Legal Advantage Investments, Inc.

Q4 2025 13F-HR Holdings

Location
Los Altos Hills, CA
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$216,006
Net value change ($000)
-6,122 (-2.8%)
New positions
4
Sold out positions
10
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GRAL 1,625 130.8%
WGS 1,224 18.7%
ESLT 950 12.6%
TMO 736 18.2%
CSCO 668 NEW
CRDO 658 180.8%
TDG 640 7.1%
APP 568 18.6%
GOOGL 562 28.9%
AMTM 548 NEW
Top Reduces (Value $000, Stocks/ETFs)
FISV -2,277 -30.8%
ULTA -1,933 -100.0%
XYZ -1,595 -100.0%
ORCL -1,562 -33.2%
VEEV -1,483 -24.9%
INTU -1,147 -26.7%
FIS -1,015 -100.0%
RBRK -989 -100.0%
DIS -929 -11.9%
TYL -899 -18.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type