Legal Advantage Investments, Inc.
Reported holdings as of Q2 2026, from 23 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| CEREBRAS SYSTEMS INC | CBRS | $69.6M | 314,889 | - | new | NEW | |
| ASML HLDG NV | ASML | $12.3M | 6,170 | +0.41pp | 16q | +8.2%+$925.1K | |
| ELBIT SYS LTD | ESLT | $11.1M | 14,690 | -2.53pp | 23q | HELD | |
| TRANSDIGM GROUP INC | TDG | $10.6M | 7,942 | -0.72pp | 23q | +7.3%+$719.3K | |
| VSE CORP | VSEC | $10.5M | 45,857 | -0.69pp | 23q | HELD | |
| PALO ALTO NETWORKS INC | PANW | $10.5M | 30,684 | +1.12pp | 18q | HELD | |
| AMAZON COM INC | AMZN | $8.9M | 37,375 | -0.72pp | 23q | +4.7%+$398.0K | |
| APPLIED MATLS INC | AMAT | $8.7M | 12,081 | +0.93pp | 23q | HELD | |
| MICROSOFT CORP | MSFT | $6.4M | 17,207 | -0.86pp | 23q | +5.6%+$342.1K | |
| SCHWAB CHARLES CORP | SCHW | $6.1M | 65,960 | -1.10pp | 14q | -1.1%-$64.6K | |
| DISNEY WALT CO | DIS | $5.8M | 60,191 | -0.98pp | 23q | -0.6%-$34.8K | |
| VANGUARD INDEX FDS | VTI | $5.2M | 14,049 | -0.51pp | 10q | HELD | |
| NVIDIA CORPORATION | NVDA | $5.0M | 24,856 | -0.50pp | 15q | HELD | |
| THERMO FISHER SCIENTIFIC INC | TMO | $4.9M | 9,771 | -0.38pp | 23q | +18.2%+$755.5K | |
| PALANTIR TECHNOLOGIES INC | PLTR | $4.9M | 41,980 | -1.47pp | 9q | HELD | |
| RTX CORPORATION | RTX | $4.7M | 24,516 | -0.85pp | 23q | -1.6%-$77.2K | |
| GENEDX HOLDINGS CORP | WGS | $4.6M | 67,045 | -0.43pp | 9q | +8.7%+$368.7K | |
| BOEING CO | BA | $4.3M | 19,880 | -0.53pp | 23q | HELD | |
| APPLE INC | AAPL | $4.2M | 14,664 | -0.23pp | 17q | +12.2%+$460.4K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $4.1M | 8,630 | -0.06pp | 16q | HELD | |
| FISERV INC | FISV | $4.1M | 83,455 | -0.99pp | 23q | -0.7%-$30.7K | |
| APPLOVIN CORP | APP | $4.1M | 7,865 | -0.20pp | 5q | HELD | |
| MERCADOLIBRE INC | MELI | $3.9M | 2,273 | -0.68pp | 15q | HELD | |
| VEEVA SYS INC | VEEV | $3.5M | 19,590 | -0.56pp | 23q | HELD | |
| IDEXX LABS INC | IDXX | $3.3M | 6,360 | -0.67pp | 13q | HELD | |
| MODERNA INC | MRNA | $3.3M | 47,675 | -0.09pp | 4q | -1.0%-$35.0K | |
| ALPHABET INC | GOOG | $3.3M | 9,200 | flat | 23q | +19.5%+$530.0K | |
| META PLATFORMS INC | META | $3.2M | 5,675 | -0.59pp | 19q | -1.7%-$56.3K | |
| NORTHROP GRUMMAN CORP | NOC | $3.1M | 6,051 | -1.05pp | 23q | HELD | |
| GRAIL INC | GRAL | $3.0M | 44,625 | -0.12pp | 4q | HELD | |
| SHOPIFY INC | SHOP | $3.0M | 26,360 | -0.56pp | 23q | HELD | |
| ANALOG DEVICES INC | ADI | $2.9M | 7,228 | -0.18pp | 23q | HELD | |
| NETFLIX INC | NFLX | $2.5M | 34,316 | -0.74pp | 17q | +6.9%+$157.1K | |
| LAM RESEARCH CORP | LRCX | $2.4M | 5,648 | +0.21pp | 7q | -3.7%-$93.6K | |
| VISA INC | V | $2.3M | 6,800 | -0.24pp | 23q | HELD | |
| ORACLE CORP | ORCL | $2.2M | 14,961 | -0.54pp | 23q | -12.8%-$322.4K | |
| JPMORGAN CHASE & CO | JPM | $1.7M | 5,212 | -0.22pp | 23q | -3.1%-$54.3K | |
| INTERNATIONAL BUSINESS MACHS | IBM | $1.7M | 5,884 | +0.10pp | 10q | +54.5%+$583.5K | |
| ZOETIS INC | ZTS | $1.5M | 21,145 | +0.15pp | 13q | +241.0%+$1.1M | |
| FIDELITY NATL FINL INC | FNF | $1.5M | 31,090 | -0.27pp | 14q | -5.0%-$77.3K | |
| ALPHABET INC | GOOGL | $1.5M | 4,100 | -0.10pp | 16q | HELD | |
| TRANE TECHNOLOGIES PLC | TT | $1.4M | 2,932 | -0.16pp | 23q | -5.4%-$81.5K | |
| MASTERCARD INCORPORATED | MA | $1.3M | 2,446 | -0.20pp | 16q | -0.9%-$11.8K | |
| LOCKHEED MARTIN CORP | LMT | $1.2M | 2,450 | -0.31pp | 2q | +2.1%+$25.5K | |
| CISCO SYS INC | CSCO | $1.2M | 10,622 | +0.10pp | 3q | +25.7%+$254.9K | |
| BIO-TECHNE CORP | TECH | $1.2M | 17,335 | -0.04pp | 23q | -1.1%-$14.1K | |
| TERADYNE INC | TER | $1.2M | 2,525 | +0.12pp | 2q | +26.2%+$254.0K | |
| MERCK & CO INC | MRK | $1.2M | 9,140 | -0.15pp | 19q | +1.1%+$12.8K | |
| D R HORTON INC | DHI | $1.0M | 6,400 | -0.09pp | 15q | HELD | |
| AMGEN INC | AMGN | $1.0M | 2,783 | -0.15pp | 11q | HELD | |
| AMERICAN EXPRESS CO | AXP | $997.8K | 2,950 | -0.13pp | 14q | -3.3%-$33.8K | |
| CACI INTL INC | CACI | $926.5K | 2,000 | -0.24pp | 2q | HELD | |
| GENERAL DYNAMICS CORP | GD | $850.2K | 2,400 | -0.13pp | 23q | HELD | |
| NOVA LTD | NVMI | $814.4K | 1,500 | +0.17pp | 2q | +200.0%+$542.9K | |
| BERKSHIRE HATHAWAY INC DEL | BRKA | $748.9K | 1 | -0.11pp | 11q | HELD | |
| BHP BILLITON LIMITED | BHP | $692.1K | 8,307 | -0.07pp | 18q | HELD | |
| OUSTER INC | OUST | $687.7K | 11,000 | - | new | NEW | |
| ACCENTURE PLC IRELAND | ACN | $622.2K | 5,000 | - | new | NEW | |
| ROCKWELL AUTOMATION INC | ROK | $606.5K | 1,225 | - | new | NEW | |
| AMENTUM HOLDINGS INC | AMTM | $597.4K | 28,900 | -0.18pp | 3q | HELD | |
| JOHNSON & JOHNSON | JNJ | $579.6K | 2,282 | -0.08pp | 16q | HELD | |
| CHUBB LIMITED | CB | $579.3K | 1,700 | -0.09pp | 15q | -2.9%-$17.0K | |
| PULTE GROUP INC | PHM | $537.9K | 3,920 | -0.05pp | 13q | HELD | |
| RIO TINTO PLC | RIO | $481.3K | 5,070 | -0.07pp | 23q | +1.4%+$6.6K | |
| BROOKFIELD CORP | BN | $425.9K | 10,000 | - | new | NEW | |
| SAMSARA INC | IOT | $389.2K | 12,000 | -0.03pp | 2q | +20.0%+$64.9K | |
| AFLAC INC | AFL | $386.9K | 3,300 | -0.05pp | 16q | +3.1%+$11.7K | |
| REVOLUTION MEDICINES INC | RVMD | $374.6K | 2,000 | - | new | NEW | |
| PFIZER INC | PFE | $358.8K | 14,900 | -0.08pp | 3q | +2.8%+$9.6K | |
| LUMENTUM HLDGS INC | LITE | $343.2K | 400 | - | new | NEW | |
| ASTRAZENECA PLC | AZN | $329.4K | 1,737 | -0.06pp | 2q | HELD | |
| GSK PLC | GSK | $322.4K | 6,150 | -0.06pp | 4q | HELD | |
| TEXAS INSTRS INC | TXN | $298.1K | 1,000 | - | new | NEW | |
| COGNEX CORP | CGNX | $289.7K | 4,000 | - | new | NEW | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $283.2K | 566 | -0.04pp | 10q | HELD | |
| HOVNANIAN ENTERPRISES INC | HOV | $277.7K | 1,950 | -0.01pp | 2q | HELD | |
| CORNING INC | GLW | $255.4K | 1,000 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Autos & Aerospace | $35.9M | 12.6% |
| Software & IT Services | $33.3M | 11.7% |
| Business Services | $23.2M | 8.1% |
| Semiconductors & Electronics | $21.3M | 7.5% |
| Computer Hardware | $17.6M | 6.2% |
| Industrials | $15.4M | 5.4% |
| Biotech & Pharma | $13.6M | 4.8% |
| Instruments & Controls | $9.3M | 3.3% |
| Retail & Consumer | $8.9M | 3.1% |
| Telecom & Media | $8.2M | 2.9% |
| Healthcare Services | $7.6M | 2.7% |
| Capital Markets | $6.1M | 2.1% |
| Other sectors | $9.9M | 3.5% |
| Not classified | $74.8M | 26.2% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $285.1M | 77 | 10 | 20 | 15 | 12 | 54.2% | 15 |
| Q1 2026 | $193.5M | 79 | 9 | 16 | 20 | 13 | 38.1% | 20 |
| Q4 2025 | $216.0M | 83 | 4 | 12 | 29 | 10 | 36.0% | 14 |
| Q3 2025 | $222.1M | 89 | 5 | 11 | 22 | 10 | 34.5% | 20 |
| Q2 2025 | $213.8M | 94 | 6 | 21 | 34 | 8 | 35.6% | 25 |
| Q1 2025 | $185.2M | 96 | 2 | 21 | 20 | 9 | 36.6% | 43 |
| Q4 2024 | $189.2M | 103 | 10 | 14 | 56 | 6 | 35.8% | 16 |
| Q3 2024 | $181.9M | 99 | 7 | 13 | 26 | 2 | 36.8% | 43 |
| Q2 2024 | $173.6M | 94 | 3 | 10 | 18 | 13 | 38.6% | 11 |
| Q1 2024 | $178.8M | 104 | 9 | 12 | 23 | 4 | 38.4% | 23 |
| Q4 2023 | $166.4M | 99 | 10 | 16 | 42 | 2 | 40.4% | 12 |
| Q3 2023 | $140.0M | 91 | 3 | 23 | 19 | 3 | 41.3% | 25 |
| Q2 2023 | $150.0M | 91 | 6 | 10 | 16 | 7 | 40.5% | 31 |
| Q1 2023 | $136.2M | 92 | 8 | 17 | 7 | 4 | 40.2% | 24 |
| Q4 2022 | $121.6M | 88 | 10 | 17 | 7 | 2 | 41.2% | 32 |
| Q3 2022 | $106.7M | 80 | 13 | 26 | 1 | 3 | 41.9% | 35 |
| Q2 2022 | $102.6M | 70 | 10 | 22 | 3 | 19 | 44.2% | 26 |
| Q1 2022 | $133.0M | 79 | 7 | 24 | 15 | 6 | 40.4% | 36 |
| Q4 2021 | $147.4M | 78 | 8 | 15 | 32 | 8 | 41.8% | 39 |
| Q3 2021 | $149.1M | 78 | 5 | 8 | 18 | 4 | 40.8% | 25 |
| Q2 2021 | $146.0M | 77 | 4 | 12 | 4 | 1 | 41.9% | 26 |
| Q1 2021 | $133.7M | 74 | 3 | 28 | 5 | 25 | 41.4% | 36 |
| Q4 2020 | $128.5M | 96 | 0 | 0 | 0 | 0 | 40.2% | 28 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.