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LAI

Legal Advantage Investments Portfolio holdings

AUM $285M
1-Year Est. Return 18.63%
This Quarter Est. Return
-2.22%
1 Year Est. Return
+18.63%
3 Year Est. Return
+105.28%
5 Year Est. Return
+112.78%
10 Year Est. Return
–
AUM
$194M
AUM Growth
-$22.5M
Cap. Flow
-$7.48M
Cap. Flow %
-3.87%
Top 10 Hldgs %
38.08%
Holding
91
New
8
Increased
18
Reduced
23
Closed
12

Top Buys

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$1.48M
2
APP icon
Applovin
APP
+$1.21M
3
CACI icon
CACI
CACI
+$1.2M
4
GRAL
GRAIL Inc
GRAL
+$852K
5
V icon
Visa
V
+$643K

Top Sells

Rank Stock Value
1
TYL icon
Tyler Technologies
TYL
+$3.94M
2
VSEC icon
VSE Corp
VSEC
+$1.84M
3
CYBR
CyberArk
CYBR
+$1.25M
4
KLAC icon
KLA
KLAC
+$1.22M
5
OKTA icon
Okta
OKTA
+$1.17M

Sector Composition

Rank Sector Weight
1 Technology 32.35%
2 Industrials 26%
3 Healthcare 13.2%
4 Communication Services 9.7%
5 Financials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APP icon
26
Applovin
APP
$102B
$3.14M 1.62%
7,885
+2,510
+47% +$1.21M
SHOP icon
27
Shopify
SHOP
$194B
$3.12M 1.61%
26,310
+25
+0.1% +$3.29K
NFLX icon
28
Netflix
NFLX
$309B
$3.1M 1.6%
32,116
– –
TSM icon
29
TSMC
TSM
$2.23T
$2.92M 1.51%
8,630
-100
-1% -$34.4K
ORCL icon
30
Oracle
ORCL
$442B
$2.52M 1.3%
17,161
+1,025
+6% +$167K
MRNA icon
31
Moderna
MRNA
$25.4B
$2.45M 1.26%
48,175
– –
GRAL
32
GRAIL Inc
GRAL
$3.08B
$2.3M 1.19%
44,500
+11,000
+33% +$852K
ADI icon
33
Analog Devices
ADI
$187B
$2.3M 1.19%
7,228
– –
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.19T
$2.21M 1.14%
7,700
-300
-4% -$94.2K
SSNC icon
35
SS&C Technologies
SSNC
$18.8B
$2.14M 1.11%
31,700
-200
-0.6% -$15.4K
V icon
36
Visa
V
$671B
$2.06M 1.06%
6,800
+2,000
+42% +$643K
JPM icon
37
JPMorgan Chase
JPM
$971B
$1.58M 0.82%
5,378
– –
FNF icon
38
Fidelity National Financial
FNF
$12.8B
$1.52M 0.78%
32,730
+2,800
+9% +$145K
LMT icon
39
Lockheed Martin
LMT
$140B
$1.45M 0.75%
+2,400
New +$1.48M
TT icon
40
Trane Technologies
TT
$105B
$1.29M 0.67%
3,098
-100
-3% -$42.5K
LRCX icon
41
Lam Research
LRCX
$408B
$1.25M 0.65%
5,864
-108
-2% -$24.1K
VST icon
42
Vistra
VST
$49.2B
$1.25M 0.64%
8,300
– –
MA icon
43
Mastercard
MA
$490B
$1.23M 0.64%
2,469
– –
GOOGL icon
44
Alphabet (Google) Class A
GOOGL
$4.2T
$1.18M 0.61%
4,100
– –
CACI icon
45
CACI
CACI
$15B
$1.09M 0.56%
+2,000
New +$1.2M
MRK icon
46
Merck
MRK
$328B
$1.09M 0.56%
9,040
– –
INTU icon
47
Intuit
INTU
$91.6B
$1.08M 0.56%
2,500
-2,265
-48% -$1.08M
CRM icon
48
Salesforce
CRM
$158B
$1.02M 0.53%
5,453
– –
AMGN icon
49
Amgen
AMGN
$225B
$979K 0.51%
2,783
-100
-3% -$35.6K
IBM icon
50
IBM
IBM
$222B
$923K 0.48%
3,809
+425
+13% +$115K
1
2
3 4

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4WM
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Legal Advantage Investments's Q1 2026 Portfolio in Review

As of Q1 2026, Legal Advantage Investments held 91 positions worth $194M, down 10% from $216M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Legal Advantage Investments withdrew a net $7.48M in Q1 2026, closing 12 positions and reducing 23 holdings. Its most notable exit was Tyler Technologies, an estimated $3.94M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 36% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Legal Advantage Investments opened a new position in Lockheed Martin worth $1.45M.

  • Legal Advantage Investments's largest Q1 2026 buy was Lockheed Martin: 2,400 shares worth $1.45M.
  • Legal Advantage Investments added most to Applovin in Q1 2026, an estimated $1.21M increase.
  • Legal Advantage Investments's biggest Q1 2026 reduction was VSE Corp, cutting an estimated $1.84M.
  • Legal Advantage Investments fully exited Tyler Technologies in Q1 2026, selling an estimated $3.94M.
  • Legal Advantage Investments's ten largest holdings make up 38% of its $194M portfolio in Q1 2026.
  • Legal Advantage Investments opened 8 new positions and closed 12 in Q1 2026.
  • Legal Advantage Investments's portfolio value fell 10% quarter-over-quarter to $194M.

Based on Legal Advantage Investments's 13F filing for Q1 2026, filed 20 Apr 2026.