Legal Advantage Investments as of March 31, 2024
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 | 164k | 80.00 | |
| Fiserv (FI) | 5.1 | $9.1M | 57k | 159.82 | |
| TransDigm Group Incorporated (TDG) | 4.5 | $8.0M | 6.5k | 1231.66 | |
| Walt Disney Company (DIS) | 3.8 | $6.7M | 55k | 122.36 | |
| Microsoft Corporation (MSFT) | 3.6 | $6.5M | 15k | 420.72 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $5.6M | 11k | 504.60 | |
| Amazon (AMZN) | 3.0 | $5.3M | 29k | 180.38 | |
| Intuit (INTU) | 2.7 | $4.9M | 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 | 65k | 72.34 | |
| Tyler Technologies (TYL) | 2.4 | $4.3M | 10k | 425.00 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $3.7M | 14k | 259.90 | |
| Palo Alto Networks (PANW) | 2.1 | $3.7M | 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 | 15k | 206.24 | |
| Meta Platforms Cl A (META) | 1.5 | $2.8M | 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 | 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 | 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 | 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 | |
| Trane Technologies SHS (TT) | 0.7 | $1.2M | 4.0k | 300.20 | |
| L3harris Technologies (LHX) | 0.7 | $1.2M | 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 | 3.3k | 279.08 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $765k | 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 | |
| Airbnb Com Cl A (ABNB) | 0.4 | $707k | 4.3k | 164.94 | |
| Kla Corp Com New (KLAC) | 0.4 | $699k | 1.0k | 698.57 | |
| Inmode SHS (INMD) | 0.4 | $670k | 31k | 21.61 | |
| Ptc (PTC) | 0.4 | $661k | 3.5k | 188.94 | |
| McKesson Corporation (MCK) | 0.4 | $661k | 1.2k | 536.89 | |
| American Express Company (AXP) | 0.4 | $660k | 2.9k | 227.69 | |
| Semler Scientific (SMLR) | 0.4 | $649k | 22k | 29.21 | |
| International Business Machines (IBM) | 0.4 | $643k | 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 | |
| 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 | |
| Amgen (AMGN) | 0.3 | $604k | 2.1k | 284.32 | |
| Illumina (ILMN) | 0.3 | $591k | 4.3k | 137.32 | |
| Bhp Group Sponsored Ads (BHP) | 0.3 | $584k | 10k | 57.69 | |
| Chegg (CHGG) | 0.3 | $553k | 73k | 7.57 | |
| Cyberark Software SHS (CYBR) | 0.3 | $531k | 2.0k | 265.63 | |
| ON Semiconductor (ON) | 0.3 | $530k | 7.2k | 73.55 | |
| Merck & Co (MRK) | 0.3 | $528k | 4.0k | 131.95 | |
| D.R. Horton (DHI) | 0.3 | $506k | 3.1k | 164.55 | |
| Lam Research Corporation (LRCX) | 0.3 | $486k | 500.00 | 971.57 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $471k | 1.5k | 320.59 | |
| Schrodinger (SDGR) | 0.3 | $462k | 17k | 27.00 | |
| Chubb (CB) | 0.3 | $454k | 1.8k | 259.13 | |
| Wal-Mart Stores (WMT) | 0.3 | $451k | 7.5k | 60.17 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $394k | 5.5k | 72.36 | |
| Zscaler Incorporated (ZS) | 0.2 | $385k | 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 | |
| Insperity (NSP) | 0.2 | $356k | 3.3k | 109.61 | |
| eBay (EBAY) | 0.2 | $351k | 6.7k | 52.78 | |
| AFLAC Incorporated (AFL) | 0.2 | $326k | 3.8k | 85.86 | |
| Docusign (DOCU) | 0.2 | $296k | 5.0k | 59.55 | |
| Fiverr Intl Ord Shs (FVRR) | 0.2 | $295k | 14k | 21.07 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $295k | 4.4k | 67.75 | |
| Model N (MODN) | 0.2 | $288k | 10k | 28.47 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $276k | 3.0k | 90.91 | |
| Johnson & Johnson (JNJ) | 0.1 | $265k | 1.7k | 158.19 | |
| Nice Sponsored Adr (NICE) | 0.1 | $261k | 1.0k | 260.62 | |
| Century Communities (CCS) | 0.1 | $256k | 2.7k | 96.50 | |
| McDonald's Corporation (MCD) | 0.1 | $254k | 900.00 | 281.95 | |
| Snowflake Cl A (SNOW) | 0.1 | $242k | 1.5k | 161.60 | |
| Lennar Corp CL B (LEN.B) | 0.1 | $231k | 1.5k | 154.18 | |
| Travelers Companies (TRV) | 0.1 | $230k | 1.0k | 230.14 | |
| Lowe's Companies (LOW) | 0.1 | $229k | 898.00 | 254.73 | |
| Medtronic SHS (MDT) | 0.1 | $222k | 2.5k | 87.15 | |
| Jfrog Ord Shs (FROG) | 0.1 | $221k | 5.0k | 44.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $210k | 500.00 | 420.52 | |
| Okta Cl A (OKTA) | 0.1 | $209k | 2.0k | 104.62 | |
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $200k | 1.9k | 105.28 |
