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CIK: 0001841769
Total reported value
$285.1M
$285.1M
79 檔
15.6%
In Q1 2026, Legal Advantage Investments, Inc.'s U.S. equity holdings reached a combined market value of $285.1M, distributed across 79 disclosed stock positions.
In Q1 2026, Legal Advantage Investments, Inc. adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 6.44% | -2.53% | -0.41% | |
| 2 | TDG | Transdigm Group Inc | Stock-Industrials | 4.43% | -0.72% | +1.37% | |
| 3 | VSEC | Vse CORP | Stock-Industrials | 4.37% | -0.70% | -16.45% | |
| 4 | ASML | ASML Holding N.V. | Stock-Tech | 3.89% | +0.41% | -0.52% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.84% | -0.72% | +0.17% | |
| 6 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.24% | -1.11% | +4.88% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.19% | -1.47% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | -0.87% | +7.95% | |
| 9 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.02% | -0.99% | — | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.55% | +1.12% | -0.13% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.48% | -0.85% | — | |
| 12 | FISV | Fiserv Inc | Stock-Other | 2.42% | -0.98% | +10.52% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.33% | -0.51% | -4.42% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.24% | -0.50% | +3.76% | |
| 15 | AMAT | Applied Materials Inc | Stock-Tech | 2.13% | +0.93% | -7.64% | |
| 16 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.13% | -1.05% | — | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.10% | -0.38% | — | |
| 18 | WGS | Genedx Holdings CORP | Stock-Other | 2.05% | -0.44% | +3.39% | |
| 19 | BA | Boeing Co/the | Stock-Industrials | 2.04% | -0.53% | -0.70% | |
| 20 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.03% | -0.68% | +12.63% | |
| 21 | MOG-A | Moog Inc-class A | Stock-Other | 1.87% | -1.88% | EXIT | |
| 22 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.85% | -0.68% | — | |
| 23 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.78% | -0.56% | -2.00% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.71% | -0.22% | -21.24% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | -0.59% | — | |
| 26 | APP | Applovin Corp-class A | Stock-Tech | 1.62% | -0.20% | +46.70% | |
| 27 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.61% | -0.55% | +0.10% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 1.60% | -0.74% | — | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.51% | -0.06% | -1.15% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 1.30% | -0.53% | +6.35% | |
| 31 | MRNA | Moderna Inc | Stock-Healthcare | 1.26% | -0.09% | — | |
| 32 | GRAL | Grail Inc | Stock-Healthcare | 1.19% | -0.12% | +32.84% | |
| 33 | ADI | Analog Devices Inc | Stock-Tech | 1.19% | -0.18% | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | — | -3.75% | |
| 35 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.11% | -1.11% | EXIT | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | -0.24% | +41.67% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.22% | — | |
| 38 | FNF | Fidelity National Financial | Stock-Financials | 0.78% | -0.27% | +9.36% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.75% | -0.31% | — | |
| 40 | TT | Trane Technologies plc | Stock-Industrials | 0.67% | -0.17% | -3.13% | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.65% | +0.21% | -1.81% | |
| 42 | VST | Vistra CORP | Stock-Utilities | 0.64% | -0.64% | EXIT | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | -0.20% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | -0.10% | — | |
| 45 | CACI | Caci International Inc -cl A | Stock-Tech | 0.56% | -0.24% | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.15% | — | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.56% | -0.56% | EXIT | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.53% | EXIT | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.51% | -0.16% | -3.47% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | +0.10% | +12.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ESLT | Elbit Systems Ltd. | +2.5% | -0.41% | Trim |
| 2 | ASML | ASML Holding N.V. | +1.1% | -0.52% | Trim |
| 3 | MRNA | Moderna Inc | +0.6% | — | Unchanged |
| 4 | AMAT | Applied Materials Inc | +0.6% | -7.64% | Trim |
| 5 | NOC | Northrop Grumman CORP | +0.5% | — | Unchanged |
| 6 | MOG-A | Moog Inc-class A | +0.5% | — | Unchanged |
| 7 | RTX | Rtx CORP | +0.4% | — | Unchanged |
| 8 | SCHW | Schwab (charles) CORP | +0.3% | +4.88% | Add |
| 9 | V | Visa Inc-class A Shares | +0.3% | +41.67% | Add |
| 10 | ADI | Analog Devices Inc | +0.3% | — | Unchanged |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -1.15% | Trim |
| 12 | NFLX | Netflix Inc | +0.2% | — | Unchanged |
| 13 | LRCX | Lam Research CORP | +0.2% | -1.81% | Trim |
| 14 | NVDA | Nvidia CORP | +0.2% | +3.76% | Add |
| 15 | MELI | Mercadolibre Inc | +0.2% | +12.63% | Add |
| 16 | AMTM | Amentum Holdings Inc | +0.1% | +52.91% | Add |
| 17 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 18 | TT | Trane Technologies plc | +0.1% | -3.13% | Trim |
| 19 | BHP | Bhp Group Ltd-spon Adr | +0.1% | — | Unchanged |
| 20 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 21 | AMGN | Amgen Inc | +0.1% | -3.47% | Trim |
| 22 | GD | General Dynamics CORP | +0.1% | — | Unchanged |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -4.42% | Trim |
| 24 | FISV | Fiserv Inc | +0.1% | +10.52% | Add |
| 25 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 26 | RIO | Rio Tinto Plc-spon Adr | 0% | -5.66% | Trim |
| 27 | GSK | Gsk Plc-spon Adr | 0% | — | Unchanged |
| 28 | CB | Chubb Limited | 0% | — | Unchanged |
| 29 | AXP | American Express Co | 0% | +19.61% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | +0.17% | Add |
| 31 | BA | Boeing Co/the | 0% | -0.70% | Trim |
| 32 | CSCO | Cisco Systems Inc | 0% | -2.60% | Trim |
| 33 | PHM | Pultegroup Inc | 0% | — | Unchanged |
| 34 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 35 | FNF | Fidelity National Financial | 0% | +9.36% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 37 | VST | Vistra CORP | 0% | — | Unchanged |
| 38 | IBM | Intl Business Machines CORP | 0% | +12.56% | Add |
| 39 | DHI | Dr Horton Inc | 0% | — | Unchanged |
| 40 | ZTS | Zoetis Inc | 0% | +1.22% | Add |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 42 | AFL | Aflac Inc | 0% | — | Unchanged |
| 43 | TRV | Travelers Cos Inc/the | 0% | -9.14% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | — | -5.51% | Trim |
| 45 | MDT | Medtronic plc | — | — | Unchanged |
| 46 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 47 | TECH | Bio-techne CORP | 0% | — | Unchanged |
| 48 | GEHC | GE Healthcare Technology | 0% | — | Unchanged |
| 49 | VSEC | Vse CORP | 0% | -16.45% | Trim |
| 50 | GOOG | Alphabet Inc-cl C | 0% | -3.75% | Trim |
According to official SEC Form 13F filings, Legal Advantage Investments, Inc. reported a total U.S. public equity portfolio value of $285.1M across 79 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ESLT, TDG, VSEC) accounted for 15.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
LMT
市值: $1.5M
Top Position Liquidated / Trimmed
TYL
前期市值: $3.9M
During Q1 2026, Legal Advantage Investments, Inc.'s top holdings by market value included ESLT (6.4%)、TDG (4.4%)、VSEC (4.4%). The largest single position, ESLT, represented 6.4% of total portfolio value.
In Q1 2026, Legal Advantage Investments, Inc. made 62 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 22 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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