Legal Advantage Investments, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Legal Advantage Investments, Inc. reported 96 stock positions worth $185.2 million. Its top holding was Fiserv (FISV) at 6.4% of the portfolio, followed by Transdigm (TDG, 4.5%) and Vse (VSEC, 3.9%). Compared with Q4 2024, it opened 2 new positions, sold out of 9, added to 24 and reduced 28. The biggest buy was Genedx (WGS, shares +48%) and the biggest sale an exit from SS SPDR S&P Biotech ETF (XBI).

Most Recent 13F
Q2 2026
Location
Los Altos Hills, CA
CIK
0001841769
Portfolio Value
$185.2M (Q1 2025)
SEC Filing
0001172661-25-001737 ↗ filed May 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $178.8M Q1 2024 Q2 2024: $173.6M Q2 2024 Q3 2024: $181.9M Q3 2024 Q4 2024: $189.2M Q4 2024 Q1 2025: $185.2M $185.2M Q1 2025 Q2 2025: $213.8M Q2 2025 Q3 2025: $222.1M Q3 2025 Q4 2025: $216.0M Q4 2025 Q1 2026: $193.5M Q1 2026 Q2 2026: $285.1M Q2 2026

Holdings 96 stocks · $185.2M
FISV Fiserv Inc. 6.37% 53,417 $11.8M Reduce -0.9%
TDG Transdigm Group Inc. 4.50% 6,027 $8.3M Reduce -0.3%
VSEC Vse Corp. 3.85% 59,504 $7.1M Reduce -31.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.64% 68,294 $6.7M Add +6.2%
AMZN Amazon.com Inc. 3.53% 34,335 $6.5M Add +5.9%
ESLT Elbit Systems Ltd. 3.11% 15,030 $5.8M No change
MSFT Microsoft Corp. 3.09% 15,225 $5.7M Add +3.9%
TYL Tyler Technologies Inc. 3.04% 9,673 $5.6M Reduce -1.8%
SCHW Schwab (charles) Corp. 2.87% 67,900 $5.3M Add +6.3%
PANW Palo Alto Networks Inc. 2.57% 27,940 $4.8M Reduce -0.2%
VEEV Veeva Systems Inc. Class A 2.55% 20,355 $4.7M Add +0.1%
INTU Intuit Inc. 2.42% 7,316 $4.5M Reduce -2.0%
WGS Genedx Holdings Corp. 2.42% 50,600 $4.5M Add +48.4%
TMO Thermo Fisher Scientific Inc. 2.21% 8,229 $4.1M Add +2.5%
ADBE Adobe Inc. 2.16% 10,433 $4.0M Reduce -4.0%
VTI VG Morningstar TS MKT ETF-US 2.11% 14,192 $3.9M Reduce -0.3%
PLTR Palantir Technologies Inc. Class A 2.04% 44,800 $3.8M Reduce -11.8%
NOC Northrop Grumman Corp. 1.78% 6,641 $3.3M No change
MELI MercadoLibre Inc. 1.72% 1,631 $3.2M Add +3.8%
NFLX Netflix Inc. 1.70% 3,377 $3.1M No change
META Meta Platforms Inc. Class A 1.70% 5,450 $3.1M Reduce -0.9%
BA The Boeing Co. 1.55% 16,850 $2.9M Reduce -0.2%
SSNC Ss&c Technologies Holdings 1.52% 33,600 $2.8M Reduce -2.0%
RTX RTX Corp. 1.51% 21,127 $2.8M No change
AAPL Apple Inc. 1.47% 12,265 $2.7M Add +2.5%
IDXX Idexx Laboratories Inc. 1.45% 6,395 $2.7M Add +1.6%
ORCL Oracle Corp. 1.43% 18,946 $2.6M Reduce -4.0%
ASML ASML Holding NV-NY Reg SHS 1.34% 3,750 $2.5M Add +18.2%
NVDA Nvidia Corp. 1.33% 22,796 $2.5M No change
SHOP Shopify Inc. Class A 1.24% 24,110 $2.3M Reduce -0.4%
MOG.A Moog Inc. Class A 1.18% 12,590 $2.2M Add +1.6%
FNF Fidelity National Financial 1.12% 31,880 $2.1M Add +5.8%
AMAT Applied Materials Inc. 1.11% 14,171 $2.1M No change
V Visa Inc. Class A 0.91% 4,800 $1.7M No change
LMT Lockheed Martin Corp. 0.82% 3,395 $1.5M No change
TSM Taiwan Semiconductor-SP ADR 0.81% 9,030 $1.5M Add +0.2%
ADI Analog Devices Inc. 0.79% 7,298 $1.5M No change
CRM Salesforce Inc. 0.79% 5,471 $1.5M Reduce -0.5%
JPM JPMorgan Chase & Co. 0.74% 5,603 $1.4M Reduce -0.9%
MA Mastercard Inc. Class A 0.73% 2,471 $1.4M No change
ULTA Ulta Beauty Inc. 0.73% 3,685 $1.4M Reduce -1.2%
XYZ Block Inc. 0.68% 23,085 $1.3M Reduce -0.3%
GOOG Alphabet Inc. Class C 0.67% 8,000 $1.2M No change
TT Trane Technologies PLC 0.64% 3,498 $1.2M Reduce -2.8%
FIS Fidelity National Info Serv 0.62% 15,400 $1.2M Add +83.3%
LHX L3HARRIS Technologies Inc. 0.60% 5,317 $1.1M No change
ZTS Zoetis Inc. 0.60% 6,750 $1.1M Add +0.2%
ZBH Zimmer Biomet Holdings Inc. 0.54% 8,860 $1.0M Reduce -3.3%
INMD Inmode Ltd. 0.54% 56,020 $994K Add +99.9%
VST Vistra Corp. 0.53% 8,300 $975K Add +102.4%
AMGN Amgen Inc. 0.52% 3,108 $968K No change
VRTX Vertex Pharmaceuticals Inc. 0.48% 1,848 $896K Add +1.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.46% 3,434 $854K No change
DHI D.R. Horton Inc. 0.44% 6,450 $820K No change
MCK McKesson Corp. 0.44% 1,201 $808K No change
BRK.A Berkshire Hathaway Inc. Class A 0.43% 1 $798K No change
ZS Zscaler Inc. 0.43% 4,000 $794K No change
AXP American Express Co. 0.41% 2,850 $767K No change
WTW Willis Towers Watson PLC 0.40% 2,165 $732K Reduce -2.3%
TECH Bio-Techne Corp. 0.39% 12,435 $729K No change
FBIN Fortune Brands Innovations I 0.38% 11,500 $700K No change
GD General Dynamics Corp. 0.37% 2,500 $681K No change
KLAC KLA Corp. 0.37% 1,000 $680K No change
CYBR Cyberark Software Ltd./Israel 0.36% 2,000 $676K No change
WMT Walmart Inc. 0.36% 7,500 $658K No change
GOOGL Alphabet Inc. Class A 0.34% 4,100 $634K No change
SPT Sprout Social Inc. Class A 0.34% 28,475 $626K Reduce -0.3%
BMA Banco Macro SA-ADR 0.32% 7,850 $593K Add +0.6%
CB Chubb Ltd. 0.29% 1,750 $528K No change
OKTA Okta Inc. 0.28% 4,990 $525K Add +0.8%
MNDY Monday.com Ltd. 0.28% 2,100 $511K Add +110.0%
BHP BHP Group Ltd.-Spon ADR 0.25% 9,357 $454K Reduce -1.6%
BBAR Bbva Argentina SA-ADR filed as BANCO BBVA ARGENTINA S A 0.23% 24,000 $435K No change
LRCX Lam Research Corp. 0.23% 5,973 $434K No change
EBAY eBay Inc. 0.22% 6,150 $417K Reduce -1.6%
PHM Pultegroup Inc. 0.22% 4,020 $413K No change
AFL Aflac Inc. 0.22% 3,600 $400K No change
JNJ Johnson & Johnson 0.21% 2,382 $395K Reduce -8.2%
PYPL PayPal Holdings Inc. 0.21% 5,900 $385K No change
SUPV Grupo Supervielle SA-SP ADR 0.20% 28,645 $374K No change
TRV The Travelers Cos Inc. 0.20% 1,379 $365K No change
MRK Merck & Co. Inc. 0.19% 4,000 $359K No change
GRAL Grail Inc. 0.19% 14,000 $358K New
VCYT Veracyte Inc. 0.18% 11,306 $335K Add +79.3%
RIO Rio Tinto PLC-Spon ADR 0.18% 5,500 $330K No change
FVRR Fiverr International Ltd. 0.18% 13,800 $327K No change
BRK.B Berkshire Hathaway Inc. Class B 0.17% 600 $320K No change
HAL Halliburton Co. 0.17% 12,500 $317K No change
IOT Samsara Inc. Class A 0.17% 8,000 $307K Add +60.0%
AZN Astrazeneca PLC-Spons ADR 0.15% 3,750 $276K Reduce -5.1%
ON On Semiconductor 0.14% 6,350 $258K Reduce -1.6%
MDT Medtronic PLC 0.14% 2,856 $257K Reduce -1.7%
RBRK Rubrik Inc. Class A 0.14% 4,100 $250K New
BMY Bristol-Myers Squibb Co. 0.13% 3,891 $237K No change
GEHC GE Healthcare Technology 0.12% 2,830 $228K No change
HOV Hovnanian Enterprises-A 0.11% 1,950 $204K No change

Portfolio Sells Q4 2024 → Q1 2025
XBI SS SPDR S&P Biotech ETF Sold out 0.00% −0.95
CMCSA Comcast Corp. Class A Sold out 0.00% −0.56
VSEC Vse Corp. Reduce -31.2% 3.85% −0.49
SLB SLB Ltd. Sold out 0.00% −0.42
ADBE Adobe Inc. Reduce -4.0% 2.16% −0.39
XYZ Block Inc. Reduce -0.3% 0.68% −0.36
PTC PTC Inc. Sold out 0.00% −0.32
ORCL Oracle Corp. Reduce -4.0% 1.43% −0.31
NICE Nice Ltd. - Spon ADR Sold out 0.00% −0.26
CRM Salesforce Inc. Reduce -0.5% 0.79% −0.18
NSP Insperity Inc. Sold out 0.00% −0.13
ULTA Ulta Beauty Inc. Reduce -1.2% 0.73% −0.13
SPT Sprout Social Inc. Class A Reduce -0.3% 0.34% −0.13
TXN Texas Instruments Inc. Sold out 0.00% −0.12
PANW Palo Alto Networks Inc. Reduce -0.2% 2.57% −0.12
SHOP Shopify Inc. Class A Reduce -0.4% 1.24% −0.12
YPF YPF S.A.-Sponsored ADR Sold out 0.00% −0.11
FROG Jfrog Ltd. Sold out 0.00% −0.11
VTI VG Morningstar TS MKT ETF-US Reduce -0.3% 2.11% −0.08
ON On Semiconductor Reduce -1.6% 0.14% −0.08
TT Trane Technologies PLC Reduce -2.8% 0.64% −0.07
INTU Intuit Inc. Reduce -2.0% 2.42% −0.06
BA The Boeing Co. Reduce -0.2% 1.55% −0.03
META Meta Platforms Inc. Class A Reduce -0.9% 1.70% −0.01
BHP BHP Group Ltd.-Spon ADR Reduce -1.6% 0.25% −0.00
PLTR Palantir Technologies Inc. Class A Reduce -11.8% 2.04% +0.01
AZN Astrazeneca PLC-Spons ADR Reduce -5.1% 0.15% +0.01
JNJ Johnson & Johnson Reduce -8.2% 0.21% +0.01
MDT Medtronic PLC Reduce -1.7% 0.14% +0.02
EBAY eBay Inc. Reduce -1.6% 0.22% +0.02
JPM JPMorgan Chase & Co. Reduce -0.9% 0.74% +0.03
WTW Willis Towers Watson PLC Reduce -2.3% 0.40% +0.03
ZBH Zimmer Biomet Holdings Inc. Reduce -3.3% 0.54% +0.03
TYL Tyler Technologies Inc. Reduce -1.8% 3.04% +0.03
SSNC Ss&c Technologies Holdings Reduce -2.0% 1.52% +0.14
TDG Transdigm Group Inc. Reduce -0.3% 4.50% +0.45
FISV Fiserv Inc. Reduce -0.9% 6.37% +0.51

Portfolio Buys Q4 2024 → Q1 2025
WGS Genedx Holdings Corp. Add +48.4% 2.42% +1.03
SCHW Schwab (charles) Corp. Add +6.3% 2.87% +0.37
MELI MercadoLibre Inc. Add +3.8% 1.72% +0.31
INMD Inmode Ltd. Add +99.9% 0.54% +0.29
VEEV Veeva Systems Inc. Class A Add +0.1% 2.55% +0.28
FIS Fidelity National Info Serv Add +83.3% 0.62% +0.26
VST Vistra Corp. Add +102.4% 0.53% +0.23
FNF Fidelity National Financial Add +5.8% 1.12% +0.23
GRAL Grail Inc. New 0.19% +0.19
ASML ASML Holding NV-NY Reg SHS Add +18.2% 1.34% +0.18
MNDY Monday.com Ltd. Add +110.0% 0.28% +0.15
RBRK Rubrik Inc. Class A New 0.14% +0.14
VRTX Vertex Pharmaceuticals Inc. Add +1.0% 0.48% +0.09
OKTA Okta Inc. Add +0.8% 0.28% +0.08
IDXX Idexx Laboratories Inc. Add +1.6% 1.45% +0.07
IOT Samsara Inc. Class A Add +60.0% 0.17% +0.05
VCYT Veracyte Inc. Add +79.3% 0.18% +0.05
ZTS Zoetis Inc. Add +0.2% 0.60% +0.02
TMO Thermo Fisher Scientific Inc. Add +2.5% 2.21% +0.00
BMA Banco Macro SA-ADR Add +0.6% 0.32% −0.08
MOG.A Moog Inc. Class A Add +1.6% 1.18% −0.11
AAPL Apple Inc. Add +2.5% 1.47% −0.11
TSM Taiwan Semiconductor-SP ADR Add +0.2% 0.81% −0.13
DIS The Walt Disney Co. Add +6.2% 3.64% −0.15
MSFT Microsoft Corp. Add +3.9% 3.09% −0.18
AMZN Amazon.com Inc. Add +5.9% 3.53% −0.23

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 77$285.1MCBRS, ASML, ESLT, TDG, VSEC
Q1 2026 79$193.5MESLT, TDG, VSEC, ASML, AMZN
Q4 2025 83$216.0MTDG, VSEC, ESLT, AMZN, WGS
Q3 2025 89$222.1MVSEC, TDG, DIS, AMZN, MSFT
Q2 2025 94$213.8MFISV, TDG, DIS, AMZN, VSEC
Q1 2025 96$185.2MFISV, TDG, VSEC, DIS, AMZN
Q4 2024 103$189.2MFISV, VSEC, TDG, DIS, AMZN
Q3 2024 99$181.9MFISV, TDG, VSEC, MSFT, DIS
Q2 2024 94$173.6MVSEC, FISV, TDG, MSFT, ADBE
Q1 2024 104$178.8MVSEC, FISV, TDG, DIS, MSFT