Legal Advantage Investments, Inc.

CIK 0001841769 • 6 13F filings • May 13, 2025 – Jul 15, 2026

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Filer information

Filed by: Legal Advantage Investments, Inc., Chief Compliance Officer
Address: 26625 St Francis Road, Los Altos Hills, CA, 94022
Phone: 650-714-5989
AUM: $216.0M

AUM over time

$285.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $193.5M79 positionsView on SEC.gov

			% of Portfolio
AFLAC INC	COM	$351K	0.2%Prev: 0.2%	3,200 SH	Decreased-400 SH
ALPHABET INC	CAP STK CL A	$1.2M	0.6%Prev: 0.3%	4,100 SH	Increased
ALPHABET INC	CAP STK CL C	$2.2M	1.1%Prev: 0.7%	7,700 SH	Increased-300 SH
AMAZON COM INC	COM	$7.4M	3.8%Prev: 3.5%	35,705 SH	Increased+1,370 SH
AMENTUM HOLDINGS INC	COM	$754K	0.4%	28,900 SH	New
AMERICAN EXPRESS CO	COM	$923K	0.5%Prev: 0.4%	3,050 SH	Increased+200 SH
AMGEN INC	COM	$979K	0.5%Prev: 0.5%	2,783 SH	Increased-325 SH
ANALOG DEVICES INC	COM	$2.3M	1.2%Prev: 0.8%	7,228 SH	Increased-70 SH
APPLE INC	COM	$3.3M	1.7%Prev: 1.5%	13,073 SH	Increased+808 SH
APPLIED MATLS INC	COM	$4.1M	2.1%Prev: 1.1%	12,081 SH	Increased-2,090 SH
APPLOVIN CORP	COM CL A	$3.1M	1.6%	7,885 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$7.5M	3.9%	5,705 SH	New
ASTERA LABS INC	COM	$493K	0.3%	4,500 SH	New
ASTRAZENECA PLC	ORD	$343K	0.2%	1,737 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.4%Prev: 0.4%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$271K	0.1%Prev: 0.2%	566 SH	Decreased-34 SH
BHP BILLITON LIMITED	SPONSORED ADS	$604K	0.3%	8,307 SH	New
BIO-TECHNE CORP	COM	$916K	0.5%Prev: 0.4%	17,535 SH	Increased+5,100 SH
BOEING CO	COM	$3.9M	2.0%Prev: 1.6%	19,830 SH	Increased+2,980 SH
CACI INTL INC	CL A	$1.1M	0.6%	2,000 SH	New
CHUBB LTD SWITZ	COM	$570K	0.3%	1,750 SH	New
CISCO SYS INC	COM	$656K	0.3%	8,452 SH	New
D R HORTON INC	COM	$878K	0.5%Prev: 0.4%	6,400 SH	Increased-50 SH
DISNEY WALT CO	COM	$5.8M	3.0%Prev: 3.6%	60,553 SH	Decreased-7,741 SH
ELBIT SYS LTD	ORD	$12.5M	6.4%Prev: 3.1%	14,670 SH	Increased-360 SH
FIDELITY NATL FINL INC	COM SHS	$1.5M	0.8%	32,730 SH	New
FISERV INC	COM	$4.7M	2.4%Prev: 6.4%	84,080 SH	Decreased+30,663 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$201K	0.1%Prev: 0.1%	2,830 SH	Decreased
GENEDX HOLDINGS CORP	COM CL A	$4.0M	2.0%Prev: 2.4%	61,675 SH	Decreased+11,075 SH
GENERAL DYNAMICS CORP	COM	$824K	0.4%Prev: 0.4%	2,400 SH	Increased-100 SH
GRAIL INC	COM	$2.3M	1.2%Prev: 0.2%	44,500 SH	Increased+30,500 SH
GSK PLC	SPONSORED ADR	$339K	0.2%	6,150 SH	New
HOVNANIAN ENTERPRISES INC	CL A NEW	$216K	0.1%Prev: 0.1%	1,950 SH	Increased
IDEXX LABS INC	COM	$3.6M	1.8%Prev: 1.4%	6,360 SH	Increased-35 SH
INTERNATIONAL BUSINESS MACHS	COM	$923K	0.5%Prev: 0.5%	3,809 SH	Increased+375 SH
INTUIT	COM	$1.1M	0.6%Prev: 2.4%	2,500 SH	Decreased-4,816 SH
JOHNSON & JOHNSON	COM	$558K	0.3%Prev: 0.2%	2,282 SH	Increased-100 SH
JPMORGAN CHASE & CO	COM	$1.6M	0.8%	5,378 SH	New
LAM RESEARCH CORP	COM NEW	$1.3M	0.6%Prev: 0.2%	5,864 SH	Increased-109 SH
LOCKHEED MARTIN CORP	COM	$1.5M	0.7%Prev: 0.8%	2,400 SH	Decreased-995 SH
MASTERCARD INCORPORATED	CL A	$1.2M	0.6%Prev: 0.7%	2,469 SH	Decreased-2 SH
MEDTRONIC PLC	SHS	$203K	0.1%Prev: 0.1%	2,346 SH	Decreased-510 SH
MERCADOLIBRE INC	COM	$3.9M	2.0%Prev: 1.7%	2,274 SH	Increased+643 SH
MERCK & CO INC	COM	$1.1M	0.6%Prev: 0.2%	9,040 SH	Increased+5,040 SH
META PLATFORMS INC	CL A	$3.3M	1.7%Prev: 1.7%	5,775 SH	Increased+325 SH
MICROSOFT CORP	COM	$6.0M	3.1%Prev: 3.1%	16,290 SH	Increased+1,065 SH
MODERNA INC	COM	$2.4M	1.3%	48,175 SH	New
MOOG INC	CL A	$3.6M	1.9%Prev: 1.2%	12,400 SH	Increased-190 SH
NETFLIX INC.	COM	$3.1M	1.6%	32,116 SH	New
NORTHROP GRUMMAN CORP	COM	$4.1M	2.1%Prev: 1.8%	6,051 SH	Increased-590 SH
NOVA LTD	COM	$217K	0.1%	500 SH	New
NVIDIA CORPORATION	COM	$4.3M	2.2%Prev: 1.3%	24,856 SH	Increased+2,060 SH
ORACLE CORP	COM	$2.5M	1.3%Prev: 1.4%	17,161 SH	Decreased-1,785 SH
PALANTIR TECHNOLOGIES INC	CL A	$6.2M	3.2%Prev: 2.0%	42,155 SH	Increased-2,645 SH
PALO ALTO NETWORKS INC	COM	$4.9M	2.5%Prev: 2.6%	30,750 SH	Increased+2,810 SH
PFIZER INC	COM	$407K	0.2%	14,500 SH	New
PULTE GROUP INC	COM	$461K	0.2%Prev: 0.2%	3,920 SH	Increased-100 SH
RIO TINTO PLC	SPONSORED ADR	$466K	0.2%Prev: 0.2%	5,000 SH	Increased-500 SH
RTX CORPORATION	COM	$4.8M	2.5%Prev: 1.5%	24,923 SH	Increased+3,796 SH
SALESFORCE INC	COM	$1.0M	0.5%Prev: 0.8%	5,453 SH	Decreased-18 SH
SAMSARA INC	COM CL A	$317K	0.2%Prev: 0.2%	10,000 SH	Increased+2,000 SH
SCHWAB CHARLES CORP	COM	$6.3M	3.2%Prev: 2.9%	66,660 SH	Increased-1,240 SH
SERVICENOW INC	COM	$293K	0.2%	2,800 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$3.1M	1.6%	26,310 SH	New
SS&C TECH HLDGS	COM	$2.1M	1.1%	31,700 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.9M	1.5%	8,630 SH	New
TERADYNE INC	COM	$593K	0.3%	2,000 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$4.1M	2.1%Prev: 2.2%	8,264 SH	Decreased+35 SH
TRANE TECHNOLOGIES PLC	SHS	$1.3M	0.7%Prev: 0.6%	3,098 SH	Increased-400 SH
TRANSDIGM GROUP INC	COM	$8.6M	4.4%Prev: 4.5%	7,402 SH	Increased+1,375 SH
TRAVELERS COMPANIES INC	COM	$365K	0.2%Prev: 0.2%	1,252 SH	Increased-127 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.5M	2.3%Prev: 2.1%	14,049 SH	Increased-143 SH
VEEVA SYS INC	CL A COM	$3.4M	1.8%Prev: 2.5%	19,590 SH	Decreased-765 SH
VISA INC	COM CL A	$2.1M	1.1%Prev: 0.9%	6,800 SH	Increased+2,000 SH
VISTRA CORP	COM	$1.2M	0.6%Prev: 0.5%	8,300 SH	Increased
VSE CORP	COM	$8.5M	4.4%Prev: 3.9%	45,857 SH	Increased-13,647 SH
WALMART INC	COM	$684K	0.4%Prev: 0.4%	5,500 SH	Increased-2,000 SH
ZOETIS INC	CL A	$733K	0.4%Prev: 0.6%	6,200 SH	Decreased-550 SH
ZSCALER INC	COM	$544K	0.3%Prev: 0.4%	3,875 SH	Decreased-125 SH

Sold (vs prior filing)

ADOBE INC — $4.0M
ASML HOLDING N V — $2.5M
ASTRAZENECA PLC — $276K
BANCO BBVA ARGENTINA S A — $435K
BANCO MACRO SA — $593K
BHP GROUP LTD — $454K
BLOCK INC — $1.3M
BRISTOL-MYERS SQUIBB CO — $237K
CHUBB LIMITED — $528K
CYBERARK SOFTWARE LTD — $676K
EBAY INC. — $417K
FIDELITY NATIONAL FINANCIAL — $2.1M
FIDELITY NATL INFORMATION SV — $1.2M
FIVERR INTL LTD — $327K
FORTUNE BRANDS INNOVATIONS I — $700K
GRUPO SUPERVIELLE S.A. — $374K
HALLIBURTON CO — $317K
INMODE LTD — $994K
JPMORGAN CHASE & CO. — $1.4M
KLA CORP — $680K
… and 18 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0001172661-26-000183	$216.0M	View
Oct 20, 2025	Q3 2025	13F-HR	0001172661-25-004327	$222.1M	View
Jul 15, 2026	Q2 2026