Legal Advantage Investments, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Legal Advantage Investments, Inc. reported 94 stock positions worth $213.8 million. Its top holding was Fiserv (FISV) at 4.7% of the portfolio, followed by Transdigm (TDG, 4.6%) and Walt Disney (DIS, 4.0%). Compared with Q1 2025, it opened 6 new positions, sold out of 8, added to 23 and reduced 36. The biggest buy was Palantir Technologies Class A (PLTR, shares +1%) and the biggest sale an exit from Lockheed Martin (LMT).

Most Recent 13F
Q2 2026
Location
Los Altos Hills, CA
CIK
0001841769
Portfolio Value
$213.8M (Q2 2025)
SEC Filing
0001172661-25-002727 ↗ filed Jul 25, 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 Q1 2025 Q2 2025: $213.8M $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 94 stocks · $213.8M
FISV Fiserv Inc. 4.67% 57,967 $10.0M Add +8.5%
TDG Transdigm Group Inc. 4.64% 6,527 $9.9M Add +8.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.96% 68,276 $8.5M Reduce -0.0%
AMZN Amazon.com Inc. 3.63% 35,335 $7.8M Add +2.9%
VSEC Vse Corp. 3.57% 58,204 $7.6M Reduce -2.2%
MSFT Microsoft Corp. 3.52% 15,150 $7.5M Reduce -0.5%
ESLT Elbit Systems Ltd. 3.12% 14,830 $6.7M Reduce -1.3%
PLTR Palantir Technologies Inc. Class A 2.90% 45,450 $6.2M Add +1.4%
SCHW Schwab (charles) Corp. 2.84% 66,660 $6.1M Reduce -1.8%
VEEV Veeva Systems Inc. Class A 2.71% 20,155 $5.8M Reduce -1.0%
PANW Palo Alto Networks Inc. 2.68% 28,000 $5.7M Add +0.2%
WGS Genedx Holdings Corp. 2.62% 60,600 $5.6M Add +19.8%
TYL Tyler Technologies Inc. 2.56% 9,248 $5.5M Reduce -4.4%
INTU Intuit Inc. 2.54% 6,901 $5.4M Reduce -5.7%
MELI MercadoLibre Inc. 2.43% 1,986 $5.2M Add +21.8%
ASML ASML Holding NV-NY Reg SHS 2.11% 5,630 $4.5M Add +50.1%
VTI VG Morningstar TS MKT ETF-US 2.02% 14,199 $4.3M Add +0.1%
NFLX Netflix Inc. 2.01% 3,212 $4.3M Reduce -4.9%
NVDA Nvidia Corp. 1.83% 24,796 $3.9M Add +8.8%
META Meta Platforms Inc. Class A 1.82% 5,275 $3.9M Reduce -3.2%
BA The Boeing Co. 1.81% 18,470 $3.9M Add +9.6%
RTX RTX Corp. 1.81% 26,493 $3.9M Add +25.4%
ADBE Adobe Inc. 1.74% 9,595 $3.7M Reduce -8.0%
ORCL Oracle Corp. 1.72% 16,796 $3.7M Reduce -11.3%
AAPL Apple Inc. 1.62% 16,865 $3.5M Add +37.5%
IDXX Idexx Laboratories Inc. 1.60% 6,395 $3.4M No change
TMO Thermo Fisher Scientific Inc. 1.58% 8,329 $3.4M Add +1.2%
NOC Northrop Grumman Corp. 1.45% 6,191 $3.1M Reduce -6.8%
SHOP Shopify Inc. Class A 1.41% 26,110 $3.0M Add +8.3%
SSNC Ss&c Technologies Holdings 1.27% 32,900 $2.7M Reduce -2.1%
AMAT Applied Materials Inc. 1.15% 13,471 $2.5M Reduce -4.9%
MOG.A Moog Inc. Class A 1.07% 12,590 $2.3M No change
TSM Taiwan Semiconductor-SP ADR 0.96% 9,030 $2.0M No change
ADI Analog Devices Inc. 0.81% 7,298 $1.7M No change
FNF Fidelity National Financial 0.81% 30,730 $1.7M Reduce -3.6%
V Visa Inc. Class A 0.80% 4,800 $1.7M No change
ULTA Ulta Beauty Inc. 0.77% 3,535 $1.7M Reduce -4.1%
VST Vistra Corp. 0.75% 8,300 $1.6M No change
JPM JPMorgan Chase & Co. 0.73% 5,378 $1.6M Reduce -4.0%
XYZ Block Inc. 0.73% 22,875 $1.6M Reduce -0.9%
APP AppLovin Corp. Class A 0.71% 4,350 $1.5M New
CRM Salesforce Inc. 0.69% 5,437 $1.5M Reduce -0.6%
TT Trane Technologies PLC 0.67% 3,298 $1.4M Reduce -5.7%
GOOG Alphabet Inc. Class C 0.66% 8,000 $1.4M No change
MA Mastercard Inc. Class A 0.65% 2,471 $1.4M No change
ZS Zscaler Inc. 0.59% 4,000 $1.3M No change
FIS Fidelity National Info Serv 0.59% 15,400 $1.3M No change
CYBR Cyberark Software Ltd./Israel 0.53% 2,800 $1.1M Add +40.0%
ZTS Zoetis Inc. 0.48% 6,550 $1.0M Reduce -3.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.47% 3,384 $998K Reduce -1.5%
TWLO Twilio Inc. Class A 0.47% 8,000 $995K New
OKTA Okta Inc. 0.45% 9,540 $954K Add +91.2%
AXP American Express Co. 0.43% 2,850 $909K No change
TECH Bio-Techne Corp. 0.42% 17,435 $897K Add +40.2%
KLAC KLA Corp. 0.42% 1,000 $896K No change
DHI D.R. Horton Inc. 0.39% 6,400 $825K Reduce -0.8%
VRTX Vertex Pharmaceuticals Inc. 0.38% 1,848 $823K No change
RBRK Rubrik Inc. Class A 0.38% 9,100 $815K Add +122.0%
ZBH Zimmer Biomet Holdings Inc. 0.38% 8,860 $808K No change
AMGN Amgen Inc. 0.38% 2,883 $805K Reduce -7.2%
MNDY Monday.com Ltd. 0.35% 2,400 $755K Add +14.3%
WMT Walmart Inc. 0.34% 7,500 $733K No change
GD General Dynamics Corp. 0.34% 2,500 $729K No change
BRK.A Berkshire Hathaway Inc. Class A 0.34% 1 $729K No change
GOOGL Alphabet Inc. Class A 0.34% 4,100 $723K No change
MRK Merck & Co. Inc. 0.33% 9,040 $716K Add +126.0%
WTW Willis Towers Watson PLC 0.30% 2,115 $648K Reduce -2.3%
FBIN Fortune Brands Innovations I 0.28% 11,500 $592K No change
NTRA Natera Inc. 0.28% 3,500 $591K New
LRCX Lam Research Corp. 0.27% 5,973 $581K No change
FVRR Fiverr International Ltd. 0.27% 19,800 $581K Add +43.5%
BMA Banco Macro SA-ADR 0.26% 7,850 $551K No change
CB Chubb Ltd. 0.24% 1,750 $507K No change
BHP BHP Group Ltd.-Spon ADR 0.20% 8,957 $431K Reduce -4.3%
PYPL PayPal Holdings Inc. 0.20% 5,650 $420K Reduce -4.2%
PHM Pultegroup Inc. 0.19% 3,920 $413K Reduce -2.5%
EBAY eBay Inc. 0.19% 5,550 $413K Reduce -9.8%
IOT Samsara Inc. Class A 0.19% 10,000 $398K Add +25.0%
TATT Tat Technologies Ltd. 0.19% 13,000 $397K New
BBAR Bbva Argentina SA-ADR filed as BANCO BBVA ARGENTINA S A 0.18% 24,000 $395K No change
TRV The Travelers Cos Inc. 0.17% 1,379 $369K No change
JNJ Johnson & Johnson 0.16% 2,282 $349K Reduce -4.2%
AFL Aflac Inc. 0.16% 3,200 $337K Reduce -11.1%
ON On Semiconductor 0.15% 6,150 $322K Reduce -3.1%
RIO Rio Tinto PLC-Spon ADR 0.15% 5,350 $312K Reduce -2.7%
SUPV Grupo Supervielle SA-SP ADR 0.14% 28,645 $303K No change
VCYT Veracyte Inc. 0.14% 10,976 $297K Reduce -2.9%
BRK.B Berkshire Hathaway Inc. Class B 0.14% 600 $291K No change
MDT Medtronic PLC 0.12% 2,856 $249K No change
AZN Astrazeneca PLC-Spons ADR 0.12% 3,550 $248K Reduce -5.3%
CHKP Check Point Software Tech 0.10% 1,000 $221K New
GEHC GE Healthcare Technology 0.10% 2,830 $210K No change
TXN Texas Instruments Inc. 0.10% 1,000 $208K New
HOV Hovnanian Enterprises-A 0.10% 1,950 $204K No change

Portfolio Sells Q1 2025 → Q2 2025
LMT Lockheed Martin Corp. Sold out 0.00% −0.82
LHX L3HARRIS Technologies Inc. Sold out 0.00% −0.60
INMD Inmode Ltd. Sold out 0.00% −0.54
TYL Tyler Technologies Inc. Reduce -4.4% 2.56% −0.47
MCK McKesson Corp. Sold out 0.00% −0.44
ADBE Adobe Inc. Reduce -8.0% 1.74% −0.42
SPT Sprout Social Inc. Class A Sold out 0.00% −0.34
NOC Northrop Grumman Corp. Reduce -6.8% 1.45% −0.33
FNF Fidelity National Financial Reduce -3.6% 0.81% −0.31
VSEC Vse Corp. Reduce -2.2% 3.57% −0.29
SSNC Ss&c Technologies Holdings Reduce -2.1% 1.27% −0.24
GRAL Grail Inc. Sold out 0.00% −0.19
HAL Halliburton Co. Sold out 0.00% −0.17
AMGN Amgen Inc. Reduce -7.2% 0.38% −0.15
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.13
ZTS Zoetis Inc. Reduce -3.0% 0.48% −0.12
CRM Salesforce Inc. Reduce -0.6% 0.69% −0.10
WTW Willis Towers Watson PLC Reduce -2.3% 0.30% −0.09
AFL Aflac Inc. Reduce -11.1% 0.16% −0.06
DHI D.R. Horton Inc. Reduce -0.8% 0.39% −0.06
JNJ Johnson & Johnson Reduce -4.2% 0.16% −0.05
BHP BHP Group Ltd.-Spon ADR Reduce -4.3% 0.20% −0.04
VCYT Veracyte Inc. Reduce -2.9% 0.14% −0.04
AZN Astrazeneca PLC-Spons ADR Reduce -5.3% 0.12% −0.03
RIO Rio Tinto PLC-Spon ADR Reduce -2.7% 0.15% −0.03
EBAY eBay Inc. Reduce -9.8% 0.19% −0.03
PHM Pultegroup Inc. Reduce -2.5% 0.19% −0.03
SCHW Schwab (charles) Corp. Reduce -1.8% 2.84% −0.03
JPM JPMorgan Chase & Co. Reduce -4.0% 0.73% −0.01
PYPL PayPal Holdings Inc. Reduce -4.2% 0.20% −0.01
ESLT Elbit Systems Ltd. Reduce -1.3% 3.12% +0.00
IBM Intl Business Machines Corp. Reduce -1.5% 0.47% +0.01
ON On Semiconductor Reduce -3.1% 0.15% +0.01
TT Trane Technologies PLC Reduce -5.7% 0.67% +0.04
AMAT Applied Materials Inc. Reduce -4.9% 1.15% +0.04
ULTA Ulta Beauty Inc. Reduce -4.1% 0.77% +0.04
XYZ Block Inc. Reduce -0.9% 0.73% +0.05
INTU Intuit Inc. Reduce -5.7% 2.54% +0.12
META Meta Platforms Inc. Class A Reduce -3.2% 1.82% +0.13
VEEV Veeva Systems Inc. Class A Reduce -1.0% 2.71% +0.17
ORCL Oracle Corp. Reduce -11.3% 1.72% +0.29
NFLX Netflix Inc. Reduce -4.9% 2.01% +0.31
DIS The Walt Disney Co. Reduce -0.0% 3.96% +0.32
MSFT Microsoft Corp. Reduce -0.5% 3.52% +0.44

Portfolio Buys Q1 2025 → Q2 2025
PLTR Palantir Technologies Inc. Class A Add +1.4% 2.90% +0.86
ASML ASML Holding NV-NY Reg SHS Add +50.1% 2.11% +0.77
APP AppLovin Corp. Class A New 0.71% +0.71
MELI MercadoLibre Inc. Add +21.8% 2.43% +0.71
NVDA Nvidia Corp. Add +8.8% 1.83% +0.50
TWLO Twilio Inc. Class A New 0.47% +0.47
RTX RTX Corp. Add +25.4% 1.81% +0.30
NTRA Natera Inc. New 0.28% +0.28
BA The Boeing Co. Add +9.6% 1.81% +0.26
RBRK Rubrik Inc. Class A Add +122.0% 0.38% +0.25
WGS Genedx Holdings Corp. Add +19.8% 2.62% +0.20
TATT Tat Technologies Ltd. New 0.19% +0.19
CYBR Cyberark Software Ltd./Israel Add +40.0% 0.53% +0.17
SHOP Shopify Inc. Class A Add +8.3% 1.41% +0.17
OKTA Okta Inc. Add +91.2% 0.45% +0.16
AAPL Apple Inc. Add +37.5% 1.62% +0.15
MRK Merck & Co. Inc. Add +126.0% 0.33% +0.14
TDG Transdigm Group Inc. Add +8.3% 4.64% +0.14
PANW Palo Alto Networks Inc. Add +0.2% 2.68% +0.11
CHKP Check Point Software Tech New 0.10% +0.10
AMZN Amazon.com Inc. Add +2.9% 3.63% +0.10
TXN Texas Instruments Inc. New 0.10% +0.10
FVRR Fiverr International Ltd. Add +43.5% 0.27% +0.10
MNDY Monday.com Ltd. Add +14.3% 0.35% +0.08
TECH Bio-Techne Corp. Add +40.2% 0.42% +0.03
IOT Samsara Inc. Class A Add +25.0% 0.19% +0.02
VTI VG Morningstar TS MKT ETF-US Add +0.1% 2.02% −0.09
TMO Thermo Fisher Scientific Inc. Add +1.2% 1.58% −0.63
FISV Fiserv Inc. Add +8.5% 4.67% −1.69

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