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Legal Advantage Investments, Inc.

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13F filer, CIK 1841769, Los Altos Hills, CA

Legal Advantage Investments, Inc. reported $193,535,604 across 79 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-20. Its ten largest share positions make up 38.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001509

Period
2026-03-31
Reported value
$194M
Holdings
79
Top 10 weight
38.08%
New
9
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LMTnew+2,400$1.45M
CACInew+2,000$1.09M
APPadded+2,510$999K
Vadded+2,000$604K
TERnew+2,000$593K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TYLexited-8,678-$3.94M
VSECreduced-9,029-$1.66M
CYBERARK SOFTWARE LTD/ISRAELexited-2,800-$1.25M
KLACexited-1,000-$1.22M
OKTAexited-13,540-$1.17M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001509, largest first. % of portfolio is the value over $193,535,604, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ESLTELBIT SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,030 shares; 2025Q1: 15,030 shares; 2025Q2: 14,830 shares; 2025Q3: 14,830 shares; 2025Q4: 14,730 shares; 2026Q1: 14,670 shares 14,670$12.5M6.44%-60Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,047 shares; 2025Q1: 6,027 shares; 2025Q2: 6,527 shares; 2025Q3: 6,882 shares; 2025Q4: 7,302 shares; 2026Q1: 7,402 shares 7,402$8.58M4.43%+100Timeline
VSECVSE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,476 shares; 2025Q1: 59,504 shares; 2025Q2: 58,204 shares; 2025Q3: 56,429 shares; 2025Q4: 54,886 shares; 2026Q1: 45,857 shares 45,857$8.46M4.37%-9,029Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,172 shares; 2025Q1: 3,750 shares; 2025Q2: 5,630 shares; 2025Q3: 6,140 shares; 2025Q4: 5,735 shares; 2026Q1: 5,705 shares 5,705$7.54M3.89%-30Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,425 shares; 2025Q1: 34,335 shares; 2025Q2: 35,335 shares; 2025Q3: 35,545 shares; 2025Q4: 35,645 shares; 2026Q1: 35,705 shares 35,705$7.44M3.84%+60Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,900 shares; 2025Q1: 67,900 shares; 2025Q2: 66,660 shares; 2025Q3: 65,060 shares; 2025Q4: 63,560 shares; 2026Q1: 66,660 shares 66,660$6.26M3.24%+3,100Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,800 shares; 2025Q1: 44,800 shares; 2025Q2: 45,450 shares; 2025Q3: 39,175 shares; 2025Q4: 42,155 shares; 2026Q1: 42,155 shares 42,155$6.17M3.19%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,655 shares; 2025Q1: 15,225 shares; 2025Q2: 15,150 shares; 2025Q3: 14,925 shares; 2025Q4: 15,090 shares; 2026Q1: 16,290 shares 16,290$6.03M3.12%+1,200Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,307 shares; 2025Q1: 68,294 shares; 2025Q2: 68,276 shares; 2025Q3: 68,276 shares; 2025Q4: 60,553 shares; 2026Q1: 60,553 shares 60,553$5.84M3.02%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,989 shares; 2025Q1: 27,940 shares; 2025Q2: 28,000 shares; 2025Q3: 30,790 shares; 2025Q4: 30,790 shares; 2026Q1: 30,750 shares 30,750$4.93M2.55%-40Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,127 shares; 2025Q1: 21,127 shares; 2025Q2: 26,493 shares; 2025Q3: 25,307 shares; 2025Q4: 24,923 shares; 2026Q1: 24,923 shares 24,923$4.81M2.48%0Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,917 shares; 2025Q1: 53,417 shares; 2025Q2: 57,967 shares; 2025Q3: 57,292 shares; 2025Q4: 76,080 shares; 2026Q1: 84,080 shares 84,080$4.69M2.42%+8,000Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,242 shares; 2025Q1: 14,192 shares; 2025Q2: 14,199 shares; 2025Q3: 14,199 shares; 2025Q4: 14,699 shares; 2026Q1: 14,049 shares 14,049$4.51M2.33%-650Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,796 shares; 2025Q1: 22,796 shares; 2025Q2: 24,796 shares; 2025Q3: 24,796 shares; 2025Q4: 23,956 shares; 2026Q1: 24,856 shares 24,856$4.33M2.24%+900Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,171 shares; 2025Q1: 14,171 shares; 2025Q2: 13,471 shares; 2025Q3: 13,881 shares; 2025Q4: 13,081 shares; 2026Q1: 12,081 shares 12,081$4.13M2.13%-1,000Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,641 shares; 2025Q1: 6,641 shares; 2025Q2: 6,191 shares; 2025Q3: 6,051 shares; 2025Q4: 6,051 shares; 2026Q1: 6,051 shares 6,051$4.13M2.13%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,029 shares; 2025Q1: 8,229 shares; 2025Q2: 8,329 shares; 2025Q3: 8,354 shares; 2025Q4: 8,264 shares; 2026Q1: 8,264 shares 8,264$4.06M2.1%0Timeline
WGSGENEDX HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,100 shares; 2025Q1: 50,600 shares; 2025Q2: 60,600 shares; 2025Q3: 60,650 shares; 2025Q4: 59,650 shares; 2026Q1: 61,675 shares 61,675$3.96M2.05%+2,025Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,890 shares; 2025Q1: 16,850 shares; 2025Q2: 18,470 shares; 2025Q3: 21,120 shares; 2025Q4: 19,970 shares; 2026Q1: 19,830 shares 19,830$3.95M2.04%-140Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,571 shares; 2025Q1: 1,631 shares; 2025Q2: 1,986 shares; 2025Q3: 2,018 shares; 2025Q4: 2,019 shares; 2026Q1: 2,274 shares 2,274$3.93M2.03%+255Timeline
MOG-AMOOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,390 shares; 2025Q1: 12,590 shares; 2025Q2: 12,590 shares; 2025Q3: 12,400 shares; 2025Q4: 12,400 shares; 2026Q1: 12,400 shares 12,400$3.63M1.87%0Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,295 shares; 2025Q1: 6,395 shares; 2025Q2: 6,395 shares; 2025Q3: 6,360 shares; 2025Q4: 6,360 shares; 2026Q1: 6,360 shares 6,360$3.57M1.85%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,340 shares; 2025Q1: 20,355 shares; 2025Q2: 20,155 shares; 2025Q3: 19,955 shares; 2025Q4: 19,990 shares; 2026Q1: 19,590 shares 19,590$3.44M1.78%-400Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,965 shares; 2025Q1: 12,265 shares; 2025Q2: 16,865 shares; 2025Q3: 16,599 shares; 2025Q4: 16,598 shares; 2026Q1: 13,073 shares 13,073$3.32M1.71%-3,525Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,450 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,775 shares; 2026Q1: 5,775 shares 5,775$3.3M1.71%0Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,350 shares; 2025Q3: 4,250 shares; 2025Q4: 5,375 shares; 2026Q1: 7,885 shares 7,885$3.14M1.62%+2,510Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,210 shares; 2025Q1: 24,110 shares; 2025Q2: 26,110 shares; 2025Q3: 26,110 shares; 2025Q4: 26,285 shares; 2026Q1: 26,310 shares 26,310$3.12M1.61%+25Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,377 shares; 2025Q1: 3,377 shares; 2025Q2: 3,212 shares; 2025Q3: 3,212 shares; 2025Q4: 32,116 shares; 2026Q1: 32,116 shares 32,116$3.1M1.6%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,010 shares; 2025Q1: 9,030 shares; 2025Q2: 9,030 shares; 2025Q3: 8,930 shares; 2025Q4: 8,730 shares; 2026Q1: 8,630 shares 8,630$2.92M1.51%-100Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,746 shares; 2025Q1: 18,946 shares; 2025Q2: 16,796 shares; 2025Q3: 16,736 shares; 2025Q4: 16,136 shares; 2026Q1: 17,161 shares 17,161$2.52M1.3%+1,025Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,175 shares; 2025Q4: 48,175 shares; 2026Q1: 48,175 shares 48,175$2.45M1.26%0Timeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,000 shares; 2025Q2: not reported; 2025Q3: 21,000 shares; 2025Q4: 33,500 shares; 2026Q1: 44,500 shares 44,500$2.3M1.19%+11,000Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,298 shares; 2025Q1: 7,298 shares; 2025Q2: 7,298 shares; 2025Q3: 7,298 shares; 2025Q4: 7,228 shares; 2026Q1: 7,228 shares 7,228$2.3M1.19%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 7,700 shares 7,700$2.21M1.14%-300Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,300 shares; 2025Q1: 33,600 shares; 2025Q2: 32,900 shares; 2025Q3: 32,900 shares; 2025Q4: 31,900 shares; 2026Q1: 31,700 shares 31,700$2.14M1.11%-200Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 6,800 shares 6,800$2.06M1.06%+2,000Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,653 shares; 2025Q1: 5,603 shares; 2025Q2: 5,378 shares; 2025Q3: 5,378 shares; 2025Q4: 5,378 shares; 2026Q1: 5,378 shares 5,378$1.58M0.82%0Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,130 shares; 2025Q1: 31,880 shares; 2025Q2: 30,730 shares; 2025Q3: 30,430 shares; 2025Q4: 29,930 shares; 2026Q1: 32,730 shares 32,730$1.52M0.78%+2,800Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,395 shares; 2025Q1: 3,395 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,400 shares 2,400$1.45M0.75%newTimeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,598 shares; 2025Q1: 3,498 shares; 2025Q2: 3,298 shares; 2025Q3: 3,298 shares; 2025Q4: 3,198 shares; 2026Q1: 3,098 shares 3,098$1.29M0.67%-100Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,973 shares; 2025Q1: 5,973 shares; 2025Q2: 5,973 shares; 2025Q3: 5,973 shares; 2025Q4: 5,972 shares; 2026Q1: 5,864 shares 5,864$1.25M0.65%-108Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,100 shares; 2025Q1: 8,300 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares 8,300$1.25M0.64%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,471 shares; 2025Q1: 2,471 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 2,469 shares; 2026Q1: 2,469 shares 2,469$1.23M0.64%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100$1.18M0.61%0Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$1.09M0.56%newTimeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 9,040 shares; 2025Q3: 9,040 shares; 2025Q4: 9,040 shares; 2026Q1: 9,040 shares 9,040$1.09M0.56%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,466 shares; 2025Q1: 7,316 shares; 2025Q2: 6,901 shares; 2025Q3: 6,301 shares; 2025Q4: 4,765 shares; 2026Q1: 2,500 shares 2,500$1.08M0.56%-2,265Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,496 shares; 2025Q1: 5,471 shares; 2025Q2: 5,437 shares; 2025Q3: 5,437 shares; 2025Q4: 5,453 shares; 2026Q1: 5,453 shares 5,453$1.02M0.53%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,108 shares; 2025Q1: 3,108 shares; 2025Q2: 2,883 shares; 2025Q3: 2,883 shares; 2025Q4: 2,883 shares; 2026Q1: 2,783 shares 2,783$979K0.51%-100Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,434 shares; 2025Q1: 3,434 shares; 2025Q2: 3,384 shares; 2025Q3: 3,384 shares; 2025Q4: 3,384 shares; 2026Q1: 3,809 shares 3,809$923K0.48%+425Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,550 shares; 2026Q1: 3,050 shares 3,050$923K0.48%+500Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,435 shares; 2025Q1: 12,435 shares; 2025Q2: 17,435 shares; 2025Q3: 17,535 shares; 2025Q4: 17,535 shares; 2026Q1: 17,535 shares 17,535$916K0.47%0Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400$878K0.45%0Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400$824K0.43%0Timeline
AMTMAMENTUM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,900 shares; 2026Q1: 28,900 shares 28,900$754K0.39%+10,000Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,735 shares; 2025Q1: 6,750 shares; 2025Q2: 6,550 shares; 2025Q3: 8,500 shares; 2025Q4: 6,125 shares; 2026Q1: 6,200 shares 6,200$733K0.38%+75Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1$718K0.37%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 5,500 shares 5,500$684K0.35%-2,000Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,678 shares; 2026Q1: 8,452 shares 8,452$656K0.34%-226Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,507 shares; 2025Q1: 9,357 shares; 2025Q2: 8,957 shares; 2025Q3: 8,857 shares; 2025Q4: 8,307 shares; 2026Q1: 8,307 shares 8,307$604K0.31%0Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$593K0.31%newTimeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750$570K0.29%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,596 shares; 2025Q1: 2,382 shares; 2025Q2: 2,282 shares; 2025Q3: 2,282 shares; 2025Q4: 2,282 shares; 2026Q1: 2,282 shares 2,282$558K0.29%0Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 3,875 shares 3,875$544K0.28%-125Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares 4,500$493K0.25%newTimeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares; 2025Q4: 5,300 shares; 2026Q1: 5,000 shares 5,000$466K0.24%-300Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 3,920 shares 3,920$461K0.24%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500$407K0.21%0Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,379 shares; 2025Q1: 1,379 shares; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares; 2025Q4: 1,378 shares; 2026Q1: 1,252 shares 1,252$365K0.19%-126Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200$351K0.18%0Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,737 shares 1,737$343K0.18%newTimeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 6,150 shares 6,150$339K0.18%0Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 8,000 shares; 2025Q2: 10,000 shares; 2025Q3: 9,700 shares; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000$317K0.16%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,800 shares 2,800$293K0.15%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 599 shares; 2026Q1: 566 shares 566$271K0.14%-33Timeline
NVMINOVA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500$217K0.11%newTimeline
HOVHOVNANIAN ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: not reported; 2026Q1: 1,950 shares 1,950$216K0.11%newTimeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,906 shares; 2025Q1: 2,856 shares; 2025Q2: 2,856 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares; 2026Q1: 2,346 shares 2,346$203K0.11%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,830 shares; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 2,830 shares; 2026Q1: 2,830 shares 2,830$201K0.1%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TYLTYLER TECHNOLOGIES INC8,678$3.94Mshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL2,800$1.25Mshares
KLACKLA CORP1,000$1.22Mshares
OKTAOKTA INC13,540$1.17Mshares
TWLOTWILIO INC8,000$1.14Mshares
CRDOCREDO TECHNOLOGY GROUP HOLDI7,100$1.02Mshares
PYPLPAYPAL HLDGS INC13,150$768Kshares
WTWWILLIS TOWERS WATSON PLC LTD2,015$662Kshares
TATTTAT TECHNOLOGIES LTD12,000$536Kshares
FBINFORTUNE BRANDS INNOVATIONS I10,600$530Kshares
EBAYEBAY INC.5,363$467Kshares
NTRANATERA INC2,000$458Kshares
AZNASTRAZENECA PLC-SPONS ADR3,475$319Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-001509 base2026-04-20acceptance time not in the bulk data set