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LAI

Legal Advantage Investments Portfolio holdings

AUM $285M
1-Year Est. Return 18.63%
This Quarter Est. Return
+16.36%
1 Year Est. Return
+18.63%
3 Year Est. Return
+105.28%
5 Year Est. Return
+112.78%
10 Year Est. Return
–
AUM
$214M
AUM Growth
+$28.6M
Cap. Flow
+$4.08M
Cap. Flow %
1.91%
Top 10 Hldgs %
35.56%
Holding
102
New
6
Increased
23
Reduced
36
Closed
8

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$1.41M
2
ASML icon
ASML
ASML
+$1.35M
3
AAPL icon
Apple
AAPL
+$929K
4
TWLO icon
Twilio
TWLO
+$851K
5
MELI icon
Mercado Libre
MELI
+$829K

Top Sells

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$1.52M
2
LHX icon
L3Harris
LHX
+$1.11M
3
INMD icon
InMode
INMD
+$994K
4
MCK icon
McKesson
MCK
+$808K
5
SPT icon
Sprout Social
SPT
+$626K

Sector Composition

Rank Sector Weight
1 Technology 39.96%
2 Industrials 18.93%
3 Healthcare 11.79%
4 Communication Services 9.78%
5 Financials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PHM icon
76
Pultegroup
PHM
$24.6B
$413K 0.19%
3,920
-100
-2% -$10.1K
EBAY icon
77
eBay
EBAY
$45.5B
$413K 0.19%
5,550
-600
-10% -$42.5K
IOT icon
78
Samsara
IOT
$22.9B
$398K 0.19%
10,000
+2,000
+25% +$82.7K
TATT icon
79
TAT Technologies
TATT
$508M
$397K 0.19%
+13,000
New +$374K
BBAR icon
80
BBVA Argentina
BBAR
$3.25B
$395K 0.18%
24,000
– –
TRV icon
81
Travelers Companies
TRV
$77.2B
$369K 0.17%
1,379
– –
JNJ icon
82
Johnson & Johnson
JNJ
$629B
$349K 0.16%
2,282
-100
-4% -$15.4K
AFL icon
83
Aflac
AFL
$60.5B
$337K 0.16%
3,200
-400
-11% -$42K
ON icon
84
ON Semiconductor
ON
$32.4B
$322K 0.15%
6,150
-200
-3% -$8.69K
RIO icon
85
Rio Tinto
RIO
$165B
$312K 0.15%
5,350
-150
-3% -$8.86K
SUPV
86
Grupo Supervielle
SUPV
$725M
$303K 0.14%
28,645
– –
VCYT icon
87
Veracyte
VCYT
$3.59B
$297K 0.14%
10,976
-330
-3% -$9.56K
BRK.B icon
88
Berkshire Hathaway Class B
BRK.B
$1.09T
$291K 0.14%
600
– –
MDT icon
89
Medtronic
MDT
$116B
$249K 0.12%
2,856
– –
AZN icon
90
AstraZeneca
AZN
$246B
$248K 0.12%
1,775
-100
-5% -$14K
CHKP icon
91
Check Point Software Technologies
CHKP
$13.2B
$221K 0.1%
+1,000
New +$220K
GEHC icon
92
GE HealthCare
GEHC
$32.6B
$210K 0.1%
2,830
– –
TXN icon
93
Texas Instruments
TXN
$253B
$208K 0.1%
+1,000
New +$178K
HOV icon
94
Hovnanian Enterprises
HOV
$793M
$204K 0.1%
1,950
– –
BMY icon
95
Bristol-Myers Squibb
BMY
$130B
– –
-3,891
Closed -$237K
HAL icon
96
Halliburton
HAL
$27.7B
– –
-12,500
Closed -$317K
INMD icon
97
InMode
INMD
$875M
– –
-56,020
Closed -$994K
LHX icon
98
L3Harris
LHX
$54.1B
– –
-5,317
Closed -$1.11M
LMT icon
99
Lockheed Martin
LMT
$140B
– –
-3,395
Closed -$1.52M
MCK icon
100
McKesson
MCK
$102B
– –
-1,201
Closed -$808K
1 2 3
4
5

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Legal Advantage Investments's Q2 2025 Portfolio in Review

As of Q2 2025, Legal Advantage Investments held 102 positions worth $214M, up 15% from $185M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Legal Advantage Investments's Q2 2025 filing shows 6 new, 23 increased, 36 reduced and 8 closed positions. Its largest new stake was Applovin: 4,350 shares worth $1.52M. The largest sale was Lockheed Martin, an estimated $1.52M.

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

  • Legal Advantage Investments's largest Q2 2025 buy was Applovin: 4,350 shares worth $1.52M.
  • Legal Advantage Investments added most to ASML in Q2 2025, an estimated $1.35M increase.
  • Legal Advantage Investments's biggest Q2 2025 reduction was Oracle, cutting an estimated $347K.
  • Legal Advantage Investments fully exited Lockheed Martin in Q2 2025, selling an estimated $1.52M.
  • Legal Advantage Investments's ten largest holdings make up 36% of its $214M portfolio in Q2 2025.
  • Legal Advantage Investments opened 6 new positions and closed 8 in Q2 2025.
  • Legal Advantage Investments's portfolio value rose 15% quarter-over-quarter to $214M.

Based on Legal Advantage Investments's 13F filing for Q2 2025, filed 25 Jul 2025.