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LAI

Legal Advantage Investments Portfolio holdings

AUM $285M
1-Year Est. Return 18.63%
This Quarter Est. Return
+16.36%
1 Year Est. Return
+18.63%
3 Year Est. Return
+105.28%
5 Year Est. Return
+112.78%
10 Year Est. Return
–
AUM
$214M
AUM Growth
+$28.6M
Cap. Flow
+$4.08M
Cap. Flow %
1.91%
Top 10 Hldgs %
35.56%
Holding
102
New
6
Increased
23
Reduced
36
Closed
8

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$1.41M
2
ASML icon
ASML
ASML
+$1.35M
3
AAPL icon
Apple
AAPL
+$929K
4
TWLO icon
Twilio
TWLO
+$851K
5
MELI icon
Mercado Libre
MELI
+$829K

Top Sells

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$1.52M
2
LHX icon
L3Harris
LHX
+$1.11M
3
INMD icon
InMode
INMD
+$994K
4
MCK icon
McKesson
MCK
+$808K
5
SPT icon
Sprout Social
SPT
+$626K

Sector Composition

Rank Sector Weight
1 Technology 39.96%
2 Industrials 18.93%
3 Healthcare 11.79%
4 Communication Services 9.78%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDXX icon
26
Idexx Laboratories
IDXX
$44.4B
$3.43M 1.6%
6,395
– –
TMO icon
27
Thermo Fisher Scientific
TMO
$220B
$3.38M 1.58%
8,329
+100
+1% +$41.8K
NOC icon
28
Northrop Grumman
NOC
$81.8B
$3.1M 1.45%
6,191
-450
-7% -$221K
SHOP icon
29
Shopify
SHOP
$203B
$3.01M 1.41%
26,110
+2,000
+8% +$200K
SSNC icon
30
SS&C Technologies
SSNC
$19.3B
$2.72M 1.27%
32,900
-700
-2% -$55K
AMAT icon
31
Applied Materials
AMAT
$434B
$2.47M 1.15%
13,471
-700
-5% -$111K
MOG.A icon
32
Moog Inc Class A
MOG.A
$13.5B
$2.28M 1.07%
12,590
– –
TSM icon
33
TSMC
TSM
$2.24T
$2.05M 0.96%
9,030
– –
ADI icon
34
Analog Devices
ADI
$186B
$1.74M 0.81%
7,298
– –
FNF icon
35
Fidelity National Financial
FNF
$13.1B
$1.72M 0.81%
30,730
-1,150
-4% -$67.2K
V icon
36
Visa
V
$678B
$1.7M 0.8%
4,800
– –
ULTA icon
37
Ulta Beauty
ULTA
$22.3B
$1.65M 0.77%
3,535
-150
-4% -$62K
VST icon
38
Vistra
VST
$49.3B
$1.61M 0.75%
8,300
– –
JPM icon
39
JPMorgan Chase
JPM
$966B
$1.56M 0.73%
5,378
-225
-4% -$57.4K
XYZ
40
Block Inc
XYZ
$50.1B
$1.55M 0.73%
22,875
-210
-0.9% -$12.2K
APP icon
41
Applovin
APP
$105B
$1.52M 0.71%
+4,350
New +$1.41M
CRM icon
42
Salesforce
CRM
$164B
$1.48M 0.69%
5,437
-34
-0.6% -$9.09K
TT icon
43
Trane Technologies
TT
$105B
$1.44M 0.67%
3,298
-200
-6% -$78.9K
GOOG icon
44
Alphabet (Google) Class C
GOOG
$4.21T
$1.42M 0.66%
8,000
– –
MA icon
45
Mastercard
MA
$496B
$1.39M 0.65%
2,471
– –
ZS icon
46
Zscaler
ZS
$30.3B
$1.26M 0.59%
4,000
– –
FIS icon
47
Fidelity National Information Services
FIS
$22.7B
$1.25M 0.59%
15,400
– –
CYBR
48
DELISTED
CyberArk
CYBR
$1.14M 0.53%
2,800
+800
+40% +$292K
ZTS icon
49
Zoetis
ZTS
$31B
$1.02M 0.48%
6,550
-200
-3% -$31.7K
IBM icon
50
IBM
IBM
$224B
$998K 0.47%
3,384
-50
-1% -$12.9K
1
2
3 4 5

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4WM
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BO
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FCG
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DRD
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Legal Advantage Investments's Q2 2025 Portfolio in Review

As of Q2 2025, Legal Advantage Investments held 102 positions worth $214M, up 15% from $185M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Legal Advantage Investments's Q2 2025 filing shows 6 new, 23 increased, 36 reduced and 8 closed positions. Its largest new stake was Applovin: 4,350 shares worth $1.52M. The largest sale was Lockheed Martin, an estimated $1.52M.

By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 38% a quarter earlier, followed by Industrials and Healthcare.

  • Legal Advantage Investments's largest Q2 2025 buy was Applovin: 4,350 shares worth $1.52M.
  • Legal Advantage Investments added most to ASML in Q2 2025, an estimated $1.35M increase.
  • Legal Advantage Investments's biggest Q2 2025 reduction was Oracle, cutting an estimated $347K.
  • Legal Advantage Investments fully exited Lockheed Martin in Q2 2025, selling an estimated $1.52M.
  • Legal Advantage Investments's ten largest holdings make up 36% of its $214M portfolio in Q2 2025.
  • Legal Advantage Investments opened 6 new positions and closed 8 in Q2 2025.
  • Legal Advantage Investments's portfolio value rose 15% quarter-over-quarter to $214M.

Based on Legal Advantage Investments's 13F filing for Q2 2025, filed 25 Jul 2025.