2026 Q3 Portfolio Activity
In 2026 Q3, Legal Advantage Investments, Inc. maintained a portfolio of 87 distinct positions. The most significant new addition was VANGUARD CALIF TAX FREE FDS, now representing 0.30% of the total fund value. They heavily accumulated shares in CEREBRAS SYSTEMS INC, increasing the position by 265.1%.
Position History
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Total Positions
87
Quarter
2026 Q3
Top Holding
CBRS (43.6%)
Top 10 Concentration
64.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 87
Legal Advantage Investments, Inc. Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CBRS
CEREBRAS SYSTEM...
|
Technology | 43.62% | 24.41% |
#1
Prev: #1
|
9.0 |
—
|
834,793 | 265.1% |
P
S
|
1,149,682 | $204,241,007 |
$189.52
-21.4%
|
2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | ||
|
ASML
ASML HLDG NV
|
Technology | 3.49% | 4.30% |
#2
Prev: #2
|
5.4 |
—
|
2,860 | 46.4% |
P
S
|
9,030 | $16,359,380 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MRNA
MODERNA INC
|
Healthcare | 2.68% | 1.17% |
#3
23
Prev: #26
|
4.6 |
—
|
17,500 | 36.7% |
P
S
|
65,175 | $12,550,750 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 2.66% | 3.71% |
#4
Prev: #4
|
4.1 |
—
|
3,580 | 45.1% |
P
S
|
11,522 | $12,473,805 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 2.60% | 3.67% |
#5
1
Prev: #6
|
2.5 |
—
|
no change | no change |
P
S
|
30,684 | $12,191,060 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ESLT
ELBIT SYS LTD
|
Industrials | 2.50% | 3.91% |
#6
3
Prev: #3
|
3.0 |
—
|
2,450 | 16.7% |
P
S
|
17,140 | $11,689,651 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.31% | 3.12% |
#7
Prev: #7
|
2.9 |
—
|
6,000 | 16.1% |
P
S
|
43,375 | $10,806,916 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.73% | 2.25% |
#8
1
Prev: #9
|
1.2 |
—
|
-1,400 | -8.1% |
P
S
|
15,807 | $8,107,410 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.68% | 1.72% |
#9
6
Prev: #15
|
1.7 |
—
|
no change | no change |
P
S
|
41,980 | $7,852,359 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VSEC
VSE CORP
|
Industrials | 1.61% | 3.67% |
#10
5
Prev: #5
|
1.1 |
—
|
-100 | -0.2% |
P
S
|
45,757 | $7,536,178 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 1.54% | 2.03% |
#11
Prev: #11
|
2.6 |
—
|
8,634 | 14.3% |
P
S
|
68,825 | $7,219,745 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
WGS
GENEDX HOLDINGS...
|
Healthcare | 1.53% | 1.61% |
#12
5
Prev: #17
|
3.1 |
—
|
31,800 | 47.4% |
P
S
|
98,845 | $7,146,494 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.49% | 1.72% |
#13
1
Prev: #14
|
2.6 |
—
|
550 | 5.6% |
P
S
|
10,321 | $6,966,935 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GRAL
GRAIL INC
|
Healthcare | 1.46% | 1.07% |
#14
16
Prev: #30
|
2.6 |
—
|
4,000 | 9.0% |
P
S
|
48,625 | $6,813,335 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SCHW
CHARLES SCHWAB ...
|
Financial Services | 1.38% | 2.13% |
#15
5
Prev: #10
|
1.6 |
—
|
no change | no change |
P
S
|
65,960 | $6,446,930 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.33% | 1.82% |
#16
4
Prev: #12
|
2.5 |
—
|
2,654 | 18.9% |
P
S
|
16,703 | $6,250,931 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.32% | 3.06% |
#17
9
Prev: #8
|
1.5 |
—
|
no change | no change |
P
S
|
12,081 | $6,177,956 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.21% | 1.74% |
#18
5
Prev: #13
|
1.5 |
—
|
no change | no change |
P
S
|
24,856 | $5,676,613 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 1.18% | 1.22% |
#19
5
Prev: #24
|
1.0 |
—
|
-250 | -1.3% |
P
S
|
19,340 | $5,520,603 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.13% | 1.45% |
#20
Prev: #20
|
3.0 |
—
|
3,000 | 34.8% |
P
S
|
11,630 | $5,305,490 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AAPL
APPLE INC
|
Technology | 1.04% | 1.49% |
#21
2
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
14,664 | $4,883,405 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 1.03% | 1.35% |
#22
1
Prev: #23
|
2.9 |
—
|
527 | 23.2% |
P
S
|
2,800 | $4,839,846 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.97% | 1.63% |
#23
7
Prev: #16
|
1.4 |
—
|
no change | no change |
P
S
|
24,516 | $4,551,381 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
FISV
FISERV INC
|
Unknown | 0.97% | 1.44% |
#24
3
Prev: #21
|
2.9 |
—
|
17,000 | 20.4% |
P
S
|
100,455 | $4,538,557 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 0.93% | 1.42% |
#25
3
Prev: #22
|
3.4 |
—
|
7,100 | 90.3% |
P
S
|
14,965 | $4,346,285 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IDXX
IDEXX LABS INC
|
Healthcare | 0.88% | 1.17% |
#26
1
Prev: #25
|
2.9 |
—
|
1,550 | 24.4% |
P
S
|
7,910 | $4,130,523 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.88% | 1.12% |
#27
1
Prev: #28
|
1.4 |
—
|
no change | no change |
P
S
|
5,675 | $4,115,396 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.87% | 1.06% |
#28
3
Prev: #31
|
0.8 |
—
|
1,000 | 3.8% |
P
S
|
27,360 | $4,057,488 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.82% | 1.14% |
#29
2
Prev: #27
|
2.8 |
—
|
2,000 | 21.7% |
P
S
|
11,200 | $3,816,288 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
BA
BOEING CO
|
Industrials | 0.79% | 1.51% |
#30
12
Prev: #18
|
1.3 |
—
|
no change | no change |
P
S
|
19,880 | $3,698,674 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
V
VISA INC
|
Financial Services | 0.75% | 0.82% |
#31
4
Prev: #35
|
2.8 |
—
|
3,000 | 44.1% |
P
S
|
9,800 | $3,521,434 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.69% | 0.58% |
#32
6
Prev: #38
|
3.3 |
—
|
8,866 | 150.7% |
P
S
|
14,750 | $3,243,968 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
OUST
OUSTER INC
|
Technology | 0.67% | 0.24% |
#33
24
Prev: #57
|
3.3 |
—
|
66,600 | 605.5% |
P
S
|
77,600 | $3,130,384 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 0.62% | 1.08% |
#34
5
Prev: #29
|
1.2 |
—
|
no change | no change |
P
S
|
6,051 | $2,925,537 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.61% | 1.01% |
#35
3
Prev: #32
|
1.2 |
—
|
no change | no change |
P
S
|
7,228 | $2,867,420 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ZTS
ZOETIS INC
|
Healthcare | 0.61% | 0.53% |
#36
3
Prev: #39
|
3.2 |
—
|
19,880 | 94.0% |
P
S
|
41,025 | $2,864,741 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.51% | 0.86% |
#37
4
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
34,316 | $2,387,721 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.44% | 0.77% |
#38
2
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
14,961 | $2,054,211 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.43% | 0.35% |
#39
11
Prev: #50
|
3.2 |
—
|
2,040 | 73.3% |
P
S
|
4,823 | $2,032,943 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.37% | 0.60% |
#40
3
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
5,212 | $1,724,286 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.33% | 0.86% |
#41
7
Prev: #34
|
0.6 |
—
|
-1,000 | -17.7% |
P
S
|
4,648 | $1,526,914 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.31% | 0.41% |
#42
6
Prev: #48
|
2.1 |
—
|
1,000 | 10.9% |
P
S
|
10,140 | $1,473,443 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VTEC
VANGUARD CALIF ...
|
ETF | 0.30% | — |
#43
Prev: #—
|
3.6 |
—
|
15,000 | — |
NEW
|
15,000 | $1,414,200 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.30% | 0.51% |
#44
3
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
4,100 | $1,410,728 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 0.28% | 0.51% |
#45
3
Prev: #42
|
1.1 |
—
|
no change | no change |
P
S
|
2,932 | $1,325,205 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.27% | 0.44% |
#46
2
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
2,450 | $1,247,662 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
FNF
FIDELITY NATL F...
|
Financial Services | 0.26% | 0.51% |
#47
7
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
31,090 | $1,201,628 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
LHX
L3HARRIS TECHNO...
|
Industrials | 0.25% | — |
#48
Prev: #—
|
3.6 |
—
|
5,000 | — |
NEW
|
5,000 | $1,183,900 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.24% | 0.44% |
#49
4
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
10,622 | $1,143,246 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
CACI
CACI INTL INC
|
Technology | 0.22% | 0.32% |
#50
2
Prev: #52
|
0.6 |
—
|
-300 | -15.0% |
P
S
|
1,700 | $1,035,487 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 |
Showing 1-50 of 87 holdings