942	$10,579,061
TER	Teradyne, Inc	+525	2,525	$1,221,696
ASML	Asml Holding NV	+465	6,170	$12,274,844
PFE	Pfizer Inc	+400	14,900	$358,792
GRAL	GRAIL, Inc.	+125	44,625	$3,046,548
MRK	Merck & Co., Inc.	+100	9,140	$1,174,490
AFL	Aflac Inc	+100	3,300	$386,925
RIO	Rio Tinto PLC	+70	5,070	$481,295
SHOP	Shopify Inc.	+50	26,360	$3,009,784
LMT	Lockheed Martin Corp	+50	2,450	$1,248,177
BA	Boeing Co	+50	19,880	$4,303,423
ESLT	Elbit Systems Ltd	+20	14,690	$11,145,596
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	−2,200	14,961	$2,192,534
FNF	Fidelity National Financial, Inc.	−1,640	31,090	$1,466,204
SCHW	Schwab Charles Corp	−700	65,960	$6,086,129
FISV	Fiserv Inc	−625	83,455	$4,093,467
MRNA	Moderna, Inc.	−500	47,675	$3,338,680
RTX	RTX Corp	−407	24,516	$4,651,420
DIS	Walt Disney Co	−362	60,191	$5,793,383
LRCX	Lam Research Corp	−216	5,648	$2,447,447
TECH	BIO-TECHNE Corp	−200	17,335	$1,224,717
PLTR	Palantir Technologies Inc.	−175	41,980	$4,897,806
TT	Trane Technologies plc	−166	2,932	$1,440,081
JPM	Jpmorgan Chase & Co	−166	5,212	$1,706,043
META	Meta Platforms, Inc.	−100	5,675	$3,196,670
AXP	American Express Co	−100	2,950	$997,837
PANW	Palo Alto Networks Inc	−66	30,684	$10,463,857
CB	Chubb Ltd	−50	1,700	$579,258
MA	Mastercard Inc	−23	2,446	$1,256,265
APP	AppLovin Corp	−20	7,865	$4,052,283
MELI	Mercadolibre Inc	−1	2,273	$3,858,167
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
CBRS	Cerebras Systems Inc.	314,889	$69,590,469
OUST	Ouster, Inc.	11,000	$687,720
ACN	Accenture plc	5,000	$622,200
ROK	Rockwell Automation, Inc	1,225	$606,473
BN	BROOKFIELD Corp /ON/	10,000	$425,900
RVMD	Revolution Medicines, Inc.	2,000	$374,560
LITE	Lumentum Holdings Inc.	400	$343,224
TXN	Texas Instruments Inc	1,000	$298,070
CGNX	Cognex Corp	4,000	$289,680
GLW	Corning Inc /Ny	1,000	$255,430
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
MOG-A	Moog Inc.	12,400	$3,628,736
SSNC	SS&C Technologies Holdings Inc	31,700	$2,141,969
VST	Vistra Corp.	8,300	$1,247,739
INTU	Intuit Inc.	2,500	$1,080,950
CRM	Salesforce, Inc.	5,453	$1,017,911
WMT	Walmart Inc.	5,500	$683,540
ZS	Zscaler, Inc.	3,875	$543,623
ALAB	Astera Labs, Inc.	4,500	$493,200
TRV	Travelers Companies, Inc.	1,252	$365,183
NOW	ServiceNow, Inc.	2,800	$292,740
MDT	Medtronic plc	2,346	$203,280
GEHC	GE HealthCare Technologies Inc.	2,830	$201,439
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 tracked positions · $275,943,003 total · as of Jun 30, 2026

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

Showing 1–50 of 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CBRS	Cerebras Systems Inc. Technology	NEW	314,889	NEW	$69,590,469	NEW	25.22%
ASML	Asml Holding NV Technology	Added	6,170	+465	$12,274,844	+62.9%	4.45%
ESLT	Elbit Systems Ltd Industrials	Added	14,690	+20	$11,145,596	−10.5%	4.04%
TDG	TransDigm Group INC Industrials	Added	7,942	+540	$10,579,061	+23.3%	3.83%
VSEC	Vse Corp Industrials	Held	45,857	0	$10,478,324	+23.9%	3.80%
PANW	Palo Alto Networks Inc Technology	Reduced	30,684	-66	$10,463,857	+112.3%	3.79%
AMZN	Amazon Com Inc Consumer Cyclical	Added	37,375	+1,670	$8,907,957	+19.8%	3.23%
AMAT	Applied Materials Inc /De Technology	Held	12,081	0	$8,734,563	+111.5%	3.17%
MSFT	Microsoft Corp Technology	Added	17,207	+917	$6,418,555	+6.4%	2.33%
SCHW	Schwab Charles Corp Financial Services	Reduced	65,960	-700	$6,086,129	−2.9%	2.21%
DIS	Walt Disney Co Communication Services	Reduced	60,191	-362	$5,793,383	−0.7%	2.10%
NVDA	Nvidia Corp Technology	Held	24,856	0	$4,973,437	+14.7%	1.80%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	9,771	+1,507	$4,898,788	+20.6%	1.78%
PLTR	Palantir Technologies Inc. Technology	Reduced	41,980	-175	$4,897,806	−20.6%	1.77%
RTX	RTX Corp Industrials	Reduced	24,516	-407	$4,651,420	−3.2%	1.69%
WGS	GeneDx Holdings Corp. Healthcare	Added	67,045	+5,370	$4,602,639	+16.2%	1.67%
BA	Boeing Co Industrials	Added	19,880	+50	$4,303,423	+9.0%	1.56%
AAPL	Apple Inc. Technology	Added	14,664	+1,591	$4,243,175	+27.9%	1.54%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	8,630	0	$4,121,429	+41.3%	1.49%
FISV	Fiserv Inc	Reduced	83,455	-625	$4,093,467	−12.8%	1.48%
APP	AppLovin Corp Communication Services	Reduced	7,865	-20	$4,052,283	+29.1%	1.47%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	2,273	-1	$3,858,167	−1.9%	1.40%
VEEV	Veeva Systems Inc Healthcare	Held	19,590	0	$3,476,637	+1.0%	1.26%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	6,360	0	$3,348,158	−6.3%	1.21%
MRNA	Moderna, Inc. Healthcare	Reduced	47,675	-500	$3,338,680	+36.4%	1.21%
META	Meta Platforms, Inc. Communication Services	Reduced	5,675	-100	$3,196,670	−3.2%	1.16%
NOC	Northrop Grumman Corp /De/ Industrials	Held	6,051	0	$3,081,834	−25.3%	1.12%
GRAL	GRAIL, Inc. Healthcare	Added	44,625	+125	$3,046,548	+32.5%	1.10%
SHOP	Shopify Inc. Technology	Added	26,360	+50	$3,009,784	−3.6%	1.09%
ADI	Analog Devices Inc Technology	Held	7,228	0	$2,870,744	+24.8%	1.04%
NFLX	Netflix Inc Communication Services	Added	34,316	+2,200	$2,450,162	−20.7%	0.89%
LRCX	Lam Research Corp Technology	Reduced	5,648	-216	$2,447,447	+95.3%	0.89%
V	Visa Inc. Financial Services	Held	6,800	0	$2,333,012	+13.5%	0.85%
ORCL	Oracle Corp Technology	Reduced	14,961	-2,200	$2,192,534	−13.2%	0.79%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,212	-166	$1,706,043	+7.8%	0.62%
IBM	International Business Machines Corp Technology	Added	5,884	+2,075	$1,654,639	+79.2%	0.60%
ZTS	Zoetis Inc. Healthcare	Added	21,145	+14,945	$1,519,479	+107.3%	0.55%
FNF	Fidelity National Financial, Inc. Financial Services	Reduced	31,090	-1,640	$1,466,204	−3.4%	0.53%
GOOGL	Alphabet Inc. Communication Services	Held	4,100	0	$1,465,217	+24.3%	0.53%
TT	Trane Technologies plc Industrials	Reduced	2,932	-166	$1,440,081	+11.5%	0.52%
MA	Mastercard Inc Financial Services	Reduced	2,446	-23	$1,256,265	+1.8%	0.46%
LMT	Lockheed Martin Corp Industrials	Added	2,450	+50	$1,248,177	−14.0%	0.45%
CSCO	Cisco Systems, Inc. Technology	Added	10,622	+2,170	$1,247,660	+90.3%	0.45%
TECH	BIO-TECHNE Corp Healthcare	Reduced	17,335	-200	$1,224,717	+33.6%	0.44%
TER	Teradyne, Inc Technology	Added	2,525	+525	$1,221,696	+106.0%	0.44%
MRK	Merck & Co., Inc. Healthcare	Added	9,140	+100	$1,174,490	+8.0%	0.43%
DHI	Horton D R Inc /De/ Consumer Cyclical	Held	6,400	0	$1,042,432	+18.7%	0.38%
AMGN	Amgen Inc Healthcare	Held	2,783	0	$1,007,779	+2.9%	0.37%
AXP	American Express Co Financial Services	Reduced	2,950	-100	$997,837	+8.2%	0.36%
CACI	Caci International Inc /De/ Technology	Held	2,000	0	$926,520	−14.8%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.