Legal Advantage Investments, Inc.

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CIK 1841769

13F portfolio (2026-Q1)

$194M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

23.0%

Top 10

38.1%

Effective N

40.3

HHI

0.025

This quarter

9 new · 0 exit →

By sector

Industrials35.1%

Information Technology31.6%

Health Care9.3%

Communication Services8.1%

Financials7.8%

Consumer Discretionary4.2%

Unclassified2.7%

Utilities0.6%

Materials0.6%

By market cap

Large ($10–200B)38.4%

Mega (>$200B)36.0%

Unknown17.4%

Mid ($2–10B)5.9%

Small ($300M–2B)2.2%

By region

North America84.6%

Middle East6.5%

Europe4.3%

Other2.7%

Asia-Pacific1.8%

By industry group GICS — finer than sector

Industry group	Weight	Names
Aerospace & Defense	18.70%	7
Software	13.34%	9
Technology Hardware & Equipment	8.26%	8
Semiconductors & Semiconductor Equipment	7.32%	5
Commercial Services & Supplies	6.54%	5
Machinery	6.42%	3
Software & IT Services	6.09%	7
Pharmaceuticals & Biotechnology	5.88%	10
Professional Services	4.37%	1
Specialty Retail	4.20%	2
Capital Markets	3.24%	1
Health Care Providers & Services	3.23%	2
Entertainment	3.02%	1
Unclassified	2.84%	3
Media & Entertainment	1.60%	1
Insurance	1.45%	4
Banks	1.29%	2
Construction & Engineering	0.80%	3
Utilities	0.64%	1
Metals & Mining	0.55%	2
Health Care Equipment & Supplies	0.21%	2

Top holdings

#	Ticker	Name	Sector	Weight
1	ESLT	Elbit Systems Ltd	Industrials	6.44%
2	TDG	TransDigm Group INC	Industrials	4.43%
3	VSEC	VSE CORP	Industrials	4.37%
4	ASML	ASML Holding NV	Industrials	3.89%
5	AMZN	AMAZON COM INC	Consumer Discretionary	3.84%
6	SCHW	SCHWAB CHARLES CORP	Financials	3.24%
7	PLTR	Palantir Technologies Inc.	Information Technology	3.19%
8	MSFT	MICROSOFT CORP	Information Technology	3.12%
9	DIS	Walt Disney Co	Communication Services	3.02%
10	PANW	Palo Alto Networks Inc	Information Technology	2.55%

77/79 names classified · sector 97.3% of weight · industry 97.2% · mkt cap 82.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 22 quarters

Information TechnologyTYL, ADBE, MSFT, TMO, XYZ · other

IndustrialsVSEC, FISV, TDG, ESLT, ASML · other

Consumer DiscretionaryAMZN, HSIC, ULTA, WYNN, CHGG · other

Communication ServicesDIS, META, NFLX, CMCSA, GOOG · other

Health CareZTS, IDXX, WGS, ILMN, GRAL · other

FinancialsSCHW, V, JPM, FNF, UNM · other

MaterialsBHP, RIO, FBIN, MOS, NEM · other

Utilities

Real Estate

EnergySLB, HAL, YPF, XOM

UnclassifiedHESKA CORP, XBI, VTI, VCSH, COVETRUS INC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 97.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (62 classified)Legal Advantage Investments, Inc. centroid (Large Core)

Information TechnologyIndustrialsCommunication ServicesFinancialsHealth CareConsumer DiscretionaryUtilities

Style box summary for Legal Advantage Investments, Inc.: centroid Large Core. Heaviest cells: Large Growth 34.2%, Large Core 16.4%, Mid Growth 9.3%.

Classified: 77.5% of book weight (62/79 names) · unclassified 22.5%: ESLT, ASML, VTI, WGS, MOG.A, TSM, MRNA, GRAL, BRK.A, BHP +7 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 79 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	ESLTELBIT SYS LTD	14,670	$12M	6.4%	HOLD
2	TDGTRANSDIGM GROUP INC	7,402	$9M	4.4%	HOLD
3	VSECVSE CORP	45,857	$8M	4.4%	TRIM −16%
4	ASMLASML HOLDING N V	5,705	$8M	3.9%	HOLD
5	AMZNAMAZON COM INC	35,705	$7M	3.8%	HOLD
6	SCHWSCHWAB CHARLES CORP	66,660	$6M	3.2%	ADD 5%
7	PLTRPALANTIR TECHNOLOGIES INC	42,155	$6M	3.2%	HOLD
8	MSFTMICROSOFT CORP	16,290	$6M	3.1%	ADD 8%
9	DISDISNEY WALT CO	60,553	$6M	3.0%	HOLD
10	PANWPALO ALTO NETWORKS INC	30,750	$5M	2.5%	HOLD
11	RTXRTX CORPORATION	24,923	$5M	2.5%	HOLD
12	FISVFISERV INC	84,080	$5M	2.4%	ADD 11%
13	VTIVANGUARD INDEX FDS	14,049	$5M	2.3%	TRIM −4%
14	NVDANVIDIA CORPORATION	24,856	$4M	2.2%	ADD 4%
15	AMATAPPLIED MATLS INC	12,081	$4M	2.1%	TRIM −8%
16	NOCNORTHROP GRUMMAN CORP	6,051	$4M	2.1%	HOLD
17	TMOTHERMO FISHER SCIENTIFIC INC	8,264	$4M	2.1%	HOLD
18	WGSGENEDX HOLDINGS CORP	61,675	$4M	2.0%	ADD 3%
19	BABOEING CO	19,830	$4M	2.0%	HOLD
20	MELIMERCADOLIBRE INC	2,274	$4M	2.0%	ADD 13%
21	MOG.AMOOG INC	12,400	$4M	1.9%	HOLD
22	IDXXIDEXX LABS INC	6,360	$4M	1.8%	HOLD
23	VEEVVEEVA SYS INC	19,590	$3M	1.8%	TRIM −2%
24	AAPLAPPLE INC	13,073	$3M	1.7%	TRIM −21%
25	METAMETA PLATFORMS INC	5,775	$3M	1.7%	HOLD
26	APPAPPLOVIN CORP	7,885	$3M	1.6%	ADD 47%
27	SHOPSHOPIFY INC	26,310	$3M	1.6%	HOLD
28	NFLXNETFLIX INC	32,116	$3M	1.6%	HOLD
29	TSMTAIWAN SEMICONDUCTOR MFG LTD	8,630	$3M	1.5%	HOLD
30	ORCLORACLE CORP	17,161	$3M	1.3%	ADD 6%
31	MRNAMODERNA INC	48,175	$2M	1.3%	HOLD
32	GRALGRAIL INC	44,500	$2M	1.2%	ADD 33%
33	ADIANALOG DEVICES INC	7,228	$2M	1.2%	HOLD
34	GOOGALPHABET INC	7,700	$2M	1.1%	TRIM −4%
35	SSNCSS&C TECHNOLOGIES HLDGS INC	31,700	$2M	1.1%	HOLD
36	VVISA INC	6,800	$2M	1.1%	ADD 42%
37	JPMJPMORGAN CHASE & CO	5,378	$2M	0.8%	HOLD
38	FNFFIDELITY NATL FINL INC	32,730	$2M	0.8%	ADD 9%
39	LMTLOCKHEED MARTIN CORP	2,400	$1M	0.7%	NEW
40	TTTRANE TECHNOLOGIES PLC	3,098	$1M	0.7%	TRIM −3%
41	LRCXLAM RESEARCH CORP	5,864	$1M	0.6%	HOLD
42	VSTVISTRA CORP	8,300	$1M	0.6%	HOLD
43	MAMASTERCARD INCORPORATED	2,469	$1M	0.6%	HOLD
44	GOOGLALPHABET INC	4,100	$1M	0.6%	HOLD
45	CACICACI INTL INC	2,000	$1M	0.6%	NEW
46	MRKMERCK & CO INC	9,040	$1M	0.6%	HOLD
47	INTUINTUIT	2,500	$1M	0.6%	TRIM −48%
48	CRMSALESFORCE INC	5,453	$1M	0.5%	HOLD
49	AMGNAMGEN INC	2,783	$979,199	0.5%	TRIM −3%
50	IBMINTERNATIONAL BUSINESS MACHS	3,809	$923,264	0.5%	ADD 13%
51	AXPAMERICAN EXPRESS CO	3,050	$922,564	0.5%	ADD 20%
52	TECHBIO-TECHNE CORP	17,535	$916,379	0.5%	HOLD
53	DHID R HORTON INC	6,400	$878,208	0.5%	HOLD
54	GDGENERAL DYNAMICS CORP	2,400	$823,728	0.4%	HOLD
55	AMTMAMENTUM HOLDINGS INC	28,900	$753,712	0.4%	ADD 53%
56	ZTSZOETIS INC	6,200	$732,902	0.4%	HOLD
57	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$718,140	0.4%	HOLD
58	WMTWALMART INC	5,500	$683,540	0.4%	TRIM −27%
59	CSCOCISCO SYS INC	8,452	$655,791	0.3%	TRIM −3%
60	BHPBHP BILLITON LIMITED	8,307	$604,254	0.3%	HOLD
61	TERTERADYNE INC	2,000	$592,920	0.3%	NEW
62	CBCHUBB LIMITED	1,750	$570,378	0.3%	HOLD
63	JNJJOHNSON & JOHNSON	2,282	$557,812	0.3%	HOLD
64	ZSZSCALER INC	3,875	$543,624	0.3%	TRIM −3%
65	ALABASTERA LABS INC	4,500	$493,200	0.3%	NEW
66	RIORIO TINTO PLC	5,000	$466,450	0.2%	TRIM −6%
67	PHMPULTE GROUP INC	3,920	$461,031	0.2%	HOLD
68	PFEPFIZER INC	14,500	$407,160	0.2%	HOLD
69	TRVTRAVELERS COMPANIES INC	1,252	$365,183	0.2%	TRIM −9%
70	AFLAFLAC INC	3,200	$351,072	0.2%	HOLD
71	AZNASTRAZENECA PLC	1,737	$342,571	0.2%	NEW
72	GSKGSK PLC	6,150	$339,418	0.2%	HOLD
73	IOTSAMSARA INC	10,000	$316,900	0.2%	NEW
74	NOWSERVICENOW INC	2,800	$292,740	0.2%	NEW
75	BRK.BBERKSHIRE HATHAWAY INC DEL	566	$271,227	0.1%	TRIM −6%
76	NVMINOVA LTD	500	$217,140	0.1%	NEW
77	HOVHOVNANIAN ENTERPRISES INC	1,950	$216,274	0.1%	NEW
78	MDTMEDTRONIC PLC	2,346	$203,281	0.1%	HOLD
79	GEHCGE HEALTHCARE TECHNOLOGIES I	2,830	$201,439	0.1%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ESLTELBIT SYS LTD

15K

$12M

TDGTRANSDIGM GROUP INC

$9M

VSECVSE CORP

86K

60K

58K

56K

55K

46K

$8M

ASMLASML HOLDING N V

$8M

AMZNAMAZON COM INC

32K

34K

35K

36K

$7M

SCHWSCHWAB CHARLES CORP

64K

68K

67K

65K

64K

67K

$6M

PLTRPALANTIR TECHNOLOGIES INC

51K

45K

39K

42K

$6M

MSFTMICROSOFT CORP

15K

16K

$6M

DISDISNEY WALT CO

64K

68K

61K

$6M

PANWPALO ALTO NETWORKS INC

28K

31K

$5M

RTXRTX CORPORATION

21K

26K

25K

$5M

FISVFISERV INC

54K

53K

58K

57K

76K

84K

$5M

VTIVANGUARD INDEX FDS

14K

15K

14K

$5M

NVDANVIDIA CORPORATION

23K

25K

24K

25K

$4M

AMATAPPLIED MATLS INC

14K

13K

14K

13K

12K

$4M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Legal Advantage Investments, Inc.