Legal Advantage Investments, Inc.

CIK

1841769

Location

Los Altos Hills, CA

Portfolio Value

Micro $25,552,200

Diversification

Diversified

Filing Date

Global Rank

#4,404 / 8,578 ▼ 155

Top Industry

Aerospace & Defense 25.1%

3Y Alpha vs SPY

-4.9%

Period ended 3 months ago

Filed Apr 20, 2026 · 56d

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

+53.7%

SPY

+74.2%

Annualised alpha

-4.9%

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

16 positions · $25,552,200 total · Healthcare only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	8,264	0	$4,062,003	−15.2%	15.90%
WGS	GeneDx Holdings Corp. Healthcare	Added	61,675	+2,025	$3,960,768	−48.9%	15.50%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	6,360	0	$3,573,620	−16.9%	13.99%
VEEV	Veeva Systems Inc Healthcare	Reduced	19,590	-400	$3,441,179	−22.9%	13.47%
MRNA	Moderna, Inc. Healthcare	Held	48,175	0	$2,447,290	+72.3%	9.58%
GRAL	GRAIL, Inc. Healthcare	Added	44,500	+11,000	$2,299,760	−19.8%	9.00%
MRK	Merck & Co., Inc. Healthcare	Held	9,040	0	$1,087,421	+14.3%	4.26%
AMGN	Amgen Inc Healthcare	Reduced	2,783	-100	$979,198	+3.8%	3.83%
TECH	BIO-TECHNE Corp Healthcare	Held	17,535	0	$916,379	−11.1%	3.59%
ZTS	Zoetis Inc. Healthcare	Added	6,200	+75	$732,902	−4.9%	2.87%
JNJ	Johnson & Johnson Healthcare	Held	2,282	0	$557,812	+18.1%	2.18%
PFE	Pfizer Inc Healthcare	Held	14,500	0	$407,160	+12.8%	1.59%
AZN	Astrazeneca PLC Healthcare	NEW	1,737	NEW	$342,571	NEW	1.34%
GSK	GSK plc Healthcare	Held	6,150	0	$339,418	+12.5%	1.33%
MDT	Medtronic plc Healthcare	Held	2,346	0	$203,280	−9.8%	0.80%
GEHC	GE HealthCare Technologies Inc. Healthcare	Held	2,830	0	$201,439	−13.2%	0.79%