Portfolio (Quarterly)
Guide ↗
Legal Advantage Investments, Inc.
· CIK 0001841769| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,282.0 | $580K | 0.20% | NEW | — | $253.97 | +9.6% |
| 62 | CB | CHUBB LIMITED | Financial Services | 1,700.0 | $579K | 0.20% | NEW | — | $340.74 | +2.2% |
| 63 | PHM | PULTE GROUP INC | Consumer Cyclical | 3,920.0 | $538K | 0.19% | NEW | — | $137.21 | -9.4% |
| 64 | RIO | RIO TINTO PLC | Basic Materials | 5,070.0 | $481K | 0.17% | NEW | — | $94.93 | +8.3% |
| 65 | BN | BROOKFIELD CORP | Financial Services | 10,000.0 | $426K | 0.15% | NEW | — | $42.59 | -5.1% |
| 66 | IOT | SAMSARA INC | Technology | 12,000.0 | $389K | 0.14% | NEW | — | $32.43 | +19.5% |
| 67 | AFL | AFLAC INC | Financial Services | 3,300.0 | $387K | 0.14% | NEW | — | $117.25 | +0.9% |
| 68 | RVMD | REVOLUTION MEDICINES INC | Healthcare | 2,000.0 | $375K | 0.13% | NEW | — | $187.28 | +12.6% |
| 69 | PFE | PFIZER INC | Healthcare | 14,900.0 | $359K | 0.13% | NEW | — | $24.08 | +19.6% |
| 70 | LITE | LUMENTUM HLDGS INC | Technology | 400.0 | $343K | 0.12% | NEW | — | $858.06 | -1.2% |
| 71 | AZN | ASTRAZENECA PLC | Healthcare | 1,737.0 | $329K | 0.12% | NEW | — | $189.62 | -13.1% |
| 72 | GSK | GSK PLC | Healthcare | 6,150.0 | $322K | 0.11% | NEW | — | $52.42 | -3.0% |
| 73 | TXN | TEXAS INSTRS INC | Technology | 1,000.0 | $298K | 0.10% | NEW | — | $298.07 | -14.8% |
| 74 | CGNX | COGNEX CORP | Technology | 4,000.0 | $290K | 0.10% | NEW | — | $72.42 | -16.1% |
| 75 | — | BERKSHIRE HATHAWAY INC DEL | — | 566.0 | $283K | 0.10% | NEW | — | $500.39 | — |
| 76 | HOV | HOVNANIAN ENTERPRISES INC | Consumer Cyclical | 1,950.0 | $278K | 0.10% | NEW | — | $142.41 | -14.9% |
| 77 | GLW | CORNING INC | Technology | 1,000.0 | $255K | 0.09% | NEW | — | $255.43 | -42.8% |
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%