Legal Advantage Investments, Inc.
SEC Form 13F institutional filer · CIK 0001841769
13F-HR · 58 reported holdings · 2026-03-31
Reported long-US-equity value
$0.14B
Top-10 concentration
43.0%
Legal Advantage Investments, Inc. — $138M AUM allocation strategy
Legal Advantage Investments, Inc. files SEC Form 13F and reports $138M of long US equity value across 58 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.0%, followed by Industrials 15.6% and Communication Services 8.9%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Legal Advantage Investments, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$138M
total across 58 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$FISV +8K sh · −$419K+$SCHW +3.1K sh · −$85.6K+$FIS +2.8K sh · −$116K
Biggest trims (shares)
−$AAPL −3.52K sh · −$1.19M−$INTU −2.27K sh · −$2.08M−$WMT −2K sh · −$152K
Exited to nil (held last quarter, gone now)
$TYL ($3.94M last qtr)$KLAC ($1.22M last qtr)$PYPL ($768K last qtr)$WTW ($662K last qtr)$EBAY ($467K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Aerospace & Defense15.6%—
- Systems Software7.9%—
- Broadline Retail5.4%—
- Investment Banking & Brokerage4.6%—
- Application Software4.5%—
- Movies & Entertainment4.2%—
- Transaction & Payment Processing Services3.4%—
- Semiconductors3.2%—
- Other holdings51.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $TDG | Transdigm Group Incorporated | 7.4K | $8.58M | +100 | 6.2% |
| $AMZN | Amazon.com Inc | 35.7K | $7.44M | +60 | 5.4% |
| $SCHW | Charles Schwab Corporation | 66.7K | $6.26M | +3.1K | 4.5% |
| $PLTR | Palantir Technologies Inc | 42.2K | $6.17M | +0 | 4.5% |
| $MSFT | Microsoft Corporation | 16.3K | $6.03M | +1.2K | 4.4% |
| $DIS | Walt Disney Company | 60.6K | $5.84M | +0 | 4.2% |
| $PANW | Palo Alto Networks Inc | 30.8K | $4.93M | -40 | 3.6% |
| $RTX | RTX Corporation | 24.9K | $4.81M | +0 | 3.5% |
| $FISV | Fiserv Inc | 84.1K | $4.69M | +8K | 3.4% |
…and 49 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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