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LAI

Legal Advantage Investments Portfolio holdings

AUM $285M
1-Year Est. Return 18.63%
This Quarter Est. Return
+1.75%
1 Year Est. Return
+18.63%
3 Year Est. Return
+105.28%
5 Year Est. Return
+112.78%
10 Year Est. Return
–
AUM
$185M
AUM Growth
-$3.91M
Cap. Flow
-$3.31M
Cap. Flow %
-1.79%
Top 10 Hldgs %
36.57%
Holding
105
New
2
Increased
24
Reduced
28
Closed
9

Top Buys

Rank Stock Value
1
WGS icon
GeneDx Holdings
WGS
+$1.43M
2
VST icon
Vistra
VST
+$628K
3
FIS icon
Fidelity National Information Services
FIS
+$526K
4
INMD icon
InMode
INMD
+$504K
5
GRAL
GRAIL Inc
GRAL
+$433K

Top Sells

Rank Stock Value
1
VSEC icon
VSE Corp
VSEC
+$2.89M
2
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.8M
3
CMCSA icon
Comcast
CMCSA
+$1.06M
4
SLB icon
SLB Ltd
SLB
+$791K
5
PTC icon
PTC
PTC
+$607K

Sector Composition

Rank Sector Weight
1 Technology 38.02%
2 Industrials 20.29%
3 Healthcare 13.46%
4 Financials 9.45%
5 Communication Services 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
51
Amgen
AMGN
$225B
$968K 0.52%
3,108
– –
VRTX icon
52
Vertex Pharmaceuticals
VRTX
$133B
$896K 0.48%
1,848
+18
+1% +$8.39K
IBM icon
53
IBM
IBM
$222B
$854K 0.46%
3,434
– –
DHI icon
54
D.R. Horton
DHI
$40.8B
$820K 0.44%
6,450
– –
MCK icon
55
McKesson
MCK
$102B
$808K 0.44%
1,201
– –
BRK.A icon
56
Berkshire Hathaway Class A
BRK.A
$1.09T
$798K 0.43%
1
– –
ZS icon
57
Zscaler
ZS
$28.7B
$794K 0.43%
4,000
– –
AXP icon
58
American Express
AXP
$232B
$767K 0.41%
2,850
– –
WTW icon
59
Willis Towers Watson
WTW
$31.6B
$732K 0.4%
2,165
-50
-2% -$16.3K
TECH icon
60
Bio-Techne
TECH
$11.3B
$729K 0.39%
12,435
– –
FBIN icon
61
Fortune Brands Innovations
FBIN
$5.83B
$700K 0.38%
11,500
– –
GD icon
62
General Dynamics
GD
$107B
$681K 0.37%
2,500
– –
KLAC icon
63
KLA
KLAC
$272B
$680K 0.37%
10,000
– –
CYBR
64
DELISTED
CyberArk
CYBR
$676K 0.36%
2,000
– –
WMT icon
65
Walmart Inc
WMT
$923B
$658K 0.36%
7,500
– –
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$4.2T
$634K 0.34%
4,100
– –
SPT icon
67
Sprout Social
SPT
$579M
$626K 0.34%
28,475
-100
-0.3% -$2.91K
BMA icon
68
Banco Macro
BMA
$5.1B
$593K 0.32%
7,850
+50
+0.6% +$4.67K
CB icon
69
Chubb
CB
$132B
$528K 0.29%
1,750
– –
OKTA icon
70
Okta
OKTA
$25.6B
$525K 0.28%
4,990
+40
+0.8% +$3.91K
MNDY icon
71
monday.com
MNDY
$3.63B
$511K 0.28%
2,100
+1,100
+110% +$291K
BHP icon
72
BHP
BHP
$229B
$454K 0.25%
9,357
-150
-2% -$7.47K
BBAR icon
73
BBVA Argentina
BBAR
$3.25B
$435K 0.23%
24,000
– –
LRCX icon
74
Lam Research
LRCX
$408B
$434K 0.23%
5,973
– –
EBAY icon
75
eBay
EBAY
$45.5B
$417K 0.22%
6,150
-100
-2% -$6.67K
1 2
3
4 5

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Legal Advantage Investments's Q1 2025 Portfolio in Review

As of Q1 2025, Legal Advantage Investments held 105 positions worth $185M, down 2.1% from $189M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Legal Advantage Investments's Q1 2025 filing shows 2 new, 24 increased, 28 reduced and 9 closed positions. Its largest new stake was GRAIL Inc: 14,000 shares worth $358K. The largest sale was VSE Corp, an estimated $2.89M.

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

  • Legal Advantage Investments's largest Q1 2025 buy was GRAIL Inc: 14,000 shares worth $358K.
  • Legal Advantage Investments added most to GeneDx Holdings in Q1 2025, an estimated $1.43M increase.
  • Legal Advantage Investments's biggest Q1 2025 reduction was VSE Corp, cutting an estimated $2.89M.
  • Legal Advantage Investments fully exited State Street SPDR S&P Biotech ETF in Q1 2025, selling an estimated $1.8M.
  • Legal Advantage Investments's ten largest holdings make up 37% of its $185M portfolio in Q1 2025.
  • Legal Advantage Investments opened 2 new positions and closed 9 in Q1 2025.
  • Legal Advantage Investments's portfolio value fell 2.1% quarter-over-quarter to $185M.

Based on Legal Advantage Investments's 13F filing for Q1 2025, filed 13 May 2025.