Legal Advantage Investments
Latest statistics and disclosures from Legal Advantage Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TDG, VSEC, ESLT, AMZN, WGS, and represent 20.23% of Legal Advantage Investments's stock portfolio.
- Added to shares of these 10 stocks: NFLX, FI, GRAL, APP, CSCO, CRDO, TDG, AMTM, PLTR, NTRA.
- Started 4 new stock positions in NTRA, CSCO, PFE, AMTM.
- Reduced shares in these 10 stocks: , XYZ, INTU, , RBRK, DIS, , MNDY, FVRR, ASML.
- Sold out of its positions in FIS, HOV, RBRK, IOT, XYZ, ULTA, CHKP, FVRR, MNDY, NBIS.
- Legal Advantage Investments was a net seller of stock by $-2.2M.
- Legal Advantage Investments has $216M in assets under management (AUM), dropping by -2.76%.
- Central Index Key (CIK): 0001841769
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Portfolio Holdings for Legal Advantage Investments
Legal Advantage Investments holds 83 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 4.5 | $9.7M | +6% | 7.3k | 1329.85 |
|
| VSE Corporation (VSEC) | 4.4 | $9.5M | -2% | 55k | 172.77 |
|
| Elbit Sys Ord (ESLT) | 3.9 | $8.5M | 15k | 577.71 |
|
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| Amazon (AMZN) | 3.8 | $8.2M | 36k | 230.82 |
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| Genedx Holdings Corp Com Cl A (WGS) | 3.6 | $7.8M | 60k | 130.06 |
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| Palantir Technologies Cl A (PLTR) | 3.5 | $7.5M | +7% | 42k | 177.75 |
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| Microsoft Corporation (MSFT) | 3.4 | $7.3M | 15k | 483.62 |
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| Walt Disney Company (DIS) | 3.2 | $6.9M | -11% | 61k | 113.77 |
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| Charles Schwab Corporation (SCHW) | 2.9 | $6.4M | -2% | 64k | 99.91 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 2.8 | $6.1M | -6% | 5.7k | 1069.86 |
|
| Palo Alto Networks (PANW) | 2.6 | $5.7M | 31k | 184.20 |
|
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| Fiserv (FI) | 2.4 | $5.1M | +32% | 76k | 67.17 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.3 | $4.9M | +3% | 15k | 335.27 |
|
| Thermo Fisher Scientific (TMO) | 2.2 | $4.8M | 8.3k | 579.42 |
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| Raytheon Technologies Corp (RTX) | 2.1 | $4.6M | 25k | 183.40 |
|
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| Apple (AAPL) | 2.1 | $4.5M | 17k | 271.86 |
|
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| NVIDIA Corporation (NVDA) | 2.1 | $4.5M | -3% | 24k | 186.50 |
|
| Veeva Sys Cl A Com (VEEV) | 2.1 | $4.5M | 20k | 223.23 |
|
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| Boeing Company (BA) | 2.0 | $4.3M | -5% | 20k | 217.12 |
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| IDEXX Laboratories (IDXX) | 2.0 | $4.3M | 6.4k | 676.53 |
|
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| Shopify Cl A Sub Vtg Shs (SHOP) | 2.0 | $4.2M | 26k | 160.97 |
|
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| MercadoLibre (MELI) | 1.9 | $4.1M | 2.0k | 2014.26 |
|
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| Tyler Technologies (TYL) | 1.8 | $3.9M | -6% | 8.7k | 453.93 |
|
| Meta Platforms Cl A (META) | 1.8 | $3.8M | +9% | 5.8k | 660.09 |
|
| Applovin Corp Com Cl A (APP) | 1.7 | $3.6M | +26% | 5.4k | 673.82 |
|
| Northrop Grumman Corporation (NOC) | 1.6 | $3.5M | 6.1k | 570.21 |
|
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| Applied Materials (AMAT) | 1.6 | $3.4M | -5% | 13k | 256.99 |
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| Intuit (INTU) | 1.5 | $3.2M | -24% | 4.8k | 662.42 |
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| Oracle Corporation (ORCL) | 1.5 | $3.1M | -3% | 16k | 194.92 |
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| Moog Cl A (MOG.A) | 1.4 | $3.0M | 12k | 243.55 |
|
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| Netflix (NFLX) | 1.4 | $3.0M | +899% | 32k | 93.76 |
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| Grail (GRAL) | 1.3 | $2.9M | +59% | 34k | 85.59 |
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| Ss&c Technologies Holding (SSNC) | 1.3 | $2.8M | -3% | 32k | 87.42 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $2.7M | -2% | 8.7k | 303.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $2.5M | 8.0k | 313.80 |
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| Analog Devices (ADI) | 0.9 | $2.0M | 7.2k | 271.20 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $1.7M | 5.4k | 322.22 |
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| Visa Com Cl A (V) | 0.8 | $1.7M | 4.8k | 350.71 |
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| Fidelity National Financial Com Shs (FNF) | 0.8 | $1.6M | 30k | 54.59 |
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| salesforce (CRM) | 0.7 | $1.4M | 5.5k | 264.91 |
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| Moderna (MRNA) | 0.7 | $1.4M | 48k | 29.49 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $1.4M | 2.5k | 570.88 |
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| Vistra Energy (VST) | 0.6 | $1.3M | 8.3k | 161.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.3M | 4.1k | 313.00 |
|
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| Cyberark Software SHS (CYBR) | 0.6 | $1.2M | 2.8k | 446.06 |
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| Trane Technologies SHS (TT) | 0.6 | $1.2M | -3% | 3.2k | 389.20 |
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| Kla Corp Com New (KLAC) | 0.6 | $1.2M | 1.0k | 1215.08 |
|
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| Okta Cl A (OKTA) | 0.5 | $1.2M | 14k | 86.47 |
|
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| Twilio Cl A (TWLO) | 0.5 | $1.1M | 8.0k | 142.24 |
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| Bio-techne Corporation (TECH) | 0.5 | $1.0M | 18k | 58.81 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $1.0M | 6.0k | 171.18 |
|
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.5 | $1.0M | +184% | 7.1k | 143.89 |
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| International Business Machines (IBM) | 0.5 | $1.0M | 3.4k | 296.21 |
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| Merck & Co (MRK) | 0.4 | $952k | 9.0k | 105.26 |
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| Amgen (AMGN) | 0.4 | $944k | 2.9k | 327.31 |
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| American Express Company (AXP) | 0.4 | $943k | -10% | 2.6k | 369.95 |
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| D.R. Horton (DHI) | 0.4 | $922k | 6.4k | 144.03 |
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| Zscaler Incorporated (ZS) | 0.4 | $900k | 4.0k | 224.92 |
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| Wal-Mart Stores (WMT) | 0.4 | $836k | 7.5k | 111.41 |
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| General Dynamics Corporation (GD) | 0.4 | $808k | -4% | 2.4k | 336.66 |
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| Zoetis Cl A (ZTS) | 0.4 | $771k | -27% | 6.1k | 125.82 |
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| Paypal Holdings (PYPL) | 0.4 | $768k | +132% | 13k | 58.38 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $755k | 1.00 | 754800.00 |
|
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| Cisco Systems (CSCO) | 0.3 | $669k | NEW | 8.7k | 77.03 |
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| Willis Towers Watson SHS (WTW) | 0.3 | $662k | -4% | 2.0k | 328.60 |
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| Amentum Holdings (AMTM) | 0.3 | $548k | NEW | 19k | 29.00 |
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| Chubb (CB) | 0.3 | $546k | 1.8k | 312.12 |
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| Tat Technologies Ord New (TATT) | 0.2 | $536k | -2% | 12k | 44.66 |
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| Fortune Brands (FBIN) | 0.2 | $530k | 11k | 50.02 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $502k | -6% | 8.3k | 60.37 |
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| Johnson & Johnson (JNJ) | 0.2 | $472k | 2.3k | 206.95 |
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| eBay (EBAY) | 0.2 | $467k | -3% | 5.4k | 87.09 |
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| Pulte (PHM) | 0.2 | $460k | 3.9k | 117.26 |
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| Natera (NTRA) | 0.2 | $458k | NEW | 2.0k | 229.09 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $424k | 5.3k | 80.03 |
|
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| Travelers Companies (TRV) | 0.2 | $400k | 1.4k | 290.06 |
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| Pfizer (PFE) | 0.2 | $361k | NEW | 15k | 24.90 |
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| AFLAC Incorporated (AFL) | 0.2 | $353k | 3.2k | 110.27 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $320k | -2% | 3.5k | 91.93 |
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| GSK Sponsored Adr (GSK) | 0.1 | $302k | 6.2k | 49.04 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $301k | 599.00 | 502.65 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $232k | 2.8k | 82.02 |
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| Medtronic SHS (MDT) | 0.1 | $225k | 2.3k | 96.06 |
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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 2025 Q4 filed Jan. 14, 2026
- Legal Advantage Investments 2025 Q3 filed Oct. 20, 2025
- Legal Advantage Investments 2025 Q2 filed July 25, 2025
- Legal Advantage Investments 2024 Q4 filed Jan. 16, 2025
- Legal Advantage Investments 2024 Q3 filed Nov. 12, 2024
- Legal Advantage Investments 2024 Q2 filed July 11, 2024
- 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