Legal Advantage Investments, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CEREBRAS SYSTEMS INC | 0 | 314,889 | +314,889 | 0 | 69,590,469 | 24.41% | +69,590,469 |
| PALO ALTO NETWORKS INC(PANW) | 30,750 | 30,684 | -66 | 4,929,840 | 10,463,858 | 3.67% | +5,534,018 |
| ASML HLDG NV | 5,705 | 6,170 | +465 | 7,535,335 | 12,274,845 | 4.30% | +4,739,510 |
| APPLIED MATLS INC | 12,081 | 12,081 | 0 | 4,129,148 | 8,734,527 | 3.06% | +4,605,379 |
| VSE CORP(VSEC) | 45,857 | 45,857 | 0 | 8,456,031 | 10,478,324 | 3.67% | +2,022,293 |
| TRANSDIGM GROUP INC(TDG) | 7,402 | 7,942 | +540 | 8,578,622 | 10,579,062 | 3.71% | +2,000,440 |
| AMAZON COM INC(AMZN) | 35,705 | 37,375 | +1,670 | 7,436,310 | 8,907,991 | 3.12% | +1,471,681 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 8,630 | 8,630 | 0 | 2,916,508 | 4,121,429 | 1.45% | +1,204,921 |
| LAM RESEARCH CORP(LRCX) | 5,864 | 5,648 | -216 | 1,252,902 | 2,447,448 | 0.86% | +1,194,546 |
| ALPHABET INC(GOOG) | 7,700 | 9,200 | +1,500 | 2,208,822 | 3,250,636 | 1.14% | +1,041,814 |
| APPLE INC(AAPL) | 13,073 | 14,664 | +1,591 | 3,317,797 | 4,243,175 | 1.49% | +925,378 |
| APPLOVIN CORP(APP) | 7,885 | 7,865 | -20 | 3,138,230 | 4,052,284 | 1.42% | +914,054 |
| MODERNA INC(MRNA) | 48,175 | 47,675 | -500 | 2,447,290 | 3,338,680 | 1.17% | +891,390 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 8,264 | 9,771 | +1,507 | 4,061,817 | 4,898,598 | 1.72% | +836,781 |
| ZOETIS INC(ZTS) | 6,200 | 21,145 | +14,945 | 732,902 | 1,519,480 | 0.53% | +786,578 |
| GRAIL INC(GRAL) | 44,500 | 44,625 | +125 | 2,299,760 | 3,046,549 | 1.07% | +746,789 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 3,809 | 5,884 | +2,075 | 923,264 | 1,654,640 | 0.58% | +731,376 |
| VANGUARD INDEX FDS | 14,049 | 14,049 | 0 | 4,507,060 | 5,198,692 | 1.82% | +691,632 |
| OUSTER INC(OUST) | 0 | 11,000 | +11,000 | 0 | 687,720 | 0.24% | +687,720 |
| GENEDX HOLDINGS CORP(WGS) | 61,675 | 67,045 | +5,370 | 3,960,768 | 4,602,639 | 1.61% | +641,871 |
| NVIDIA CORPORATION(NVDA) | 24,856 | 24,856 | 0 | 4,334,886 | 4,973,437 | 1.74% | +638,551 |
| TERADYNE INC(TER) | 2,000 | 2,525 | +525 | 592,920 | 1,221,696 | 0.43% | +628,776 |
| ACCENTURE PLC IRELAND | 0 | 5,000 | +5,000 | 0 | 622,200 | 0.22% | +622,200 |
| ROCKWELL AUTOMATION INC(ROK) | 0 | 1,225 | +1,225 | 0 | 606,473 | 0.21% | +606,473 |
| NOVA LTD(NVMI) | 500 | 1,500 | +1,000 | 217,140 | 814,410 | 0.29% | +597,270 |
| CISCO SYS INC(CSCO) | 8,452 | 10,622 | +2,170 | 655,791 | 1,247,660 | 0.44% | +591,869 |
| ANALOG DEVICES INC(ADI) | 7,228 | 7,228 | 0 | 2,299,516 | 2,870,745 | 1.01% | +571,229 |
| BROOKFIELD CORP(BN) | 0 | 10,000 | +10,000 | 0 | 425,900 | 0.15% | +425,900 |
| MICROSOFT CORP(MSFT) | 16,290 | 17,207 | +917 | 6,030,069 | 6,418,555 | 2.25% | +388,486 |
| REVOLUTION MEDICINES INC(RVMD) | 0 | 2,000 | +2,000 | 0 | 374,560 | 0.13% | +374,560 |
| BOEING CO(BA) | 19,830 | 19,880 | +50 | 3,946,765 | 4,303,424 | 1.51% | +356,659 |
| LUMENTUM HLDGS INC(LITE) | 0 | 400 | +400 | 0 | 343,224 | 0.12% | +343,224 |
| BIO-TECHNE CORP(TECH) | 17,535 | 17,335 | -200 | 916,379 | 1,224,718 | 0.43% | +308,339 |
| TEXAS INSTRS INC(TXN) | 0 | 1,000 | +1,000 | 0 | 298,070 | 0.10% | +298,070 |
| COGNEX CORP(CGNX) | 0 | 4,000 | +4,000 | 0 | 289,680 | 0.10% | +289,680 |
| ALPHABET INC(GOOG) | 4,100 | 4,100 | 0 | 1,178,996 | 1,465,217 | 0.51% | +286,221 |
| VISA INC(V) | 6,800 | 6,800 | 0 | 2,055,232 | 2,333,012 | 0.82% | +277,780 |
| CORNING INC(GLW) | 0 | 1,000 | +1,000 | 0 | 255,430 | 0.09% | +255,430 |
| D R HORTON INC(DHI) | 6,400 | 6,400 | 0 | 878,208 | 1,042,432 | 0.37% | +164,224 |
| TRANE TECHNOLOGIES PLC(TT) | 3,098 | 2,932 | -166 | 1,291,061 | 1,440,081 | 0.51% | +149,020 |
| JPMORGAN CHASE & CO(JPM) | 5,378 | 5,212 | -166 | 1,581,992 | 1,706,044 | 0.60% | +124,052 |
| BHP BILLITON LIMITED | 8,307 | 8,307 | 0 | 604,254 | 692,060 | 0.24% | +87,806 |
| MERCK & CO INC(MRK) | 9,040 | 9,140 | +100 | 1,087,422 | 1,174,490 | 0.41% | +87,068 |
| PULTE GROUP INC(PHM) | 3,920 | 3,920 | 0 | 461,031 | 537,863 | 0.19% | +76,832 |
| AMERICAN EXPRESS CO(AXP) | 3,050 | 2,950 | -100 | 922,564 | 997,838 | 0.35% | +75,274 |
| SAMSARA INC(IOT) | 10,000 | 12,000 | +2,000 | 316,900 | 389,160 | 0.14% | +72,260 |
| HOVNANIAN ENTERPRISES INC | 1,950 | 1,950 | 0 | 216,274 | 277,700 | 0.10% | +61,426 |
| AFLAC INC(AFL) | 3,200 | 3,300 | +100 | 351,072 | 386,925 | 0.14% | +35,853 |
| VEEVA SYS INC(VEEV) | 19,590 | 19,590 | 0 | 3,441,179 | 3,476,637 | 1.22% | +35,458 |
| BERKSHIRE HATHAWAY INC DEL | 1 | 1 | 0 | 718,140 | 748,850 | 0.26% | +30,710 |
| AMGEN INC(AMGN) | 2,783 | 2,783 | 0 | 979,199 | 1,007,780 | 0.35% | +28,581 |
| GENERAL DYNAMICS CORP(GD) | 2,400 | 2,400 | 0 | 823,728 | 850,176 | 0.30% | +26,448 |
| MASTERCARD INCORPORATED(MA) | 2,469 | 2,446 | -23 | 1,233,661 | 1,256,266 | 0.44% | +22,605 |
| JOHNSON & JOHNSON(JNJ) | 2,282 | 2,282 | 0 | 557,812 | 579,560 | 0.20% | +21,748 |
| RIO TINTO PLC(RIO) | 5,000 | 5,070 | +70 | 466,450 | 481,295 | 0.17% | +14,845 |
| BERKSHIRE HATHAWAY INC DEL | 566 | 566 | 0 | 271,227 | 283,221 | 0.10% | +11,994 |
| CHUBB LIMITED | 1,750 | 1,700 | -50 | 570,378 | 579,258 | 0.20% | +8,880 |
| ASTRAZENECA PLC(AZN) | 1,737 | 1,737 | 0 | 342,571 | 329,370 | 0.12% | -13,201 |
| GSK PLC(GSK) | 6,150 | 6,150 | 0 | 339,418 | 322,383 | 0.11% | -17,035 |
| DISNEY WALT CO(DIS) | 60,553 | 60,191 | -362 | 5,836,098 | 5,793,384 | 2.03% | -42,714 |
| PFIZER INC(PFE) | 14,500 | 14,900 | +400 | 407,160 | 358,792 | 0.13% | -48,368 |
| FIDELITY NATL FINL INC(FNF) | 32,730 | 31,090 | -1,640 | 1,518,017 | 1,466,204 | 0.51% | -51,813 |
| MERCADOLIBRE INC(MELI) | 2,274 | 2,273 | -1 | 3,931,791 | 3,858,167 | 1.35% | -73,624 |
| META PLATFORMS INC(META) | 5,775 | 5,675 | -100 | 3,304,051 | 3,196,671 | 1.12% | -107,380 |
| SHOPIFY INC(SHOP) | 26,310 | 26,360 | +50 | 3,120,892 | 3,009,785 | 1.06% | -111,107 |
| RTX CORPORATION(RTX) | 24,923 | 24,516 | -407 | 4,807,632 | 4,651,406 | 1.63% | -156,226 |
| AMENTUM HOLDINGS INC | 28,900 | 28,900 | 0 | 753,712 | 597,363 | 0.21% | -156,349 |
| CACI INTL INC(CACI) | 2,000 | 2,000 | 0 | 1,087,740 | 926,520 | 0.32% | -161,220 |
| SCHWAB CHARLES CORP(SCHW) | 66,660 | 65,960 | -700 | 6,264,707 | 6,086,129 | 2.13% | -178,578 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 2,830 | 0 | -2,830 | 201,439 | 0 | — | -201,439 |
| LOCKHEED MARTIN CORP(LMT) | 2,400 | 2,450 | +50 | 1,450,536 | 1,248,177 | 0.44% | -202,359 |
| MEDTRONIC PLC(MDT) | 2,346 | 0 | -2,346 | 203,281 | 0 | — | -203,281 |
| IDEXX LABS INC(IDXX) | 6,360 | 6,360 | 0 | 3,573,620 | 3,348,158 | 1.17% | -225,462 |
| SERVICENOW INC(NOW) | 2,800 | 0 | -2,800 | 292,740 | 0 | — | -292,740 |
| ORACLE CORP(ORCL) | 17,161 | 14,961 | -2,200 | 2,524,625 | 2,192,605 | 0.77% | -332,020 |
| TRAVELERS COMPANIES INC(TRV) | 1,252 | 0 | -1,252 | 365,183 | 0 | — | -365,183 |
| ASTERA LABS INC(ALAB) | 4,500 | 0 | -4,500 | 493,200 | 0 | — | -493,200 |
| ZSCALER INC(ZS) | 3,875 | 0 | -3,875 | 543,624 | 0 | — | -543,624 |
| FISERV INC(FISV) | 84,080 | 83,455 | -625 | 4,691,664 | 4,093,468 | 1.44% | -598,196 |
| NETFLIX INC.(NFLX) | 32,116 | 34,316 | +2,200 | 3,097,588 | 2,450,177 | 0.86% | -647,411 |
| WALMART INC(WMT) | 5,500 | 0 | -5,500 | 683,540 | 0 | — | -683,540 |
| SALESFORCE INC(CRM) | 5,453 | 0 | -5,453 | 1,017,912 | 0 | — | -1,017,912 |
| NORTHROP GRUMMAN CORP(NOC) | 6,051 | 6,051 | 0 | 4,128,234 | 3,081,835 | 1.08% | -1,046,399 |
| INTUIT(INTU) | 2,500 | 0 | -2,500 | 1,080,950 | 0 | — | -1,080,950 |
| VISTRA CORP(VST) | 8,300 | 0 | -8,300 | 1,247,739 | 0 | — | -1,247,739 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 42,155 | 41,980 | -175 | 6,166,433 | 4,897,807 | 1.72% | -1,268,626 |
| ELBIT SYS LTD(ESLT) | 14,670 | 14,690 | +20 | 12,456,150 | 11,145,597 | 3.91% | -1,310,553 |
| SS&C TECH HLDGS(SSNC) | 31,700 | 0 | -31,700 | 2,141,969 | 0 | — | -2,141,969 |
| MOOG INC(MOG-A) | 12,400 | 0 | -12,400 | 3,628,736 | 0 | — | -3,628,736 |