Legal Advantage Investments
Latest statistics and disclosures from Legal Advantage Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VSEC, FI, TDG, DIS, MSFT, and represent 24.23% of Legal Advantage Investments's stock portfolio.
- Added to shares of these 10 stocks: VTI, IBM, MELI, WMT, PANW, NICE, SNOW, TRV, LOW, DIS.
- Started 9 new stock positions in NICE, IBM, VTI, SNOW, LOW, FROG, OKTA, BRK.B, TRV.
- Reduced shares in these 10 stocks: VSEC (-$5.5M), FI, INTU, NVDA, , TWLO, MSFT, TYL, , PGR.
- Sold out of its positions in FTNT, PGR, SPY, TWLO.
- Legal Advantage Investments was a net seller of stock by $-3.2M.
- Legal Advantage Investments has $179M in assets under management (AUM), dropping by 7.48%.
- Central Index Key (CIK): 0001841769
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Download as csv Download as ExcelPortfolio Holdings for Legal Advantage Investments
Legal Advantage Investments holds 104 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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VSE Corporation (VSEC) | 7.3 | $13M | -29% | 164k | 80.00 |
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Fiserv (FI) | 5.1 | $9.1M | -14% | 57k | 159.82 |
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TransDigm Group Incorporated (TDG) | 4.5 | $8.0M | 6.5k | 1231.66 |
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Walt Disney Company (DIS) | 3.8 | $6.7M | +3% | 55k | 122.36 |
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Microsoft Corporation (MSFT) | 3.6 | $6.5M | -4% | 15k | 420.72 |
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Adobe Systems Incorporated (ADBE) | 3.1 | $5.6M | 11k | 504.60 |
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Amazon (AMZN) | 3.0 | $5.3M | 29k | 180.38 |
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Intuit (INTU) | 2.7 | $4.9M | -13% | 7.6k | 649.98 |
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Veeva Sys Cl A Com (VEEV) | 2.7 | $4.8M | 21k | 231.69 |
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Thermo Fisher Scientific (TMO) | 2.7 | $4.8M | 8.2k | 581.18 |
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Charles Schwab Corporation (SCHW) | 2.6 | $4.7M | +3% | 65k | 72.34 |
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Tyler Technologies (TYL) | 2.4 | $4.3M | -7% | 10k | 425.00 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $3.7M | NEW | 14k | 259.90 |
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Palo Alto Networks (PANW) | 2.1 | $3.7M | +8% | 13k | 284.13 |
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Boeing Company (BA) | 2.0 | $3.6M | 19k | 192.99 |
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Elbit Sys Ord (ESLT) | 1.8 | $3.3M | 16k | 210.23 |
|
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Henry Schein (HSIC) | 1.8 | $3.3M | 44k | 75.52 |
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Northrop Grumman Corporation (NOC) | 1.8 | $3.2M | 6.7k | 478.66 |
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Applied Materials (AMAT) | 1.7 | $3.0M | -3% | 15k | 206.24 |
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Meta Platforms Cl A (META) | 1.5 | $2.8M | -6% | 5.7k | 485.58 |
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IDEXX Laboratories (IDXX) | 1.5 | $2.7M | 5.0k | 539.93 |
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Oracle Corporation (ORCL) | 1.4 | $2.5M | 20k | 125.61 |
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Ss&c Technologies Holding (SSNC) | 1.3 | $2.3M | 36k | 64.37 |
|
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Raytheon Technologies Corp (RTX) | 1.2 | $2.1M | 22k | 97.53 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.2 | $2.1M | 4.0k | 522.88 |
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Netflix (NFLX) | 1.2 | $2.1M | 3.4k | 607.26 |
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MercadoLibre (MELI) | 1.1 | $2.0M | +17% | 1.4k | 1511.96 |
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Spdr Ser Tr S&p Biotech (XBI) | 1.1 | $2.0M | 22k | 94.89 |
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Moog Cl A (MOG.A) | 1.1 | $2.0M | 13k | 159.65 |
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Apple (AAPL) | 1.1 | $2.0M | 12k | 171.48 |
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Shopify Cl A (SHOP) | 1.1 | $1.9M | 25k | 77.17 |
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Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $1.8M | 1.8k | 970.47 |
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Block Cl A (SQ) | 1.0 | $1.7M | 21k | 84.58 |
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NVIDIA Corporation (NVDA) | 1.0 | $1.7M | -25% | 1.9k | 903.56 |
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salesforce (CRM) | 0.9 | $1.7M | 5.6k | 301.18 |
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Fidelity National Financial Fnf Group Com (FNF) | 0.9 | $1.7M | -2% | 31k | 53.10 |
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Shockwave Med (SWAV) | 0.9 | $1.6M | 5.0k | 325.63 |
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Lockheed Martin Corporation (LMT) | 0.9 | $1.6M | 3.5k | 454.87 |
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Analog Devices (ADI) | 0.8 | $1.4M | 7.3k | 197.79 |
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Comcast Corp Cl A (CMCSA) | 0.7 | $1.3M | 31k | 43.35 |
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Zimmer Holdings (ZBH) | 0.7 | $1.3M | 9.7k | 131.98 |
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Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.2M | 8.0k | 152.26 |
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Trane Technologies SHS (TT) | 0.7 | $1.2M | -2% | 4.0k | 300.20 |
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L3harris Technologies (LHX) | 0.7 | $1.2M | -2% | 5.5k | 213.11 |
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Mastercard Incorporated Cl A (MA) | 0.6 | $1.2M | 2.4k | 481.57 |
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Zoetis Cl A (ZTS) | 0.6 | $1.2M | 6.8k | 169.21 |
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JPMorgan Chase & Co. (JPM) | 0.6 | $1.1M | 5.7k | 200.30 |
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Sprout Social Com Cl A (SPT) | 0.6 | $1.1M | 19k | 59.71 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $1.0M | 7.6k | 136.05 |
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Bio-techne Corporation (TECH) | 0.5 | $932k | 13k | 70.39 |
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Visa Com Cl A (V) | 0.5 | $907k | -2% | 3.3k | 279.08 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $765k | +38% | 1.8k | 418.01 |
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General Dynamics Corporation (GD) | 0.4 | $735k | 2.6k | 282.49 |
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FedEx Corporation (FDX) | 0.4 | $733k | 2.5k | 289.74 |
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Airbnb Com Cl A (ABNB) | 0.4 | $707k | 4.3k | 164.94 |
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Kla Corp Com New (KLAC) | 0.4 | $699k | 1.0k | 698.57 |
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Inmode SHS (INMD) | 0.4 | $670k | 31k | 21.61 |
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Ptc (PTC) | 0.4 | $661k | 3.5k | 188.94 |
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McKesson Corporation (MCK) | 0.4 | $661k | 1.2k | 536.89 |
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American Express Company (AXP) | 0.4 | $660k | -3% | 2.9k | 227.69 |
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Semler Scientific (SMLR) | 0.4 | $649k | 22k | 29.21 |
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International Business Machines (IBM) | 0.4 | $643k | NEW | 3.4k | 190.96 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $634k | 1.00 | 634440.00 |
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Fidelity National Information Services (FIS) | 0.3 | $623k | 8.4k | 74.18 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $619k | 4.1k | 150.93 |
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Willis Towers Watson SHS (WTW) | 0.3 | $609k | 2.2k | 275.00 |
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Amgen (AMGN) | 0.3 | $604k | +32% | 2.1k | 284.32 |
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Illumina (ILMN) | 0.3 | $591k | 4.3k | 137.32 |
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Bhp Group Sponsored Ads (BHP) | 0.3 | $584k | -4% | 10k | 57.69 |
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Chegg (CHGG) | 0.3 | $553k | 73k | 7.57 |
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Cyberark Software SHS (CYBR) | 0.3 | $531k | 2.0k | 265.63 |
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ON Semiconductor (ON) | 0.3 | $530k | +38% | 7.2k | 73.55 |
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Merck & Co (MRK) | 0.3 | $528k | 4.0k | 131.95 |
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D.R. Horton (DHI) | 0.3 | $506k | 3.1k | 164.55 |
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Lam Research Corporation (LRCX) | 0.3 | $486k | 500.00 | 971.57 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $471k | 1.5k | 320.59 |
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Schrodinger (SDGR) | 0.3 | $462k | 17k | 27.00 |
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Chubb (CB) | 0.3 | $454k | 1.8k | 259.13 |
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Wal-Mart Stores (WMT) | 0.3 | $451k | +200% | 7.5k | 60.17 |
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Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $394k | 5.5k | 72.36 |
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Zscaler Incorporated (ZS) | 0.2 | $385k | +100% | 2.0k | 192.63 |
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Pulte (PHM) | 0.2 | $364k | 3.0k | 120.62 |
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Rio Tinto Sponsored Adr (RIO) | 0.2 | $363k | 5.7k | 63.74 |
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Insperity (NSP) | 0.2 | $356k | -4% | 3.3k | 109.61 |
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eBay (EBAY) | 0.2 | $351k | 6.7k | 52.78 |
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AFLAC Incorporated (AFL) | 0.2 | $326k | 3.8k | 85.86 |
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Docusign (DOCU) | 0.2 | $296k | 5.0k | 59.55 |
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Fiverr Intl Ord Shs (FVRR) | 0.2 | $295k | 14k | 21.07 |
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Astrazeneca Sponsored Adr (AZN) | 0.2 | $295k | 4.4k | 67.75 |
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Model N (MODN) | 0.2 | $288k | 10k | 28.47 |
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Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $276k | 3.0k | 90.91 |
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Johnson & Johnson (JNJ) | 0.1 | $265k | 1.7k | 158.19 |
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Nice Sponsored Adr (NICE) | 0.1 | $261k | NEW | 1.0k | 260.62 |
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Century Communities (CCS) | 0.1 | $256k | 2.7k | 96.50 |
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McDonald's Corporation (MCD) | 0.1 | $254k | -10% | 900.00 | 281.95 |
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Snowflake Cl A (SNOW) | 0.1 | $242k | NEW | 1.5k | 161.60 |
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Lennar Corp CL B (LEN.B) | 0.1 | $231k | 1.5k | 154.18 |
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Travelers Companies (TRV) | 0.1 | $230k | NEW | 1.0k | 230.14 |
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Lowe's Companies (LOW) | 0.1 | $229k | NEW | 898.00 | 254.73 |
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Medtronic SHS (MDT) | 0.1 | $222k | 2.5k | 87.15 |
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Jfrog Ord Shs (FROG) | 0.1 | $221k | NEW | 5.0k | 44.22 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $210k | NEW | 500.00 | 420.52 |
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Okta Cl A (OKTA) | 0.1 | $209k | NEW | 2.0k | 104.62 |
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Baidu Spon Adr Rep A (BIDU) | 0.1 | $200k | 1.9k | 105.28 |
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Past Filings by Legal Advantage Investments
SEC 13F filings are viewable for Legal Advantage Investments going back to 2020
- Legal Advantage Investments 2024 Q1 filed April 23, 2024
- Legal Advantage Investments 2023 Q4 filed Jan. 12, 2024
- Legal Advantage Investments 2023 Q3 filed Oct. 25, 2023
- Legal Advantage Investments 2023 Q2 filed July 31, 2023
- Legal Advantage Investments 2023 Q1 filed April 24, 2023
- Legal Advantage Investments 2022 Q4 filed Feb. 1, 2023
- Legal Advantage Investments 2022 Q3 filed Nov. 4, 2022
- Legal Advantage Investments 2022 Q2 filed July 26, 2022
- Legal Advantage Investments 2022 Q1 filed May 6, 2022
- Legal Advantage Investments 2021 Q4 filed Feb. 8, 2022
- Legal Advantage Investments 2021 Q3 filed Oct. 25, 2021
- Legal Advantage Investments 2021 Q2 filed July 26, 2021
- Legal Advantage Investments 2021 Q1 filed May 6, 2021
- Legal Advantage Investments 2020 Q4 filed Jan. 28, 2021