Legal Advantage Investments, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Legal Advantage Investments, Inc. reported 79 stock positions worth $193.5 million. Its top holding was Elbit Systems (ESLT) at 6.4% of the portfolio, followed by Transdigm (TDG, 4.4%) and Vse (VSEC, 4.4%). Compared with Q4 2025, it opened 8 new positions, sold out of 12, added to 18 and reduced 22. The biggest buy was a new position in Lockheed Martin (LMT) and the biggest sale an exit from Tyler Technologies (TYL).

Most Recent 13F
Q2 2026
Location
Los Altos Hills, CA
CIK
0001841769
Portfolio Value
$193.5M (Q1 2026)
SEC Filing
0001172661-26-001509 ↗ filed Apr 20, 2026

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 Q3 2025 Q4 2025: $216.0M Q4 2025 Q1 2026: $193.5M $193.5M Q1 2026 Q2 2026: $285.1M Q2 2026

Holdings 79 stocks · $193.5M
ESLT Elbit Systems Ltd. 6.44% 14,670 $12.5M Reduce -0.4%
TDG Transdigm Group Inc. 4.43% 7,402 $8.6M Add +1.4%
VSEC Vse Corp. 4.37% 45,857 $8.5M Reduce -16.4%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 3.89% 5,705 $7.5M Reduce -0.5%
AMZN Amazon.com Inc. 3.84% 35,705 $7.4M Add +0.2%
SCHW Schwab (charles) Corp. 3.24% 66,660 $6.3M Add +4.9%
PLTR Palantir Technologies Inc. Class A 3.19% 42,155 $6.2M No change
MSFT Microsoft Corp. 3.12% 16,290 $6.0M Add +8.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.02% 60,553 $5.8M No change
PANW Palo Alto Networks Inc. 2.55% 30,750 $4.9M Reduce -0.1%
RTX RTX Corp. 2.48% 24,923 $4.8M No change
FISV Fiserv Inc. 2.42% 84,080 $4.7M Add +10.5%
VTI VG Morningstar TS MKT ETF-US 2.33% 14,049 $4.5M Reduce -4.4%
NVDA Nvidia Corp. 2.24% 24,856 $4.3M Add +3.8%
AMAT Applied Materials Inc. 2.13% 12,081 $4.1M Reduce -7.6%
NOC Northrop Grumman Corp. 2.13% 6,051 $4.1M No change
TMO Thermo Fisher Scientific Inc. 2.10% 8,264 $4.1M No change
WGS Genedx Holdings Corp. 2.05% 61,675 $4.0M Add +3.4%
BA The Boeing Co. 2.04% 19,830 $3.9M Reduce -0.7%
MELI MercadoLibre Inc. 2.03% 2,274 $3.9M Add +12.6%
MOG.A Moog Inc. Class A 1.88% 12,400 $3.6M No change
IDXX Idexx Laboratories Inc. 1.85% 6,360 $3.6M No change
VEEV Veeva Systems Inc. Class A 1.78% 19,590 $3.4M Reduce -2.0%
AAPL Apple Inc. 1.71% 13,073 $3.3M Reduce -21.2%
META Meta Platforms Inc. Class A 1.71% 5,775 $3.3M No change
APP AppLovin Corp. Class A 1.62% 7,885 $3.1M Add +46.7%
SHOP Shopify Inc. Class A 1.61% 26,310 $3.1M Add +0.1%
NFLX Netflix Inc. 1.60% 32,116 $3.1M No change
TSM Taiwan Semiconductor-SP ADR 1.51% 8,630 $2.9M Reduce -1.1%
ORCL Oracle Corp. 1.30% 17,161 $2.5M Add +6.3%
MRNA Moderna Inc. 1.26% 48,175 $2.4M No change
GRAL Grail Inc. 1.19% 44,500 $2.3M Add +32.8%
ADI Analog Devices Inc. 1.19% 7,228 $2.3M No change
GOOG Alphabet Inc. Class C 1.14% 7,700 $2.2M Reduce -3.8%
SSNC Ss&c Technologies Holdings 1.11% 31,700 $2.1M Reduce -0.6%
V Visa Inc. Class A 1.06% 6,800 $2.1M Add +41.7%
JPM JPMorgan Chase & Co. 0.82% 5,378 $1.6M No change
FNF Fidelity National Financial 0.78% 32,730 $1.5M Add +9.4%
LMT Lockheed Martin Corp. 0.75% 2,400 $1.5M New
TT Trane Technologies PLC 0.67% 3,098 $1.3M Reduce -3.1%
LRCX Lam Research Corp. 0.65% 5,864 $1.3M Reduce -1.8%
VST Vistra Corp. 0.64% 8,300 $1.2M No change
MA Mastercard Inc. Class A 0.64% 2,469 $1.2M No change
GOOGL Alphabet Inc. Class A 0.61% 4,100 $1.2M No change
CACI Caci International Inc. Class A 0.56% 2,000 $1.1M New
MRK Merck & Co. Inc. 0.56% 9,040 $1.1M No change
INTU Intuit Inc. 0.56% 2,500 $1.1M Reduce -47.5%
CRM Salesforce Inc. 0.53% 5,453 $1.0M No change
AMGN Amgen Inc. 0.51% 2,783 $979K Reduce -3.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.48% 3,809 $923K Add +12.6%
AXP American Express Co. 0.48% 3,050 $923K Add +19.6%
TECH Bio-Techne Corp. 0.47% 17,535 $916K No change
DHI D.R. Horton Inc. 0.45% 6,400 $878K No change
GD General Dynamics Corp. 0.43% 2,400 $824K No change
AMTM Amentum Holdings Inc. 0.39% 28,900 $754K Add +52.9%
ZTS Zoetis Inc. 0.38% 6,200 $733K Add +1.2%
BRK.A Berkshire Hathaway Inc. Class A 0.37% 1 $718K No change
WMT Walmart Inc. 0.35% 5,500 $684K Reduce -26.7%
CSCO Cisco Systems Inc. 0.34% 8,452 $656K Reduce -2.6%
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.31% 8,307 $604K No change
TER Teradyne Inc. 0.31% 2,000 $593K New
CB Chubb Ltd. 0.29% 1,750 $570K No change
JNJ Johnson & Johnson 0.29% 2,282 $558K No change
ZS Zscaler Inc. 0.28% 3,875 $544K Reduce -3.1%
ALAB Astera Labs Inc. 0.25% 4,500 $493K New
RIO Rio Tinto PLC-Spon ADR 0.24% 5,000 $466K Reduce -5.7%
PHM Pultegroup Inc. 0.24% 3,920 $461K No change
PFE Pfizer Inc. 0.21% 14,500 $407K No change
TRV The Travelers Cos Inc. 0.19% 1,252 $365K Reduce -9.1%
AFL Aflac Inc. 0.18% 3,200 $351K No change
AZN Astrazeneca PLC 0.18% 1,737 $343K No change
GSK GSK PLC-Spon ADR 0.18% 6,150 $339K No change
IOT Samsara Inc. Class A 0.16% 10,000 $317K New
NOW ServiceNow Inc. 0.15% 2,800 $293K New
BRK.B Berkshire Hathaway Inc. Class B 0.14% 566 $271K Reduce -5.5%
NVMI Nova Ltd. 0.11% 500 $217K New
HOV Hovnanian Enterprises-A 0.11% 1,950 $216K New
MDT Medtronic PLC 0.10% 2,346 $203K No change
GEHC GE Healthcare Technology 0.10% 2,830 $201K No change

Portfolio Sells Q4 2025 → Q1 2026
TYL Tyler Technologies Inc. Sold out 0.00% −1.82
INTU Intuit Inc. Reduce -47.5% 0.56% −0.90
CYBR Cyberark Software Ltd./Israel Sold out 0.00% −0.58
KLAC KLA Corp. Sold out 0.00% −0.56
OKTA Okta Inc. Sold out 0.00% −0.54
TWLO Twilio Inc. Class A Sold out 0.00% −0.53
CRDO Credo Technology Group Holdi Sold out 0.00% −0.47
AAPL Apple Inc. Reduce -21.2% 1.71% −0.37
PYPL PayPal Holdings Inc. Sold out 0.00% −0.36
WTW Willis Towers Watson PLC Sold out 0.00% −0.31
VEEV Veeva Systems Inc. Class A Reduce -2.0% 1.78% −0.29
TATT Tat Technologies Ltd. Sold out 0.00% −0.25
FBIN Fortune Brands Innovations I Sold out 0.00% −0.25
EBAY eBay Inc. Sold out 0.00% −0.22
NTRA Natera Inc. Sold out 0.00% −0.21
SSNC Ss&c Technologies Holdings Reduce -0.6% 1.11% −0.18
ZS Zscaler Inc. Reduce -3.1% 0.28% −0.14
PANW Palo Alto Networks Inc. Reduce -0.1% 2.55% −0.08
WMT Walmart Inc. Reduce -26.7% 0.35% −0.03
GOOG Alphabet Inc. Class C Reduce -3.8% 1.14% −0.02
VSEC Vse Corp. Reduce -16.4% 4.37% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.5% 0.14% +0.00
TRV The Travelers Cos Inc. Reduce -9.1% 0.19% +0.00
CSCO Cisco Systems Inc. Reduce -2.6% 0.34% +0.03
BA The Boeing Co. Reduce -0.7% 2.04% +0.03
RIO Rio Tinto PLC-Spon ADR Reduce -5.7% 0.24% +0.04
VTI VG Morningstar TS MKT ETF-US Reduce -4.4% 2.33% +0.05
AMGN Amgen Inc. Reduce -3.5% 0.51% +0.07
TT Trane Technologies PLC Reduce -3.1% 0.67% +0.09
LRCX Lam Research Corp. Reduce -1.8% 0.65% +0.17
TSM Taiwan Semiconductor-SP ADR Reduce -1.1% 1.51% +0.28
AMAT Applied Materials Inc. Reduce -7.6% 2.13% +0.58
ASML ASML Holding NV-NY Reg SHS Reduce -0.5% 3.89% +1.05
ESLT Elbit Systems Ltd. Reduce -0.4% 6.44% +2.50

Portfolio Buys Q4 2025 → Q1 2026
LMT Lockheed Martin Corp. New 0.75% +0.75
CACI Caci International Inc. Class A New 0.56% +0.56
TER Teradyne Inc. New 0.31% +0.31
SCHW Schwab (charles) Corp. Add +4.9% 3.24% +0.30
V Visa Inc. Class A Add +41.7% 1.06% +0.28
ALAB Astera Labs Inc. New 0.25% +0.25
NVDA Nvidia Corp. Add +3.8% 2.24% +0.17
IOT Samsara Inc. Class A New 0.16% +0.16
NOW ServiceNow Inc. New 0.15% +0.15
MELI MercadoLibre Inc. Add +12.6% 2.03% +0.15
AMTM Amentum Holdings Inc. Add +52.9% 0.39% +0.14
NVMI Nova Ltd. New 0.11% +0.11
HOV Hovnanian Enterprises-A New 0.11% +0.11
FISV Fiserv Inc. Add +10.5% 2.42% +0.06
AXP American Express Co. Add +19.6% 0.48% +0.04
AMZN Amazon.com Inc. Add +0.2% 3.84% +0.03
FNF Fidelity National Financial Add +9.4% 0.78% +0.03
ZTS Zoetis Inc. Add +1.2% 0.38% +0.02
IBM Intl Business Machines Corp. Add +12.6% 0.48% +0.01
APP AppLovin Corp. Class A Add +46.7% 1.62% −0.06
TDG Transdigm Group Inc. Add +1.4% 4.43% −0.06
GRAL Grail Inc. Add +32.8% 1.19% −0.14
ORCL Oracle Corp. Add +6.3% 1.30% −0.15
MSFT Microsoft Corp. Add +8.0% 3.12% −0.26
SHOP Shopify Inc. Class A Add +0.1% 1.61% −0.35
WGS Genedx Holdings Corp. Add +3.4% 2.05% −1.55

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