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LAI

Legal Advantage Investments Portfolio holdings

AUM $285M
1-Year Est. Return 18.63%
This Quarter Est. Return
+1.9%
1 Year Est. Return
+18.63%
3 Year Est. Return
+105.28%
5 Year Est. Return
+112.78%
10 Year Est. Return
–
AUM
$216M
AUM Growth
-$6.12M
Cap. Flow
-$4.62M
Cap. Flow %
-2.14%
Top 10 Hldgs %
36.04%
Holding
93
New
4
Increased
15
Reduced
35
Closed
10

Top Buys

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$1.57M
2
GRAL
GRAIL Inc
GRAL
+$1.08M
3
APP icon
Applovin
APP
+$709K
4
CRDO icon
Credo Technology Group
CRDO
+$707K
5
CSCO icon
Cisco
CSCO
+$644K

Top Sells

Rank Stock Value
1
ULTA icon
Ulta Beauty
ULTA
+$1.93M
2
XYZ
Block Inc
XYZ
+$1.6M
3
FIS icon
Fidelity National Information Services
FIS
+$1.02M
4
INTU icon
Intuit
INTU
+$1.01M
5
RBRK icon
Rubrik
RBRK
+$989K

Sector Composition

Rank Sector Weight
1 Technology 35.53%
2 Industrials 21.64%
3 Healthcare 14.66%
4 Communication Services 9.78%
5 Financials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOC icon
26
Northrop Grumman
NOC
$82B
$3.45M 1.6%
6,051
– –
AMAT icon
27
Applied Materials
AMAT
$435B
$3.36M 1.56%
13,081
-800
-6% -$192K
INTU icon
28
Intuit
INTU
$91.6B
$3.16M 1.46%
4,765
-1,536
-24% -$1.01M
ORCL icon
29
Oracle
ORCL
$442B
$3.15M 1.46%
16,136
-600
-4% -$143K
MOG.A icon
30
Moog Inc Class A
MOG.A
$13.6B
$3.02M 1.4%
12,400
– –
NFLX icon
31
Netflix
NFLX
$309B
$3.01M 1.39%
32,116
-4
-0% -$431
GRAL
32
GRAIL Inc
GRAL
$3.08B
$2.87M 1.33%
33,500
+12,500
+60% +$1.08M
SSNC icon
33
SS&C Technologies
SSNC
$18.8B
$2.79M 1.29%
31,900
-1,000
-3% -$85.3K
TSM icon
34
TSMC
TSM
$2.23T
$2.65M 1.23%
8,730
-200
-2% -$58.7K
GOOG icon
35
Alphabet (Google) Class C
GOOG
$4.19T
$2.51M 1.16%
8,000
– –
ADI icon
36
Analog Devices
ADI
$187B
$1.96M 0.91%
7,228
-70
-1% -$17.6K
JPM icon
37
JPMorgan Chase
JPM
$971B
$1.73M 0.8%
5,378
– –
V icon
38
Visa
V
$671B
$1.68M 0.78%
4,800
– –
FNF icon
39
Fidelity National Financial
FNF
$12.8B
$1.63M 0.76%
29,930
-500
-2% -$28.5K
CRM icon
40
Salesforce
CRM
$158B
$1.44M 0.67%
5,453
+16
+0.3% +$3.98K
MRNA icon
41
Moderna
MRNA
$25.4B
$1.42M 0.66%
48,175
– –
MA icon
42
Mastercard
MA
$490B
$1.41M 0.65%
2,469
-2
-0.1% -$1.12K
VST icon
43
Vistra
VST
$49.2B
$1.34M 0.62%
8,300
– –
GOOGL icon
44
Alphabet (Google) Class A
GOOGL
$4.2T
$1.28M 0.59%
4,100
– –
CYBR
45
DELISTED
CyberArk
CYBR
$1.25M 0.58%
2,800
– –
TT icon
46
Trane Technologies
TT
$105B
$1.24M 0.58%
3,198
-100
-3% -$41.4K
KLAC icon
47
KLA
KLAC
$272B
$1.22M 0.56%
10,000
– –
OKTA icon
48
Okta
OKTA
$25.6B
$1.17M 0.54%
13,540
– –
TWLO icon
49
Twilio
TWLO
$37.9B
$1.14M 0.53%
8,000
– –
TECH icon
50
Bio-Techne
TECH
$11.3B
$1.03M 0.48%
17,535
– –
1
2
3 4

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HMP
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4WM
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PAM
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Legal Advantage Investments's Q4 2025 Portfolio in Review

As of Q4 2025, Legal Advantage Investments held 93 positions worth $216M, down 2.8% from $222M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Legal Advantage Investments's Q4 2025 filing shows 4 new, 15 increased, 35 reduced and 10 closed positions. Its largest new stake was Cisco: 8,678 shares worth $668K. The largest sale was Ulta Beauty, an estimated $1.93M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, down from 38% a quarter earlier, followed by Industrials and Healthcare.

  • Legal Advantage Investments's largest Q4 2025 buy was Cisco: 8,678 shares worth $668K.
  • Legal Advantage Investments added most to Fiserv Inc in Q4 2025, an estimated $1.57M increase.
  • Legal Advantage Investments's biggest Q4 2025 reduction was Intuit, cutting an estimated $1.01M.
  • Legal Advantage Investments fully exited Ulta Beauty in Q4 2025, selling an estimated $1.93M.
  • Legal Advantage Investments's ten largest holdings make up 36% of its $216M portfolio in Q4 2025.
  • Legal Advantage Investments opened 4 new positions and closed 10 in Q4 2025.
  • Legal Advantage Investments's portfolio value fell 2.8% quarter-over-quarter to $216M.

Based on Legal Advantage Investments's 13F filing for Q4 2025, filed 14 Jan 2026.