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LAI
Legal Advantage Investments Portfolio holdings
AUM
$285M
1-Year Est. Return
18.63%
This Fund
S&P 500
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
(-2.8%)
Cap. Flow
-$4.62M
Cap. Flow
% of AUM
-2.14%
Top 10 Holdings %
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 |
Applovin
APP
|
+$709K |
| 4 |
Credo Technology Group
CRDO
|
+$707K |
| 5 |
Cisco
CSCO
|
+$644K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ulta Beauty
ULTA
|
+$1.93M |
| 2 |
XYZ
Block Inc
XYZ
|
+$1.6M |
| 3 |
Fidelity National Information Services
FIS
|
+$1.02M |
| 4 |
Intuit
INTU
|
+$1.01M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Travelers Companies
TRV
$77.2B
| $400K | 0.19% |
1,378
-1
| -0.1% | -$281 |
|
77
Pfizer
PFE
$150B
| $361K | 0.17% |
+14,500
| New | +$366K |
|
78
Aflac
AFL
$60.5B
| $353K | 0.16% |
3,200
| – | – |
|
79
AstraZeneca
AZN
$246B
| $319K | 0.15% |
1,738
-37
| -2% | -$6.49K |
|
80
GSK
GSK
$101B
| $302K | 0.14% |
6,150
| – | – |
|
81
Berkshire Hathaway Class B
BRK.B
$1.09T
| $301K | 0.14% |
599
-1
| -0.2% | -$498 |
|
82
GE HealthCare
GEHC
$32.6B
| $232K | 0.11% |
2,830
| – | – |
|
83
Medtronic
MDT
$116B
| $225K | 0.1% |
2,346
| – | – |
|
84
Check Point Software Technologies
CHKP
$13.2B
| – | – |
-1,000
| Closed | -$207K |
|
|
85
Fidelity National Information Services
FIS
$21.6B
| – | – |
-15,400
| Closed | -$1.02M |
|
86
Fiverr
FVRR
$311M
| – | – |
-18,800
| Closed | -$459K |
|
87
Hovnanian Enterprises
HOV
$793M
| – | – |
-1,950
| Closed | -$251K |
|
88
Samsara
IOT
$22.9B
| – | – |
-9,700
| Closed | -$361K |
|
89
monday.com
MNDY
$3.63B
| – | – |
-2,400
| Closed | -$465K |
|
|
90
Ulta Beauty
ULTA
$22.9B
| – | – |
-3,535
| Closed | -$1.93M |
|
|
91
Rubrik
RBRK
$19.9B
| – | – |
-12,025
| Closed | -$989K |
|
|
NBIS
92
Nebius Group N.V.
NBIS
$65.8B
| – | – |
-6,700
| Closed | -$752K |
|
|
XYZ
93
Block Inc
XYZ
$47B
| – | – |
-22,075
| Closed | -$1.6M |
|
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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.