Latest Legal Advantage Investments, Inc. Stock Portfolio

Legal Advantage Investments, Inc. Performance:

2025 Q4: -8.45%YTD: 8.56%2024: 16.08%

Performance for 2025 Q4 is -8.45%, and YTD is 8.56%, and 2024 is 16.08%.

About Legal Advantage Investments, Inc. and 13F Hedge Fund Stock Holdings

Legal Advantage Investments, Inc. is a hedge fund based in LOS ALTOS HILLS, CA. On 05-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $157.4 Millions. In it's latest 13F Holdings report, Legal Advantage Investments, Inc. reported an equity portfolio of $216 Millions as of 31 Dec, 2025.

The top stock holdings of Legal Advantage Investments, Inc. are TDG, VSEC, . The fund has invested 4.5% of it's portfolio in TRANSDIGM GROUP INC and 4.4% of portfolio in VSE CORP.

The fund managers got completely rid off ULTA BEAUTY INC (ULTA), BLOCK INC (SQ) and FIDELITY NATL INFORMATION SV (FIS) stocks. They significantly reduced their stock positions in ZOETIS INC (ZTS), INTUIT (INTU) and DISNEY WALT CO (DIS). Legal Advantage Investments, Inc. opened new stock positions in CISCO SYS INC (CSCO), AMENTUM HOLDINGS INC and NATERA INC (NTRA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), CREDO TECHNOLOGY GROUP HOLDI (CRDO) and PAYPAL HLDGS INC (PYPL).

Legal Advantage Investments, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Legal Advantage Investments, Inc. made a return of -8.45% in the last quarter. In trailing 12 months, it's portfolio return was 8.56%.

Performance
S&P 500

New Buys

Ticker	$ Bought
cisco sys inc	668,466
amentum holdings inc	548,100
natera inc	458,180
pfizer inc	361,050

New stocks bought by Legal Advantage Investments, Inc.

Additions

Ticker	% Inc.
netflix inc	899
credo technology group holdi	184
paypal hldgs inc	132
grail inc	59.52
fiserv inc	32.79
applovin corp	26.47
meta platforms inc	9.48
palantir technologies inc	7.61

Additions to existing portfolio by Legal Advantage Investments, Inc.

Reductions

Ticker	% Reduced
zoetis inc	-27.94
intuit	-24.38
disney walt co	-11.31
american express co	-10.53
asml holding n v	-6.6
bhp group ltd	-6.21
tyler technologies inc	-6.16
applied matls inc	-5.76

Legal Advantage Investments, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
block inc	-1,595,360
fiverr intl ltd	-458,908
fidelity natl information sv	-1,015,480
rubrik inc.	-989,056
samsara inc	-361,325
nebius group n.v.	-752,209
ulta beauty inc	-1,932,760
monday com ltd	-464,856

Legal Advantage Investments, Inc. got rid off the above stocks

Sector Distribution

Legal Advantage Investments, Inc. has about 27.7% of it's holdings in Technology sector.

Sector	%
Technology	27.7
Others	19.7
Industrials	15.6
Healthcare	9.3
Communication Services	8.6
Financial Services	7.6
Consumer Cyclical	6.5
	3.8

Market Cap. Distribution

Legal Advantage Investments, Inc. has about 71.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	47.7
MEGA-CAP	23.9
UNALLOCATED	19.7
SMALL-CAP	8

Stocks belong to which Index?

About 63% of the stocks held by Legal Advantage Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	58.1
Others	37
RUSSELL 2000	4.9

Top 5 Winners (%)		%
TWLO	twilio inc	42.1 %
	grail inc	33.6 %
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	28.8 %
LRCX	lam research corp	27.8 %

Top 5 Winners ($)		$
SMFR	genedx holdings corp	1.3 M
	elbit sys ltd	1.0 M
TMO	thermo fisher scientific inc	0.8 M
	grail inc	0.7 M
AMAT	applied matls inc	0.7 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
	fiserv inc	-44.6 %
ORCL	oracle corp	-30.1 %
VEEV	veeva sys inc	-25.1 %
ZS	zscaler inc	-24.9 %

Top 5 Losers ($)		$
NFLX	netflix inc	-19.5 M
	fiserv inc	-4.1 M
VEEV	veeva sys inc	-1.5 M
ORCL	oracle corp	-1.4 M
MELI	mercadolibre inc	-0.7 M

Legal Advantage Investments, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Legal Advantage Investments, Inc.

Legal Advantage Investments, Inc. has 83 stocks in it's portfolio. About 36% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. SMFR was the most profitable stock for Legal Advantage Investments, Inc. last quarter.

Last Reported on: 14 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.09	16,598	4,512,330	reduced	-0.01

ADI	analog devices inc	0.91	7,228	1,960,230	reduced	-0.96

AFL	aflac inc	0.16	3,200	352,864	unchanged	0.00

AMAT	applied matls inc	1.56	13,081	3,361,670	reduced	-5.76

AMGN	amgen inc	0.44	2,883	943,635	unchanged	0.00

AMZN	amazon com inc	3.81	35,645	8,227,610	added	0.28

APP	applovin corp	1.68	5,375	3,621,780	added	26.47

AXP	american express co	0.44	2,550	943,372	reduced	-10.53

BA	boeing co	2.01	19,970	4,335,890	reduced	-5.45

CB	chubb limited	0.25	1,750	546,210	unchanged	0.00

CHKP	check point software tech lt	0.00	0.00	0.00	sold off	-100

CRDO	credo technology group holdi	0.47	7,100	1,021,620	added	184

CRM	salesforce inc	0.67	5,453	1,444,550	added	0.29

CSCO	cisco sys inc	0.31	8,678	668,466	new

DHI	d r horton inc	0.43	6,400	921,792	unchanged	0.00

DIS	disney walt co	3.19	60,553	6,889,120	reduced	-11.31

EBAY	ebay inc.	0.22	5,363	467,074	reduced	-3.37

FBHS	fortune brands innovations i	0.24	10,600	530,212	reduced	-1.85

FIS	fidelity natl information sv	0.00	0.00	0.00	sold off	-100

FNF	fidelity national financial	0.76	29,930	1,633,880	reduced	-1.64