Legal Advantage Investments, Inc.
CIK 0001841769
Annualised vol
10.068459%
Beta
0.441535
HHI
751.253575
Top-10 weight
54.246603%
VaR 95%
0.976987%
VaR 99%
1.802158%
Max drawdown
14.149927%
Matched value
76.250572%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| CBRS | NEW | 314,889 | - | - | 69,590,469 |
| TDG | ADDED | 7,942 | 7,402 | 7.3% | 10,579,062 |
| VSEC | UNCHANGED | 45,857 | 45,857 | 0.0% | 10,478,324 |
| PANW | REDUCED | 30,684 | 30,750 | -0.21% | 10,463,858 |
| AMZN | ADDED | 37,375 | 35,705 | 4.68% | 8,907,991 |
| MSFT | ADDED | 17,207 | 16,290 | 5.63% | 6,418,555 |
| SCHW | REDUCED | 65,960 | 66,660 | -1.05% | 6,086,129 |
| NVDA | UNCHANGED | 24,856 | 24,856 | 0.0% | 4,973,437 |
| TMO | ADDED | 9,771 | 8,264 | 18.24% | 4,898,598 |
| PLTR | REDUCED | 41,980 | 42,155 | -0.42% | 4,897,807 |
| GOOGL | ADDED | 13,300 | 11,800 | 12.71% | 4,715,853 |
| RTX | REDUCED | 24,516 | 24,923 | -1.63% | 4,651,406 |
| WGS | ADDED | 67,045 | 61,675 | 8.71% | 4,602,639 |
| BA | ADDED | 19,880 | 19,830 | 0.25% | 4,303,424 |
| AAPL | ADDED | 14,664 | 13,073 | 12.17% | 4,243,175 |
| FISV | REDUCED | 83,455 | 84,080 | -0.74% | 4,093,468 |
| APP | REDUCED | 7,865 | 7,885 | -0.25% | 4,052,284 |
| MELI | REDUCED | 2,273 | 2,274 | -0.04% | 3,858,167 |
| MRNA | REDUCED | 47,675 | 48,175 | -1.04% | 3,338,680 |
| META | REDUCED | 5,675 | 5,775 | -1.73% | 3,196,671 |
| GRAL | ADDED | 44,625 | 44,500 | 0.28% | 3,046,549 |
| SHOP | ADDED | 26,360 | 26,310 | 0.19% | 3,009,785 |
| ADI | UNCHANGED | 7,228 | 7,228 | 0.0% | 2,870,745 |
| NFLX | ADDED | 34,316 | 32,116 | 6.85% | 2,450,177 |
| LRCX | REDUCED | 5,648 | 5,864 | -3.68% | 2,447,448 |
| V | UNCHANGED | 6,800 | 6,800 | 0.0% | 2,333,012 |
| ORCL | REDUCED | 14,961 | 17,161 | -12.82% | 2,192,605 |
| JPM | REDUCED | 5,212 | 5,378 | -3.09% | 1,706,044 |
| ZTS | ADDED | 21,145 | 6,200 | 241.05% | 1,519,480 |
| TT | REDUCED | 2,932 | 3,098 | -5.36% | 1,440,081 |
| MA | REDUCED | 2,446 | 2,469 | -0.93% | 1,256,266 |
| LMT | ADDED | 2,450 | 2,400 | 2.08% | 1,248,177 |
| TECH | REDUCED | 17,335 | 17,535 | -1.14% | 1,224,718 |
| TER | ADDED | 2,525 | 2,000 | 26.25% | 1,221,696 |
| MRK | ADDED | 9,140 | 9,040 | 1.11% | 1,174,490 |
| AMGN | UNCHANGED | 2,783 | 2,783 | 0.0% | 1,007,780 |
| AXP | REDUCED | 2,950 | 3,050 | -3.28% | 997,838 |
| GD | UNCHANGED | 2,400 | 2,400 | 0.0% | 850,176 |
| NVMI | ADDED | 1,500 | 500 | 200.0% | 814,410 |
| OUST | NEW | 11,000 | - | - | 687,720 |
| ROK | NEW | 1,225 | - | - | 606,473 |
| AMTM | UNCHANGED | 28,900 | 28,900 | 0.0% | 597,363 |
| JNJ | UNCHANGED | 2,282 | 2,282 | 0.0% | 579,560 |
| CB | NEW | 1,700 | - | - | 579,258 |
| RIO | ADDED | 5,070 | 5,000 | 1.4% | 481,295 |
| IOT | ADDED | 12,000 | 10,000 | 20.0% | 389,160 |
| AFL | ADDED | 3,300 | 3,200 | 3.13% | 386,925 |
| RVMD | NEW | 2,000 | - | - | 374,560 |
| PFE | ADDED | 14,900 | 14,500 | 2.76% | 358,792 |
| AZN | UNCHANGED | 1,737 | 1,737 | 0.0% | 329,370 |
| GSK | UNCHANGED | 6,150 | 6,150 | 0.0% | 322,383 |
| CGNX | NEW | 4,000 | - | - | 289,680 |
| HOV | UNCHANGED | 1,950 | 1,950 | 0.0% | 277,700 |
| MOG-A | CLOSED OUT | 0 | 12,400 | -100.0% | 0 |
| VST | CLOSED OUT | 0 | 8,300 | -100.0% | 0 |
| WMT | CLOSED OUT | 0 | 5,500 | -100.0% | 0 |
| CRM | CLOSED OUT | 0 | 5,453 | -100.0% | 0 |
| ALAB | CLOSED OUT | 0 | 4,500 | -100.0% | 0 |
| ZS | CLOSED OUT | 0 | 3,875 | -100.0% | 0 |
| NOW | CLOSED OUT | 0 | 2,800 | -100.0% | 0 |
| INTU | CLOSED OUT | 0 | 2,500 | -100.0% | 0 |
| MDT | CLOSED OUT | 0 | 2,346 | -100.0% | 0 |
| TRV | CLOSED OUT | 0 | 1,252 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| CBRS | NEW | CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | 69,590,469 | 24.41 | 314889.0 |
| - | ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 12,274,845 | 4.3 | 6170.0 | |
| - | ELBIT SYS LTD | ORD | M3760D101 | 11,145,597 | 3.91 | 14690.0 | |
| TDG | ADDED | TRANSDIGM GROUP INC | COM | 893641100 | 10,579,062 | 3.71 | 7942.0 |
| VSEC | UNCHANGED | VSE CORP | COM | 918284100 | 10,478,324 | 3.67 | 45857.0 |
| PANW | REDUCED | PALO ALTO NETWORKS INC | COM | 697435105 | 10,463,858 | 3.67 | 30684.0 |
| AMZN | ADDED | AMAZON COM INC | COM | 023135106 | 8,907,991 | 3.12 | 37375.0 |
| - | APPLIED MATLS INC | COM | 038222105 | 8,734,527 | 3.06 | 12081.0 | |
| MSFT | ADDED | MICROSOFT CORP | COM | 594918104 | 6,418,555 | 2.25 | 17207.0 |
| SCHW | REDUCED | SCHWAB CHARLES CORP | COM | 808513105 | 6,086,129 | 2.13 | 65960.0 |
| - | DISNEY WALT CO | COM | 254687106 | 5,793,384 | 2.03 | 60191.0 | |
| - | VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 5,198,692 | 1.82 | 14049.0 | |
| NVDA | UNCHANGED | NVIDIA CORPORATION | COM | 67066G104 | 4,973,437 | 1.74 | 24856.0 |
| TMO | ADDED | THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 4,898,598 | 1.72 | 9771.0 |
| PLTR | REDUCED | PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 4,897,807 | 1.72 | 41980.0 |
| RTX | REDUCED | RTX CORPORATION | COM | 75513E101 | 4,651,406 | 1.63 | 24516.0 |
| WGS | ADDED | GENEDX HOLDINGS CORP | COM CL A | 81663L200 | 4,602,639 | 1.61 | 67045.0 |
| BA | ADDED | BOEING CO | COM | 097023105 | 4,303,424 | 1.51 | 19880.0 |
| AAPL | ADDED | APPLE INC | COM | 037833100 | 4,243,175 | 1.49 | 14664.0 |
| - | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 4,121,429 | 1.45 | 8630.0 | |
| FISV | REDUCED | FISERV INC | COM | 337738108 | 4,093,468 | 1.44 | 83455.0 |
| APP | REDUCED | APPLOVIN CORP | COM CL A | 03831W108 | 4,052,284 | 1.42 | 7865.0 |
| MELI | REDUCED | MERCADOLIBRE INC | COM | 58733R102 | 3,858,167 | 1.35 | 2273.0 |
| - | VEEVA SYS INC | CL A COM | 922475108 | 3,476,637 | 1.22 | 19590.0 | |
| - | IDEXX LABS INC | COM | 45168D104 | 3,348,158 | 1.17 | 6360.0 | |
| MRNA | REDUCED | MODERNA INC | COM | 60770K107 | 3,338,680 | 1.17 | 47675.0 |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL C | 02079K107 | 3,250,636 | 1.14 | 9200.0 |
| META | REDUCED | META PLATFORMS INC | CL A | 30303M102 | 3,196,671 | 1.12 | 5675.0 |
| - | NORTHROP GRUMMAN CORP | COM | 666807102 | 3,081,835 | 1.08 | 6051.0 | |
| GRAL | ADDED | GRAIL INC | COM | 384747101 | 3,046,549 | 1.07 | 44625.0 |
| SHOP | ADDED | SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 3,009,785 | 1.06 | 26360.0 |
| ADI | UNCHANGED | ANALOG DEVICES INC | COM | 032654105 | 2,870,745 | 1.01 | 7228.0 |
| NFLX | ADDED | NETFLIX INC. | COM | 64110L106 | 2,450,177 | 0.86 | 34316.0 |
| LRCX | REDUCED | LAM RESEARCH CORP | COM NEW | 512807306 | 2,447,448 | 0.86 | 5648.0 |
| V | UNCHANGED | VISA INC | COM CL A | 92826C839 | 2,333,012 | 0.82 | 6800.0 |
| ORCL | REDUCED | ORACLE CORP | COM | 68389X105 | 2,192,605 | 0.77 | 14961.0 |
| JPM | REDUCED | JPMORGAN CHASE & CO | COM | 46625H100 | 1,706,044 | 0.6 | 5212.0 |
| - | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 1,654,640 | 0.58 | 5884.0 | |
| ZTS | ADDED | ZOETIS INC | CL A | 98978V103 | 1,519,480 | 0.53 | 21145.0 |
| - | FIDELITY NATL FINL INC | COM SHS | 31620R303 | 1,466,204 | 0.51 | 31090.0 | |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL A | 02079K305 | 1,465,217 | 0.51 | 4100.0 |
| TT | REDUCED | TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 1,440,081 | 0.51 | 2932.0 |
| MA | REDUCED | MASTERCARD INCORPORATED | CL A | 57636Q104 | 1,256,266 | 0.44 | 2446.0 |
| LMT | ADDED | LOCKHEED MARTIN CORP | COM | 539830109 | 1,248,177 | 0.44 | 2450.0 |
| - | CISCO SYS INC | COM | 17275R102 | 1,247,660 | 0.44 | 10622.0 | |
| TECH | REDUCED | BIO-TECHNE CORP | COM | 09073M104 | 1,224,718 | 0.43 | 17335.0 |
| TER | ADDED | TERADYNE INC | COM | 880770102 | 1,221,696 | 0.43 | 2525.0 |
| MRK | ADDED | MERCK & CO INC | COM | 58933Y105 | 1,174,490 | 0.41 | 9140.0 |
| - | D R HORTON INC | COM | 23331A109 | 1,042,432 | 0.37 | 6400.0 | |
| AMGN | UNCHANGED | AMGEN INC | COM | 031162100 | 1,007,780 | 0.35 | 2783.0 |
| AXP | REDUCED | AMERICAN EXPRESS CO | COM | 025816109 | 997,838 | 0.35 | 2950.0 |
| - | CACI INTL INC | CL A | 127190304 | 926,520 | 0.32 | 2000.0 | |
| GD | UNCHANGED | GENERAL DYNAMICS CORP | COM | 369550108 | 850,176 | 0.3 | 2400.0 |
| NVMI | ADDED | NOVA LTD | COM | M7516K103 | 814,410 | 0.29 | 1500.0 |
| - | BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 748,850 | 0.26 | 1.0 | |
| - | BHP BILLITON LIMITED | SPONSORED ADS | 088606108 | 692,060 | 0.24 | 8307.0 | |
| OUST | NEW | OUSTER INC | COM NEW | 68989M202 | 687,720 | 0.24 | 11000.0 |
| - | ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 622,200 | 0.22 | 5000.0 | |
| ROK | NEW | ROCKWELL AUTOMATION INC | COM | 773903109 | 606,473 | 0.21 | 1225.0 |
| AMTM | UNCHANGED | AMENTUM HOLDINGS INC | COM | 023939101 | 597,363 | 0.21 | 28900.0 |
| JNJ | UNCHANGED | JOHNSON & JOHNSON | COM | 478160104 | 579,560 | 0.2 | 2282.0 |
| CB | NEW | CHUBB LIMITED | COM | H1467J104 | 579,258 | 0.2 | 1700.0 |
| - | PULTE GROUP INC | COM | 745867101 | 537,863 | 0.19 | 3920.0 | |
| RIO | ADDED | RIO TINTO PLC | SPONSORED ADR | 767204100 | 481,295 | 0.17 | 5070.0 |
| - | BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 425,900 | 0.15 | 10000.0 | |
| IOT | ADDED | SAMSARA INC | COM CL A | 79589L106 | 389,160 | 0.14 | 12000.0 |
| AFL | ADDED | AFLAC INC | COM | 001055102 | 386,925 | 0.14 | 3300.0 |
| RVMD | NEW | REVOLUTION MEDICINES INC | COM | 76155X100 | 374,560 | 0.13 | 2000.0 |
| PFE | ADDED | PFIZER INC | COM | 717081103 | 358,792 | 0.13 | 14900.0 |
| - | LUMENTUM HLDGS INC | COM | 55024U109 | 343,224 | 0.12 | 400.0 | |
| AZN | UNCHANGED | ASTRAZENECA PLC | ORD | G0593M107 | 329,370 | 0.12 | 1737.0 |
| GSK | UNCHANGED | GSK PLC | SPONSORED ADR | 37733W204 | 322,383 | 0.11 | 6150.0 |
| - | TEXAS INSTRS INC | COM | 882508104 | 298,070 | 0.1 | 1000.0 | |
| CGNX | NEW | COGNEX CORP | COM | 192422103 | 289,680 | 0.1 | 4000.0 |
| - | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 283,221 | 0.1 | 566.0 | |
| HOV | UNCHANGED | HOVNANIAN ENTERPRISES INC | CL A NEW | 442487401 | 277,700 | 0.1 | 1950.0 |
| - | CORNING INC | COM | 219350105 | 255,430 | 0.09 | 1000.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-15 | 285,141,091 | 77 | 10.068459 | 0.441535 | 14.149927 |
| 2026-03-31 | 2026-04-20 | 193,535,604 | 79 | 12.16132 | 0.570204 | 18.750933 |
| 2025-12-31 | 2026-01-14 | 216,006,130 | 83 | 13.171538 | 0.612611 | 21.453932 |
| 2025-09-30 | 2025-10-20 | 222,127,599 | 89 | 13.456508 | 0.629637 | 21.833096 |
| 2025-03-31 | 2025-05-13 | 185,238,784 | 96 | 13.131812 | 0.625796 | 21.933205 |
| 2024-12-31 | 2025-01-16 | 189,151,989 | 103 | 13.408694 | 0.643032 | 21.976646 |