Legal Advantage Investments as of March 31, 2023
Portfolio Holdings for Legal Advantage Investments
Legal Advantage Investments holds 92 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| VSE Corporation (VSEC) | 8.0 | $11M | 242k | 44.90 | |
| Fiserv (FI) | 5.9 | $8.1M | 72k | 113.03 | |
| Walt Disney Company (DIS) | 3.8 | $5.1M | 51k | 100.13 | |
| TransDigm Group Incorporated (TDG) | 3.7 | $5.0M | 6.8k | 737.09 | |
| Microsoft Corporation (MSFT) | 3.4 | $4.7M | 16k | 288.30 | |
| Thermo Fisher Scientific (TMO) | 3.3 | $4.5M | 7.8k | 576.37 | |
| Adobe Systems Incorporated (ADBE) | 3.3 | $4.5M | 12k | 385.37 | |
| Intuit (INTU) | 3.0 | $4.1M | 9.1k | 445.83 | |
| Boeing Company (BA) | 3.0 | $4.0M | 19k | 212.43 | |
| Tyler Technologies (TYL) | 2.9 | $3.9M | 11k | 354.64 | |
| Henry Schein (HSIC) | 2.6 | $3.6M | 44k | 81.54 | |
| Veeva Sys Cl A Com (VEEV) | 2.5 | $3.5M | 19k | 183.79 | |
| Northrop Grumman Corporation (NOC) | 2.4 | $3.2M | 7.0k | 461.72 | |
| Apple (AAPL) | 2.0 | $2.8M | 17k | 164.90 | |
| Amazon (AMZN) | 2.0 | $2.7M | 27k | 103.29 | |
| Heska Corp Com Restrc New | 2.0 | $2.7M | 27k | 97.62 | |
| Palo Alto Networks (PANW) | 1.7 | $2.3M | 12k | 199.74 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.6 | $2.2M | 4.1k | 545.67 | |
| Elbit Sys Ord (ESLT) | 1.6 | $2.2M | 13k | 170.21 | |
| Ss&c Technologies Holding (SSNC) | 1.5 | $2.0M | 36k | 56.47 | |
| Applied Materials (AMAT) | 1.5 | $2.0M | 16k | 122.83 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $1.8M | 19k | 97.93 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $1.8M | 3.8k | 472.73 | |
| Spdr Ser Tr S&p Biotech (XBI) | 1.3 | $1.7M | 23k | 76.21 | |
| Charles Schwab Corporation (SCHW) | 1.2 | $1.6M | 31k | 52.38 | |
| Oracle Corporation (ORCL) | 1.1 | $1.5M | 16k | 92.93 | |
| Analog Devices (ADI) | 1.1 | $1.5M | 7.4k | 197.22 | |
| Block Cl A (SQ) | 1.0 | $1.4M | 21k | 68.65 | |
| Meta Platforms Cl A (META) | 1.0 | $1.4M | 6.4k | 211.94 | |
| MercadoLibre (MELI) | 1.0 | $1.3M | 1.0k | 1318.06 | |
| Zimmer Holdings (ZBH) | 0.9 | $1.3M | 9.7k | 129.20 | |
| Chegg (CHGG) | 0.9 | $1.2M | 75k | 16.30 | |
| Netflix (NFLX) | 0.9 | $1.2M | 3.5k | 345.48 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $1.2M | 31k | 37.91 | |
| Shopify Cl A (SHOP) | 0.9 | $1.2M | 24k | 47.94 | |
| Sprout Social Com Cl A (SPT) | 0.8 | $1.1M | 19k | 60.88 | |
| Illumina (ILMN) | 0.8 | $1.1M | 4.9k | 232.55 | |
| L3harris Technologies (LHX) | 0.8 | $1.1M | 5.8k | 196.24 | |
| Moog Cl A (MOG.A) | 0.8 | $1.1M | 11k | 100.75 | |
| Inmode SHS (INMD) | 0.7 | $1.0M | 32k | 31.96 | |
| salesforce (CRM) | 0.7 | $1.0M | 5.1k | 199.78 | |
| Global Payments (GPN) | 0.7 | $1.0M | 9.6k | 105.24 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $980k | 1.4k | 680.71 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.6 | $880k | 25k | 34.93 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $872k | 2.4k | 363.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $832k | 8.0k | 104.00 | |
| Bio-techne Corporation (TECH) | 0.6 | $813k | 11k | 74.19 | |
| Visa Com Cl A (V) | 0.6 | $767k | 3.4k | 225.46 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $758k | 5.8k | 130.31 | |
| Trane Technologies SHS (TT) | 0.6 | $754k | 4.1k | 183.98 | |
| Bhp Group Sponsored Ads (BHP) | 0.5 | $710k | 11k | 63.41 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $699k | 7.5k | 93.02 | |
| NVIDIA Corporation (NVDA) | 0.5 | $694k | 2.5k | 277.77 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $692k | 9.1k | 76.23 | |
| General Dynamics Corporation (GD) | 0.5 | $662k | 2.9k | 228.21 | |
| Ishares Msci Equal Weite (EUSA) | 0.5 | $651k | 8.6k | 75.55 | |
| Semler Scientific (SMLR) | 0.4 | $606k | 23k | 26.80 | |
| FedEx Corporation (FDX) | 0.4 | $606k | 2.7k | 228.49 | |
| Willis Towers Watson SHS (WTW) | 0.4 | $573k | 2.5k | 232.38 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $572k | 5.6k | 102.18 | |
| Airbnb Com Cl A (ABNB) | 0.4 | $535k | 4.3k | 124.40 | |
| Fortinet (FTNT) | 0.4 | $510k | 7.7k | 66.46 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $466k | 1.00 | 465600.00 | |
| McKesson Corporation (MCK) | 0.3 | $456k | 1.3k | 356.07 | |
| TransAct Technologies Incorporated (TACT) | 0.3 | $455k | 74k | 6.19 | |
| Schrodinger (SDGR) | 0.3 | $453k | 17k | 26.33 | |
| Ptc (PTC) | 0.3 | $449k | 3.5k | 128.23 | |
| Wal-Mart Stores (WMT) | 0.3 | $442k | 3.0k | 147.45 | |
| Twilio Cl A (TWLO) | 0.3 | $428k | 6.4k | 66.63 | |
| Merck & Co (MRK) | 0.3 | $426k | 4.0k | 106.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $425k | 4.1k | 103.73 | |
| Rio Tinto Sponsored Adr (RIO) | 0.3 | $408k | 6.0k | 68.60 | |
| Kla Corp Com New (KLAC) | 0.3 | $399k | 1.0k | 399.17 | |
| Chubb (CB) | 0.3 | $388k | 2.0k | 194.18 | |
| Johnson & Johnson (JNJ) | 0.3 | $353k | 2.3k | 155.00 | |
| Bristol Myers Squibb (BMY) | 0.3 | $351k | 5.1k | 69.31 | |
| American Express Company (AXP) | 0.3 | $346k | 2.1k | 164.95 | |
| Model N (MODN) | 0.2 | $335k | 10k | 33.47 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $333k | 4.8k | 69.41 | |
| ON Semiconductor (ON) | 0.2 | $329k | 4.0k | 82.32 | |
| Walgreen Boots Alliance (WBA) | 0.2 | $306k | 8.9k | 34.58 | |
| Baidu Spon Adr Rep A (BIDU) | 0.2 | $302k | 2.0k | 150.92 | |
| eBay (EBAY) | 0.2 | $302k | 6.8k | 44.37 | |
| D.R. Horton (DHI) | 0.2 | $293k | 3.0k | 97.69 | |
| Docusign (DOCU) | 0.2 | $292k | 5.0k | 58.30 | |
| McDonald's Corporation (MCD) | 0.2 | $280k | 1.0k | 279.61 | |
| Lam Research Corporation (LRCX) | 0.2 | $265k | 500.00 | 530.12 | |
| AFLAC Incorporated (AFL) | 0.2 | $258k | 4.0k | 64.52 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.2 | $232k | 2.5k | 92.69 | |
| Jd.com Spon Adr Cl A (JD) | 0.2 | $220k | 5.0k | 43.89 | |
| Progressive Corporation (PGR) | 0.2 | $215k | 1.5k | 143.06 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $202k | 1.5k | 137.26 |
