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 IBM, SNOW, NICE, FROG, BRK.B, TRV, LOW, OKTA, VTI.
- 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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Portfolio 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 | |
|---|---|---|---|---|---|---|
| VSE Corporation (VSEC) | 7.3 | $13M | -29% | 164k | 80.00 |
|
| Fiserv (FI) | 5.1 | $9.1M | -14% | 57k | 159.82 |
|
| TransDigm Group Incorporated (TDG) | 4.5 | $8.0M | 6.5k | 1231.66 |
|
|
| Walt Disney Company (DIS) | 3.8 | $6.7M | +3% | 55k | 122.36 |
|
| Microsoft Corporation (MSFT) | 3.6 | $6.5M | -4% | 15k | 420.72 |
|
| Adobe Systems Incorporated (ADBE) | 3.1 | $5.6M | 11k | 504.60 |
|
|
| Amazon (AMZN) | 3.0 | $5.3M | 29k | 180.38 |
|
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| Intuit (INTU) | 2.7 | $4.9M | -13% | 7.6k | 649.98 |
|
| Veeva Sys Cl A Com (VEEV) | 2.7 | $4.8M | 21k | 231.69 |
|
|
| Thermo Fisher Scientific (TMO) | 2.7 | $4.8M | 8.2k | 581.18 |
|
|
| Charles Schwab Corporation (SCHW) | 2.6 | $4.7M | +3% | 65k | 72.34 |
|
| Tyler Technologies (TYL) | 2.4 | $4.3M | -7% | 10k | 425.00 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $3.7M | NEW | 14k | 259.90 |
|
| Palo Alto Networks (PANW) | 2.1 | $3.7M | +8% | 13k | 284.13 |
|
| Boeing Company (BA) | 2.0 | $3.6M | 19k | 192.99 |
|
|
| Elbit Sys Ord (ESLT) | 1.8 | $3.3M | 16k | 210.23 |
|
|
| Henry Schein (HSIC) | 1.8 | $3.3M | 44k | 75.52 |
|
|
| Northrop Grumman Corporation (NOC) | 1.8 | $3.2M | 6.7k | 478.66 |
|
|
| Applied Materials (AMAT) | 1.7 | $3.0M | -3% | 15k | 206.24 |
|
| Meta Platforms Cl A (META) | 1.5 | $2.8M | -6% | 5.7k | 485.58 |
|
| IDEXX Laboratories (IDXX) | 1.5 | $2.7M | 5.0k | 539.93 |
|
|
| Oracle Corporation (ORCL) | 1.4 | $2.5M | 20k | 125.61 |
|
|
| Ss&c Technologies Holding (SSNC) | 1.3 | $2.3M | 36k | 64.37 |
|
|
| Raytheon Technologies Corp (RTX) | 1.2 | $2.1M | 22k | 97.53 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.2 | $2.1M | 4.0k | 522.88 |
|
|
| Netflix (NFLX) | 1.2 | $2.1M | 3.4k | 607.26 |
|
|
| MercadoLibre (MELI) | 1.1 | $2.0M | +17% | 1.4k | 1511.96 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 1.1 | $2.0M | 22k | 94.89 |
|
|
| Moog Cl A (MOG.A) | 1.1 | $2.0M | 13k | 159.65 |
|
|
| Apple (AAPL) | 1.1 | $2.0M | 12k | 171.48 |
|
|
| Shopify Cl A (SHOP) | 1.1 | $1.9M | 25k | 77.17 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $1.8M | 1.8k | 970.47 |
|
|
| Block Cl A (SQ) | 1.0 | $1.7M | 21k | 84.58 |
|
|
| NVIDIA Corporation (NVDA) | 1.0 | $1.7M | -25% | 1.9k | 903.56 |
|
| salesforce (CRM) | 0.9 | $1.7M | 5.6k | 301.18 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.9 | $1.7M | -2% | 31k | 53.10 |
|
| Shockwave Med (SWAV) | 0.9 | $1.6M | 5.0k | 325.63 |
|
|
| Lockheed Martin Corporation (LMT) | 0.9 | $1.6M | 3.5k | 454.87 |
|
|
| Analog Devices (ADI) | 0.8 | $1.4M | 7.3k | 197.79 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.7 | $1.3M | 31k | 43.35 |
|
|
| Zimmer Holdings (ZBH) | 0.7 | $1.3M | 9.7k | 131.98 |
|
|
| 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 |
|
| L3harris Technologies (LHX) | 0.7 | $1.2M | -2% | 5.5k | 213.11 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.2M | 2.4k | 481.57 |
|
|
| Zoetis Cl A (ZTS) | 0.6 | $1.2M | 6.8k | 169.21 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.1M | 5.7k | 200.30 |
|
|
| Sprout Social Com Cl A (SPT) | 0.6 | $1.1M | 19k | 59.71 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $1.0M | 7.6k | 136.05 |
|
|
| Bio-techne Corporation (TECH) | 0.5 | $932k | 13k | 70.39 |
|
|
| Visa Com Cl A (V) | 0.5 | $907k | -2% | 3.3k | 279.08 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $765k | +38% | 1.8k | 418.01 |
|
| General Dynamics Corporation (GD) | 0.4 | $735k | 2.6k | 282.49 |
|
|
| 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 |
|
| 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 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $634k | 1.00 | 634440.00 |
|
|
| 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 |
|
|
| 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 |
|
| Illumina (ILMN) | 0.3 | $591k | 4.3k | 137.32 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.3 | $584k | -4% | 10k | 57.69 |
|
| 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 |
|
| 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 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $451k | +200% | 7.5k | 60.17 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $394k | 5.5k | 72.36 |
|
|
| Zscaler Incorporated (ZS) | 0.2 | $385k | +100% | 2.0k | 192.63 |
|
| Pulte (PHM) | 0.2 | $364k | 3.0k | 120.62 |
|
|
| 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 |
|
| 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 |
|
|
| Nice Sponsored Adr (NICE) | 0.1 | $261k | NEW | 1.0k | 260.62 |
|
| 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 |
|
| Snowflake Cl A (SNOW) | 0.1 | $242k | NEW | 1.5k | 161.60 |
|
| Lennar Corp CL B (LEN.B) | 0.1 | $231k | 1.5k | 154.18 |
|
|
| Travelers Companies (TRV) | 0.1 | $230k | NEW | 1.0k | 230.14 |
|
| Lowe's Companies (LOW) | 0.1 | $229k | NEW | 898.00 | 254.73 |
|
| Medtronic SHS (MDT) | 0.1 | $222k | 2.5k | 87.15 |
|
|
| Jfrog Ord Shs (FROG) | 0.1 | $221k | NEW | 5.0k | 44.22 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $210k | NEW | 500.00 | 420.52 |
|
| Okta Cl A (OKTA) | 0.1 | $209k | NEW | 2.0k | 104.62 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $200k | 1.9k | 105.28 |
|
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