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
+1.9%
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
Cap. Flow
-$4.62M
Cap. Flow %
-2.14%
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
APP icon
Applovin
APP
+$709K
4
CRDO icon
Credo Technology Group
CRDO
+$707K
5
CSCO icon
Cisco
CSCO
+$644K

Top Sells

Rank Stock Value
1
ULTA icon
Ulta Beauty
ULTA
+$1.93M
2
XYZ
Block Inc
XYZ
+$1.6M
3
FIS icon
Fidelity National Information Services
FIS
+$1.02M
4
INTU icon
Intuit
INTU
+$1.01M
5
RBRK icon
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
TDG icon
1
TransDigm Group
TDG
$67.7B
$9.71M 4.5%
7,302
+420
+6% +$551K
VSEC icon
2
VSE Corp
VSEC
$6.12B
$9.48M 4.39%
54,886
-1,543
-3% -$264K
ESLT icon
3
Elbit Systems
ESLT
$40.3B
$8.51M 3.94%
14,730
-100
-0.7% -$50.1K
AMZN icon
4
Amazon
AMZN
$2.96T
$8.23M 3.81%
35,645
+100
+0.3% +$22.9K
WGS icon
5
GeneDx Holdings
WGS
$2.3B
$7.76M 3.59%
59,650
-1,000
-2% -$137K
PLTR icon
6
Palantir
PLTR
$413B
$7.49M 3.47%
42,155
+2,980
+8% +$539K
MSFT icon
7
Microsoft
MSFT
$3.71T
$7.3M 3.38%
15,090
+165
+1% +$82.7K
DIS icon
8
Walt Disney
DIS
$181B
$6.89M 3.19%
60,553
-7,723
-11% -$851K
SCHW
9
Charles Schwab
SCHW
$187B
$6.35M 2.94%
63,560
-1,500
-2% -$142K
ASML icon
10
ASML
ASML
$669B
$6.14M 2.84%
5,735
-405
-7% -$422K
PANW icon
11
Palo Alto Networks
PANW
$297B
$5.67M 2.63%
30,790
– –
FISV
12
Fiserv Inc
FISV
$27.9B
$5.11M 2.37%
76,080
+18,788
+33% +$1.57M
VTI icon
13
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$4.93M 2.28%
14,699
+500
+4% +$166K
TMO icon
14
Thermo Fisher Scientific
TMO
$220B
$4.79M 2.22%
8,264
-90
-1% -$50.9K
RTX icon
15
RTX Corp
RTX
$301B
$4.57M 2.12%
24,923
-384
-2% -$66.7K
AAPL icon
16
Apple
AAPL
$4.57T
$4.51M 2.09%
16,598
-1
-0% -$268
NVDA icon
17
NVIDIA
NVDA
$5.42T
$4.47M 2.07%
23,956
-840
-3% -$156K
VEEV icon
18
Veeva Systems
VEEV
$37.4B
$4.46M 2.07%
19,990
+35
+0.2% +$9.29K
BA icon
19
Boeing
BA
$185B
$4.34M 2.01%
19,970
-1,150
-5% -$237K
IDXX icon
20
Idexx Laboratories
IDXX
$46.2B
$4.3M 1.99%
6,360
– –
SHOP icon
21
Shopify
SHOP
$195B
$4.23M 1.96%
26,285
+175
+0.7% +$28.1K
MELI icon
22
Mercado Libre
MELI
$92.3B
$4.07M 1.88%
2,019
+1
+0% +$2.1K
TYL icon
23
Tyler Technologies
TYL
$12.8B
$3.94M 1.82%
8,678
-570
-6% -$272K
META icon
24
Meta Platforms (Facebook)
META
$1.51T
$3.81M 1.76%
5,775
+500
+9% +$334K
APP icon
25
Applovin
APP
$116B
$3.62M 1.68%
5,375
+1,125
+26% +$709K
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 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.