Legal Advantage Investments, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Legal Advantage Investments, Inc. reported 89 stock positions worth $222.1 million. Its top holding was Vse (VSEC) at 4.2% of the portfolio, followed by Transdigm (TDG, 4.1%) and Walt Disney (DIS, 3.5%). Compared with Q2 2025, it opened 5 new positions, sold out of 10, added to 13 and reduced 23. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +9%) and the biggest sale an exit from Adobe (ADBE).

Most Recent 13F
Q2 2026
Location
Los Altos Hills, CA
CIK
0001841769
Portfolio Value
$222.1M (Q3 2025)
SEC Filing
0001172661-25-004327 ↗ filed Oct 20, 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 Q2 2025 Q3 2025: $222.1M $222.1M Q3 2025 Q4 2025: $216.0M Q4 2025 Q1 2026: $193.5M Q1 2026 Q2 2026: $285.1M Q2 2026

Holdings 89 stocks · $222.1M
VSEC Vse Corp. 4.22% 56,429 $9.4M Reduce -3.0%
TDG Transdigm Group Inc. 4.08% 6,882 $9.1M Add +5.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.52% 68,276 $7.8M No change
AMZN Amazon.com Inc. 3.51% 35,545 $7.8M Add +0.6%
MSFT Microsoft Corp. 3.48% 14,925 $7.7M Reduce -1.5%
ESLT Elbit Systems Ltd. 3.40% 14,830 $7.6M No change
FISV Fiserv Inc. 3.33% 57,292 $7.4M Reduce -1.2%
PLTR Palantir Technologies Inc. Class A 3.22% 39,175 $7.1M Reduce -13.8%
WGS Genedx Holdings Corp. 2.94% 60,650 $6.5M Add +0.1%
PANW Palo Alto Networks Inc. 2.82% 30,790 $6.3M Add +10.0%
SCHW Schwab (charles) Corp. 2.80% 65,060 $6.2M Reduce -2.4%
VEEV Veeva Systems Inc. Class A 2.68% 19,955 $5.9M Reduce -1.0%
ASML ASML Holding NV-NY Reg SHS 2.68% 6,140 $5.9M Add +9.1%
TYL Tyler Technologies Inc. 2.18% 9,248 $4.8M No change
MELI MercadoLibre Inc. 2.12% 2,018 $4.7M Add +1.6%
ORCL Oracle Corp. 2.12% 16,736 $4.7M Reduce -0.4%
VTI VG Morningstar TS MKT ETF-US 2.10% 14,199 $4.7M No change
NVDA Nvidia Corp. 2.08% 24,796 $4.6M No change
BA The Boeing Co. 2.05% 21,120 $4.6M Add +14.3%
INTU Intuit Inc. 1.94% 6,301 $4.3M Reduce -8.7%
RTX RTX Corp. 1.91% 25,307 $4.2M Reduce -4.5%
AAPL Apple Inc. 1.90% 16,599 $4.2M Reduce -1.6%
IDXX Idexx Laboratories Inc. 1.83% 6,360 $4.1M Reduce -0.6%
TMO Thermo Fisher Scientific Inc. 1.82% 8,354 $4.1M Add +0.3%
SHOP Shopify Inc. Class A 1.75% 26,110 $3.9M No change
META Meta Platforms Inc. Class A 1.74% 5,275 $3.9M No change
NFLX Netflix Inc. 1.73% 3,212 $3.9M No change
NOC Northrop Grumman Corp. 1.66% 6,051 $3.7M Reduce -2.3%
APP AppLovin Corp. Class A 1.37% 4,250 $3.1M Reduce -2.3%
SSNC Ss&c Technologies Holdings 1.31% 32,900 $2.9M No change
AMAT Applied Materials Inc. 1.28% 13,881 $2.8M Add +3.0%
MOG.A Moog Inc. Class A 1.16% 12,400 $2.6M Reduce -1.5%
TSM Taiwan Semiconductor-SP ADR 1.12% 8,930 $2.5M Reduce -1.1%
GOOG Alphabet Inc. Class C 0.88% 8,000 $1.9M No change
ULTA Ulta Beauty Inc. 0.87% 3,535 $1.9M No change
FNF Fidelity National Financial 0.83% 30,430 $1.8M Reduce -1.0%
ADI Analog Devices Inc. 0.81% 7,298 $1.8M No change
JPM JPMorgan Chase & Co. 0.76% 5,378 $1.7M No change
V Visa Inc. Class A 0.74% 4,800 $1.6M No change
VST Vistra Corp. 0.73% 8,300 $1.6M No change
XYZ Block Inc. 0.72% 22,075 $1.6M Reduce -3.5%
MA Mastercard Inc. Class A 0.63% 2,471 $1.4M No change
TT Trane Technologies PLC 0.63% 3,298 $1.4M No change
CYBR Cyberark Software Ltd./Israel 0.61% 2,800 $1.4M No change
CRM Salesforce Inc. 0.58% 5,437 $1.3M No change
MRNA Moderna Inc. 0.56% 48,175 $1.2M New
ZTS Zoetis Inc. 0.56% 8,500 $1.2M Add +29.8%
GRAL Grail Inc. 0.56% 21,000 $1.2M New
OKTA Okta Inc. 0.56% 13,540 $1.2M Add +41.9%
ZS Zscaler Inc. 0.54% 4,000 $1.2M No change
DHI D.R. Horton Inc. 0.49% 6,400 $1.1M No change
KLAC KLA Corp. 0.49% 1,000 $1.1M No change
FIS Fidelity National Info Serv 0.46% 15,400 $1.0M No change
GOOGL Alphabet Inc. Class A 0.45% 4,100 $997K No change
RBRK Rubrik Inc. Class A 0.45% 12,025 $989K Add +32.1%
TECH Bio-Techne Corp. 0.44% 17,535 $975K Add +0.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.43% 3,384 $955K No change
AXP American Express Co. 0.43% 2,850 $947K No change
GD General Dynamics Corp. 0.38% 2,500 $853K No change
AMGN Amgen Inc. 0.37% 2,883 $814K No change
TWLO Twilio Inc. Class A 0.36% 8,000 $801K No change
LRCX Lam Research Corp. 0.36% 5,973 $800K No change
WMT Walmart Inc. 0.35% 7,500 $773K No change
MRK Merck & Co. Inc. 0.34% 9,040 $759K No change
BRK.A Berkshire Hathaway Inc. Class A 0.34% 1 $754K No change
NBIS Nebius Group NV 0.34% 6,700 $752K New
WTW Willis Towers Watson PLC 0.33% 2,115 $731K No change
FBIN Fortune Brands Innovations I 0.26% 10,800 $577K Reduce -6.1%
TATT Tat Technologies Ltd. 0.24% 12,300 $542K Reduce -5.4%
PHM Pultegroup Inc. 0.23% 3,920 $518K No change
EBAY eBay Inc. 0.23% 5,550 $505K No change
CB Chubb Ltd. 0.22% 1,750 $494K No change
BHP BHP Group Ltd.-Spon ADR 0.22% 8,857 $494K Reduce -1.1%
MNDY Monday.com Ltd. 0.21% 2,400 $465K No change
FVRR Fiverr International Ltd. 0.21% 18,800 $459K Reduce -5.0%
JNJ Johnson & Johnson 0.19% 2,282 $423K No change
TRV The Travelers Cos Inc. 0.17% 1,379 $385K No change
PYPL PayPal Holdings Inc. 0.17% 5,650 $379K No change
CRDO Credo Technology Group Holdi 0.16% 2,500 $364K New
IOT Samsara Inc. Class A 0.16% 9,700 $361K Reduce -3.0%
AFL Aflac Inc. 0.16% 3,200 $357K No change
RIO Rio Tinto PLC-Spon ADR 0.16% 5,350 $353K No change
BRK.B Berkshire Hathaway Inc. Class B 0.14% 600 $302K No change
AZN Astrazeneca PLC-Spons ADR 0.12% 3,550 $272K No change
GSK GSK PLC-Spon ADR 0.12% 6,150 $265K New
HOV Hovnanian Enterprises-A 0.11% 1,950 $251K No change
MDT Medtronic PLC 0.10% 2,346 $223K Reduce -17.9%
GEHC GE Healthcare Technology 0.10% 2,830 $213K No change
CHKP Check Point Software Tech 0.09% 1,000 $207K No change

Portfolio Sells Q2 2025 → Q3 2025
ADBE Adobe Inc. Sold out 0.00% −1.74
FISV Fiserv Inc. Reduce -1.2% 3.33% −1.35
INTU Intuit Inc. Reduce -8.7% 1.94% −0.60
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −0.38
ZBH Zimmer Biomet Holdings Inc. Sold out 0.00% −0.38
NTRA Natera Inc. Sold out 0.00% −0.28
BMA Banco Macro SA-ADR Sold out 0.00% −0.26
BBAR Bbva Argentina SA-ADR Sold out 0.00% −0.18
ON On Semiconductor Sold out 0.00% −0.15
SUPV Grupo Supervielle SA-SP ADR Sold out 0.00% −0.14
VCYT Veracyte Inc. Sold out 0.00% −0.14
TXN Texas Instruments Inc. Sold out 0.00% −0.10
FVRR Fiverr International Ltd. Reduce -5.0% 0.21% −0.07
SCHW Schwab (charles) Corp. Reduce -2.4% 2.80% −0.05
MSFT Microsoft Corp. Reduce -1.5% 3.48% −0.04
VEEV Veeva Systems Inc. Class A Reduce -1.0% 2.68% −0.04
IOT Samsara Inc. Class A Reduce -3.0% 0.16% −0.02
FBIN Fortune Brands Innovations I Reduce -6.1% 0.26% −0.02
MDT Medtronic PLC Reduce -17.9% 0.10% −0.02
XYZ Block Inc. Reduce -3.5% 0.72% −0.01
BHP BHP Group Ltd.-Spon ADR Reduce -1.1% 0.22% +0.02
FNF Fidelity National Financial Reduce -1.0% 0.83% +0.02
TATT Tat Technologies Ltd. Reduce -5.4% 0.24% +0.06
MOG.A Moog Inc. Class A Reduce -1.5% 1.16% +0.09
RTX RTX Corp. Reduce -4.5% 1.91% +0.10
TSM Taiwan Semiconductor-SP ADR Reduce -1.1% 1.12% +0.17
NOC Northrop Grumman Corp. Reduce -2.3% 1.66% +0.21
IDXX Idexx Laboratories Inc. Reduce -0.6% 1.83% +0.23
AAPL Apple Inc. Reduce -1.6% 1.90% +0.28
PLTR Palantir Technologies Inc. Class A Reduce -13.8% 3.22% +0.32
ORCL Oracle Corp. Reduce -0.4% 2.12% +0.40
VSEC Vse Corp. Reduce -3.0% 4.22% +0.66
APP AppLovin Corp. Class A Reduce -2.3% 1.37% +0.66

Portfolio Buys Q2 2025 → Q3 2025
ASML ASML Holding NV-NY Reg SHS Add +9.1% 2.68% +0.57
MRNA Moderna Inc. New 0.56% +0.56
GRAL Grail Inc. New 0.56% +0.56
NBIS Nebius Group NV New 0.34% +0.34
WGS Genedx Holdings Corp. Add +0.1% 2.94% +0.33
TMO Thermo Fisher Scientific Inc. Add +0.3% 1.82% +0.24
BA The Boeing Co. Add +14.3% 2.05% +0.24
CRDO Credo Technology Group Holdi New 0.16% +0.16
PANW Palo Alto Networks Inc. Add +10.0% 2.82% +0.14
AMAT Applied Materials Inc. Add +3.0% 1.28% +0.13
GSK GSK PLC-Spon ADR New 0.12% +0.12
OKTA Okta Inc. Add +41.9% 0.56% +0.11
ZTS Zoetis Inc. Add +29.8% 0.56% +0.08
RBRK Rubrik Inc. Class A Add +32.1% 0.45% +0.06
TECH Bio-Techne Corp. Add +0.6% 0.44% +0.02
AMZN Amazon.com Inc. Add +0.6% 3.51% −0.11
MELI MercadoLibre Inc. Add +1.6% 2.12% −0.30
TDG Transdigm Group Inc. Add +5.4% 4.08% −0.56

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