Latest Legal Advantage Investments, Inc. Stock Portfolio

Legal Advantage Investments, Inc. Performance:

2026 Q1: -6.96%YTD: -6.96%2025: 17.71%

Performance for 2026 Q1 is -6.96%, and YTD is -6.96%, and 2025 is 17.71%.

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 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legal Advantage Investments, Inc. reported an equity portfolio of $193.5 Millions as of 31 Mar, 2026.

The top stock holdings of Legal Advantage Investments, Inc. are ESLT, TDG, VSEC. The fund has invested 6.4% of it's portfolio in ELBIT SYS LTD and 4.4% of portfolio in TRANSDIGM GROUP INC.

The fund managers got completely rid off TYLER TECHNOLOGIES INC (TYL), CYBERARK SOFTWARE LTD (CYBR) and KLA CORP (KLAC) stocks. They significantly reduced their stock positions in INTUIT (INTU), WALMART INC (WMT) and APPLE INC (AAPL). Legal Advantage Investments, Inc. opened new stock positions in LOCKHEED MARTIN CORP (LMT), CACI INTL INC (CACI) and TERADYNE INC (TER). The fund showed a lot of confidence in some stocks as they added substantially to AMENTUM HOLDINGS INC, APPLOVIN CORP (APP) and VISA INC (V).

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

Our best estimate is that Legal Advantage Investments, Inc. made a return of -6.96% in the last quarter. In trailing 12 months, it's portfolio return was 9.66%.

Performance
S&P 500

New Buys

Ticker	$ Bought
lockheed martin corp	1,450,540
caci intl inc	1,087,740
teradyne inc	592,920
astera labs inc	493,200
astrazeneca plc	342,571
samsara inc	316,900
servicenow inc	292,740
nova ltd	217,140

New stocks bought by Legal Advantage Investments, Inc.

Additions

Ticker	% Inc.
amentum holdings inc	52.91
applovin corp	46.7
visa inc	41.67
grail inc	32.84
american express co	19.61
mercadolibre inc	12.63
international business machs	12.56
fiserv inc	10.52

Additions to existing portfolio by Legal Advantage Investments, Inc.

Reductions

Ticker	% Reduced
intuit	-47.53
walmart inc	-26.67
apple inc	-21.24
vse corp	-16.45
travelers companies inc	-9.14
applied matls inc	-7.64
rio tinto plc	-5.66
berkshire hathaway inc del	-5.51

Legal Advantage Investments, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
okta inc	-1,170,800
paypal hldgs inc	-767,697
tat technologies ltd	-535,920
fortune brands innovations i	-530,212
tyler technologies inc	-3,939,230
twilio inc	-1,137,920
credo technology group holdi	-1,021,620
ebay inc.	-467,074

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

Sector Distribution

Legal Advantage Investments, Inc. has about 24.2% of it's holdings in Technology sector.

Sector	%
Technology	24.2
Others	23.5
Industrials	17.3
Healthcare	9.5
Communication Services	8.1
Financial Services	7.7
Consumer Cyclical	6.7
	2

Market Cap. Distribution

Legal Advantage Investments, Inc. has about 69.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	38.7
MEGA-CAP	30.7
UNALLOCATED	23.5
MID-CAP	6.9

Stocks belong to which Index?

About 62.3% of the stocks held by Legal Advantage Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	57.8
Others	37.7
RUSSELL 2000	4.5

Top 5 Winners (%)		%
MRNA	moderna inc	72.3 %
ESLT	elbit sys ltd	46.9 %
AMAT	applied matls inc	31.7 %
LRCX	lam research corp	24.6 %
ASML	asml hldg nv	23.4 %

Top 5 Winners ($)		$
ESLT	elbit sys ltd	4.0 M
ASML	asml hldg nv	1.4 M
AMAT	applied matls inc	1.1 M
MRNA	moderna inc	1.0 M
NOC	northrop grumman corp	0.7 M

Top 5 Losers (%)		%
SMFR	genedx holdings corp	-50.2 %
ZS	zscaler inc	-37.0 %
APP	applovin corp	-36.8 %
	grail inc	-36.5 %
CRM	salesforce inc	-29.5 %

Top 5 Losers ($)		$
SMFR	genedx holdings corp	-4.0 M
APP	applovin corp	-1.8 M
MSFT	microsoft corp	-1.8 M
PLTR	palantir technologies inc	-1.3 M
	grail inc	-1.3 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 79 stocks in it's portfolio. About 38.1% of the portfolio is in top 10 stocks. SMFR proved to be the most loss making stock for the portfolio. ESLT was the most profitable stock for Legal Advantage Investments, Inc. last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.71	13,073	3,317,800	reduced	-21.24

ADI	analog devices inc	1.19	7,228	2,299,520	unchanged	0.00

AFL	aflac inc	0.18	3,200	351,072	unchanged	0.00

AMAT	applied matls inc	2.13	12,081	4,129,150	reduced	-7.64

AMGN	amgen inc	0.51	2,783	979,199	reduced	-3.47

AMZN	amazon com inc	3.84	35,705	7,436,310	added	0.17

APP	applovin corp	1.62	7,885	3,138,230	added	46.7

ASML	asml hldg nv	3.89	5,705	7,535,340	reduced	-0.52

AXP	american express co	0.48	3,050	922,564	added	19.61

AZN	astrazeneca plc	0.00	0.00	0.00	sold off	-100

BA	boeing co	2.04	19,830	3,946,760	reduced	-0.7

BHP	bhp billiton limited	0.31	8,307	604,254	unchanged	0.00

CACI	caci intl inc	0.56	2,000	1,087,740	new

CB	chubb ltd switz	0.30	1,750	570,378	unchanged	0.00

CRDO	credo technology group holdi	0.00	0.00	0.00	sold off	-100

CRM	salesforce inc	0.53	5,453	1,017,910	unchanged	0.00

CSCO	cisco sys inc	0.34	8,452	655,791	reduced	-2.6

CYBR	cyberark software ltd	0.00	0.00	0.00	sold off	-100

DHI	d r horton inc	0.45	6,400	878,208	unchanged	0.00

DIS	disney walt co	3.02	60,553	5,836,100	unchanged	0.00