Legal Advantage Investments, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Legal Advantage Investments, Inc. reported 77 stock positions worth $285.1 million. Its top holding was Cerebras Systems Class A (CBRS) at 24.4% of the portfolio, followed by ASML Holding NV-NY Reg SHS (ASML, 4.3%) and Elbit Systems (ESLT, 3.9%). Compared with Q1 2026, it opened 10 new positions, sold out of 12, added to 24 and reduced 19. The biggest buy was a new position in Cerebras Systems Class A (CBRS) and the biggest sale an exit from Moog Class A (MOG.A).
- Most Recent 13F
- Q2 2026
- Location
- Los Altos Hills, CA
- CIK
- 0001841769
- Portfolio Value
- $285.1M (Q2 2026)
- SEC Filing
- 0001172661-26-002624 ↗ filed Jul 15, 2026
Holdings Value
Holdings 77 stocks · $285.1M
| CBRS Cerebras Systems Inc. Class A | 24.41% | 314,889 | $69.6M | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 4.30% | 6,170 | $12.3M | Add +8.2% |
| ESLT Elbit Systems Ltd. | 3.91% | 14,690 | $11.1M | Add +0.1% |
| TDG Transdigm Group Inc. | 3.71% | 7,942 | $10.6M | Add +7.3% |
| VSEC Vse Corp. | 3.67% | 45,857 | $10.5M | No change |
| PANW Palo Alto Networks Inc. | 3.67% | 30,684 | $10.5M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 3.12% | 37,375 | $8.9M | Add +4.7% |
| AMAT Applied Materials Inc. | 3.06% | 12,081 | $8.7M | No change |
| MSFT Microsoft Corp. | 2.25% | 17,207 | $6.4M | Add +5.6% |
| SCHW Schwab (charles) Corp. | 2.13% | 65,960 | $6.1M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.03% | 60,191 | $5.8M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.82% | 14,049 | $5.2M | No change |
| NVDA Nvidia Corp. | 1.74% | 24,856 | $5.0M | No change |
| TMO Thermo Fisher Scientific Inc. | 1.72% | 9,771 | $4.9M | Add +18.2% |
| PLTR Palantir Technologies Inc. Class A | 1.72% | 41,980 | $4.9M | Reduce -0.4% |
| RTX RTX Corp. | 1.63% | 24,516 | $4.7M | Reduce -1.6% |
| WGS Genedx Holdings Corp. | 1.61% | 67,045 | $4.6M | Add +8.7% |
| BA The Boeing Co. | 1.51% | 19,880 | $4.3M | Add +0.3% |
| AAPL Apple Inc. | 1.49% | 14,664 | $4.2M | Add +12.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.45% | 8,630 | $4.1M | No change |
| FISV Fiserv Inc. | 1.44% | 83,455 | $4.1M | Reduce -0.7% |
| APP AppLovin Corp. Class A | 1.42% | 7,865 | $4.1M | Reduce -0.3% |
| MELI MercadoLibre Inc. | 1.35% | 2,273 | $3.9M | Reduce -0.0% |
| VEEV Veeva Systems Inc. Class A | 1.22% | 19,590 | $3.5M | No change |
| IDXX Idexx Laboratories Inc. | 1.17% | 6,360 | $3.3M | No change |
| MRNA Moderna Inc. | 1.17% | 47,675 | $3.3M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 1.14% | 9,200 | $3.3M | Add +19.5% |
| META Meta Platforms Inc. Class A | 1.12% | 5,675 | $3.2M | Reduce -1.7% |
| NOC Northrop Grumman Corp. | 1.08% | 6,051 | $3.1M | No change |
| GRAL Grail Inc. | 1.07% | 44,625 | $3.0M | Add +0.3% |
| SHOP Shopify Inc. Class A | 1.06% | 26,360 | $3.0M | Add +0.2% |
| ADI Analog Devices Inc. | 1.01% | 7,228 | $2.9M | No change |
| NFLX Netflix Inc. | 0.86% | 34,316 | $2.5M | Add +6.8% |
| LRCX Lam Research Corp. | 0.86% | 5,648 | $2.4M | Reduce -3.7% |
| V Visa Inc. Class A | 0.82% | 6,800 | $2.3M | No change |
| ORCL Oracle Corp. | 0.77% | 14,961 | $2.2M | Reduce -12.8% |
| JPM JPMorgan Chase & Co. | 0.60% | 5,212 | $1.7M | Reduce -3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.58% | 5,884 | $1.7M | Add +54.5% |
| ZTS Zoetis Inc. | 0.53% | 21,145 | $1.5M | Add +241.1% |
| FNF Fidelity National Financial | 0.51% | 31,090 | $1.5M | Reduce -5.0% |
| GOOGL Alphabet Inc. Class A | 0.51% | 4,100 | $1.5M | No change |
| TT Trane Technologies PLC | 0.51% | 2,932 | $1.4M | Reduce -5.4% |
| MA Mastercard Inc. Class A | 0.44% | 2,446 | $1.3M | Reduce -0.9% |
| LMT Lockheed Martin Corp. | 0.44% | 2,450 | $1.2M | Add +2.1% |
| CSCO Cisco Systems Inc. | 0.44% | 10,622 | $1.2M | Add +25.7% |
| TECH Bio-Techne Corp. | 0.43% | 17,335 | $1.2M | Reduce -1.1% |
| TER Teradyne Inc. | 0.43% | 2,525 | $1.2M | Add +26.3% |
| MRK Merck & Co. Inc. | 0.41% | 9,140 | $1.2M | Add +1.1% |
| DHI D.R. Horton Inc. | 0.37% | 6,400 | $1.0M | No change |
| AMGN Amgen Inc. | 0.35% | 2,783 | $1.0M | No change |
| AXP American Express Co. | 0.35% | 2,950 | $998K | Reduce -3.3% |
| CACI Caci International Inc. Class A | 0.32% | 2,000 | $927K | No change |
| GD General Dynamics Corp. | 0.30% | 2,400 | $850K | No change |
| NVMI Nova Ltd. | 0.29% | 1,500 | $814K | Add +200.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.26% | 1 | $749K | No change |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.24% | 8,307 | $692K | No change |
| OUST Ouster Inc. | 0.24% | 11,000 | $688K | New |
| ACN Accenture PLC Class A | 0.22% | 5,000 | $622K | New |
| ROK Rockwell Automation Inc. | 0.21% | 1,225 | $606K | New |
| AMTM Amentum Holdings Inc. | 0.21% | 28,900 | $597K | No change |
| JNJ Johnson & Johnson | 0.20% | 2,282 | $580K | No change |
| CB Chubb Ltd. | 0.20% | 1,700 | $579K | Reduce -2.9% |
| PHM Pultegroup Inc. | 0.19% | 3,920 | $538K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.17% | 5,070 | $481K | Add +1.4% |
| BN Brookfield Corp. | 0.15% | 10,000 | $426K | New |
| IOT Samsara Inc. Class A | 0.14% | 12,000 | $389K | Add +20.0% |
| AFL Aflac Inc. | 0.14% | 3,300 | $387K | Add +3.1% |
| RVMD Revolution Medicines Inc. | 0.13% | 2,000 | $375K | New |
| PFE Pfizer Inc. | 0.13% | 14,900 | $359K | Add +2.8% |
| LITE Lumentum Holdings Inc. | 0.12% | 400 | $343K | New |
| AZN Astrazeneca PLC | 0.12% | 1,737 | $329K | No change |
| GSK GSK PLC-Spon ADR | 0.11% | 6,150 | $322K | No change |
| TXN Texas Instruments Inc. | 0.10% | 1,000 | $298K | New |
| CGNX Cognex Corp. | 0.10% | 4,000 | $290K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 566 | $283K | No change |
| HOV Hovnanian Enterprises-A | 0.10% | 1,950 | $278K | No change |
| GLW Corning Inc. | 0.09% | 1,000 | $255K | New |
Portfolio Sells Q1 2026 → Q2 2026
| MOG.A Moog Inc. Class A | Sold out | 0.00% | −1.88 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.4% | 1.72% | −1.47 |
| SSNC Ss&c Technologies Holdings | Sold out | 0.00% | −1.11 |
| SCHW Schwab (charles) Corp. | Reduce -1.1% | 2.13% | −1.10 |
| FISV Fiserv Inc. | Reduce -0.7% | 1.44% | −0.99 |
| DIS The Walt Disney Co. | Reduce -0.6% | 2.03% | −0.98 |
| RTX RTX Corp. | Reduce -1.6% | 1.63% | −0.85 |
| MELI MercadoLibre Inc. | Reduce -0.0% | 1.35% | −0.68 |
| VST Vistra Corp. | Sold out | 0.00% | −0.64 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 1.12% | −0.59 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.56 |
| ORCL Oracle Corp. | Reduce -12.8% | 0.77% | −0.54 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.53 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.35 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.28 |
| FNF Fidelity National Financial | Reduce -5.0% | 0.51% | −0.27 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −0.25 |
| JPM JPMorgan Chase & Co. | Reduce -3.1% | 0.60% | −0.22 |
| APP AppLovin Corp. Class A | Reduce -0.3% | 1.42% | −0.20 |
| MA Mastercard Inc. Class A | Reduce -0.9% | 0.44% | −0.20 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.19 |
| TT Trane Technologies PLC | Reduce -5.4% | 0.51% | −0.16 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.15 |
| AXP American Express Co. | Reduce -3.3% | 0.35% | −0.13 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.10 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.10 |
| MRNA Moderna Inc. | Reduce -1.0% | 1.17% | −0.09 |
| CB Chubb Ltd. | Reduce -2.9% | 0.20% | −0.09 |
| TECH Bio-Techne Corp. | Reduce -1.1% | 0.43% | −0.04 |
| LRCX Lam Research Corp. | Reduce -3.7% | 0.86% | +0.21 |
| PANW Palo Alto Networks Inc. | Reduce -0.2% | 3.67% | +1.12 |
Portfolio Buys Q1 2026 → Q2 2026
| CBRS Cerebras Systems Inc. Class A | New | 24.41% | +24.41 |
| ASML ASML Holding NV-NY Reg SHS | Add +8.2% | 4.30% | +0.41 |
| OUST Ouster Inc. | New | 0.24% | +0.24 |
| ACN Accenture PLC Class A | New | 0.22% | +0.22 |
| ROK Rockwell Automation Inc. | New | 0.21% | +0.21 |
| NVMI Nova Ltd. | Add +200.0% | 0.29% | +0.17 |
| ZTS Zoetis Inc. | Add +241.1% | 0.53% | +0.15 |
| BN Brookfield Corp. | New | 0.15% | +0.15 |
| RVMD Revolution Medicines Inc. | New | 0.13% | +0.13 |
| TER Teradyne Inc. | Add +26.3% | 0.43% | +0.12 |
| LITE Lumentum Holdings Inc. | New | 0.12% | +0.12 |
| TXN Texas Instruments Inc. | New | 0.10% | +0.10 |
| IBM Intl Business Machines Corp. | Add +54.5% | 0.58% | +0.10 |
| CGNX Cognex Corp. | New | 0.10% | +0.10 |
| CSCO Cisco Systems Inc. | Add +25.7% | 0.44% | +0.10 |
| GLW Corning Inc. | New | 0.09% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +19.5% | 1.14% | −0.00 |
| IOT Samsara Inc. Class A | Add +20.0% | 0.14% | −0.03 |
| AFL Aflac Inc. | Add +3.1% | 0.14% | −0.05 |
| RIO Rio Tinto PLC-Spon ADR | Add +1.4% | 0.17% | −0.07 |
| PFE Pfizer Inc. | Add +2.8% | 0.13% | −0.08 |
| GRAL Grail Inc. | Add +0.3% | 1.07% | −0.12 |
| MRK Merck & Co. Inc. | Add +1.1% | 0.41% | −0.15 |
| AAPL Apple Inc. | Add +12.2% | 1.49% | −0.23 |
| LMT Lockheed Martin Corp. | Add +2.1% | 0.44% | −0.31 |
| TMO Thermo Fisher Scientific Inc. | Add +18.2% | 1.72% | −0.38 |
| WGS Genedx Holdings Corp. | Add +8.7% | 1.61% | −0.43 |
| BA The Boeing Co. | Add +0.3% | 1.51% | −0.53 |
| SHOP Shopify Inc. Class A | Add +0.2% | 1.06% | −0.56 |
| AMZN Amazon.com Inc. | Add +4.7% | 3.12% | −0.72 |
| TDG Transdigm Group Inc. | Add +7.3% | 3.71% | −0.72 |
| NFLX Netflix Inc. | Add +6.8% | 0.86% | −0.74 |
| MSFT Microsoft Corp. | Add +5.6% | 2.25% | −0.86 |
| ESLT Elbit Systems Ltd. | Add +0.1% | 3.91% | −2.53 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 77 | $285.1M | CBRS, ASML, ESLT, TDG, VSEC |
| Q1 2026 | 79 | $193.5M | ESLT, TDG, VSEC, ASML, AMZN |
| Q4 2025 | 83 | $216.0M | TDG, VSEC, ESLT, AMZN, WGS |
| Q3 2025 | 89 | $222.1M | VSEC, TDG, DIS, AMZN, MSFT |
| Q2 2025 | 94 | $213.8M | FISV, TDG, DIS, AMZN, VSEC |
| Q1 2025 | 96 | $185.2M | FISV, TDG, VSEC, DIS, AMZN |
| Q4 2024 | 103 | $189.2M | FISV, VSEC, TDG, DIS, AMZN |
| Q3 2024 | 99 | $181.9M | FISV, TDG, VSEC, MSFT, DIS |
| Q2 2024 | 94 | $173.6M | VSEC, FISV, TDG, MSFT, ADBE |
| Q1 2024 | 104 | $178.8M | VSEC, FISV, TDG, DIS, MSFT |