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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
AXP icon
51
American Express
AXP
$232B
$923K 0.48%
3,050
+500
+20% +$168K
TECH icon
52
Bio-Techne
TECH
$11.3B
$916K 0.47%
17,535
– –
DHI icon
53
D.R. Horton
DHI
$40.8B
$878K 0.45%
6,400
– –
GD icon
54
General Dynamics
GD
$107B
$824K 0.43%
2,400
– –
AMTM
55
Amentum Holdings
AMTM
$5.5B
$754K 0.39%
28,900
+10,000
+53% +$314K
ZTS icon
56
Zoetis
ZTS
$30.4B
$733K 0.38%
6,200
+75
+1% +$9.27K
BRK.A icon
57
Berkshire Hathaway Class A
BRK.A
$1.09T
$718K 0.37%
1
– –
WMT icon
58
Walmart Inc
WMT
$923B
$684K 0.35%
5,500
-2,000
-27% -$246K
CSCO icon
59
Cisco
CSCO
$488B
$656K 0.34%
8,452
-226
-3% -$17.7K
BHP icon
60
BHP
BHP
$229B
$604K 0.31%
8,307
– –
TER icon
61
Teradyne
TER
$63B
$593K 0.31%
+2,000
New +$558K
CB icon
62
Chubb
CB
$132B
$570K 0.29%
1,750
– –
JNJ icon
63
Johnson & Johnson
JNJ
$629B
$558K 0.29%
2,282
– –
ZS icon
64
Zscaler
ZS
$28.7B
$544K 0.28%
3,875
-125
-3% -$22.2K
ALAB icon
65
Astera Labs
ALAB
$55.3B
$493K 0.25%
+4,500
New +$641K
RIO icon
66
Rio Tinto
RIO
$165B
$466K 0.24%
5,000
-300
-6% -$27.3K
PHM icon
67
Pultegroup
PHM
$24.6B
$461K 0.24%
3,920
– –
PFE icon
68
Pfizer
PFE
$150B
$407K 0.21%
14,500
– –
TRV icon
69
Travelers Companies
TRV
$77.2B
$365K 0.19%
1,252
-126
-9% -$36.9K
AFL icon
70
Aflac
AFL
$60.5B
$351K 0.18%
3,200
– –
AZN icon
71
AstraZeneca
AZN
$246B
$343K 0.18%
1,737
-1
-0.1% -$193
GSK icon
72
GSK
GSK
$101B
$339K 0.18%
6,150
– –
IOT icon
73
Samsara
IOT
$22.9B
$317K 0.16%
+10,000
New +$305K
NOW icon
74
ServiceNow
NOW
$129B
$293K 0.15%
+2,800
New +$329K
BRK.B icon
75
Berkshire Hathaway Class B
BRK.B
$1.09T
$271K 0.14%
566
-33
-6% -$16.2K
1 2
3
4

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HMP
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4WM
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BO
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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.