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Legal Advantage Investments 13F Portfolio

Portfolio Manager
Legal Advantage Investments, Inc.
Performance
+13.74% (2026 Q2)
AUM (13F)
$285.14M
# of Holdings
77
Performance Rank
Allocation (Top 20)
47.98%
Latest filing
Q2 2026

Legal Advantage Investments, Inc. Holdings Map

Top 50 Legal Advantage Investments, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ASML
ASML HLDG NV
4.3%6.2K$12.3M
+8.15%(+465)
2025-Q2: 5.6K shares2025-Q3: 6.1K shares2025-Q4: 5.7K shares2026-Q1: 5.7K shares2026-Q2: 6.2K shares
$770.30(+142.47%)
2026-06-30
ESLT
ELBIT SYS LTD
3.91%14.7K$11.1M
+0.14%(+20)
2025-Q2: 14.8K shares2025-Q3: 14.8K shares2025-Q4: 14.7K shares2026-Q1: 14.7K shares2026-Q2: 14.7K shares
$154.36(+402.70%)
2026-06-30
TDG
TRANSDIGM GROUP INC
3.71%7.9K$10.6M
+7.30%(+540)
2025-Q2: 6.5K shares2025-Q3: 6.9K shares2025-Q4: 7.3K shares2026-Q1: 7.4K shares2026-Q2: 7.9K shares
$743.99(+68.94%)
2026-06-30
VSEC
VSE CORP
3.67%45.9K$10.5M
+0.00%(+0)
2025-Q2: 58.2K shares2025-Q3: 56.4K shares2025-Q4: 54.9K shares2026-Q1: 45.9K shares2026-Q2: 45.9K shares
$35.86(+579.01%)
2026-06-30
PANW
PALO ALTO NETWORKS INC
3.67%30.7K$10.5M
-0.21%(-66)
2025-Q2: 28.0K shares2025-Q3: 30.8K shares2025-Q4: 30.8K shares2026-Q1: 30.8K shares2026-Q2: 30.7K shares
$109.31(+245.98%)
2026-06-30
AMZN
AMAZON COM INC
3.12%37.4K$8.9M
+4.68%(+1.67K)
2025-Q2: 35.3K shares2025-Q3: 35.5K shares2025-Q4: 35.6K shares2026-Q1: 35.7K shares2026-Q2: 37.4K shares
$157.48(+66.71%)
2026-06-30
AMAT
APPLIED MATLS INC
3.06%12.1K$8.7M
+0.00%(+0)
2025-Q2: 13.5K shares2025-Q3: 13.9K shares2025-Q4: 13.1K shares2026-Q1: 12.1K shares2026-Q2: 12.1K shares
$111.10(+378.66%)
2026-06-30
MSFT
MICROSOFT CORP
2.25%17.2K$6.4M
+5.63%(+917)
2025-Q2: 15.2K shares2025-Q3: 14.9K shares2025-Q4: 15.1K shares2026-Q1: 16.3K shares2026-Q2: 17.2K shares
$288.40(+68.54%)
2026-06-30
SCHW
SCHWAB CHARLES CORP
2.13%66.0K$6.1M
-1.05%(-700)
2025-Q2: 66.7K shares2025-Q3: 65.1K shares2025-Q4: 63.6K shares2026-Q1: 66.7K shares2026-Q2: 66.0K shares
$64.62(+72.11%)
2026-06-30
DIS
DISNEY WALT CO
2.03%60.2K$5.8M
-0.60%(-362)
2025-Q2: 68.3K shares2025-Q3: 68.3K shares2025-Q4: 60.6K shares2026-Q1: 60.6K shares2026-Q2: 60.2K shares
$142.69(-26.01%)
2026-06-30

About Legal Advantage Investments, Inc.โ€™s portfolio

Legal Advantage Investments, Inc. reports $285.14M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are ASML (4.3%), ESLT (3.9%) and TDG (3.7%). The top 20 holdings account for 47.98% of reported assets. Its disclosed equity book has returned +52.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
ASML โ€” 6.1% ($12.27M)ESLT โ€” 5.5% ($11.15M)TDG โ€” 5.2% ($10.58M)VSEC โ€” 5.2% ($10.48M)PANW โ€” 5.2% ($10.46M)AMZN โ€” 4.4% ($8.91M)AMAT โ€” 4.3% ($8.73M)MSFT โ€” 3.2% ($6.42M)SCHW โ€” 3.0% ($6.09M)DIS โ€” 2.9% ($5.79M)Other โ€” 55.1% ($111.61M)
45%in top 10
  • ASML6.1%
  • ESLT5.5%
  • TDG5.2%
  • VSEC5.2%
  • PANW5.2%
  • AMZN4.4%
  • AMAT4.3%
  • MSFT3.2%
  • SCHW3.0%
  • DIS2.9%
  • Other55.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
19
ZTSZOETIS INC+241.0%
ASMLASML HLDG NV+8.2%
TMOTHERMO FISHER SCIENTIFIC INC+18.2%
TDGTRANSDIGM GROUP INC+7.3%
+15 more
Trimmed
18
ORCLORACLE CORP-12.8%
LRCXLAM RESEARCH CORP-3.7%
TTTRANE TECHNOLOGIES PLC-5.4%
FNFFIDELITY NATL FINL INC-5.0%
+14 more

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Source filings

Holdings on this page are parsed from Legal Advantage Investments, Inc.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1841769). View Legal Advantage Investments, Inc.โ€™s 13F filings on SEC

More 13F analyses

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