Portfolio (Quarterly)
Guide ↗
Legal Advantage Investments, Inc.
· CIK 0001841769| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | CEREBRAS SYSTEMS INC | — | 314,889.0 | $69.6M | 24.41% | NEW | — | $221.00 | — |
| 2 | ASML | ASML HLDG NV | Technology | 6,170.0 | $12.3M | 4.30% | NEW | — | $1989.44 | -16.0% |
| 3 | ESLT | ELBIT SYS LTD | Industrials | 14,690.0 | $11.1M | 3.91% | NEW | — | $758.72 | -6.4% |
| 4 | TDG | TRANSDIGM GROUP INC | Industrials | 7,942.0 | $10.6M | 3.71% | NEW | — | $1332.04 | -12.3% |
| 5 | VSEC | VSE CORP | Industrials | 45,857.0 | $10.5M | 3.67% | NEW | — | $228.50 | -13.2% |
| 6 | PANW | PALO ALTO NETWORKS INC | Technology | 30,684.0 | $10.5M | 3.67% | NEW | — | $341.02 | -2.4% |
| 7 | AMZN | AMAZON COM INC | Consumer Cyclical | 37,375.0 | $8.9M | 3.12% | NEW | — | $238.34 | +7.1% |
| 8 | AMAT | APPLIED MATLS INC | Technology | 12,081.0 | $8.7M | 3.06% | NEW | — | $723.00 | -39.5% |
| 9 | MSFT | MICROSOFT CORP | Technology | 17,207.0 | $6.4M | 2.25% | NEW | — | $373.02 | +33.2% |
| 10 | SCHW | SCHWAB CHARLES CORP | Financial Services | 65,960.0 | $6.1M | 2.13% | NEW | — | $92.27 | +18.6% |
| 11 | DIS | DISNEY WALT CO | Communication Services | 60,191.0 | $5.8M | 2.03% | NEW | — | $96.25 | +13.0% |
| 12 | VTI | VANGUARD INDEX FDS | — | 14,049.0 | $5.2M | 1.82% | NEW | — | $370.04 | +1.9% |
| 13 | NVDA | NVIDIA CORPORATION | Technology | 24,856.0 | $5.0M | 1.74% | NEW | — | $200.09 | +13.1% |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 9,771.0 | $4.9M | 1.72% | NEW | — | $501.34 | +21.4% |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 41,980.0 | $4.9M | 1.72% | NEW | — | $116.67 | +46.4% |
| 16 | RTX | RTX CORPORATION | Industrials | 24,516.0 | $4.7M | 1.63% | NEW | — | $189.73 | +6.9% |
| 17 | WGS | GENEDX HOLDINGS CORP | Healthcare | 67,045.0 | $4.6M | 1.61% | NEW | — | $68.65 | +24.8% |
| 18 | BA | BOEING CO | Industrials | 19,880.0 | $4.3M | 1.51% | NEW | — | $216.47 | -2.9% |
| 19 | AAPL | APPLE INC | Technology | 14,664.0 | $4.2M | 1.49% | NEW | — | $289.36 | +12.2% |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 8,630.0 | $4.1M | 1.45% | NEW | — | $477.57 | -13.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
40.3%
Industrials
23.8%
Healthcare
14.4%
Financial Services
7.4%
Consumer Cyclical
7.1%
Communication Services
6.3%
Basic Materials
0.6%