☆Legal Advantage Investments, Inc.
Quality Q
0.130
AUM ($M)
285
Positions
77
Turnover
0.29
Top-10 wt
54%
Herfindahl
0.075
History (qtrs)
6
Excess Return
—
AI Eval Run AI Eval
Holdings · 89 positions · portfolio value $285M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆CBRS funds › | CEREBRAS SYSTEMS INC | NEW | — | 24.4% | +24.4% | 69.6 | 314,889 | +314,889 | 1 | — |
| ☆ASML funds › | ASML HLDG NV | ADD | — | 4.3% | +0.4% | 12.3 | 6,170 | +465 | 5 | — |
| ☆ESLT funds › | ELBIT SYS LTD | ADD | — | 3.9% | -2.5% | 11.1 | 14,690 | +20 | 5 | — |
| ☆TDG funds › | TRANSDIGM GROUP INC | ADD | — | 3.7% | -0.7% | 10.6 | 7,942 | +540 | 5 | — |
| ☆VSEC funds › | VSE CORP | HOLD | — | 3.7% | -0.7% | 10.5 | 45,857 | +0 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 3.7% | +1.1% | 10.5 | 30,684 | -66 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 3.1% | -0.7% | 8.9 | 37,375 | +1,670 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | HOLD | — | 3.1% | +0.9% | 8.7 | 12,081 | +0 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 2.3% | -0.9% | 6.4 | 17,207 | +917 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | TRIM | — | 2.1% | -1.1% | 6.1 | 65,960 | -700 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 2.0% | -1.0% | 5.8 | 60,191 | -362 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | HOLD | — | 1.8% | -0.5% | 5.2 | 14,049 | +0 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | HOLD | — | 1.7% | -0.5% | 5.0 | 24,856 | +0 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | ADD | — | 1.7% | -0.4% | 4.9 | 9,771 | +1,507 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 1.7% | -1.5% | 4.9 | 41,980 | -175 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 1.6% | -0.9% | 4.7 | 24,516 | -407 | 5 | — |
| ☆WGS funds › | GENEDX HOLDINGS CORP | ADD | — | 1.6% | -0.4% | 4.6 | 67,045 | +5,370 | 5 | — |
| ☆BA funds › | BOEING CO | ADD | — | 1.5% | -0.5% | 4.3 | 19,880 | +50 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 1.5% | -0.2% | 4.2 | 14,664 | +1,591 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | HOLD | — | 1.4% | -0.1% | 4.1 | 8,630 | +0 | 5 | — |
| ☆FISV funds › | FISERV INC | TRIM | — | 1.4% | -1.0% | 4.1 | 83,455 | -625 | 5 | — |
| ☆APP funds › | APPLOVIN CORP | TRIM | — | 1.4% | -0.2% | 4.1 | 7,865 | -20 | 5 | — |
| ☆MELI funds › | MERCADOLIBRE INC | TRIM | — | 1.4% | -0.7% | 3.9 | 2,273 | -1 | 5 | — |
| ☆VEEV funds › | VEEVA SYS INC | HOLD | — | 1.2% | -0.6% | 3.5 | 19,590 | +0 | 5 | — |
| ☆IDXX funds › | IDEXX LABS INC | HOLD | — | 1.2% | -0.7% | 3.3 | 6,360 | +0 | 5 | — |
| ☆MRNA funds › | MODERNA INC | TRIM | — | 1.2% | -0.1% | 3.3 | 47,675 | -500 | 4 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 1.1% | -0.0% | 3.3 | 9,200 | +1,500 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 1.1% | -0.6% | 3.2 | 5,675 | -100 | 5 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | HOLD | — | 1.1% | -1.1% | 3.1 | 6,051 | +0 | 5 | — |
| ☆GRAL funds › | GRAIL INC | ADD | — | 1.1% | -0.1% | 3.0 | 44,625 | +125 | 4 | — |
| ☆SHOP funds › | SHOPIFY INC | ADD | — | 1.1% | -0.6% | 3.0 | 26,360 | +50 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC | HOLD | — | 1.0% | -0.2% | 2.9 | 7,228 | +0 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.9% | -0.7% | 2.5 | 34,316 | +2,200 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | TRIM | — | 0.9% | +0.2% | 2.4 | 5,648 | -216 | 5 | — |
| ☆V funds › | VISA INC | HOLD | — | 0.8% | -0.2% | 2.3 | 6,800 | +0 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.8% | -0.5% | 2.2 | 14,961 | -2,200 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.6% | -0.2% | 1.7 | 5,212 | -166 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.6% | +0.1% | 1.7 | 5,884 | +2,075 | 5 | — |
| ☆ZTS funds › | ZOETIS INC | ADD | — | 0.5% | +0.2% | 1.5 | 21,145 | +14,945 | 5 | — |
| ☆FNF funds › | FIDELITY NATL FINL INC | TRIM | — | 0.5% | -0.3% | 1.5 | 31,090 | -1,640 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | HOLD | — | 0.5% | -0.1% | 1.5 | 4,100 | +0 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | TRIM | — | 0.5% | -0.2% | 1.4 | 2,932 | -166 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.4% | -0.2% | 1.3 | 2,446 | -23 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.4% | -0.3% | 1.2 | 2,450 | +50 | 2 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.4% | +0.1% | 1.2 | 10,622 | +2,170 | 3 | — |
| ☆TECH funds › | BIO-TECHNE CORP | TRIM | — | 0.4% | -0.0% | 1.2 | 17,335 | -200 | 5 | — |
| ☆TER funds › | TERADYNE INC | ADD | — | 0.4% | +0.1% | 1.2 | 2,525 | +525 | 2 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.4% | -0.1% | 1.2 | 9,140 | +100 | 5 | — |
| ☆DHI funds › | D R HORTON INC | HOLD | — | 0.4% | -0.1% | 1.0 | 6,400 | +0 | 5 | — |
| ☆AMGN funds › | AMGEN INC | HOLD | — | 0.4% | -0.2% | 1.0 | 2,783 | +0 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.3% | -0.1% | 1.0 | 2,950 | -100 | 5 | — |
| ☆CACI funds › | CACI INTL INC | HOLD | — | 0.3% | -0.2% | 0.9 | 2,000 | +0 | 2 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | HOLD | — | 0.3% | -0.1% | 0.9 | 2,400 | +0 | 5 | — |
| ☆NVMI funds › | NOVA LTD | ADD | — | 0.3% | +0.2% | 0.8 | 1,500 | +1,000 | 2 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.3% | -0.1% | 0.7 | 1 | +0 | 5 | — |
| ☆BHP funds › | BHP BILLITON LIMITED | HOLD | — | 0.2% | -0.1% | 0.7 | 8,307 | +0 | 5 | — |
| ☆OUST funds › | OUSTER INC | NEW | — | 0.2% | +0.2% | 0.7 | 11,000 | +11,000 | 1 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | NEW | — | 0.2% | +0.2% | 0.6 | 5,000 | +5,000 | 1 | — |
| ☆ROK funds › | ROCKWELL AUTOMATION INC | NEW | — | 0.2% | +0.2% | 0.6 | 1,225 | +1,225 | 1 | — |
| ☆AMTM funds › | AMENTUM HOLDINGS INC | HOLD | — | 0.2% | -0.2% | 0.6 | 28,900 | +0 | 3 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | HOLD | — | 0.2% | -0.1% | 0.6 | 2,282 | +0 | 5 | — |
| ☆CB funds › | CHUBB LIMITED | TRIM | — | 0.2% | -0.1% | 0.6 | 1,700 | -50 | 5 | — |
| ☆PHM funds › | PULTE GROUP INC | HOLD | — | 0.2% | -0.0% | 0.5 | 3,920 | +0 | 5 | — |
| ☆RIO funds › | RIO TINTO PLC | ADD | — | 0.2% | -0.1% | 0.5 | 5,070 | +70 | 5 | — |
| ☆BN funds › | BROOKFIELD CORP | NEW | — | 0.1% | +0.1% | 0.4 | 10,000 | +10,000 | 1 | — |
| ☆IOT funds › | SAMSARA INC | ADD | — | 0.1% | -0.0% | 0.4 | 12,000 | +2,000 | 2 | — |
| ☆AFL funds › | AFLAC INC | ADD | Common Stock | 0.1% | -0.0% | 0.4 | 3,300 | +100 | 5 | — |
| ☆RVMD funds › | REVOLUTION MEDICINES INC | NEW | — | 0.1% | +0.1% | 0.4 | 2,000 | +2,000 | 1 | — |
| ☆PFE funds › | PFIZER INC | ADD | — | 0.1% | -0.1% | 0.4 | 14,900 | +400 | 3 | — |
| ☆LITE funds › | LUMENTUM HLDGS INC | NEW | — | 0.1% | +0.1% | 0.3 | 400 | +400 | 1 | — |
| ☆AZN funds › | ASTRAZENECA PLC | HOLD | — | 0.1% | -0.1% | 0.3 | 1,737 | +0 | 2 | — |
| ☆GSK funds › | GSK PLC | HOLD | — | 0.1% | -0.1% | 0.3 | 6,150 | +0 | 4 | — |
| ☆TXN funds › | TEXAS INSTRS INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,000 | +1,000 | 1 | — |
| ☆CGNX funds › | COGNEX CORP | NEW | — | 0.1% | +0.1% | 0.3 | 4,000 | +4,000 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.1% | -0.0% | 0.3 | 566 | +0 | 5 | — |
| ☆CUSIP:442487401 funds › | HOVNANIAN ENTERPRISES INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,950 | +0 | 2 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,000 | +1,000 | 1 | — |
| ☆SSNC funds › | SS&C TECH HLDGS | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -31,700 | 0 | — |
| ☆GEHC funds › | GE HEALTHCARE TECHNOLOGIES I | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,830 | 0 | — |
| ☆ZS funds › | ZSCALER INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -3,875 | 0 | — |
| ☆CRM funds › | SALESFORCE INC | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -5,453 | 0 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,252 | 0 | — |
| ☆VST funds › | VISTRA CORP | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -8,300 | 0 | — |
| ☆MDT funds › | MEDTRONIC PLC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,346 | 0 | — |
| ☆ALAB funds › | ASTERA LABS INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -4,500 | 0 | — |
| ☆NOW funds › | SERVICENOW INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,800 | 0 | — |
| ☆MOGA funds › | MOOG INC | EXIT | — | 0.0% | -1.9% | 0.0 | 0 | -12,400 | 0 | — |
| ☆INTU funds › | INTUIT | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -2,500 | 0 | — |
| ☆WMT funds › | WALMART INC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -5,500 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 285 | 77 | 0.29 | 54% | 0.075 | 0.130 | — | in |
| 2026Q1 | 194 | 79 | 0.12 | 38% | 0.025 | 0.216 | — | in |
| 2025Q4 | 216 | 83 | 0.09 | 36% | 0.023 | 0.220 | — | in |
| 2025Q3 | 222 | 89 | 0.09 | 35% | 0.022 | 0.216 | — | in |
| 2025Q2 | 214 | 94 | 0.10 | 36% | 0.022 | 0.239 | — | entered |
| 2025Q1 | 185 | 96 | 0.00 | 37% | 0.023 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status