Q2 2026 13F · SEC CIK 1841769

Legal Advantage Investments, Inc.

Wealth managerFiled 2026-07-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $285.1M
Reported positions: 77
Top holdings a year, 3 yrs: +17.6%
Assets under management: $275.3M

Legal Advantage Investments, Inc. is a wealth manager that reported 77 positions worth $285.1M in its Q2 2026 13F, filed 2026-07-15. Its largest holdings were Cerebras Systems Inc (CBRS, 24.4%), Asml Hldg NV (ASML, 4.3%), Elbit Sys Ltd (ESLT, 3.9%). A portfolio copying its top holdings returned 17.6% a year over the last 3 years, against 20.4% for the S&P 500.

Legal Advantage Investments, Inc. holdings largest 50 of 77 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legal Advantage Investments, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CBRSCerebras Systems Inc	24.4%	—	314,889	—	$69.6M
ASMLAsml Hldg NV	4.3%	3.9%	6,170	+8.2%	$12.3M
ESLTElbit Sys Ltd	3.9%	6.4%	14,690	+0.1%	$11.1M
TDGTransdigm Group Inc	3.7%	4.4%	7,942	+7.3%	$10.6M
VSECVse Corp	3.7%	4.4%	45,857	+0.0%	$10.5M
PANWPalo Alto Networks Inc	3.7%	2.5%	30,684	-0.2%	$10.5M
AMZNAmazon Com Inc Com	3.1%	3.8%	37,375	+4.7%	$8.9M
AMATApplied Matls Inc	3.1%	2.1%	12,081	+0.0%	$8.7M
MSFTMicrosoft Corp	2.3%	3.1%	17,207	+5.6%	$6.4M
SCHWSchwab Charles Corp	2.1%	3.2%	65,960	-1.1%	$6.1M
DISDisney Walt Co	2.0%	3.0%	60,191	-0.6%	$5.8M
VTIVanguard Index Fds	1.8%	2.3%	14,049	+0.0%	$5.2M
NVDANvidia Corporation Com	1.7%	2.2%	24,856	+0.0%	$5.0M
TMOThermo Fisher Scientific Inc	1.7%	2.1%	9,771	+18.2%	$4.9M
PLTRPalantir Technologies Inclass Class A	1.7%	3.2%	41,980	-0.4%	$4.9M
RTXRtx Corporation Com	1.6%	2.5%	24,516	-1.6%	$4.7M
WGSGenedx Holdings Corp	1.6%	2.0%	67,045	+8.7%	$4.6M
BABoeing Co	1.5%	2.0%	19,880	+0.3%	$4.3M
AAPLApple Inc	1.5%	1.7%	14,664	+12.2%	$4.2M
TSMTaiwan Semiconductor Manufac	1.4%	1.5%	8,630	+0.0%	$4.1M
FISVFiserv Inc	1.4%	2.4%	83,455	-0.7%	$4.1M
APPApplovin Corp	1.4%	1.6%	7,865	-0.3%	$4.1M
MELIMercadolibre Inc	1.4%	2.0%	2,273	-0.0%	$3.9M
VEEVVeeva Sys Inc	1.2%	1.8%	19,590	+0.0%	$3.5M
IDXXIdexx Labs Inc	1.2%	1.8%	6,360	+0.0%	$3.3M
MRNAModerna Inc	1.2%	1.3%	47,675	-1.0%	$3.3M
GOOGAlphabet Inc	1.1%	1.1%	9,200	+19.5%	$3.3M
METAMeta Platforms Inc Class A	1.1%	1.7%	5,675	-1.7%	$3.2M
NOCNorthrop Grumman Corp	1.1%	2.1%	6,051	+0.0%	$3.1M
GRALGrail Inc	1.1%	1.2%	44,625	+0.3%	$3.0M
SHOPShopify Inc	1.1%	1.6%	26,360	+0.2%	$3.0M
ADIAnalog Devices Inc	1.0%	1.2%	7,228	+0.0%	$2.9M
NFLXNetflix Inc Total	0.9%	1.6%	34,316	+6.9%	$2.5M
LRCXLam Research Corp	0.9%	0.6%	5,648	-3.7%	$2.4M
VVisa Inc Com Cl A	0.8%	1.1%	6,800	+0.0%	$2.3M
ORCLOracle Corp	0.8%	1.3%	14,961	-12.8%	$2.2M
JPMJpmorgan Chase & Co	0.6%	0.8%	5,212	-3.1%	$1.7M
IBMInternational Business Machs	0.6%	0.5%	5,884	+54.5%	$1.7M
ZTSZoetis Inc	0.5%	—	21,145	—	$1.5M
FNFFidelity National Financial In	0.5%	0.8%	31,090	-5.0%	$1.5M
GOOGLAlphabet Inc	0.5%	0.6%	4,100	+0.0%	$1.5M
TTTrane Technologies PLC	0.5%	0.7%	2,932	-5.4%	$1.4M
MAMastercard Inc.	0.4%	0.6%	2,446	-0.9%	$1.3M
LMTLockheed Martin Corp Com	0.4%	0.7%	2,450	+2.1%	$1.2M
CSCOCisco Sys Inc	0.4%	—	10,622	—	$1.2M
TECHBio-Techne Corp	0.4%	—	17,335	—	$1.2M
TERTeradyne Inc	0.4%	—	2,525	—	$1.2M
MRKMerck & Co. Inc	0.4%	0.6%	9,140	+1.1%	$1.2M
DHIDR Horton Inc	0.4%	—	6,400	—	$1.0M
AMGNAmgen Inc Com	0.4%	0.5%	2,783	+0.0%	$1.0M

What Legal Advantage Investments, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IBM International Business Machs+54.5% shares
GOOG Alphabet Inc+19.5% shares
TMO Thermo Fisher Scientific Inc+18.2% shares
AAPL Apple Inc+12.2% shares
WGS Genedx Holdings Corp+8.7% shares
ASML Asml Hldg NV+8.2% shares
TDG Transdigm Group Inc+7.3% shares
NFLX Netflix Inc Total+6.9% shares

Reduced

ORCL Oracle Corp-12.8% shares
TT Trane Technologies PLC-5.4% shares
FNF Fidelity National Financial In-5.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +5.1% /yr; S&P 500 +20.1%
3 years: +17.6% /yr; S&P 500 +20.4%
5 years: +6.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$285.1M	77
Q1 2026	$193.5M	79
Q4 2025	$216.0M	83
Q3 2025	$222.1M	89
Q2 2025	$213.8M	94
Q1 2025	$185.2M	96
Q4 2024	$189.2M	103
Q3 2024	$181.9M	99
Q2 2024	$173.6M	94
Q1 2024	$178.8M	104
Q4 2023	$166.4M	99
Q3 2023	$140.0M	91

Questions about Legal Advantage Investments, Inc.'s portfolio

What stocks does Legal Advantage Investments, Inc. own?

Legal Advantage Investments, Inc.'s latest 13F, for Q2 2026 and filed Jul 15, 2026, lists 77 positions worth $285.1M. The largest are Cerebras Systems Inc (CBRS) at 24.4%, Asml Hldg NV (ASML) at 4.3%, Elbit Sys Ltd (ESLT) at 3.9%, Transdigm Group Inc (TDG) at 3.7% and Vse Corp (VSEC) at 3.7%.

What did Legal Advantage Investments, Inc. buy last quarter?

In Q2 2026, Legal Advantage Investments, Inc. added International Business Machs (IBM) (+54.5% shares), Alphabet Inc (GOOG) (+19.5% shares) and Thermo Fisher Scientific Inc (TMO) (+18.2% shares), compared with its Q1 2026 filing.

What did Legal Advantage Investments, Inc. sell last quarter?

In Q2 2026, Legal Advantage Investments, Inc. cut from its top 50 Moog Inc (MOG-A), cut from its top 50 Ss&c Tech Hldgs (SSNC), cut from its top 50 Vistra Corp Com (VST), cut from its top 50 Caci Intl Inc (CACI), cut from its top 50 Intuit (INTU), Oracle Corp (ORCL) (-12.8% shares), Trane Technologies PLC (TT) (-5.4% shares) and Fidelity National Financial In (FNF) (-5.0% shares), compared with its Q1 2026 filing.

How has Legal Advantage Investments, Inc.'s portfolio performed?

A portfolio copying Legal Advantage Investments, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +5.1% against +20.1%. Over 5 years: +6.1% a year against +11.6%.

When is Legal Advantage Investments, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Legal Advantage Investments, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Legal Advantage Investments, Inc. manage?

Legal Advantage Investments, Inc. reported $275.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $285.1M.