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
+9.04%
1 Year Est. Return
+18.63%
3 Year Est. Return
+105.28%
5 Year Est. Return
+112.78%
10 Year Est. Return
–
AUM
$222M
AUM Growth
+$8.29M
Cap. Flow
-$4.51M
Cap. Flow %
-2.03%
Top 10 Hldgs %
34.53%
Holding
99
New
5
Increased
13
Reduced
23
Closed
10

Top Buys

Rank Stock Value
1
MRNA icon
Moderna
MRNA
+$1.34M
2
GRAL
GRAIL Inc
GRAL
+$802K
3
BA icon
Boeing
BA
+$597K
4
PANW icon
Palo Alto Networks
PANW
+$534K
5
TDG icon
TransDigm Group
TDG
+$507K

Top Sells

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$3.71M
2
PLTR icon
Palantir
PLTR
+$1.02M
3
VRTX icon
Vertex Pharmaceuticals
VRTX
+$823K
4
ZBH icon
Zimmer Biomet
ZBH
+$808K
5
NTRA icon
Natera
NTRA
+$591K

Sector Composition

Rank Sector Weight
1 Technology 38.19%
2 Industrials 20%
3 Healthcare 12.73%
4 Communication Services 10.24%
5 Financials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VSEC icon
1
VSE Corp
VSEC
$6.12B
$9.38M 4.22%
56,429
-1,775
-3% -$271K
TDG icon
2
TransDigm Group
TDG
$67.7B
$9.07M 4.08%
6,882
+355
+5% +$507K
DIS icon
3
Walt Disney
DIS
$181B
$7.82M 3.52%
68,276
– –
AMZN icon
4
Amazon
AMZN
$2.96T
$7.8M 3.51%
35,545
+210
+0.6% +$47.5K
MSFT icon
5
Microsoft
MSFT
$3.71T
$7.73M 3.48%
14,925
-225
-1% -$115K
ESLT icon
6
Elbit Systems
ESLT
$40.3B
$7.56M 3.4%
14,830
– –
FISV
7
Fiserv Inc
FISV
$27.9B
$7.39M 3.33%
57,292
-675
-1% -$96.7K
PLTR icon
8
Palantir
PLTR
$413B
$7.15M 3.22%
39,175
-6,275
-14% -$1.02M
WGS icon
9
GeneDx Holdings
WGS
$2.3B
$6.53M 2.94%
60,650
+50
+0.1% +$5.45K
PANW icon
10
Palo Alto Networks
PANW
$297B
$6.27M 2.82%
30,790
+2,790
+10% +$534K
SCHW
11
Charles Schwab
SCHW
$187B
$6.21M 2.8%
65,060
-1,600
-2% -$152K
VEEV icon
12
Veeva Systems
VEEV
$37.4B
$5.94M 2.68%
19,955
-200
-1% -$56.3K
ASML icon
13
ASML
ASML
$669B
$5.94M 2.68%
6,140
+510
+9% +$401K
TYL icon
14
Tyler Technologies
TYL
$12.8B
$4.84M 2.18%
9,248
– –
MELI icon
15
Mercado Libre
MELI
$92.3B
$4.72M 2.12%
2,018
+32
+2% +$76.8K
ORCL icon
16
Oracle
ORCL
$423B
$4.71M 2.12%
16,736
-60
-0.4% -$15.3K
VTI icon
17
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$4.66M 2.1%
14,199
– –
NVDA icon
18
NVIDIA
NVDA
$5.42T
$4.63M 2.08%
24,796
– –
BA icon
19
Boeing
BA
$185B
$4.56M 2.05%
21,120
+2,650
+14% +$597K
INTU icon
20
Intuit
INTU
$89B
$4.3M 1.94%
6,301
-600
-9% -$433K
RTX icon
21
RTX Corp
RTX
$301B
$4.23M 1.91%
25,307
-1,186
-4% -$184K
AAPL icon
22
Apple
AAPL
$4.57T
$4.23M 1.9%
16,599
-266
-2% -$60.1K
IDXX icon
23
Idexx Laboratories
IDXX
$46.2B
$4.06M 1.83%
6,360
-35
-0.5% -$21.2K
TMO icon
24
Thermo Fisher Scientific
TMO
$220B
$4.05M 1.82%
8,354
+25
+0.3% +$11.6K
SHOP icon
25
Shopify
SHOP
$195B
$3.88M 1.75%
26,110
– –
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
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
A
Argentarii Cincinnati, Ohio $286M AUM 32.04% 1-Year Est. Return

Legal Advantage Investments's Q3 2025 Portfolio in Review

As of Q3 2025, Legal Advantage Investments held 99 positions worth $222M, up 3.9% from $214M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Legal Advantage Investments's Q3 2025 filing shows 5 new, 13 increased, 23 reduced and 10 closed positions. Its largest new stake was Moderna: 48,175 shares worth $1.24M. The largest sale was Adobe, an estimated $3.71M.

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 Q3 2025 buy was Moderna: 48,175 shares worth $1.24M.
  • Legal Advantage Investments added most to Boeing in Q3 2025, an estimated $597K increase.
  • Legal Advantage Investments's biggest Q3 2025 reduction was Palantir, cutting an estimated $1.02M.
  • Legal Advantage Investments fully exited Adobe in Q3 2025, selling an estimated $3.71M.
  • Legal Advantage Investments's ten largest holdings make up 35% of its $222M portfolio in Q3 2025.
  • Legal Advantage Investments opened 5 new positions and closed 10 in Q3 2025.
  • Legal Advantage Investments's portfolio value rose 3.9% quarter-over-quarter to $222M.

Based on Legal Advantage Investments's 13F filing for Q3 2025, filed 20 Oct 2025.