Portfolio (Quarterly)
Guide ↗
Legal Advantage Investments, Inc.
· CIK 0001841769| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | GOOGL | ALPHABET INC | Communication Services | 4,100.0 | $1.5M | 0.51% | NEW | — | $357.37 | -5.5% |
| 42 | TT | TRANE TECHNOLOGIES PLC | Industrials | 2,932.0 | $1.4M | 0.51% | NEW | — | $491.16 | -10.3% |
| 43 | MA | MASTERCARD INCORPORATED | Financial Services | 2,446.0 | $1.3M | 0.44% | NEW | — | $513.60 | +14.5% |
| 44 | LMT | LOCKHEED MARTIN CORP | Industrials | 2,450.0 | $1.2M | 0.44% | NEW | — | $509.46 | +4.4% |
| 45 | CSCO | CISCO SYS INC | Technology | 10,622.0 | $1.2M | 0.44% | NEW | — | $117.46 | -7.5% |
| 46 | TECH | BIO-TECHNE CORP | Healthcare | 17,335.0 | $1.2M | 0.43% | NEW | — | $70.65 | +2.4% |
| 47 | TER | TERADYNE INC | Technology | 2,525.0 | $1.2M | 0.43% | NEW | — | $483.84 | -29.4% |
| 48 | MRK | MERCK & CO INC | Healthcare | 9,140.0 | $1.2M | 0.41% | NEW | — | $128.50 | +17.1% |
| 49 | DHI | D R HORTON INC | Consumer Cyclical | 6,400.0 | $1.0M | 0.37% | NEW | — | $162.88 | -12.5% |
| 50 | AMGN | AMGEN INC | Healthcare | 2,783.0 | $1.0M | 0.35% | NEW | — | $362.12 | +20.8% |
| 51 | AXP | AMERICAN EXPRESS CO | Financial Services | 2,950.0 | $998K | 0.35% | NEW | — | $338.25 | -2.7% |
| 52 | CACI | CACI INTL INC | Technology | 2,000.0 | $927K | 0.33% | NEW | — | $463.26 | +34.3% |
| 53 | GD | GENERAL DYNAMICS CORP | Industrials | 2,400.0 | $850K | 0.30% | NEW | — | $354.24 | +2.6% |
| 54 | NVMI | NOVA LTD | Technology | 1,500.0 | $814K | 0.29% | NEW | — | $542.94 | -36.1% |
| 55 | — | BERKSHIRE HATHAWAY INC DEL | — | 1.0 | $749K | 0.26% | NEW | — | $748850.00 | — |
| 56 | BHP | BHP BILLITON LIMITED | Basic Materials | 8,307.0 | $692K | 0.24% | NEW | — | $83.31 | +11.5% |
| 57 | — | OUSTER INC | — | 11,000.0 | $688K | 0.24% | NEW | — | $62.52 | — |
| 58 | ACN | ACCENTURE PLC IRELAND | Technology | 5,000.0 | $622K | 0.22% | NEW | — | $124.44 | +50.2% |
| 59 | ROK | ROCKWELL AUTOMATION INC | Industrials | 1,225.0 | $606K | 0.21% | NEW | — | $495.08 | -14.4% |
| 60 | AMTM | AMENTUM HOLDINGS INC | Industrials | 28,900.0 | $597K | 0.21% | NEW | — | $20.67 | -3.9% |
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%