Legal Advantage Investments
Latest statistics and disclosures from Legal Advantage Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ESLT, TDG, VSEC, ASML, AMZN, and represent 22.97% of Legal Advantage Investments's stock portfolio.
- Added to shares of these 10 stocks: LMT, CACI, APP, V, TER, GRAL, ALAB, FISV, MSFT, MELI.
- Started 9 new stock positions in TER, IOT, HOV, NVMI, LMT, AZN, CACI, NOW, ALAB.
- Reduced shares in these 10 stocks: TYL, VSEC, CYBR, KLAC, OKTA, TWLO, CRDO, INTU, AAPL, PYPL.
- Sold out of its positions in AstraZeneca, EBAY, FBIN, KLAC, NTRA, OKTA, PYPL, TWLO, TYL, CRDO. WTW, CYBR, TATT.
- Legal Advantage Investments was a net seller of stock by $-8.3M.
- Legal Advantage Investments has $194M in assets under management (AUM), dropping by -10.40%.
- Central Index Key (CIK): 0001841769
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Portfolio Holdings for Legal Advantage Investments
Legal Advantage Investments holds 79 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Elbit Sys Ord (ESLT) | 6.4 | $13M | 15k | 849.09 |
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| TransDigm Group Incorporated (TDG) | 4.4 | $8.6M | 7.4k | 1158.96 |
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| VSE Corporation (VSEC) | 4.4 | $8.5M | -16% | 46k | 184.40 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 3.9 | $7.5M | 5.7k | 1320.83 |
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| Amazon (AMZN) | 3.8 | $7.4M | 36k | 208.27 |
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| Charles Schwab Corporation (SCHW) | 3.2 | $6.3M | +4% | 67k | 93.98 |
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| Palantir Technologies Cl A (PLTR) | 3.2 | $6.2M | 42k | 146.28 |
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| Microsoft Corporation (MSFT) | 3.1 | $6.0M | +7% | 16k | 370.17 |
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| Walt Disney Company (DIS) | 3.0 | $5.8M | 61k | 96.38 |
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| Palo Alto Networks (PANW) | 2.5 | $4.9M | 31k | 160.32 |
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| Raytheon Technologies Corp (RTX) | 2.5 | $4.8M | 25k | 192.90 |
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| Fiserv (FISV) | 2.4 | $4.7M | +10% | 84k | 55.80 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.3 | $4.5M | -4% | 14k | 320.81 |
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| NVIDIA Corporation (NVDA) | 2.2 | $4.3M | +3% | 25k | 174.40 |
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| Applied Materials (AMAT) | 2.1 | $4.1M | -7% | 12k | 341.79 |
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| Northrop Grumman Corporation (NOC) | 2.1 | $4.1M | 6.1k | 682.24 |
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| Thermo Fisher Scientific (TMO) | 2.1 | $4.1M | 8.3k | 491.51 |
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| Genedx Holdings Corp Com Cl A (WGS) | 2.0 | $4.0M | +3% | 62k | 64.22 |
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| Boeing Company (BA) | 2.0 | $3.9M | 20k | 199.03 |
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| MercadoLibre (MELI) | 2.0 | $3.9M | +12% | 2.3k | 1729.02 |
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| Moog Cl A (MOG.A) | 1.9 | $3.6M | 12k | 292.64 |
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| IDEXX Laboratories (IDXX) | 1.8 | $3.6M | 6.4k | 561.89 |
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| Veeva Sys Cl A Com (VEEV) | 1.8 | $3.4M | -2% | 20k | 175.66 |
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| Apple (AAPL) | 1.7 | $3.3M | -21% | 13k | 253.79 |
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| Meta Platforms Cl A (META) | 1.7 | $3.3M | 5.8k | 572.13 |
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| Applovin Corp Com Cl A (APP) | 1.6 | $3.1M | +46% | 7.9k | 398.00 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.6 | $3.1M | 26k | 118.62 |
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| Netflix (NFLX) | 1.6 | $3.1M | 32k | 96.45 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.5 | $2.9M | 8.6k | 337.95 |
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| Oracle Corporation (ORCL) | 1.3 | $2.5M | +6% | 17k | 147.11 |
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| Moderna (MRNA) | 1.3 | $2.4M | 48k | 50.80 |
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| Grail (GRAL) | 1.2 | $2.3M | +32% | 45k | 51.68 |
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| Analog Devices (ADI) | 1.2 | $2.3M | 7.2k | 318.14 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.2M | -3% | 7.7k | 286.86 |
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| Ss&c Technologies Holding (SSNC) | 1.1 | $2.1M | 32k | 67.57 |
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| Visa Com Cl A (V) | 1.1 | $2.1M | +41% | 6.8k | 302.24 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $1.6M | 5.4k | 294.16 |
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| Fidelity Natl Finl Com Shs (FNF) | 0.8 | $1.5M | +9% | 33k | 46.38 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $1.5M | NEW | 2.4k | 604.39 |
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| Trane Technologies SHS (TT) | 0.7 | $1.3M | -3% | 3.1k | 416.74 |
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| Lam Research Corp Com New (LRCX) | 0.6 | $1.3M | 5.9k | 213.66 |
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| Vistra Energy (VST) | 0.6 | $1.2M | 8.3k | 150.33 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $1.2M | 2.5k | 499.66 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.2M | 4.1k | 287.56 |
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| Caci Intl Cl A (CACI) | 0.6 | $1.1M | NEW | 2.0k | 543.87 |
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| Merck & Co (MRK) | 0.6 | $1.1M | 9.0k | 120.29 |
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| Intuit (INTU) | 0.6 | $1.1M | -47% | 2.5k | 432.38 |
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| salesforce (CRM) | 0.5 | $1.0M | 5.5k | 186.67 |
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| Amgen (AMGN) | 0.5 | $979k | -3% | 2.8k | 351.85 |
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| International Business Machines (IBM) | 0.5 | $923k | +12% | 3.8k | 242.39 |
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| American Express Company (AXP) | 0.5 | $923k | +19% | 3.1k | 302.48 |
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| Bio-techne Corporation (TECH) | 0.5 | $916k | 18k | 52.26 |
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| D.R. Horton (DHI) | 0.5 | $878k | 6.4k | 137.22 |
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| General Dynamics Corporation (GD) | 0.4 | $824k | 2.4k | 343.22 |
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| Amentum Holdings (AMTM) | 0.4 | $754k | +52% | 29k | 26.08 |
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| Zoetis Cl A (ZTS) | 0.4 | $733k | 6.2k | 118.21 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $718k | 1.00 | 718140.00 |
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| Wal-Mart Stores (WMT) | 0.4 | $684k | -26% | 5.5k | 124.28 |
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| Cisco Systems (CSCO) | 0.3 | $656k | -2% | 8.5k | 77.59 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.3 | $604k | 8.3k | 72.74 |
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| Teradyne (TER) | 0.3 | $593k | NEW | 2.0k | 296.46 |
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| Chubb (CB) | 0.3 | $570k | 1.8k | 325.93 |
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| Johnson & Johnson (JNJ) | 0.3 | $558k | 2.3k | 244.44 |
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| Zscaler Incorporated (ZS) | 0.3 | $544k | -3% | 3.9k | 140.29 |
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| Astera Labs (ALAB) | 0.3 | $493k | NEW | 4.5k | 109.60 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $467k | -5% | 5.0k | 93.29 |
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| Pulte (PHM) | 0.2 | $461k | 3.9k | 117.61 |
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| Pfizer (PFE) | 0.2 | $407k | 15k | 28.08 |
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| Travelers Companies (TRV) | 0.2 | $365k | -9% | 1.3k | 291.68 |
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| AFLAC Incorporated (AFL) | 0.2 | $351k | 3.2k | 109.71 |
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| Astrazeneca Ord (AZN) | 0.2 | $343k | NEW | 1.7k | 197.22 |
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| GSK Sponsored Adr (GSK) | 0.2 | $339k | 6.2k | 55.19 |
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| Samsara Com Cl A (IOT) | 0.2 | $317k | NEW | 10k | 31.69 |
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| Servicenow (NOW) | 0.2 | $293k | NEW | 2.8k | 104.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $271k | -5% | 566.00 | 479.20 |
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| NOVA MEASURING Instruments L (NVMI) | 0.1 | $217k | NEW | 500.00 | 434.28 |
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| Hovnanian Enterprises Cl A New (HOV) | 0.1 | $216k | NEW | 2.0k | 110.91 |
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| Medtronic SHS (MDT) | 0.1 | $203k | 2.3k | 86.65 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $201k | 2.8k | 71.18 |
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Past Filings by Legal Advantage Investments
SEC 13F filings are viewable for Legal Advantage Investments going back to 2020
- Legal Advantage Investments 2026 Q1 filed April 20, 2026
- Legal Advantage Investments 2025 Q4 filed Jan. 14, 2026
- Legal Advantage Investments 2025 Q3 filed Oct. 20, 2025
- Legal Advantage Investments 2025 Q2 filed July 25, 2025
- Legal Advantage Investments 2024 Q4 filed Jan. 16, 2025
- Legal Advantage Investments 2024 Q3 filed Nov. 12, 2024
- Legal Advantage Investments 2024 Q2 filed July 11, 2024
- Legal Advantage Investments 2024 Q1 filed April 23, 2024
- Legal Advantage Investments 2023 Q4 filed Jan. 12, 2024
- Legal Advantage Investments 2023 Q3 filed Oct. 25, 2023
- Legal Advantage Investments 2023 Q2 filed July 31, 2023
- Legal Advantage Investments 2023 Q1 filed April 24, 2023
- Legal Advantage Investments 2022 Q4 filed Feb. 1, 2023
- Legal Advantage Investments 2022 Q3 filed Nov. 4, 2022
- Legal Advantage Investments 2022 Q2 filed July 26, 2022
- Legal Advantage Investments 2022 Q1 filed May 6, 2022