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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
FISV
1
Fiserv Inc
FISV
$27.9B
$9.99M 4.67%
57,967
+4,550
+9% +$825K
TDG icon
2
TransDigm Group
TDG
$67.7B
$9.93M 4.64%
6,527
+500
+8% +$702K
DIS icon
3
Walt Disney
DIS
$181B
$8.47M 3.96%
68,276
-18
-0% -$1.87K
AMZN icon
4
Amazon
AMZN
$2.96T
$7.75M 3.63%
35,335
+1,000
+3% +$198K
VSEC icon
5
VSE Corp
VSEC
$6.12B
$7.62M 3.57%
58,204
-1,300
-2% -$162K
MSFT icon
6
Microsoft
MSFT
$3.71T
$7.54M 3.52%
15,150
-75
-0.5% -$32.6K
ESLT icon
7
Elbit Systems
ESLT
$40.3B
$6.67M 3.12%
14,830
-200
-1% -$81.1K
PLTR icon
8
Palantir
PLTR
$413B
$6.2M 2.9%
45,450
+650
+1% +$76.2K
SCHW
9
Charles Schwab
SCHW
$187B
$6.08M 2.84%
66,660
-1,240
-2% -$104K
VEEV icon
10
Veeva Systems
VEEV
$37.4B
$5.8M 2.71%
20,155
-200
-1% -$49.6K
PANW icon
11
Palo Alto Networks
PANW
$297B
$5.73M 2.68%
28,000
+60
+0.2% +$11.1K
WGS icon
12
GeneDx Holdings
WGS
$2.3B
$5.59M 2.62%
60,600
+10,000
+20% +$785K
TYL icon
13
Tyler Technologies
TYL
$12.8B
$5.48M 2.56%
9,248
-425
-4% -$241K
INTU icon
14
Intuit
INTU
$89B
$5.44M 2.54%
6,901
-415
-6% -$281K
MELI icon
15
Mercado Libre
MELI
$92.3B
$5.19M 2.43%
1,986
+355
+22% +$829K
ASML icon
16
ASML
ASML
$669B
$4.51M 2.11%
5,630
+1,880
+50% +$1.35M
VTI icon
17
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$4.32M 2.02%
14,199
+7
+0% +$1.97K
NFLX icon
18
Netflix
NFLX
$309B
$4.3M 2.01%
32,120
-1,650
-5% -$187K
NVDA icon
19
NVIDIA
NVDA
$5.42T
$3.92M 1.83%
24,796
+2,000
+9% +$252K
META icon
20
Meta Platforms (Facebook)
META
$1.51T
$3.89M 1.82%
5,275
-175
-3% -$108K
BA icon
21
Boeing
BA
$185B
$3.87M 1.81%
18,470
+1,620
+10% +$306K
RTX icon
22
RTX Corp
RTX
$301B
$3.87M 1.81%
26,493
+5,366
+25% +$715K
ADBE icon
23
Adobe
ADBE
$105B
$3.71M 1.74%
9,595
-838
-8% -$323K
ORCL icon
24
Oracle
ORCL
$423B
$3.67M 1.72%
16,796
-2,150
-11% -$347K
AAPL icon
25
Apple
AAPL
$4.57T
$3.46M 1.62%
16,865
+4,600
+38% +$929K
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.