# Legal Advantage Investments, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1841769. Source: https://holderbook.com/funds/1841769-legal-advantage-investments-inc/

- Reported value: $285.1M
- Positions: 77
- Weight of the ten largest: 54.2%
- Filed: 2026-07-15

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| CEREBRAS SYSTEMS INC | [CBRS](https://holderbook.com/stocks/CBRS/) | $69.6M | 314,889 | 24.4% | 1 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $12.3M | 6,170 | 4.3% | 16 |
| ELBIT SYS LTD | [ESLT](https://holderbook.com/stocks/ESLT/) | $11.1M | 14,690 | 3.9% | 23 |
| TRANSDIGM GROUP INC | [TDG](https://holderbook.com/stocks/TDG/) | $10.6M | 7,942 | 3.7% | 23 |
| VSE CORP | [VSEC](https://holderbook.com/stocks/VSEC/) | $10.5M | 45,857 | 3.7% | 23 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $10.5M | 30,684 | 3.7% | 18 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $8.9M | 37,375 | 3.1% | 23 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $8.7M | 12,081 | 3.1% | 23 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.4M | 17,207 | 2.3% | 23 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $6.1M | 65,960 | 2.1% | 14 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $5.8M | 60,191 | 2.0% | 23 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $5.2M | 14,049 | 1.8% | 10 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $5.0M | 24,856 | 1.7% | 15 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $4.9M | 9,771 | 1.7% | 23 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $4.9M | 41,980 | 1.7% | 9 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $4.7M | 24,516 | 1.6% | 23 |
| GENEDX HOLDINGS CORP | [WGS](https://holderbook.com/stocks/WGS/) | $4.6M | 67,045 | 1.6% | 9 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $4.3M | 19,880 | 1.5% | 23 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $4.2M | 14,664 | 1.5% | 17 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $4.1M | 8,630 | 1.4% | 16 |
| FISERV INC | [FISV](https://holderbook.com/stocks/FISV/) | $4.1M | 83,455 | 1.4% | 23 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $4.1M | 7,865 | 1.4% | 5 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $3.9M | 2,273 | 1.4% | 15 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $3.5M | 19,590 | 1.2% | 23 |
| IDEXX LABS INC | [IDXX](https://holderbook.com/stocks/IDXX/) | $3.3M | 6,360 | 1.2% | 13 |
| MODERNA INC | [MRNA](https://holderbook.com/stocks/MRNA/) | $3.3M | 47,675 | 1.2% | 4 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.3M | 9,200 | 1.1% | 23 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.2M | 5,675 | 1.1% | 19 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $3.1M | 6,051 | 1.1% | 23 |
| GRAIL INC | [GRAL](https://holderbook.com/stocks/GRAL/) | $3.0M | 44,625 | 1.1% | 4 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $3.0M | 26,360 | 1.1% | 23 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $2.9M | 7,228 | 1.0% | 23 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.5M | 34,316 | 0.9% | 17 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $2.4M | 5,648 | 0.9% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.3M | 6,800 | 0.8% | 23 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $2.2M | 14,961 | 0.8% | 23 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.7M | 5,212 | 0.6% | 23 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.7M | 5,884 | 0.6% | 10 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $1.5M | 21,145 | 0.5% | 13 |
| FIDELITY NATL FINL INC | [FNF](https://holderbook.com/stocks/FNF/) | $1.5M | 31,090 | 0.5% | 14 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.5M | 4,100 | 0.5% | 16 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $1.4M | 2,932 | 0.5% | 23 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.3M | 2,446 | 0.4% | 16 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $1.2M | 2,450 | 0.4% | 2 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.2M | 10,622 | 0.4% | 3 |
| BIO-TECHNE CORP | [TECH](https://holderbook.com/stocks/TECH/) | $1.2M | 17,335 | 0.4% | 23 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $1.2M | 2,525 | 0.4% | 2 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.2M | 9,140 | 0.4% | 19 |
| D R HORTON INC | [DHI](https://holderbook.com/stocks/DHI/) | $1.0M | 6,400 | 0.4% | 15 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $1.0M | 2,783 | 0.4% | 11 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $997.8K | 2,950 | 0.3% | 14 |
| CACI INTL INC | [CACI](https://holderbook.com/stocks/CACI/) | $926.5K | 2,000 | 0.3% | 2 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $850.2K | 2,400 | 0.3% | 23 |
| NOVA LTD | [NVMI](https://holderbook.com/stocks/NVMI/) | $814.4K | 1,500 | 0.3% | 2 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $748.9K | 1 | 0.3% | 11 |
| BHP BILLITON LIMITED | [BHP](https://holderbook.com/stocks/BHP/) | $692.1K | 8,307 | 0.2% | 18 |
| OUSTER INC | [OUST](https://holderbook.com/stocks/OUST/) | $687.7K | 11,000 | 0.2% | 1 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $622.2K | 5,000 | 0.2% | 1 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $606.5K | 1,225 | 0.2% | 1 |
| AMENTUM HOLDINGS INC | [AMTM](https://holderbook.com/stocks/AMTM/) | $597.4K | 28,900 | 0.2% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $579.6K | 2,282 | 0.2% | 16 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $579.3K | 1,700 | 0.2% | 15 |
| PULTE GROUP INC | [PHM](https://holderbook.com/stocks/PHM/) | $537.9K | 3,920 | 0.2% | 13 |
| RIO TINTO PLC | [RIO](https://holderbook.com/stocks/RIO/) | $481.3K | 5,070 | 0.2% | 23 |
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $425.9K | 10,000 | 0.1% | 1 |
| SAMSARA INC | [IOT](https://holderbook.com/stocks/IOT/) | $389.2K | 12,000 | 0.1% | 2 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $386.9K | 3,300 | 0.1% | 16 |
| REVOLUTION MEDICINES INC | [RVMD](https://holderbook.com/stocks/RVMD/) | $374.6K | 2,000 | 0.1% | 1 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $358.8K | 14,900 | 0.1% | 3 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $343.2K | 400 | 0.1% | 1 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $329.4K | 1,737 | 0.1% | 2 |
| GSK PLC | [GSK](https://holderbook.com/stocks/GSK/) | $322.4K | 6,150 | 0.1% | 4 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $298.1K | 1,000 | 0.1% | 1 |
| COGNEX CORP | [CGNX](https://holderbook.com/stocks/CGNX/) | $289.7K | 4,000 | 0.1% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $283.2K | 566 | 0.1% | 10 |
| HOVNANIAN ENTERPRISES INC | [HOV](https://holderbook.com/stocks/HOV/) | $277.7K | 1,950 | 0.1% | 2 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $255.4K | 1,000 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.5% | +14.8% | -1.3% | 100% |
| Q1 2026 | -7.4% | -4.6% | -2.8% | 99% |
| Q4 2025 | -0.8% | +2.4% | -3.1% | 100% |
| Q3 2025 | +5.3% | +7.8% | -2.5% | 100% |
| Q2 2025 | +13.0% | +10.5% | +2.5% | 100% |
| Q1 2025 | -0.1% | -4.6% | +4.5% | 100% |
| Q4 2024 | +3.5% | +2.1% | +1.3% | 100% |
| Q3 2024 | +5.5% | +5.4% | +0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $285.1M | 77 |
| Q1 2026 | $193.5M | 79 |
| Q4 2025 | $216.0M | 83 |
| Q3 2025 | $222.1M | 89 |
| Q2 2025 | $213.8M | 94 |
| Q1 2025 | $185.2M | 96 |
| Q4 2024 | $189.2M | 103 |
| Q3 2024 | $181.9M | 99 |
| Q2 2024 | $173.6M | 94 |
| Q1 2024 | $178.8M | 104 |
| Q4 2023 | $166.4M | 99 |
| Q3 2023 | $140.0M | 91 |