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Legal Advantage Investments, Inc. Top Holdings and 13F Report (2026)

About Legal Advantage Investments, Inc.

Investment Activity

  • Legal Advantage Investments, Inc. has $193.54 million in total holdings as of March 31, 2026.
  • Legal Advantage Investments, Inc. owns shares of 79 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
  • Approximately 5.18% of the portfolio was purchased this quarter.
  • About 9.48% of the portfolio was sold this quarter.
  • This quarter, Legal Advantage Investments, Inc. has purchased 83 new stocks and bought additional shares in 18 stocks.
  • Legal Advantage Investments, Inc. sold shares of 22 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Elbit Systems
$12,456,150
Transdigm Group
$8,578,622
VSE
$8,456,031
ASML
$7,535,335
Amazon.com
$7,436,310

Largest New Holdings this Quarter

539830109 - Lockheed Martin
$1,450,536 Holding
127190304 - CACI International
$1,087,740 Holding
880770102 - Teradyne
$592,920 Holding
04626A103 - ASTERA LABS INC
$493,200 Holding
G0593M107 - AstraZeneca
$342,571 Holding

Largest Purchases this Quarter

Lockheed Martin
2,400 shares (about $1.45M)
CACI International
2,000 shares (about $1.09M)
APPLOVIN CORP
2,510 shares (about $998.98K)
Visa
2,000 shares (about $604.48K)
Teradyne
2,000 shares (about $592.92K)

Largest Sales this Quarter

VSE
9,029 shares (about $1.66M)
Intuit
2,265 shares (about $979.34K)
Apple
3,525 shares (about $894.61K)
Applied Materials
1,000 shares (about $341.79K)
WALMART INC
2,000 shares (about $248.56K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLegal Advantage Investments, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Elbit Systems Ltd. stock logo
ESLT
Elbit Systems
$12,456,150$50,945 â–¼-0.4%14,6706.4%Aerospace
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$8,578,622$115,896 â–²1.4%7,4024.4%Aerospace
VSE Corporation stock logo
VSEC
VSE
$8,456,031$1,664,948 â–¼-16.5%45,8574.4%Construction
ASML Holding N.V. stock logo
ASML
ASML
$7,535,335$39,625 â–¼-0.5%5,7053.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,436,310$12,496 â–²0.2%35,7053.8%Retail/Wholesale
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$6,264,707$291,338 â–²4.9%66,6603.2%Finance
PALANTIR TECHNOLOGIES INC
$6,166,4330.0%42,1553.2%CL A
Microsoft Corporation stock logo
MSFT
Microsoft
$6,030,069$444,204 â–²8.0%16,2903.1%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$5,836,0980.0%60,5533.0%Consumer Discretionary
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$4,929,840$6,413 â–¼-0.1%30,7502.5%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$4,807,6320.0%24,9232.5%Aerospace
FISERV INC
$4,691,664$446,400 â–²10.5%84,0802.4%COM
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,507,060$208,527 â–¼-4.4%14,0492.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,334,886$156,960 â–²3.8%24,8562.2%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$4,129,148$341,789 â–¼-7.6%12,0812.1%Computer and Technology
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$4,128,2340.0%6,0512.1%Aerospace
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,061,8170.0%8,2642.1%Medical
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$3,960,768$130,045 â–²3.4%61,6752.0%Medical
The Boeing Company stock logo
BA
Boeing
$3,946,765$27,864 â–¼-0.7%19,8302.0%Aerospace
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$3,931,791$440,900 â–²12.6%2,2742.0%Retail/Wholesale
Moog Inc. stock logo
MOG.A
Moog
$3,628,7360.0%12,4001.9%Aerospace
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$3,573,6200.0%6,3601.8%Medical
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$3,441,179$70,264 â–¼-2.0%19,5901.8%Medical
Apple Inc. stock logo
AAPL
Apple
$3,317,797$894,610 â–¼-21.2%13,0731.7%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,304,0510.0%5,7751.7%Computer and Technology
APPLOVIN CORP
$3,138,230$998,980 â–²46.7%7,8851.6%COM CL A
SHOPIFY INC
$3,120,892$2,965 â–²0.1%26,3101.6%CL A SUB VTG SHS
Netflix, Inc. stock logo
NFLX
Netflix
$3,097,5880.0%32,1161.6%Consumer Discretionary
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,916,508$33,795 â–¼-1.1%8,6301.5%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$2,524,625$150,792 â–²6.4%17,1611.3%Computer and Technology
Moderna, Inc. stock logo
MRNA
Moderna
$2,447,2900.0%48,1751.3%Medical
GRAIL INC
$2,299,760$568,480 â–²32.8%44,5001.2%COM
Analog Devices, Inc. stock logo
ADI
Analog Devices
$2,299,5160.0%7,2281.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$2,208,822$86,058 â–¼-3.8%7,7001.1%Computer and Technology
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$2,141,969$13,514 â–¼-0.6%31,7001.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$2,055,232$604,480 â–²41.7%6,8001.1%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,581,9920.0%5,3780.8%Finance
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
$1,518,017$129,864 â–²9.4%32,7300.8%Finance
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$1,450,536$1,450,536 â–²New Holding2,4000.7%Aerospace
Trane Technologies plc stock logo
TT
Trane Technologies
$1,291,061$41,674 â–¼-3.1%3,0980.7%Construction
LAM RESEARCH CORP
$1,252,902$23,075 â–¼-1.8%5,8640.6%COM NEW
Vistra Corp. stock logo
VST
Vistra
$1,247,7390.0%8,3000.6%Utilities
Mastercard Incorporated stock logo
MA
Mastercard
$1,233,6610.0%2,4690.6%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,178,9960.0%4,1000.6%Computer and Technology
CACI International, Inc. stock logo
CACI
CACI International
$1,087,740$1,087,740 â–²New Holding2,0000.6%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,087,4220.0%9,0400.6%Medical
Intuit Inc. stock logo
INTU
Intuit
$1,080,950$979,341 â–¼-47.5%2,5000.6%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$1,017,9120.0%5,4530.5%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$979,199$35,185 â–¼-3.5%2,7830.5%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$923,264$103,016 â–²12.6%3,8090.5%Computer and Technology
American Express Company stock logo
AXP
American Express
$922,564$151,240 â–²19.6%3,0500.5%Finance
Bio-Techne Corp stock logo
TECH
Bio-Techne
$916,3790.0%17,5350.5%Medical
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$878,2080.0%6,4000.5%Construction
General Dynamics Corporation stock logo
GD
General Dynamics
$823,7280.0%2,4000.4%Aerospace
AMENTUM HOLDINGS INC
$753,712$260,800 â–²52.9%28,9000.4%COM
Zoetis Inc. stock logo
ZTS
Zoetis
$732,902$8,866 â–²1.2%6,2000.4%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$718,1400.0%10.4%Finance
WALMART INC
$683,540$248,560 â–¼-26.7%5,5000.4%COM
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$655,791$17,535 â–¼-2.6%8,4520.3%Computer and Technology
BHP Group Limited Sponsored ADR stock logo
BHP
BHP Group
$604,2540.0%8,3070.3%Basic Materials
Teradyne, Inc. stock logo
TER
Teradyne
$592,920$592,920 â–²New Holding2,0000.3%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$570,3780.0%1,7500.3%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$557,8120.0%2,2820.3%Medical
Zscaler, Inc. stock logo
ZS
Zscaler
$543,624$17,536 â–¼-3.1%3,8750.3%Computer and Technology
ASTERA LABS INC
$493,200$493,200 â–²New Holding4,5000.3%COM
Rio Tinto PLC stock logo
RIO
Rio Tinto
$466,450$27,987 â–¼-5.7%5,0000.2%Basic Materials
PulteGroup, Inc. stock logo
PHM
PulteGroup
$461,0310.0%3,9200.2%Construction
Pfizer Inc. stock logo
PFE
Pfizer
$407,1600.0%14,5000.2%Medical
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$365,183$36,752 â–¼-9.1%1,2520.2%Finance
Aflac Incorporated stock logo
AFL
Aflac
$351,0720.0%3,2000.2%Finance
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$342,571$342,571 â–²New Holding1,7370.2%Medical
GSK PLC Sponsored ADR stock logo
GSK
GSK
$339,4180.0%6,1500.2%Medical
Samsara Inc. stock logo
IOT
Samsara
$316,900$316,900 â–²New Holding10,0000.2%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$292,740$292,740 â–²New Holding2,8000.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$271,227$15,814 â–¼-5.5%5660.1%Finance
Nova Ltd. stock logo
NVMI
Nova
$217,140$217,140 â–²New Holding5000.1%Computer and Technology
Hovnanian Enterprises Inc stock logo
HOV
Hovnanian Enterprises
$216,274$216,274 â–²New Holding1,9500.1%Construction
Medtronic PLC stock logo
MDT
Medtronic
$203,2810.0%2,3460.1%Medical
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$201,4390.0%2,8300.1%Medical
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$0$3,939,231 â–¼-100.0%00.0%Computer and Technology
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$0$1,248,968 â–¼-100.0%00.0%Computer and Technology
KLA Corporation stock logo
KLAC
KLA
$0$1,215,080 â–¼-100.0%00.0%Computer and Technology
Okta, Inc. stock logo
OKTA
Okta
$0$1,170,804 â–¼-100.0%00.0%Computer and Technology
Twilio Inc. stock logo
TWLO
Twilio
$0$1,137,920 â–¼-100.0%00.0%Computer and Technology
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$0$1,021,619 â–¼-100.0%00.0%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$0$767,697 â–¼-100.0%00.0%Business Services
Willis Towers Watson Public Limited Company stock logo
WTW
Willis Towers Watson Public
$0$662,129 â–¼-100.0%00.0%Finance
TAT Technologies Ltd. stock logo
TATT
TAT Technologies
$0$535,920 â–¼-100.0%00.0%Aerospace
Fortune Brands Innovations, Inc. stock logo
FBIN
Fortune Brands Innovations
$0$530,212 â–¼-100.0%00.0%Retail/Wholesale
eBay Inc. stock logo
EBAY
eBay
$0$467,074 â–¼-100.0%00.0%Retail/Wholesale
Natera, Inc. stock logo
NTRA
Natera
$0$458,180 â–¼-100.0%00.0%Medical
ASTRAZENECA PLC
$0$319,457 â–¼-100.0%00.0%SPONSORED ADR

Showing largest 100 holdings. View all holdings.
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