Arkolith/Funds/Legal Advantage Investments, Inc.

Legal Advantage Investments, Inc.

CIK 1841769
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Legal Advantage Investments, Inc. holds a focused book of 77 reported positions worth $285.1M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter Cerebras Systems Inc - A first appears in 13F filings, a listing rather than a purchase; they opened Ouster Inc and trimmed Palo Alto Networks Inc. Their largest long position is Cerebras Systems Inc - A at 24% of the reported non-option book. Cloning the disclosed picks since 2024 would be +18% (+9.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
9
bought for the first time
+6 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
12
exited the position entirely
+9 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+17.9%
+9.4%/yr · since Nov '24
Their reported book
+21.5%
held from quarter-end
S&P 500
+30.3%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25May '26Sep '26
Legal Advantage Investments, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +21.5%, a 3.6-point gap that is the cost of the ~15-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Legal Advantage Investments, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
54%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

98% mapped to company sectors

Information Technology
58%
Industrials
19%
Health Care
7%
Financials
7%
Consumer Discretionary
5%
ETFs / funds
2%
Communication Services
1%
Materials
1%

+2 sectors below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Legal Advantage Investments, Inc.

Manager / fundShared namesTheir $ in those
Evelyn Partners Group Ltd54 / 77$44.5B
Mirae Asset Global Investments Co., Ltd.65 / 77$278.4B
BlueSpruce Investments, LP10 / 77$592.4M
United American Securities Inc. (d/b/a UAS Asset Management)9 / 77$416.0M
HughesLittle Investment Management Ltd.9 / 77$474.6M
Draper Asset Management, LLC9 / 77$161.6M
Academy Capital Management17 / 77$603.4M
Prospect Hill Management, LLC11 / 77$203.9M

Ranked by the share of each fund's own book sitting in the names it shares with Legal Advantage Investments, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

77 positions
#SecurityValueShares% PortLast moveHistory
1Cerebras Systems Inc
COM CL A
$69.6M314.9K
24.4%
Listed
Newly reportable
2ASML Hldg NV
N Y REGISTRY SHS
$12.3M6.2K
4.3%
+8.2%
Added · +465 sh
3Elbit Sys Ltd
ORD
$11.1M14.7K
3.9%
+0.1%
Added · +20 sh
4Transdigm Group Inc
COM
$10.6M7.9K
3.7%
+7.3%
Added · +540 sh
5Vse Corp
COM
$10.5M45.9K
3.7%
Held
6Palo Alto Networks Inc
COM
$10.5M30.7K
3.7%
−0.2%
Reduced · −66 sh
7Amazon Com Inc
COM
$8.9M37.4K
3.1%
+4.7%
Added · +2K sh
8Applied Matls Inc
COM
$8.7M12.1K
3.1%
Held
9Microsoft Corp
COM
$6.4M17.2K
2.3%
+5.6%
Added · +917 sh
10Schwab Charles Corp
COM
$6.1M66.0K
2.1%
−1.1%
Reduced · −700 sh
11Disney Walt Co
COM
$5.8M60.2K
2.0%
−0.6%
Reduced · −362 sh
12Vanguard Index FDS
TOTAL STK MKT
$5.2M14.0K
1.8%
Held
13Nvidia Corporation
COM
$5.0M24.9K
1.7%
Held
14Thermo Fisher Scientific Inc
COM
$4.9M9.8K
1.7%
+18%
Added · +2K sh
15Palantir Technologies Inc
CL A
$4.9M42.0K
1.7%
−0.4%
Reduced · −175 sh
16RTX Corporation
COM
$4.7M24.5K
1.6%
−1.6%
Reduced · −407 sh
17Genedx Holdings Corp
COM CL A
$4.6M67.0K
1.6%
+8.7%
Added · +5K sh
18Boeing Co
COM
$4.3M19.9K
1.5%
+0.3%
Added · +50 sh
19Apple Inc
COM
$4.2M14.7K
1.5%
+12%
Added · +2K sh
20Taiwan Semiconductor Manufac
SPONSORED ADS
$4.1M8.6K
1.4%
Held
21Fiserv Inc
COM
$4.1M83.5K
1.4%
−0.7%
Reduced · −625 sh
22Applovin Corp
COM CL A
$4.1M7.9K
1.4%
−0.3%
Reduced · −20 sh
23Mercadolibre Inc
COM
$3.9M2.3K
1.4%
~0%
Reduced · −1 sh
24Veeva Sys Inc
CL A COM
$3.5M19.6K
1.2%
Held
25Idexx Labs Inc
COM
$3.3M6.4K
1.2%
Held
26Moderna Inc
COM
$3.3M47.7K
1.2%
−1.0%
Reduced · −500 sh
27Alphabet Inc
CAP STK CL C
$3.3M9.2K
1.1%
+19%
Added · +2K sh
28Meta Platforms Inc
CL A
$3.2M5.7K
1.1%
−1.7%
Reduced · −100 sh
29Northrop Grumman Corp
COM
$3.1M6.1K
1.1%
Held
30Grail Inc
COM
$3.0M44.6K
1.1%
+0.3%
Added · +125 sh
31Shopify Inc
CL A SUB VTG SHS
$3.0M26.4K
1.1%
+0.2%
Added · +50 sh
32Analog Devices Inc
COM
$2.9M7.2K
1.0%
Held
33Netflix Inc.
COM
$2.5M34.3K
0.9%
+6.8%
Added · +2K sh
34Lam Research Corp
COM NEW
$2.4M5.6K
0.9%
−3.7%
Reduced · −216 sh
35Visa Inc
COM CL A
$2.3M6.8K
0.8%
Held
36Oracle Corp
COM
$2.2M15.0K
0.8%
−13%
Reduced · −2K sh
37JPMorgan Chase & Co
COM
$1.7M5.2K
0.6%
−3.1%
Reduced · −166 sh
38International Business Machs
COM
$1.7M5.9K
0.6%
+54%
Added · +2K sh
39Zoetis Inc
CL A
$1.5M21.1K
0.5%
+241%
Added · +15K sh
40Fidelity Natl Finl Inc
COM SHS
$1.5M31.1K
0.5%
−5.0%
Reduced · −2K sh
41Alphabet Inc
CAP STK CL A
$1.5M4.1K
0.5%
Held
42Trane Technologies PLC
SHS
$1.4M2.9K
0.5%
−5.3%
Reduced · −166 sh
43Mastercard Incorporated
CL A
$1.3M2.4K
0.4%
−0.9%
Reduced · −23 sh
44Lockheed Martin Corp
COM
$1.2M2.5K
0.4%
+2.1%
Added · +50 sh
45Cisco Sys Inc
COM
$1.2M10.6K
0.4%
+26%
Added · +2K sh
46Bio-Techne Corp
COM
$1.2M17.3K
0.4%
−1.1%
Reduced · −200 sh
47Teradyne Inc
COM
$1.2M2.5K
0.4%
+26%
Added · +525 sh
48Merck & Co Inc
COM
$1.2M9.1K
0.4%
+1.1%
Added · +100 sh
49D R Horton Inc
COM
$1.0M6.4K
0.4%
Held
50Amgen Inc
COM
$1.0M2.8K
0.4%
Held
Showing 50 of 77 positions
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Filing history

As-of date vs the date the SEC received each filing

$285.1M · Q2 2026Q3 2024 · $181.9MQ2 2026 · $285.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 202615d77$285.1M13F-HR
Q1 2026Mar 31, 2026Apr 20, 202620d79$193.5M13F-HR
Q4 2025Dec 31, 2025Jan 14, 202614d83$216.0M13F-HR
Q3 2025Sep 30, 2025Oct 20, 202520d89$222.1M13F-HR
Q2 2025Jun 30, 2025Jul 25, 202525d94$213.8M13F-HR
Q1 2025Mar 31, 2025May 13, 202543d96$185.2M13F-HR
Q4 2024Dec 31, 2024Jan 16, 202516d103$189.2M13F-HR
Q3 2024Sep 30, 2024Nov 12, 202443d99$181.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.