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LAI

Legal Advantage Investments Portfolio holdings

AUM $285M
1-Year Est. Return 18.63%
This Quarter Est. Return
-2.22%
1 Year Est. Return
+18.63%
3 Year Est. Return
+105.28%
5 Year Est. Return
+112.78%
10 Year Est. Return
–
AUM
$194M
AUM Growth
-$22.5M
Cap. Flow
-$7.48M
Cap. Flow %
-3.87%
Top 10 Hldgs %
38.08%
Holding
91
New
8
Increased
18
Reduced
23
Closed
12

Top Buys

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$1.48M
2
APP icon
Applovin
APP
+$1.21M
3
CACI icon
CACI
CACI
+$1.2M
4
GRAL
GRAIL Inc
GRAL
+$852K
5
V icon
Visa
V
+$643K

Top Sells

Rank Stock Value
1
TYL icon
Tyler Technologies
TYL
+$3.94M
2
VSEC icon
VSE Corp
VSEC
+$1.84M
3
CYBR
CyberArk
CYBR
+$1.25M
4
KLAC icon
KLA
KLAC
+$1.22M
5
OKTA icon
Okta
OKTA
+$1.17M

Sector Composition

Rank Sector Weight
1 Technology 32.35%
2 Industrials 26%
3 Healthcare 13.2%
4 Communication Services 9.7%
5 Financials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESLT icon
1
Elbit Systems
ESLT
$40.3B
$12.5M 6.44%
14,670
-60
-0.4% -$46.2K
TDG icon
2
TransDigm Group
TDG
$67.7B
$8.58M 4.43%
7,402
+100
+1% +$131K
VSEC icon
3
VSE Corp
VSEC
$6.12B
$8.46M 4.37%
45,857
-9,029
-16% -$1.84M
ASML icon
4
ASML
ASML
$669B
$7.54M 3.89%
5,705
-30
-0.5% -$41.1K
AMZN icon
5
Amazon
AMZN
$2.96T
$7.44M 3.84%
35,705
+60
+0.2% +$13.2K
SCHW
6
Charles Schwab
SCHW
$187B
$6.26M 3.24%
66,660
+3,100
+5% +$304K
PLTR icon
7
Palantir
PLTR
$413B
$6.17M 3.19%
42,155
– –
MSFT icon
8
Microsoft
MSFT
$3.71T
$6.03M 3.12%
16,290
+1,200
+8% +$502K
DIS icon
9
Walt Disney
DIS
$181B
$5.84M 3.02%
60,553
– –
PANW icon
10
Palo Alto Networks
PANW
$297B
$4.93M 2.55%
30,750
-40
-0.1% -$6.72K
RTX icon
11
RTX Corp
RTX
$301B
$4.81M 2.48%
24,923
– –
FISV
12
Fiserv Inc
FISV
$27.9B
$4.69M 2.42%
84,080
+8,000
+11% +$495K
VTI icon
13
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$4.51M 2.33%
14,049
-650
-4% -$218K
NVDA icon
14
NVIDIA
NVDA
$5.42T
$4.33M 2.24%
24,856
+900
+4% +$165K
AMAT icon
15
Applied Materials
AMAT
$428B
$4.13M 2.13%
12,081
-1,000
-8% -$336K
NOC icon
16
Northrop Grumman
NOC
$81.2B
$4.13M 2.13%
6,051
– –
TMO icon
17
Thermo Fisher Scientific
TMO
$220B
$4.06M 2.1%
8,264
– –
WGS icon
18
GeneDx Holdings
WGS
$2.3B
$3.96M 2.05%
61,675
+2,025
+3% +$185K
BA icon
19
Boeing
BA
$185B
$3.95M 2.04%
19,830
-140
-0.7% -$31.9K
MELI icon
20
Mercado Libre
MELI
$92.3B
$3.93M 2.03%
2,274
+255
+13% +$492K
MOG.A icon
21
Moog Inc Class A
MOG.A
$12.8B
$3.63M 1.88%
12,400
– –
IDXX icon
22
Idexx Laboratories
IDXX
$46.2B
$3.57M 1.85%
6,360
– –
VEEV icon
23
Veeva Systems
VEEV
$37.4B
$3.44M 1.78%
19,590
-400
-2% -$78.6K
AAPL icon
24
Apple
AAPL
$4.57T
$3.32M 1.71%
13,073
-3,525
-21% -$917K
META icon
25
Meta Platforms (Facebook)
META
$1.51T
$3.3M 1.71%
5,775
– –
1
2 3 4

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ONPI
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HMP
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FFL
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Legal Advantage Investments's Q1 2026 Portfolio in Review

As of Q1 2026, Legal Advantage Investments held 91 positions worth $194M, down 10% from $216M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Legal Advantage Investments withdrew a net $7.48M in Q1 2026, closing 12 positions and reducing 23 holdings. Its most notable exit was Tyler Technologies, an estimated $3.94M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 36% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, Legal Advantage Investments opened a new position in Lockheed Martin worth $1.45M.

  • Legal Advantage Investments's largest Q1 2026 buy was Lockheed Martin: 2,400 shares worth $1.45M.
  • Legal Advantage Investments added most to Applovin in Q1 2026, an estimated $1.21M increase.
  • Legal Advantage Investments's biggest Q1 2026 reduction was VSE Corp, cutting an estimated $1.84M.
  • Legal Advantage Investments fully exited Tyler Technologies in Q1 2026, selling an estimated $3.94M.
  • Legal Advantage Investments's ten largest holdings make up 38% of its $194M portfolio in Q1 2026.
  • Legal Advantage Investments opened 8 new positions and closed 12 in Q1 2026.
  • Legal Advantage Investments's portfolio value fell 10% quarter-over-quarter to $194M.

Based on Legal Advantage Investments's 13F filing for Q1 2026, filed 20 Apr 2026.