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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
LRCX icon
51
Lam Research
LRCX
$408B
$1.02M 0.47%
5,972
-1
-0% -$156
CRDO icon
52
Credo Technology Group
CRDO
$50B
$1.02M 0.47%
7,100
+4,600
+184% +$707K
IBM icon
53
IBM
IBM
$222B
$1M 0.46%
3,384
– –
MRK icon
54
Merck
MRK
$328B
$952K 0.44%
9,040
– –
AMGN icon
55
Amgen
AMGN
$225B
$944K 0.44%
2,883
– –
AXP icon
56
American Express
AXP
$232B
$943K 0.44%
2,550
-300
-11% -$107K
DHI icon
57
D.R. Horton
DHI
$40.8B
$922K 0.43%
6,400
– –
ZS icon
58
Zscaler
ZS
$28.7B
$900K 0.42%
4,000
– –
WMT icon
59
Walmart Inc
WMT
$923B
$836K 0.39%
7,500
– –
GD icon
60
General Dynamics
GD
$107B
$808K 0.37%
2,400
-100
-4% -$34.1K
ZTS icon
61
Zoetis
ZTS
$30.4B
$771K 0.36%
6,125
-2,375
-28% -$310K
PYPL icon
62
PayPal
PYPL
$50.6B
$768K 0.36%
13,150
+7,500
+133% +$487K
BRK.A icon
63
Berkshire Hathaway Class A
BRK.A
$1.09T
$755K 0.35%
1
– –
CSCO icon
64
Cisco
CSCO
$488B
$668K 0.31%
+8,678
New +$644K
WTW icon
65
Willis Towers Watson
WTW
$31.6B
$662K 0.31%
2,015
-100
-5% -$32.7K
AMTM
66
Amentum Holdings
AMTM
$5.5B
$548K 0.25%
+18,900
New +$483K
CB icon
67
Chubb
CB
$132B
$546K 0.25%
1,750
– –
TATT icon
68
TAT Technologies
TATT
$508M
$536K 0.25%
12,000
-300
-2% -$12.3K
FBIN icon
69
Fortune Brands Innovations
FBIN
$5.83B
$530K 0.25%
10,600
-200
-2% -$10K
BHP icon
70
BHP
BHP
$229B
$501K 0.23%
8,307
-550
-6% -$31.3K
JNJ icon
71
Johnson & Johnson
JNJ
$629B
$472K 0.22%
2,282
– –
EBAY icon
72
eBay
EBAY
$45.5B
$467K 0.22%
5,363
-187
-3% -$16.2K
PHM icon
73
Pultegroup
PHM
$24.6B
$460K 0.21%
3,920
– –
NTRA icon
74
Natera
NTRA
$45.5B
$458K 0.21%
+2,000
New +$417K
RIO icon
75
Rio Tinto
RIO
$165B
$424K 0.2%
5,300
-50
-0.9% -$3.6K
1 2
3
4

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HMP
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4WM
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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.