LA
Legal Advantage Investments, Inc. 13F Holdings (77 Positions, Q2 2026)
Legal Advantage Investments, Inc.CIK: 0001841769
Diversified strategyLong-term holderSector-focused
Total reported value
$285.1M
Reporting period: 2026-06-30 · Number of holdings: 77
Legal Advantage Investments, Inc. disclosed 77 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $285.1M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 30.05
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 74.36
- Diversification
- 100
- Sizing Uniformity
- 77.98
Legal Advantage Investments, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.075 — mathematically equivalent to about 13 equally-sized positions, well below its 77 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.20), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 70% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy 15675D103
Trim ESLT
+0.1% -$1.3M
Sold out MOG-A
Trim PLTR
-0.4% -$1.3M
Add PANW
-0.2% $5.5M
Sold out SSNC
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 24.41% | +24.41% | NEW | ||
| 2 | ASML | ASML Holding N.V. | Stock-Tech | 4.30% | +0.41% | +8.15% | |
| 3 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 3.91% | -2.53% | +0.14% | |
| 4 | TDG | Transdigm Group Inc | Stock-Industrials | 3.71% | -0.72% | +7.30% | |
| 5 | VSEC | Vse CORP | Stock-Industrials | 3.67% | -0.70% | — | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.67% | +1.12% | -0.21% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.12% | -0.72% | +4.68% | |
| 8 | AMAT | Applied Materials Inc | Stock-Tech | 3.06% | +0.93% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.87% | +5.63% | |
| 10 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.13% | -1.11% | -1.05% | |
| 11 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.03% | -0.99% | -0.60% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.82% | -0.51% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | -0.50% | — | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.72% | -0.38% | +18.24% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.72% | -1.47% | -0.42% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.63% | -0.85% | -1.63% | |
| 17 | WGS | Genedx Holdings CORP | Stock-Other | 1.61% | -0.44% | +8.71% | |
| 18 | BA | Boeing Co/the | Stock-Industrials | 1.51% | -0.53% | +0.25% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.49% | -0.22% | +12.17% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.45% | -0.06% | — | |
| 21 | FISV | Fiserv Inc | Stock-Other | 1.44% | -0.98% | -0.74% | |
| 22 | APP | Applovin Corp-class A | Stock-Tech | 1.42% | -0.20% | -0.25% | |
| 23 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.35% | -0.68% | -0.04% | |
| 24 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.22% | -0.56% | — | |
| 25 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.17% | -0.68% | — | |
| 26 | MRNA | Moderna Inc | Stock-Healthcare | 1.17% | -0.09% | -1.04% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | — | +19.48% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.59% | -1.73% | |
| 29 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.08% | -1.05% | — | |
| 30 | GRAL | Grail Inc | Stock-Healthcare | 1.07% | -0.12% | +0.28% | |
| 31 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.06% | -0.55% | +0.19% | |
| 32 | ADI | Analog Devices Inc | Stock-Tech | 1.01% | -0.18% | — | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.86% | -0.74% | +6.85% | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 0.86% | +0.21% | -3.68% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | -0.24% | — | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.77% | -0.53% | -12.82% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.22% | -3.09% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | +0.10% | +54.48% | |
| 39 | ZTS | Zoetis Inc | Stock-Healthcare | 0.53% | +0.15% | +241.05% | |
| 40 | FNF | Fidelity National Financial | Stock-Financials | 0.51% | -0.27% | -5.01% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | -0.10% | — | |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.51% | -0.17% | -5.36% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | -0.20% | -0.93% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.44% | -0.31% | +2.08% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.10% | +25.67% | |
| 46 | TECH | Bio-techne CORP | Stock-Healthcare | 0.43% | -0.04% | -1.14% | |
| 47 | TER | Teradyne Inc | Stock-Tech | 0.43% | +0.12% | +26.25% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | -0.15% | +1.11% | |
| 49 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.37% | -0.08% | — | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.35% | -0.16% | — |
1–50 of 77
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+7.6%
Performance Last 4 Quarters
+12.7%
- Stdev
- +14.9%
- Beta
- +1.02
- Alpha
- -1.8%
- Max Drawdown
- -9.6%
- Annualized Perf
- +19%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.47
- Stutzer
- +0.37
- Treynor
- +0.18
- Sterling
- +1.15
- Calmar
- +1.97
- Information Ratio
- -0.2
- Tracking Error
- +6.9%
- Stdev Down
- +7.5%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +38.2%
- Worst 12 Months
- +5.6%
- Efficiency Ratio
- +0.53
- Sharpe
- +1.25
- Stdev Sectors
- +12.2%
- Skewness
- +0.15
- Kurtosis
- -0.03
- Upside Potential
- +4.09
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 77 | $285.1M | 0 | ||
| 2026 Q1 | 79 | $193.5M | 26 | ||
| 2025 Q4 | 83 | $216.0M | 17 | ||
| 2025 Q3 | 89 | $222.1M | 35 | ||
| 2025 Q2 | 94 | $213.8M | 0 | ||
| 2025 Q1 | 96 | $185.2M | 100 | ||
| 2024 Q4 | 103 | $189.2M | 0 | ||
| 2024 Q3 | 99 | $181.9M | 0 | ||
| 2024 Q2 | 94 | $173.6M | 0 | ||
| 2024 Q1 | 104 | $178.8M | 0 | ||
| 2023 Q4 | 99 | $166.4M | 0 | ||
| 2023 Q3 | 91 | $140.0M | 0 | ||
| 2023 Q2 | 91 | $150.0M | 0 | ||
| 2023 Q1 | 92 | $136.2M | 0 | ||
| 2022 Q4 | 88 | $121.6M | 0 | ||
| 2022 Q3 | 80 | $106.7M | 0 | ||
| 2022 Q2 | 70 | $102.6M | 0 | ||
| 2022 Q1 | 79 | $133.0M | 0 | ||
| 2021 Q4 | 78 | $147.4M | 0 | ||
| 2021 Q3 | 78 | $149.1M | 0 | ||
| 2021 Q2 | 77 | $146.0M | 96 | ||
| 2021 Q1 | 74 | $133.7M | 13 | ||
| 2020 Q4 | 96 | $128.5M | 0 |
Holding changes this quarter
Legal Advantage Investments, Inc.'s most significant position changes for 2026-06-30: New buy: ; Sold out: Moog Inc-class A (MOG-A); Sold out: Ss&c Technologies Holdings (SSNC); Sold out: Vistra CORP (VST); Sold out: Intuit Inc (INTU).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +24.4% | NEW | New buy | |
| 2 | PANW | Palo Alto Networks Inc | +1.1% | -0.21% | Trim |
| 3 | AMAT | Applied Materials Inc | +0.9% | — | Unchanged |
| 4 | ASML | ASML Holding N.V. | +0.4% | +8.15% | Add |
| 5 | OUST | Ouster Inc | +0.2% | NEW | New buy |
| 6 | ACN | Accenture plc | +0.2% | NEW | New buy |
| 7 | LRCX | Lam Research CORP | +0.2% | -3.68% | Trim |
| 8 | ROK | Rockwell Automation Inc | +0.2% | NEW | New buy |
| 9 | NVMI | Nova Ltd. | +0.2% | +200.00% | Add |
| 10 | ZTS | Zoetis Inc | +0.2% | +241.05% | Add |
| 11 | BN | Brookfield CORP | +0.2% | NEW | New buy |
| 12 | RVMD | Revolution Medicines Inc | +0.1% | NEW | New buy |
| 13 | TER | Teradyne Inc | +0.1% | +26.25% | Add |
| 14 | LITE | Lumentum Holdings Inc | +0.1% | NEW | New buy |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +54.48% | Add |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +25.67% | Add |
| 17 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 18 | CGNX | Cognex CORP | +0.1% | NEW | New buy |
| 19 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 20 | GOOG | Alphabet Inc-cl C | — | +19.48% | Add |
| 21 | HOV | Hovnanian Enterprises-a | 0% | — | Unchanged |
| 22 | IOT | Samsara Inc-cl A | 0% | +20.00% | Add |
| 23 | TECH | Bio-techne CORP | 0% | -1.14% | Trim |
| 24 | AFL | Aflac Inc | 0% | +3.13% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 26 | PHM | Pultegroup Inc | -0.1% | — | Unchanged |
| 27 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | — | Unchanged |
| 28 | AZN | AstraZeneca PLC | -0.1% | — | Unchanged |
| 29 | BHP | Bhp Group Ltd-spon Adr | -0.1% | — | Unchanged |
| 30 | GSK | Gsk Plc-spon Adr | -0.1% | — | Unchanged |
| 31 | RIO | Rio Tinto Plc-spon Adr | -0.1% | +1.40% | Add |
| 32 | DHI | Dr Horton Inc | -0.1% | — | Unchanged |
| 33 | PFE | Pfizer Inc | -0.1% | +2.76% | Add |
| 34 | MRNA | Moderna Inc | -0.1% | -1.04% | Trim |
| 35 | JNJ | Johnson & Johnson | -0.1% | — | Unchanged |
| 36 | CB | Chubb Limited | -0.1% | -2.86% | Trim |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 38 | MDT | Medtronic plc | -0.1% | EXIT | Sold out |
| 39 | GEHC | GE Healthcare Technology | -0.1% | EXIT | Sold out |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 41 | GRAL | Grail Inc | -0.1% | +0.28% | Add |
| 42 | AXP | American Express Co | -0.1% | -3.28% | Trim |
| 43 | GD | General Dynamics CORP | -0.1% | — | Unchanged |
| 44 | NOW | Servicenow Inc | -0.2% | EXIT | Sold out |
| 45 | MRK | Merck & Co. Inc. | -0.2% | +1.11% | Add |
| 46 | AMGN | Amgen Inc | -0.2% | — | Unchanged |
| 47 | TT | Trane Technologies plc | -0.2% | -5.36% | Trim |
| 48 | ADI | Analog Devices Inc | -0.2% | — | Unchanged |
| 49 | AMTM | Amentum Holdings Inc | -0.2% | — | Unchanged |
| 50 | TRV | Travelers Cos Inc/the | -0.2% | EXIT | Sold out |
1–50 of 89
Filing History
FAQ
What is Legal Advantage Investments, Inc. and what type of investor is it?
Legal Advantage Investments, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $285.1M, spread across 77 disclosed positions.
What are Legal Advantage Investments, Inc.'s largest equity positions?
Based on the latest 13F filing, Legal Advantage Investments, Inc.'s top holdings by market value are:
1. — $69.6M (24.4%)
2. ASML Holding N.V. (ASML) — $12.3M (4.3%)
3. Elbit Systems Ltd. (ESLT) — $11.1M (3.9%)
4. Transdigm Group Inc (TDG) — $10.6M (3.7%)
5. Vse CORP (VSEC) — $10.5M (3.7%)
What changes did Legal Advantage Investments, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Legal Advantage Investments, Inc. made 65 notable position adjustments: 10 new positions were initiated, 24 existing holdings were added to, 19 positions were partially reduced, and 12 were completely exited. The largest of these moves: New buy: ; Sold out: Moog Inc-class A (MOG-A); Sold out: Ss&c Technologies Holdings (SSNC); Sold out: Vistra CORP (VST); Sold out: Intuit Inc (INTU)
What sectors does Legal Advantage Investments, Inc. focus on?
Legal Advantage Investments, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 39.2%
• Industrials: 24.6%
• Health Care: 12.6%
• Communication Services: 8.1%
• Financials: 7.7%
• Consumer Discretionary: 7.2%
Investment Profile
Legal Advantage Investments, Inc. returned an annualized 19.0% over the trailing 36 months — underperforming the S&P 500 by 1.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.02 (roughly in line with the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 39.2% of the portfolio concentrated in Information Technology.
Its concentration score has risen from 9 to 30 over the past 4 quarters — a shift toward higher-conviction positions.
It has added to its ASML position over the past two quarters (+$6.1M, now $12.3M), while trimming PLTR over the same stretch (-$2.6M, still holding $4.9M).
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Developer Access
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REST API
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npx alphasmo institutions get legal-advantage-investments-inc