CIK: 0001841769
Total reported value
$193.5M
Reporting period: 2026-03-31 · Number of holdings: 79
Legal Advantage Investments, Inc. disclosed 79 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $193.5M and a quarterly turnover rate of 26.4%.
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Legal Advantage Investments, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.025 — mathematically equivalent to about 40 equally-sized positions, well below its 79 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.99), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
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 57% 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.
Add ESLT
-0.4% $3.9M
Trim WGS
+3.4% -$3.8M
Add ASML
-0.5% $1.4M
Trim INTU
-47.5% -$2.1M
Add MRNA
0.0% $1.0M
Add AMAT
-7.6% $767.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 6.44% | +2.50% | -0.41% | |
| 2 | TDG | Transdigm Group INC | Stock-Industrials | 4.43% | -0.07% | +1.37% | |
| 3 | VSEC | Vse CORP | Stock-Industrials | 4.37% | -0.02% | -16.45% | |
| 4 | ASML | ASML Holding N.V. | Stock-Tech | 3.89% | +1.05% | -0.52% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.84% | +0.03% | +0.17% | |
| 6 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.24% | — | +4.88% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.19% | -0.28% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | -0.26% | +7.95% | |
| 9 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.02% | -0.17% | — | |
| 10 | PANW | Palo Alto Networks INC | Stock-Tech | 2.55% | -0.08% | -0.13% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.48% | — | — | |
| 12 | FISV | Fiserv INC | Stock-Other | 2.42% | +0.05% | +10.52% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.33% | +0.05% | -4.42% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.24% | — | +3.76% | |
| 15 | AMAT | Applied Materials INC | Stock-Tech | 2.13% | +0.57% | -7.64% | |
| 16 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.13% | +0.53% | — | |
| 17 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 2.10% | -0.12% | — | |
| 18 | WGS | Genedx Holdings CORP | Stock-Other | 2.05% | -1.54% | +3.39% | |
| 19 | BA | Boeing Co/the | Stock-Industrials | 2.04% | +0.03% | -0.70% | |
| 20 | MELI | Mercadolibre INC | Stock-Consumer Disc | 2.03% | — | +12.63% | |
| 21 | MOG-A | Moog Inc-class A | Stock-Other | 1.87% | +0.48% | — | |
| 22 | IDXX | Idexx Laboratories INC | Stock-Healthcare | 1.85% | -0.14% | — | |
| 23 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.78% | -0.29% | -2.00% | |
| 24 | AAPL | Apple INC | Stock-Tech | 1.71% | -0.38% | -21.24% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | -0.05% | — | |
| 26 | APP | Applovin Corp-class A | Stock-Tech | 1.62% | -0.06% | +46.70% | |
| 27 | SHOP | Shopify INC - Class A | Stock-Tech | 1.61% | -0.35% | +0.10% | |
| 28 | NFLX | Netflix INC | Stock-Comm Services | 1.60% | — | — | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.51% | — | -1.15% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 1.30% | -0.16% | +6.35% | |
| 31 | MRNA | Moderna INC | Stock-Healthcare | 1.26% | +0.60% | — | |
| 32 | GRAL | Grail INC | Stock-Healthcare | 1.19% | -0.14% | +32.84% | |
| 33 | ADI | Analog Devices INC | Stock-Tech | 1.19% | +0.28% | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | — | -3.75% | |
| 35 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.11% | -0.18% | -0.63% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | +0.28% | +41.67% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | — | — | |
| 38 | FNF | Fidelity National Financial | Stock-Financials | 0.78% | — | +9.36% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.75% | +0.75% | NEW | |
| 40 | TT | Trane Technologies plc | Stock-Industrials | 0.67% | — | -3.13% | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.65% | — | -1.81% | |
| 42 | VST | Vistra CORP | Stock-Utilities | 0.64% | — | — | |
| 43 | MA | Mastercard INC - A | Stock-Financials | 0.64% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | — | — | |
| 45 | CACI | Caci International INC -cl A | Stock-Tech | 0.56% | +0.56% | NEW | |
| 46 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.56% | — | — | |
| 47 | INTU | Intuit INC | Stock-Tech | 0.56% | -0.90% | -47.53% | |
| 48 | CRM | Salesforce INC | Stock-Tech | 0.53% | -0.14% | — | |
| 49 | AMGN | Amgen INC | Stock-Healthcare | 0.51% | — | -3.47% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | — | +12.56% |
Performance for Q3 2026
+1.5%
Performance Last 4 Quarters
+0.7%
Based on 78% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 79 | $193.5M | 26 | |
| 2025-12-31 | 83 | $216.0M | 17 | |
| 2025-09-30 | 89 | $222.1M | 35 | |
| 2025-06-30 | 94 | $213.8M | 0 | |
| 2025-03-31 | 96 | $185.2M | 100 | |
| 2024-12-31 | 103 | $189.2M | 0 | |
| 2024-09-30 | 99 | $181.9M | 0 | |
| 2024-06-30 | 94 | $173.6M | 0 | |
| 2024-03-31 | 104 | $178.8M | 0 | |
| 2023-12-31 | 99 | $166.4M | 0 | |
| 2023-09-30 | 91 | $140.0M | 0 | |
| 2023-06-30 | 91 | $150.0M | 0 | |
| 2023-03-31 | 92 | $136.2M | 0 | |
| 2022-12-31 | 88 | $121.6M | 0 | |
| 2022-09-30 | 80 | $106.7M | 0 | |
| 2022-06-30 | 70 | $102.6M | 0 | |
| 2022-03-31 | 79 | $133.0M | 0 | |
| 2021-12-31 | 78 | $147.4M | 0 | |
| 2021-09-30 | 78 | $149.1M | 0 | |
| 2021-06-30 | 77 | $146.0M | 96 | |
| 2021-03-31 | 74 | $133.7M | 13 | |
| 2020-12-31 | 96 | $128.5M | 0 |
Legal Advantage Investments, Inc.'s most significant position changes for 2026-03-31: Sold out: Tyler Technologies INC (TYL); New buy: Lockheed Martin CORP (LMT); Sold out: Cyberark Software LTD; Sold out: Kla CORP (KLAC); Sold out: Okta INC (OKTA).
| # | 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 | V | Visa Inc-class A Shares | +0.3% | +41.67% | Add |
| 8 | ADI | Analog Devices INC | +0.3% | — | Unchanged |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -4.42% | Trim |
| 10 | FISV | Fiserv INC | +0.1% | +10.52% | Add |
| 11 | AMZN | Amazon.com INC | 0% | +0.17% | Add |
| 12 | BA | Boeing Co/the | 0% | -0.70% | Trim |
| 13 | VSEC | Vse CORP | 0% | -16.45% | Trim |
| 14 | META | Meta Platforms Inc-class A | -0.1% | — | Unchanged |
| 15 | APP | Applovin Corp-class A | -0.1% | +46.70% | Add |
| 16 | TDG | Transdigm Group INC | -0.1% | +1.37% | Add |
| 17 | PANW | Palo Alto Networks INC | -0.1% | -0.13% | Trim |
| 18 | TMO | Thermo Fisher Scientific INC | -0.1% | — | Unchanged |
| 19 | IDXX | Idexx Laboratories INC | -0.1% | — | Unchanged |
| 20 | GRAL | Grail INC | -0.1% | +32.84% | Add |
| 21 | CRM | Salesforce INC | -0.1% | — | Unchanged |
| 22 | ZS | Zscaler INC | -0.1% | -3.13% | Trim |
| 23 | ORCL | Oracle CORP | -0.2% | +6.35% | Add |
| 24 | DIS | Walt Disney Co/the | -0.2% | — | Unchanged |
| 25 | SSNC | Ss&c Technologies Holdings | -0.2% | -0.63% | Trim |
| 26 | MSFT | Microsoft CORP | -0.3% | +7.95% | Add |
| 27 | PLTR | Palantir Technologies Inc-a | -0.3% | — | Unchanged |
| 28 | VEEV | Veeva Systems Inc-class A | -0.3% | -2.00% | Trim |
| 29 | SHOP | Shopify INC - Class A | -0.4% | +0.10% | Add |
| 30 | AAPL | Apple INC | -0.4% | -21.24% | Trim |
| 31 | INTU | Intuit INC | -0.9% | -47.53% | Trim |
| 32 | WGS | Genedx Holdings CORP | -1.5% | +3.39% | Add |
| 33 | TYL | Tyler Technologies INC | — | EXIT | Sold out |
| 34 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 35 | ✓ | Cyberark Software LTD | — | EXIT | Sold out |
| 36 | KLAC | Kla CORP | — | EXIT | Sold out |
| 37 | OKTA | Okta INC | — | EXIT | Sold out |
| 38 | TWLO | Twilio INC - A | — | EXIT | Sold out |
| 39 | CACI | Caci International INC -cl A | — | NEW | New buy |
| 40 | CRDO | Credo Technology Group Holding Ltd | — | EXIT | Sold out |
| 41 | PYPL | Paypal Holdings INC | — | EXIT | Sold out |
| 42 | WTW | Willis Towers Watson Public Limited Company | — | EXIT | Sold out |
| 43 | TER | Teradyne INC | — | NEW | New buy |
| 44 | TATT | TAT Technologies Ltd. | — | EXIT | Sold out |
| 45 | FBIN | Fortune Brands Innovations I | — | EXIT | Sold out |
| 46 | ALAB | Astera Labs INC | — | NEW | New buy |
| 47 | EBAY | Ebay INC | — | EXIT | Sold out |
| 48 | NTRA | Natera INC | — | EXIT | Sold out |
| 49 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 50 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-20 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-14 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-20 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-25 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-16 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-11 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-23 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-25 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-31 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-24 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-01 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-04 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-26 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-06 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-08 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-25 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-26 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-06 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-28 | 13F-HR | View on EDGAR |
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