Legal Advantage Investments, Inc.

CIK

1841769

Location

Los Altos Hills, CA

Portfolio Value

Small $275,943,003

Diversification

Diversified

Filing Date

Global Rank

#371 / 1,225 ▲ 3991

Top Industry

Semiconductors 30.1%

3Y Alpha vs SPY

-4.2%

Period ended 17 days ago

Filed Jul 15, 2026 · 2d

23 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+55.0%

SPY

+72.4%

Annualised alpha

-4.2%

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

74 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
AFL	Aflac Inc	+100	3,300	$386,925
MRK	Merck & Co., Inc.	+100	9,140	$1,174,490
RIO	Rio Tinto PLC	+70	5,070	$481,295
BA	Boeing Co	+50	19,880	$4,303,423
LMT	Lockheed Martin Corp	+50	2,450	$1,248,177
SHOP	Shopify Inc.	+50	26,360	$3,009,784
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
JPM	Jpmorgan Chase & Co	−166	5,212	$1,706,043
TT	Trane Technologies plc	−166	2,932	$1,440,081
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 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%