Legal Advantage Investments as of Dec. 31, 2023
Portfolio Holdings for Legal Advantage Investments
Legal Advantage Investments holds 99 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| VSE Corporation (VSEC) | 9.0 | $15M | 232k | 64.61 | |
| Fiserv (FI) | 5.3 | $8.8M | 67k | 132.84 | |
| TransDigm Group Incorporated (TDG) | 4.0 | $6.6M | 6.6k | 1011.65 | |
| Adobe Systems Incorporated (ADBE) | 4.0 | $6.6M | 11k | 596.60 | |
| Microsoft Corporation (MSFT) | 3.7 | $6.1M | 16k | 376.04 | |
| Intuit (INTU) | 3.3 | $5.5M | 8.7k | 625.02 | |
| Boeing Company (BA) | 2.9 | $4.8M | 19k | 260.66 | |
| Walt Disney Company (DIS) | 2.9 | $4.8M | 53k | 90.29 | |
| Tyler Technologies (TYL) | 2.8 | $4.6M | 11k | 418.12 | |
| Amazon (AMZN) | 2.6 | $4.4M | 29k | 151.94 | |
| Thermo Fisher Scientific (TMO) | 2.6 | $4.4M | 8.2k | 530.77 | |
| Charles Schwab Corporation (SCHW) | 2.6 | $4.3M | 62k | 68.80 | |
| Veeva Sys Cl A Com (VEEV) | 2.4 | $4.0M | 21k | 192.52 | |
| Palo Alto Networks (PANW) | 2.1 | $3.5M | 12k | 294.88 | |
| Elbit Sys Ord (ESLT) | 2.0 | $3.4M | 16k | 213.25 | |
| Henry Schein (HSIC) | 2.0 | $3.3M | 44k | 75.71 | |
| Northrop Grumman Corporation (NOC) | 1.9 | $3.1M | 6.7k | 468.14 | |
| IDEXX Laboratories (IDXX) | 1.7 | $2.8M | 5.0k | 555.05 | |
| Applied Materials (AMAT) | 1.5 | $2.5M | 15k | 162.07 | |
| Apple (AAPL) | 1.3 | $2.2M | 12k | 192.53 | |
| Ss&c Technologies Holding (SSNC) | 1.3 | $2.2M | 36k | 61.11 | |
| Meta Platforms Cl A (META) | 1.3 | $2.2M | 6.1k | 353.96 | |
| Oracle Corporation (ORCL) | 1.3 | $2.1M | 20k | 105.43 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.2 | $2.0M | 4.0k | 489.99 | |
| Spdr Ser Tr S&p Biotech (XBI) | 1.2 | $2.0M | 22k | 89.29 | |
| Shopify Cl A (SHOP) | 1.1 | $1.9M | 25k | 77.90 | |
| Moog Cl A (MOG.A) | 1.1 | $1.8M | 13k | 144.78 | |
| Raytheon Technologies Corp (RTX) | 1.1 | $1.8M | 22k | 84.14 | |
| MercadoLibre (MELI) | 1.1 | $1.8M | 1.2k | 1571.54 | |
| Netflix (NFLX) | 1.0 | $1.7M | 3.4k | 486.83 | |
| Fidelity National Financial Fnf Group Com (FNF) | 1.0 | $1.6M | 32k | 51.02 | |
| Lockheed Martin Corporation (LMT) | 1.0 | $1.6M | 3.5k | 453.22 | |
| Block Cl A (SQ) | 1.0 | $1.6M | 21k | 77.35 | |
| salesforce (CRM) | 0.9 | $1.5M | 5.6k | 263.14 | |
| Analog Devices (ADI) | 0.9 | $1.5M | 7.3k | 198.56 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $1.4M | 1.8k | 756.92 | |
| Zoetis Cl A (ZTS) | 0.8 | $1.3M | 6.8k | 197.37 | |
| Comcast Corp Cl A (CMCSA) | 0.8 | $1.3M | 31k | 43.85 | |
| NVIDIA Corporation (NVDA) | 0.8 | $1.3M | 2.5k | 495.22 | |
| L3harris Technologies (LHX) | 0.7 | $1.2M | 5.7k | 210.62 | |
| Zimmer Holdings (ZBH) | 0.7 | $1.2M | 9.7k | 121.70 | |
| Sprout Social Com Cl A (SPT) | 0.7 | $1.2M | 19k | 61.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.1M | 8.0k | 140.93 | |
| Bio-techne Corporation (TECH) | 0.6 | $1.0M | 13k | 77.16 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.0M | 2.4k | 426.51 | |
| Trane Technologies SHS (TT) | 0.6 | $1000k | 4.1k | 243.90 | |
| Semler Scientific (SMLR) | 0.6 | $984k | 22k | 44.29 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $970k | 5.7k | 170.10 | |
| Shockwave Med (SWAV) | 0.6 | $952k | 5.0k | 190.56 | |
| Visa Com Cl A (V) | 0.5 | $872k | 3.4k | 260.35 | |
| Chegg (CHGG) | 0.5 | $829k | 73k | 11.36 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $791k | 7.6k | 104.00 | |
| Bhp Group Sponsored Ads (BHP) | 0.4 | $725k | 11k | 68.31 | |
| Inmode SHS (INMD) | 0.4 | $690k | 31k | 22.24 | |
| General Dynamics Corporation (GD) | 0.4 | $675k | 2.6k | 259.67 | |
| FedEx Corporation (FDX) | 0.4 | $640k | 2.5k | 252.97 | |
| Ptc (PTC) | 0.4 | $612k | 3.5k | 174.96 | |
| Schrodinger (SDGR) | 0.4 | $612k | 17k | 35.80 | |
| Illumina (ILMN) | 0.4 | $599k | 4.3k | 139.24 | |
| Airbnb Com Cl A (ABNB) | 0.4 | $585k | 4.3k | 136.14 | |
| Kla Corp Com New (KLAC) | 0.3 | $581k | 1.0k | 581.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $573k | 4.1k | 139.69 | |
| McKesson Corporation (MCK) | 0.3 | $570k | 1.2k | 463.01 | |
| American Express Company (AXP) | 0.3 | $562k | 3.0k | 187.34 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $543k | 1.00 | 542625.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $539k | 1.3k | 406.89 | |
| Willis Towers Watson SHS (WTW) | 0.3 | $534k | 2.2k | 241.20 | |
| Fortinet (FTNT) | 0.3 | $528k | 9.0k | 58.53 | |
| Fidelity National Information Services (FIS) | 0.3 | $505k | 8.4k | 60.07 | |
| Twilio Cl A (TWLO) | 0.3 | $486k | 6.4k | 75.87 | |
| D.R. Horton (DHI) | 0.3 | $467k | 3.1k | 151.98 | |
| Amgen (AMGN) | 0.3 | $461k | 1.6k | 288.02 | |
| Cyberark Software SHS (CYBR) | 0.3 | $438k | 2.0k | 219.05 | |
| Merck & Co (MRK) | 0.3 | $436k | 4.0k | 109.02 | |
| ON Semiconductor (ON) | 0.3 | $434k | 5.2k | 83.53 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $426k | 5.5k | 77.51 | |
| Rio Tinto Sponsored Adr (RIO) | 0.3 | $424k | 5.7k | 74.46 | |
| Insperity (NSP) | 0.2 | $399k | 3.4k | 117.22 | |
| Chubb (CB) | 0.2 | $396k | 1.8k | 226.00 | |
| Wal-Mart Stores (WMT) | 0.2 | $394k | 2.5k | 157.65 | |
| Lam Research Corporation (LRCX) | 0.2 | $392k | 500.00 | 783.26 | |
| Fiverr Intl Ord Shs (FVRR) | 0.2 | $381k | 14k | 27.22 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $375k | 1.5k | 255.32 | |
| AFLAC Incorporated (AFL) | 0.2 | $314k | 3.8k | 82.50 | |
| Pulte (PHM) | 0.2 | $312k | 3.0k | 103.22 | |
| Docusign (DOCU) | 0.2 | $298k | 5.0k | 59.45 | |
| McDonald's Corporation (MCD) | 0.2 | $297k | 1.0k | 296.51 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $293k | 4.4k | 67.35 | |
| eBay (EBAY) | 0.2 | $290k | 6.7k | 43.62 | |
| Model N (MODN) | 0.2 | $272k | 10k | 26.93 | |
| Johnson & Johnson (JNJ) | 0.2 | $262k | 1.7k | 156.74 | |
| Century Communities (CCS) | 0.1 | $242k | 2.7k | 91.14 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $232k | 3.0k | 77.32 | |
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $226k | 1.9k | 119.09 | |
| Zscaler Incorporated (ZS) | 0.1 | $222k | 1.0k | 221.56 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $211k | 444.00 | 475.31 | |
| Medtronic SHS (MDT) | 0.1 | $210k | 2.5k | 82.38 | |
| Progressive Corporation (PGR) | 0.1 | $207k | 1.3k | 159.28 | |
| Lennar Corp CL B (LEN.B) | 0.1 | $201k | 1.5k | 134.05 |
