Legal Advantage Investments as of Dec. 31, 2025
Portfolio Holdings for Legal Advantage Investments
Legal Advantage Investments holds 83 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 4.5 | $9.7M | 7.3k | 1329.85 | |
| VSE Corporation (VSEC) | 4.4 | $9.5M | 55k | 172.77 | |
| Elbit Sys Ord (ESLT) | 3.9 | $8.5M | 15k | 577.71 | |
| Amazon (AMZN) | 3.8 | $8.2M | 36k | 230.82 | |
| Genedx Holdings Corp Com Cl A (WGS) | 3.6 | $7.8M | 60k | 130.06 | |
| Palantir Technologies Cl A (PLTR) | 3.5 | $7.5M | 42k | 177.75 | |
| Microsoft Corporation (MSFT) | 3.4 | $7.3M | 15k | 483.62 | |
| Walt Disney Company (DIS) | 3.2 | $6.9M | 61k | 113.77 | |
| Charles Schwab Corporation (SCHW) | 2.9 | $6.4M | 64k | 99.91 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.8 | $6.1M | 5.7k | 1069.86 | |
| Palo Alto Networks (PANW) | 2.6 | $5.7M | 31k | 184.20 | |
| Fiserv (FI) | 2.4 | $5.1M | 76k | 67.17 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.3 | $4.9M | 15k | 335.27 | |
| Thermo Fisher Scientific (TMO) | 2.2 | $4.8M | 8.3k | 579.42 | |
| Raytheon Technologies Corp (RTX) | 2.1 | $4.6M | 25k | 183.40 | |
| Apple (AAPL) | 2.1 | $4.5M | 17k | 271.86 | |
| NVIDIA Corporation (NVDA) | 2.1 | $4.5M | 24k | 186.50 | |
| Veeva Sys Cl A Com (VEEV) | 2.1 | $4.5M | 20k | 223.23 | |
| Boeing Company (BA) | 2.0 | $4.3M | 20k | 217.12 | |
| IDEXX Laboratories (IDXX) | 2.0 | $4.3M | 6.4k | 676.53 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.0 | $4.2M | 26k | 160.97 | |
| MercadoLibre (MELI) | 1.9 | $4.1M | 2.0k | 2014.26 | |
| Tyler Technologies (TYL) | 1.8 | $3.9M | 8.7k | 453.93 | |
| Meta Platforms Cl A (META) | 1.8 | $3.8M | 5.8k | 660.09 | |
| Applovin Corp Com Cl A (APP) | 1.7 | $3.6M | 5.4k | 673.82 | |
| Northrop Grumman Corporation (NOC) | 1.6 | $3.5M | 6.1k | 570.21 | |
| Applied Materials (AMAT) | 1.6 | $3.4M | 13k | 256.99 | |
| Intuit (INTU) | 1.5 | $3.2M | 4.8k | 662.42 | |
| Oracle Corporation (ORCL) | 1.5 | $3.1M | 16k | 194.92 | |
| Moog Cl A (MOG.A) | 1.4 | $3.0M | 12k | 243.55 | |
| Netflix (NFLX) | 1.4 | $3.0M | 32k | 93.76 | |
| Grail (GRAL) | 1.3 | $2.9M | 34k | 85.59 | |
| Ss&c Technologies Holding (SSNC) | 1.3 | $2.8M | 32k | 87.42 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $2.7M | 8.7k | 303.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $2.5M | 8.0k | 313.80 | |
| Analog Devices (ADI) | 0.9 | $2.0M | 7.2k | 271.20 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.7M | 5.4k | 322.22 | |
| Visa Com Cl A (V) | 0.8 | $1.7M | 4.8k | 350.71 | |
| Fidelity National Financial Com Shs (FNF) | 0.8 | $1.6M | 30k | 54.59 | |
| salesforce (CRM) | 0.7 | $1.4M | 5.5k | 264.91 | |
| Moderna (MRNA) | 0.7 | $1.4M | 48k | 29.49 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $1.4M | 2.5k | 570.88 | |
| Vistra Energy (VST) | 0.6 | $1.3M | 8.3k | 161.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.3M | 4.1k | 313.00 | |
| Cyberark Software SHS (CYBR) | 0.6 | $1.2M | 2.8k | 446.06 | |
| Trane Technologies SHS (TT) | 0.6 | $1.2M | 3.2k | 389.20 | |
| Kla Corp Com New (KLAC) | 0.6 | $1.2M | 1.0k | 1215.08 | |
| Okta Cl A (OKTA) | 0.5 | $1.2M | 14k | 86.47 | |
| Twilio Cl A (TWLO) | 0.5 | $1.1M | 8.0k | 142.24 | |
| Bio-techne Corporation (TECH) | 0.5 | $1.0M | 18k | 58.81 | |
| Lam Research Corp Com New (LRCX) | 0.5 | $1.0M | 6.0k | 171.18 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.5 | $1.0M | 7.1k | 143.89 | |
| International Business Machines (IBM) | 0.5 | $1.0M | 3.4k | 296.21 | |
| Merck & Co (MRK) | 0.4 | $952k | 9.0k | 105.26 | |
| Amgen (AMGN) | 0.4 | $944k | 2.9k | 327.31 | |
| American Express Company (AXP) | 0.4 | $943k | 2.6k | 369.95 | |
| D.R. Horton (DHI) | 0.4 | $922k | 6.4k | 144.03 | |
| Zscaler Incorporated (ZS) | 0.4 | $900k | 4.0k | 224.92 | |
| Wal-Mart Stores (WMT) | 0.4 | $836k | 7.5k | 111.41 | |
| General Dynamics Corporation (GD) | 0.4 | $808k | 2.4k | 336.66 | |
| Zoetis Cl A (ZTS) | 0.4 | $771k | 6.1k | 125.82 | |
| Paypal Holdings (PYPL) | 0.4 | $768k | 13k | 58.38 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $755k | 1.00 | 754800.00 | |
| Cisco Systems (CSCO) | 0.3 | $669k | 8.7k | 77.03 | |
| Willis Towers Watson SHS (WTW) | 0.3 | $662k | 2.0k | 328.60 | |
| Amentum Holdings (AMTM) | 0.3 | $548k | 19k | 29.00 | |
| Chubb (CB) | 0.3 | $546k | 1.8k | 312.12 | |
| Tat Technologies Ord New (TATT) | 0.2 | $536k | 12k | 44.66 | |
| Fortune Brands (FBIN) | 0.2 | $530k | 11k | 50.02 | |
| Bhp Group Sponsored Ads (BHP) | 0.2 | $502k | 8.3k | 60.37 | |
| Johnson & Johnson (JNJ) | 0.2 | $472k | 2.3k | 206.95 | |
| eBay (EBAY) | 0.2 | $467k | 5.4k | 87.09 | |
| Pulte (PHM) | 0.2 | $460k | 3.9k | 117.26 | |
| Natera (NTRA) | 0.2 | $458k | 2.0k | 229.09 | |
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $424k | 5.3k | 80.03 | |
| Travelers Companies (TRV) | 0.2 | $400k | 1.4k | 290.06 | |
| Pfizer (PFE) | 0.2 | $361k | 15k | 24.90 | |
| AFLAC Incorporated (AFL) | 0.2 | $353k | 3.2k | 110.27 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $320k | 3.5k | 91.93 | |
| GSK Sponsored Adr (GSK) | 0.1 | $302k | 6.2k | 49.04 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $301k | 599.00 | 502.65 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $232k | 2.8k | 82.02 | |
| Medtronic SHS (MDT) | 0.1 | $225k | 2.3k | 96.06 |
