We are live on ! Find out more
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
HOV icon
76
Hovnanian Enterprises
HOV
$726M
$278K 0.1%
1,950
– –
GLW icon
77
Corning
GLW
$119B
$255K 0.09%
+1,000
New +$182K
CRM icon
78
Salesforce
CRM
$151B
– –
-5,453
Closed -$1.02M
GEHC icon
79
GE HealthCare
GEHC
$30.7B
– –
-2,830
Closed -$201K
INTU icon
80
Intuit
INTU
$86.5B
– –
-2,500
Closed -$1.08M
MDT icon
81
Medtronic
MDT
$109B
– –
-2,346
Closed -$203K
MOG.A icon
82
Moog Inc Class A
MOG.A
$12.4B
– –
-12,400
Closed -$3.63M
NOW icon
83
ServiceNow
NOW
$115B
– –
-2,800
Closed -$293K
SSNC icon
84
SS&C Technologies
SSNC
$18.1B
– –
-31,700
Closed -$2.14M
TRV icon
85
Travelers Companies
TRV
$78.1B
– –
-1,252
Closed -$365K
VST icon
86
Vistra
VST
$50B
– –
-8,300
Closed -$1.25M
WMT icon
87
Walmart Inc
WMT
$885B
– –
-5,500
Closed -$684K
ZS icon
88
Zscaler
ZS
$24.5B
– –
-3,875
Closed -$544K
ALAB icon
89
Astera Labs
ALAB
$53.3B
– –
-4,500
Closed -$493K
1 2 3
4

Similar funds

VPF
Vantage Point Financial Lisle, Illinois $285M AUM 21.31% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
WW
Westshore Wealth Newport Beach, California $285M AUM 18.12% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
SIIL
Sinvest Investments II Ltd Nassau, New Providence $286M AUM
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
4WM
44 Wealth Management Eugene, Oregon $286M AUM 18.78% 1-Year Est. Return
FFL
Future Fund LLC Chicago, Illinois $284M AUM 28.58% 1-Year Est. Return

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.