Legal Advantage Investments
Latest statistics and disclosures from Legal Advantage Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VSEC, TDG, DIS, AMZN, MSFT, and represent 18.82% of Legal Advantage Investments's stock portfolio.
- Added to shares of these 10 stocks: MRNA, GRAL, NBIS, BA, PANW, ASML, TDG, OKTA, CRDO, ZTS.
- Started 5 new stock positions in NBIS, CRDO, GSK, GRAL, MRNA.
- Reduced shares in these 10 stocks: , PLTR, , ZBH, NTRA, , INTU, BBAR, ON, SUPV.
- Sold out of its positions in ADBE, BBAR, BMA, SUPV, NTRA, ON, TXN, VCYT, VRTX, ZBH.
- Legal Advantage Investments was a net seller of stock by $-3.9M.
- Legal Advantage Investments has $222M in assets under management (AUM), dropping by 3.88%.
- Central Index Key (CIK): 0001841769
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Portfolio Holdings for Legal Advantage Investments
Legal Advantage Investments holds 89 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| VSE Corporation (VSEC) | 4.2 | $9.4M | -3% | 56k | 166.24 |
|
| TransDigm Group Incorporated (TDG) | 4.1 | $9.1M | +5% | 6.9k | 1318.02 |
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| Walt Disney Company (DIS) | 3.5 | $7.8M | 68k | 114.50 |
|
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| Amazon (AMZN) | 3.5 | $7.8M | 36k | 219.57 |
|
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| Microsoft Corporation (MSFT) | 3.5 | $7.7M | 15k | 517.95 |
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| Elbit Sys Ord (ESLT) | 3.4 | $7.6M | 15k | 509.80 |
|
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| Fiserv (FI) | 3.3 | $7.4M | 57k | 128.93 |
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| Palantir Technologies Cl A (PLTR) | 3.2 | $7.1M | -13% | 39k | 182.42 |
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| Genedx Holdings Corp Com Cl A (WGS) | 2.9 | $6.5M | 61k | 107.74 |
|
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| Palo Alto Networks (PANW) | 2.8 | $6.3M | +9% | 31k | 203.62 |
|
| Charles Schwab Corporation (SCHW) | 2.8 | $6.2M | -2% | 65k | 95.47 |
|
| Veeva Sys Cl A Com (VEEV) | 2.7 | $5.9M | 20k | 297.91 |
|
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| Asml Holding N V N Y Registry Shs (ASML) | 2.7 | $5.9M | +9% | 6.1k | 968.09 |
|
| Tyler Technologies (TYL) | 2.2 | $4.8M | 9.2k | 523.14 |
|
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| MercadoLibre (MELI) | 2.1 | $4.7M | 2.0k | 2336.94 |
|
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| Oracle Corporation (ORCL) | 2.1 | $4.7M | 17k | 281.25 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $4.7M | 14k | 328.17 |
|
|
| NVIDIA Corporation (NVDA) | 2.1 | $4.6M | 25k | 186.58 |
|
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| Boeing Company (BA) | 2.1 | $4.6M | +14% | 21k | 215.83 |
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| Intuit (INTU) | 1.9 | $4.3M | -8% | 6.3k | 682.89 |
|
| Raytheon Technologies Corp (RTX) | 1.9 | $4.2M | -4% | 25k | 167.33 |
|
| Apple (AAPL) | 1.9 | $4.2M | 17k | 254.63 |
|
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| IDEXX Laboratories (IDXX) | 1.8 | $4.1M | 6.4k | 638.89 |
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| Thermo Fisher Scientific (TMO) | 1.8 | $4.1M | 8.4k | 485.00 |
|
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.7 | $3.9M | 26k | 148.61 |
|
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| Meta Platforms Cl A (META) | 1.7 | $3.9M | 5.3k | 734.38 |
|
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| Netflix (NFLX) | 1.7 | $3.9M | 3.2k | 1198.78 |
|
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| Northrop Grumman Corporation (NOC) | 1.7 | $3.7M | -2% | 6.1k | 609.32 |
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| Applovin Corp Com Cl A (APP) | 1.4 | $3.1M | -2% | 4.3k | 718.54 |
|
| Ss&c Technologies Holding (SSNC) | 1.3 | $2.9M | 33k | 88.76 |
|
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| Applied Materials (AMAT) | 1.3 | $2.8M | +3% | 14k | 204.74 |
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| Moog Cl A (MOG.A) | 1.2 | $2.6M | 12k | 207.67 |
|
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $2.5M | 8.9k | 279.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.9M | 8.0k | 243.55 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $1.9M | 3.5k | 546.75 |
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| Fidelity National Financial Com Shs (FNF) | 0.8 | $1.8M | 30k | 60.49 |
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| Analog Devices (ADI) | 0.8 | $1.8M | 7.3k | 245.70 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $1.7M | 5.4k | 315.43 |
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| Visa Com Cl A (V) | 0.7 | $1.6M | 4.8k | 341.38 |
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| Vistra Energy (VST) | 0.7 | $1.6M | 8.3k | 195.92 |
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| Block Cl A (XYZ) | 0.7 | $1.6M | -3% | 22k | 72.27 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $1.4M | 2.5k | 568.81 |
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| Trane Technologies SHS (TT) | 0.6 | $1.4M | 3.3k | 421.96 |
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| Cyberark Software SHS (CYBR) | 0.6 | $1.4M | 2.8k | 483.15 |
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| salesforce (CRM) | 0.6 | $1.3M | 5.4k | 237.00 |
|
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| Moderna (MRNA) | 0.6 | $1.2M | NEW | 48k | 25.83 |
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| Zoetis Cl A (ZTS) | 0.6 | $1.2M | +29% | 8.5k | 146.32 |
|
| Grail (GRAL) | 0.6 | $1.2M | NEW | 21k | 59.13 |
|
| Okta Cl A (OKTA) | 0.6 | $1.2M | +41% | 14k | 91.70 |
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| Zscaler Incorporated (ZS) | 0.5 | $1.2M | 4.0k | 299.66 |
|
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| D.R. Horton (DHI) | 0.5 | $1.1M | 6.4k | 169.47 |
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| Kla Corp Com New (KLAC) | 0.5 | $1.1M | 1.0k | 1078.60 |
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| Fidelity National Information Services (FIS) | 0.5 | $1.0M | 15k | 65.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $997k | 4.1k | 243.10 |
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| Rubrik Cl A (RBRK) | 0.4 | $989k | +32% | 12k | 82.25 |
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| Bio-techne Corporation (TECH) | 0.4 | $976k | 18k | 55.63 |
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| International Business Machines (IBM) | 0.4 | $955k | 3.4k | 282.16 |
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| American Express Company (AXP) | 0.4 | $947k | 2.9k | 332.16 |
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| General Dynamics Corporation (GD) | 0.4 | $853k | 2.5k | 341.00 |
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| Amgen (AMGN) | 0.4 | $814k | 2.9k | 282.20 |
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| Twilio Cl A (TWLO) | 0.4 | $801k | 8.0k | 100.09 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $800k | 6.0k | 133.90 |
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| Wal-Mart Stores (WMT) | 0.3 | $773k | 7.5k | 103.06 |
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| Merck & Co (MRK) | 0.3 | $759k | 9.0k | 83.93 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $754k | 1.00 | 754200.00 |
|
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| Nebius Group Shs Class A (NBIS) | 0.3 | $752k | NEW | 6.7k | 112.27 |
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| Willis Towers Watson SHS (WTW) | 0.3 | $731k | 2.1k | 345.45 |
|
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| Fortune Brands (FBIN) | 0.3 | $577k | -6% | 11k | 53.39 |
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| Tat Technologies Ord New (TATT) | 0.2 | $542k | -5% | 12k | 44.03 |
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| Pulte (PHM) | 0.2 | $518k | 3.9k | 132.13 |
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| eBay (EBAY) | 0.2 | $505k | 5.6k | 90.95 |
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| Chubb (CB) | 0.2 | $494k | 1.8k | 282.25 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $494k | 8.9k | 55.75 |
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| Monday SHS (MNDY) | 0.2 | $465k | 2.4k | 193.69 |
|
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| Fiverr Intl Ord Shs (FVRR) | 0.2 | $459k | -5% | 19k | 24.41 |
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| Johnson & Johnson (JNJ) | 0.2 | $423k | 2.3k | 185.42 |
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| Travelers Companies (TRV) | 0.2 | $385k | 1.4k | 279.22 |
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| Paypal Holdings (PYPL) | 0.2 | $379k | 5.7k | 67.06 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $364k | NEW | 2.5k | 145.61 |
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| Samsara Com Cl A (IOT) | 0.2 | $361k | -3% | 9.7k | 37.25 |
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| AFLAC Incorporated (AFL) | 0.2 | $357k | 3.2k | 111.70 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $353k | 5.4k | 66.01 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $302k | 600.00 | 502.74 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $272k | 3.6k | 76.72 |
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| GSK Sponsored Adr (GSK) | 0.1 | $265k | NEW | 6.2k | 43.16 |
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| Hovnanian Enterprises Cl A New (HOV) | 0.1 | $251k | 2.0k | 128.49 |
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| Medtronic SHS (MDT) | 0.1 | $223k | -17% | 2.3k | 95.24 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $213k | 2.8k | 75.10 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $207k | 1.0k | 206.91 |
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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 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
- Legal Advantage Investments 2021 Q3 filed Oct. 25, 2021