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LAI

Legal Advantage Investments Portfolio holdings

AUM $285M
1-Year Est. Return 18.63%
This Quarter Est. Return
+9.19%
1 Year Est. Return
+18.63%
3 Year Est. Return
+105.28%
5 Year Est. Return
+112.78%
10 Year Est. Return
–
AUM
$285M
AUM Growth
+$91.6M
Cap. Flow
+$72.1M
Cap. Flow %
25.3%
Top 10 Hldgs %
54.25%
Holding
89
New
10
Increased
24
Reduced
19
Closed
12

Top Buys

Rank Stock Value
1
CBRS
Cerebras Systems
CBRS
+$74.1M
2
ZTS icon
Zoetis
ZTS
+$1.41M
3
ACN icon
Accenture
ACN
+$868K
4
ASML icon
ASML
ASML
+$740K
5
TMO icon
Thermo Fisher Scientific
TMO
+$723K

Top Sells

Rank Stock Value
1
MOG.A icon
Moog Inc Class A
MOG.A
+$3.63M
2
SSNC icon
SS&C Technologies
SSNC
+$2.14M
3
VST icon
Vistra
VST
+$1.25M
4
INTU icon
Intuit
INTU
+$1.08M
5
CRM icon
Salesforce
CRM
+$1.02M

Sector Composition

Rank Sector Weight
1 Technology 52.28%
2 Industrials 17.18%
3 Healthcare 10.38%
4 Communication Services 7.09%
5 Financials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
51
American Express
AXP
$227B
$998K 0.35%
2,950
-100
-3% -$32K
CACI icon
52
CACI
CACI
$11B
$927K 0.32%
2,000
– –
GD icon
53
General Dynamics
GD
$104B
$850K 0.3%
2,400
– –
NVMI
54
Nova
NVMI
$12.4B
$814K 0.29%
1,500
+1,000
+200% +$514K
BRK.A icon
55
Berkshire Hathaway Class A
BRK.A
$1.1T
$749K 0.26%
1
– –
BHP icon
56
BHP
BHP
$215B
$692K 0.24%
8,307
– –
OUST icon
57
Ouster
OUST
$2.63B
$688K 0.24%
+11,000
New +$370K
ACN icon
58
Accenture
ACN
$102B
$622K 0.22%
+5,000
New +$868K
ROK icon
59
Rockwell Automation
ROK
$53.4B
$606K 0.21%
+1,225
New +$533K
AMTM
60
Amentum Holdings
AMTM
$5.42B
$597K 0.21%
28,900
– –
JNJ icon
61
Johnson & Johnson
JNJ
$618B
$580K 0.2%
2,282
– –
CB icon
62
Chubb
CB
$135B
$579K 0.2%
1,700
-50
-3% -$16.3K
PHM icon
63
Pultegroup
PHM
$24.1B
$538K 0.19%
3,920
– –
RIO icon
64
Rio Tinto
RIO
$158B
$481K 0.17%
5,070
+70
+1% +$7.1K
BN icon
65
Brookfield
BN
$104B
$426K 0.15%
+10,000
New +$447K
IOT icon
66
Samsara
IOT
$21.7B
$389K 0.14%
12,000
+2,000
+20% +$61.9K
AFL icon
67
Aflac
AFL
$64.9B
$387K 0.14%
3,300
+100
+3% +$11.5K
RVMD icon
68
Revolution Medicines
RVMD
$39.9B
$375K 0.13%
+2,000
New +$292K
PFE icon
69
Pfizer
PFE
$143B
$359K 0.13%
14,900
+400
+3% +$10.5K
LITE icon
70
Lumentum
LITE
$55.5B
$343K 0.12%
+400
New +$357K
AZN icon
71
AstraZeneca
AZN
$263B
$329K 0.12%
1,737
– –
GSK icon
72
GSK
GSK
$104B
$322K 0.11%
6,150
– –
TXN icon
73
Texas Instruments
TXN
$252B
$298K 0.1%
+1,000
New +$277K
CGNX icon
74
Cognex
CGNX
$10.9B
$290K 0.1%
+4,000
New +$243K
BRK.B icon
75
Berkshire Hathaway Class B
BRK.B
$1.1T
$283K 0.1%
566
– –
1 2
3
4

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ONPI
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SIIL
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HMP
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4WM
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FFL
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Legal Advantage Investments's Q2 2026 Portfolio in Review

As of Q2 2026, Legal Advantage Investments held 89 positions worth $285M, up 47% from $194M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Legal Advantage Investments deployed $72.1M of net new capital in Q2 2026, opening 10 new positions and adding to 24 existing holdings. Its largest new stake was Cerebras Systems: 314,889 shares worth $69.6M.

By sector, the portfolio is most concentrated in Technology at 52% of assets, up from 32% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Oracle, an estimated $399K trimmed.

  • Legal Advantage Investments's largest Q2 2026 buy was Cerebras Systems: 314,889 shares worth $69.6M.
  • Legal Advantage Investments added most to Zoetis in Q2 2026, an estimated $1.41M increase.
  • Legal Advantage Investments's biggest Q2 2026 reduction was Oracle, cutting an estimated $399K.
  • Legal Advantage Investments fully exited Moog Inc Class A in Q2 2026, selling an estimated $3.63M.
  • Legal Advantage Investments's ten largest holdings make up 54% of its $285M portfolio in Q2 2026.
  • Legal Advantage Investments opened 10 new positions and closed 12 in Q2 2026.
  • Legal Advantage Investments's portfolio value rose 47% quarter-over-quarter to $285M.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.