Legal Advantage Investments
Latest statistics and disclosures from Legal Advantage Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CBRS, ASML, ESLT, TDG, VSEC, and represent 40.00% of Legal Advantage Investments's stock portfolio.
- Added to shares of these 10 stocks: CBRS (+$70M), ZTS, ASML, TMO, TDG, OUST, ACN, ROK, IBM, NVMI.
- Started 10 new stock positions in LITE, ACN, GLW, BN, ROK, TXN, OUST, CGNX, CBRS, RVMD.
- Reduced shares in these 10 stocks: MOG.A, , VST, INTU, , WMT, ZS, ALAB, TRV, ORCL.
- Sold out of its positions in ALAB, GEHC, INTU, MOG.A, SSNC, CRM, NOW, TRV, VST, WMT. ZS, MDT.
- Legal Advantage Investments was a net buyer of stock by $68M.
- Legal Advantage Investments has $285M in assets under management (AUM), dropping by 47.33%.
- Central Index Key (CIK): 0001841769
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Portfolio Holdings for Legal Advantage Investments
Legal Advantage Investments holds 77 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Cerebras Systems Com Cl A (CBRS) | 24.4 | $70M | NEW | 315k | 221.00 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 4.3 | $12M | +8% | 6.2k | 1989.44 |
|
| Elbit Sys Ord (ESLT) | 3.9 | $11M | 15k | 758.72 |
|
|
| TransDigm Group Incorporated (TDG) | 3.7 | $11M | +7% | 7.9k | 1332.04 |
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| VSE Corporation (VSEC) | 3.7 | $11M | 46k | 228.50 |
|
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| Palo Alto Networks (PANW) | 3.7 | $11M | 31k | 341.02 |
|
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| Amazon (AMZN) | 3.1 | $8.9M | +4% | 37k | 238.34 |
|
| Applied Materials (AMAT) | 3.1 | $8.7M | 12k | 723.00 |
|
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| Microsoft Corporation (MSFT) | 2.3 | $6.4M | +5% | 17k | 373.02 |
|
| Charles Schwab Corporation (SCHW) | 2.1 | $6.1M | 66k | 92.27 |
|
|
| Walt Disney Company (DIS) | 2.0 | $5.8M | 60k | 96.25 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $5.2M | 14k | 370.04 |
|
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| NVIDIA Corporation (NVDA) | 1.7 | $5.0M | 25k | 200.09 |
|
|
| Thermo Fisher Scientific (TMO) | 1.7 | $4.9M | +18% | 9.8k | 501.34 |
|
| Palantir Technologies Cl A (PLTR) | 1.7 | $4.9M | 42k | 116.67 |
|
|
| Raytheon Technologies Corp (RTX) | 1.6 | $4.7M | 25k | 189.73 |
|
|
| Genedx Holdings Corp Com Cl A (WGS) | 1.6 | $4.6M | +8% | 67k | 68.65 |
|
| Boeing Company (BA) | 1.5 | $4.3M | 20k | 216.47 |
|
|
| Apple (AAPL) | 1.5 | $4.2M | +12% | 15k | 289.36 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.4 | $4.1M | 8.6k | 477.57 |
|
|
| Fiserv (FISV) | 1.4 | $4.1M | 84k | 49.05 |
|
|
| Applovin Corp Com Cl A (APP) | 1.4 | $4.1M | 7.9k | 515.23 |
|
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| MercadoLibre (MELI) | 1.4 | $3.9M | 2.3k | 1697.39 |
|
|
| Veeva Sys Cl A Com (VEEV) | 1.2 | $3.5M | 20k | 177.47 |
|
|
| IDEXX Laboratories (IDXX) | 1.2 | $3.3M | 6.4k | 526.44 |
|
|
| Moderna (MRNA) | 1.2 | $3.3M | 48k | 70.03 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $3.3M | +19% | 9.2k | 353.33 |
|
| Meta Platforms Cl A (META) | 1.1 | $3.2M | 5.7k | 563.29 |
|
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| Northrop Grumman Corporation (NOC) | 1.1 | $3.1M | 6.1k | 509.31 |
|
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| Grail (GRAL) | 1.1 | $3.0M | 45k | 68.27 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.1 | $3.0M | 26k | 114.18 |
|
|
| Analog Devices (ADI) | 1.0 | $2.9M | 7.2k | 397.17 |
|
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| Netflix (NFLX) | 0.9 | $2.5M | +6% | 34k | 71.40 |
|
| Lam Research Corp Com New (LRCX) | 0.9 | $2.4M | -3% | 5.6k | 433.33 |
|
| Visa Com Cl A (V) | 0.8 | $2.3M | 6.8k | 343.09 |
|
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| Oracle Corporation (ORCL) | 0.8 | $2.2M | -12% | 15k | 146.55 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.7M | -3% | 5.2k | 327.33 |
|
| International Business Machines (IBM) | 0.6 | $1.7M | +54% | 5.9k | 281.21 |
|
| Zoetis Cl A (ZTS) | 0.5 | $1.5M | +241% | 21k | 71.86 |
|
| Fidelity Natl Finl Com Shs (FNF) | 0.5 | $1.5M | -5% | 31k | 47.16 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.5M | 4.1k | 357.37 |
|
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| Trane Technologies SHS (TT) | 0.5 | $1.4M | -5% | 2.9k | 491.16 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.3M | 2.4k | 513.60 |
|
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.2M | +2% | 2.5k | 509.46 |
|
| Cisco Systems (CSCO) | 0.4 | $1.2M | +25% | 11k | 117.46 |
|
| Bio-techne Corporation (TECH) | 0.4 | $1.2M | 17k | 70.65 |
|
|
| Teradyne (TER) | 0.4 | $1.2M | +26% | 2.5k | 483.84 |
|
| Merck & Co (MRK) | 0.4 | $1.2M | 9.1k | 128.50 |
|
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| D.R. Horton (DHI) | 0.4 | $1.0M | 6.4k | 162.88 |
|
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| Amgen (AMGN) | 0.4 | $1.0M | 2.8k | 362.12 |
|
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| American Express Company (AXP) | 0.3 | $998k | -3% | 3.0k | 338.25 |
|
| Caci Intl Cl A (CACI) | 0.3 | $927k | 2.0k | 463.26 |
|
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| General Dynamics Corporation (GD) | 0.3 | $850k | 2.4k | 354.24 |
|
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| NOVA MEASURING Instruments L (NVMI) | 0.3 | $814k | +200% | 1.5k | 542.94 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $749k | 1.00 | 748850.00 |
|
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| Bhp Billiton Sponsored Ads (BHP) | 0.2 | $692k | 8.3k | 83.31 |
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| Ouster Com New (OUST) | 0.2 | $688k | NEW | 11k | 62.52 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $622k | NEW | 5.0k | 124.44 |
|
| Rockwell Automation (ROK) | 0.2 | $607k | NEW | 1.2k | 495.08 |
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| Amentum Holdings (AMTM) | 0.2 | $597k | 29k | 20.67 |
|
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| Johnson & Johnson (JNJ) | 0.2 | $580k | 2.3k | 253.97 |
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| Chubb (CB) | 0.2 | $579k | -2% | 1.7k | 340.74 |
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| Pulte (PHM) | 0.2 | $538k | 3.9k | 137.21 |
|
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $481k | 5.1k | 94.93 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $426k | NEW | 10k | 42.59 |
|
| Samsara Com Cl A (IOT) | 0.1 | $389k | +20% | 12k | 32.43 |
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| AFLAC Incorporated (AFL) | 0.1 | $387k | +3% | 3.3k | 117.25 |
|
| Revolution Medicines (RVMD) | 0.1 | $375k | NEW | 2.0k | 187.28 |
|
| Pfizer (PFE) | 0.1 | $359k | +2% | 15k | 24.08 |
|
| Lumentum Hldgs (LITE) | 0.1 | $343k | NEW | 400.00 | 858.06 |
|
| Astrazeneca Ord (AZN) | 0.1 | $329k | 1.7k | 189.62 |
|
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| GSK Sponsored Adr (GSK) | 0.1 | $322k | 6.2k | 52.42 |
|
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| Texas Instruments Incorporated (TXN) | 0.1 | $298k | NEW | 1.0k | 298.07 |
|
| Cognex Corporation (CGNX) | 0.1 | $290k | NEW | 4.0k | 72.42 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $283k | 566.00 | 500.39 |
|
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| Hovnanian Enterprises Cl A New (HOV) | 0.1 | $278k | 2.0k | 142.41 |
|
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| Corning Incorporated (GLW) | 0.1 | $255k | NEW | 1.0k | 255.43 |
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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 Q2 filed July 15, 2026
- 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