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
+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
PHM icon
76
Pultegroup
PHM
$24.6B
$413K 0.22%
4,020
– –
AFL icon
77
Aflac
AFL
$60.5B
$400K 0.22%
3,600
– –
JNJ icon
78
Johnson & Johnson
JNJ
$629B
$395K 0.21%
2,382
-214
-8% -$33.5K
PYPL icon
79
PayPal
PYPL
$50.6B
$385K 0.21%
5,900
– –
SUPV
80
Grupo Supervielle
SUPV
$725M
$374K 0.2%
28,645
– –
TRV icon
81
Travelers Companies
TRV
$77.2B
$365K 0.2%
1,379
– –
MRK icon
82
Merck
MRK
$328B
$359K 0.19%
4,000
– –
GRAL
83
GRAIL Inc
GRAL
$3.08B
$358K 0.19%
+14,000
New +$433K
VCYT icon
84
Veracyte
VCYT
$3.59B
$335K 0.18%
11,306
+5,000
+79% +$191K
RIO icon
85
Rio Tinto
RIO
$165B
$330K 0.18%
5,500
– –
FVRR icon
86
Fiverr
FVRR
$311M
$327K 0.18%
13,800
– –
BRK.B icon
87
Berkshire Hathaway Class B
BRK.B
$1.09T
$320K 0.17%
600
– –
HAL icon
88
Halliburton
HAL
$27.7B
$317K 0.17%
12,500
– –
IOT icon
89
Samsara
IOT
$22.9B
$307K 0.17%
8,000
+3,000
+60% +$140K
AZN icon
90
AstraZeneca
AZN
$246B
$276K 0.15%
1,875
-100
-5% -$14.5K
ON icon
91
ON Semiconductor
ON
$32.4B
$258K 0.14%
6,350
-100
-2% -$5.03K
MDT icon
92
Medtronic
MDT
$116B
$257K 0.14%
2,856
-50
-2% -$4.47K
RBRK icon
93
Rubrik
RBRK
$19.9B
$250K 0.14%
+4,100
New +$280K
BMY icon
94
Bristol-Myers Squibb
BMY
$130B
$237K 0.13%
3,891
– –
GEHC icon
95
GE HealthCare
GEHC
$32.6B
$228K 0.12%
2,830
– –
HOV icon
96
Hovnanian Enterprises
HOV
$793M
$204K 0.11%
1,950
– –
CMCSA icon
97
Comcast
CMCSA
$90.4B
– –
-28,232
Closed -$1.06M
FROG icon
98
JFrog
FROG
$10.4B
– –
-6,950
Closed -$204K
NICE icon
99
Nice
NICE
$5.78B
– –
-2,950
Closed -$501K
NSP icon
100
Insperity
NSP
$1.92B
– –
-3,150
Closed -$244K
1 2 3
4
5

Similar funds

VPF
Vantage Point Financial Lisle, Illinois $285M AUM 21.31% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
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
BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return
EA
Extract Advisors Calabasas, California $287M AUM
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
MM
Marnell Management Farmington Hills, Michigan $288M AUM

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.