Legal Advantage Investments, Inc.

Registered adviser

CIK

1841769

Location

Los Altos Hills, CA

Portfolio Value

Small $468,235,234

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,392 / 8,826 ▲ 805 · as of Jun 2026

Top Industry

Semiconductors 47.9%

Period ended 36 days ago

Filed Oct 13, 2026 · 23d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 118131

Roster of Nov 1, 2026

Regulatory AUM

$275,276,594

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$275,276,594	Individuals and high net worth (98%)
Mar 2025 to Mar 2026	$234,401,409	Individuals and high net worth (98%)
Mar 2024 to Feb 2025	$201,790,345	Individuals and high net worth (98%)
May 2023 to Feb 2024	$157,394,494	Individuals and high net worth (98%)
Apr 2023	$157,394,494	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$187,882,940	Individuals and high net worth (98%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 54.2%, 13.3 effective positions, active share 76.9% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

18.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.5 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 76.9%; sector active share 30.9% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

83 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

43.6%

+19.2 pts

Top 5

55.1%

+15.1 pts

Top 10

64.9%

+10.6 pts

HHI

1,988

Moderately concentrated+1,236

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	62.9%	$294,614,225	24
Healthcare	11.3%	$52,802,594	17
Industrials	10.5%	$49,374,820	13
Communication Services	5.0%	$23,296,145	6
Consumer Cyclical	3.7%	$17,489,569	6
Financial Services	3.6%	$16,894,927	11
Unclassified	2.7%	$12,580,748	4
Basic Materials	0.3%	$1,182,206	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CBRS	Cerebras Systems Inc.	+834,793	1,149,682	$204,241,007
OUST	Ouster, Inc.	+66,600	77,600	$3,130,384
WGS	GeneDx Holdings Corp.	+31,800	98,845	$7,146,493
ZTS	Zoetis Inc.	+19,880	41,025	$2,864,775
MRNA	Moderna, Inc.	+17,500	65,175	$12,550,749
FISV	Fiserv Inc	+17,000	100,455	$4,538,556
BN	BROOKFIELD Corp	+15,000	25,000	$911,500
IBM	International Business Machines Corp	+8,866	14,750	$3,243,967
DIS	Walt Disney Co	+8,634	68,825	$7,219,742
APP	AppLovin Corp	+7,100	14,965	$4,346,284
AMTM	Amentum Holdings, Inc.	+6,450	35,350	$640,542
AMZN	Amazon Com Inc	+6,000	43,375	$10,806,881
CGNX	Cognex Corp	+5,000	9,000	$545,850
GRAL	GRAIL, Inc.	+4,000	48,625	$6,813,335
TDG	TransDigm Group INC	+3,580	11,522	$12,473,717
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+3,000	11,630	$5,305,489
V	Visa Inc.	+3,000	9,800	$3,521,434
ASML	Asml Holding NV	+2,860	9,030	$16,359,380
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+2,654	16,703	$6,250,930
ESLT	Elbit Systems Ltd	+2,450	17,140	$11,689,651
AMGN	Amgen Inc	+2,040	4,823	$2,032,942
GOOG	Alphabet Inc.	+2,000	11,200	$3,816,288
IDXX	Idexx Laboratories Inc	+1,550	7,910	$4,130,522
SHOP	Shopify Inc.	+1,000	27,360	$4,057,488
MRK	Merck & Co., Inc.	+1,000	10,140	$1,473,443
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−1,400	15,807	$8,107,410
LRCX	Lam Research Corp	−1,000	4,648	$1,526,914
JNJ	Johnson & Johnson	−382	1,900	$503,006
CACI	Caci International Inc	−300	1,700	$1,035,487
VEEV	Veeva Systems Inc	−250	19,340	$5,520,603
NVMI	Nova Ltd.	−200	1,300	$500,760
VSEC	Vse Corp	−100	45,757	$7,536,177
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
VTEC	Vanguard California Tax-Exempt Bond ETF	15,000	$1,414,200
LHX	L3harris Technologies, Inc.	5,000	$1,183,900
GKOS	GLAUKOS Corp	6,000	$985,140
KTOS	Kratos Defense & Security Solutions, Inc.	18,100	$772,689
VOO	VANGUARD 500 INDEX FUND	538	$377,062
ALV	Autoliv Inc	2,650	$296,508
MRVL	Marvell Technology, Inc.	1,000	$264,210
MRSH	Marsh & Mclennan Companies, Inc.	1,414	$241,412
BMY	Bristol Myers Squibb Co	3,225	$201,240
MDT	Medtronic plc	2,329	$200,969
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
MA	Mastercard Inc	2,446	$1,256,265
TECH	BIO-TECHNE Corp	17,335	$1,224,717
TXN	Texas Instruments Inc	1,000	$298,070
GLW	Corning Inc	1,000	$255,430
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $468,235,234 total · filing declares 83 positions · $468,235,096 · as of Sep 30, 2026

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

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CBRS	Cerebras Systems Inc. Technology	Added	1,149,682	+834,793	$204,241,007	+193.5%	43.62%
ASML	Asml Holding NV Technology	Added	9,030	+2,860	$16,359,380	+33.3%	3.49%
MRNA	Moderna, Inc. Healthcare	Added	65,175	+17,500	$12,550,749	+275.9%	2.68%
TDG	TransDigm Group INC Industrials	Added	11,522	+3,580	$12,473,717	+17.9%	2.66%
PANW	Palo Alto Networks Inc Technology	Held	30,684	0	$12,191,060	+16.5%	2.60%
ESLT	Elbit Systems Ltd Industrials	Added	17,140	+2,450	$11,689,651	+4.9%	2.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	43,375	+6,000	$10,806,881	+21.3%	2.31%
MSFT	Microsoft Corp Technology	Reduced	15,807	-1,400	$8,107,410	+26.3%	1.73%
PLTR	Palantir Technologies Inc. Technology	Held	41,980	0	$7,852,359	+60.3%	1.68%
VSEC	Vse Corp Industrials	Reduced	45,757	-100	$7,536,177	−28.1%	1.61%
DIS	Walt Disney Co Communication Services	Added	68,825	+8,634	$7,219,742	+24.6%	1.54%
WGS	GeneDx Holdings Corp. Healthcare	Added	98,845	+31,800	$7,146,493	+55.3%	1.53%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	10,321	+550	$6,967,191	+42.2%	1.49%
GRAL	GRAIL, Inc. Healthcare	Added	48,625	+4,000	$6,813,335	+123.6%	1.46%
SCHW	Schwab Charles Corp Financial Services	Held	65,960	0	$6,446,930	+5.9%	1.38%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	16,703	+2,654	$6,250,930	+20.2%	1.33%
AMAT	Applied Materials Inc Technology	Held	12,081	0	$6,177,981	−29.3%	1.32%
NVDA	Nvidia Corp Technology	Held	24,856	0	$5,676,613	+14.1%	1.21%
VEEV	Veeva Systems Inc Healthcare	Reduced	19,340	-250	$5,520,603	+58.8%	1.18%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,630	+3,000	$5,305,489	+28.7%	1.13%
AAPL	Apple Inc. Technology	Held	14,664	0	$4,883,405	+15.1%	1.04%
MELI	Mercadolibre Inc Consumer Cyclical	Added	2,800	+527	$4,839,884	+25.4%	1.03%
RTX	RTX Corp Industrials	Held	24,516	0	$4,551,395	−2.2%	0.97%
FISV	Fiserv Inc	Added	100,455	+17,000	$4,538,556	+10.9%	0.97%
APP	AppLovin Corp Communication Services	Added	14,965	+7,100	$4,346,284	+7.3%	0.93%
IDXX	Idexx Laboratories Inc Healthcare	Added	7,910	+1,550	$4,130,522	+23.4%	0.88%
META	Meta Platforms, Inc. Communication Services	Held	5,675	0	$4,115,396	+28.7%	0.88%
SHOP	Shopify Inc. Technology	Added	27,360	+1,000	$4,057,488	+34.8%	0.87%
GOOG	Alphabet Inc. Communication Services	Added	11,200	+2,000	$3,816,288	+17.4%	0.82%
BA	Boeing Co Industrials	Held	19,880	0	$3,698,674	−14.1%	0.79%
V	Visa Inc. Financial Services	Added	9,800	+3,000	$3,521,434	+50.9%	0.75%
IBM	International Business Machines Corp Technology	Added	14,750	+8,866	$3,243,967	+96.1%	0.69%
OUST	Ouster, Inc. Technology	Added	77,600	+66,600	$3,130,384	+355.2%	0.67%
NOC	Northrop Grumman Corp Industrials	Held	6,051	0	$2,925,537	−5.1%	0.62%
ADI	Analog Devices Inc Technology	Held	7,228	0	$2,867,419	−0.1%	0.61%
ZTS	Zoetis Inc. Healthcare	Added	41,025	+19,880	$2,864,775	+88.5%	0.61%
NFLX	Netflix Inc Communication Services	Held	34,316	0	$2,387,707	−2.5%	0.51%
ORCL	Oracle Corp Technology	Held	14,961	0	$2,054,145	−6.3%	0.44%
AMGN	Amgen Inc Healthcare	Added	4,823	+2,040	$2,032,942	+101.7%	0.43%
JPM	Jpmorgan Chase & Co Financial Services	Held	5,212	0	$1,724,285	+1.1%	0.37%
LRCX	Lam Research Corp Technology	Reduced	4,648	-1,000	$1,526,914	−37.6%	0.33%
MRK	Merck & Co., Inc. Healthcare	Added	10,140	+1,000	$1,473,443	+25.5%	0.31%
VTEC	Vanguard California Tax-Exempt Bond ETF	NEW	15,000	NEW	$1,414,200	NEW	0.30%
GOOGL	Alphabet Inc. Communication Services	Held	4,100	0	$1,410,728	−3.7%	0.30%
TT	Trane Technologies plc Industrials	Held	2,932	0	$1,325,205	−8.0%	0.28%
LMT	Lockheed Martin Corp Industrials	Held	2,450	0	$1,247,662	−0.0%	0.27%
FNF	Fidelity National Financial, Inc. Financial Services	Held	31,090	0	$1,201,628	−18.0%	0.26%
LHX	L3harris Technologies, Inc. Industrials	NEW	5,000	NEW	$1,183,900	NEW	0.25%
CSCO	Cisco Systems, Inc. Technology	Held	10,622	0	$1,143,245	−8.4%	0.24%
CACI	Caci International Inc Technology	Reduced	1,700	-300	$1,035,487	+11.8%	0.22%

Showing the top 50 of 83 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.