Legal Advantage Investments
Latest statistics and disclosures from Legal Advantage Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VSEC, FI, TDG, ADBE, MSFT, and represent 25.95% of Legal Advantage Investments's stock portfolio.
- Added to shares of these 10 stocks: ESLT, BRK.A, VRTX, ORCL, AMGN, CYBR, NSP, FVRR, SCHW, CCS.
- Started 10 new stock positions in ZS, SPY, NSP, VRTX, LEN.B, FVRR, AMGN, BRK.A, CCS, CYBR.
- Reduced shares in these 10 stocks: VSEC, TACT, FI, INTU, TDG, BMY, AMAT, NOC, BA, MSFT.
- Sold out of its positions in BMY, TACT.
- Legal Advantage Investments was a net buyer of stock by $2.6M.
- Legal Advantage Investments has $166M in assets under management (AUM), dropping by 18.87%.
- Central Index Key (CIK): 0001841769
Tip: Access up to 7 years of quarterly data
Positions held by Legal Advantage Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio 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 | -2% | 232k | 64.61 |
|
Fiserv (FI) | 5.3 | $8.8M | -3% | 67k | 132.84 |
|
TransDigm Group Incorporated (TDG) | 4.0 | $6.6M | -3% | 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 | -4% | 8.7k | 625.02 |
|
Boeing Company (BA) | 2.9 | $4.8M | -2% | 19k | 260.66 |
|
Walt Disney Company (DIS) | 2.9 | $4.8M | +2% | 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 | +7% | 62k | 68.80 |
|
Veeva Sys Cl A Com (VEEV) | 2.4 | $4.0M | +5% | 21k | 192.52 |
|
Palo Alto Networks (PANW) | 2.1 | $3.5M | 12k | 294.88 |
|
|
Elbit Sys Ord (ESLT) | 2.0 | $3.4M | +21% | 16k | 213.25 |
|
Henry Schein (HSIC) | 2.0 | $3.3M | 44k | 75.71 |
|
|
Northrop Grumman Corporation (NOC) | 1.9 | $3.1M | -4% | 6.7k | 468.14 |
|
IDEXX Laboratories (IDXX) | 1.7 | $2.8M | 5.0k | 555.05 |
|
|
Applied Materials (AMAT) | 1.5 | $2.5M | -6% | 15k | 162.07 |
|
Apple (AAPL) | 1.3 | $2.2M | +2% | 12k | 192.53 |
|
Ss&c Technologies Holding (SSNC) | 1.3 | $2.2M | 36k | 61.11 |
|
|
Meta Platforms Cl A (META) | 1.3 | $2.2M | -2% | 6.1k | 353.96 |
|
Oracle Corporation (ORCL) | 1.3 | $2.1M | +29% | 20k | 105.43 |
|
Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.2 | $2.0M | -2% | 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 | +9% | 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 | -3% | 32k | 51.02 |
|
Lockheed Martin Corporation (LMT) | 1.0 | $1.6M | -3% | 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 | +19% | 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 | -5% | 11k | 68.31 |
|
Inmode SHS (INMD) | 0.4 | $690k | 31k | 22.24 |
|
|
General Dynamics Corporation (GD) | 0.4 | $675k | -10% | 2.6k | 259.67 |
|
FedEx Corporation (FDX) | 0.4 | $640k | -4% | 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 | -2% | 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 | NEW | 1.00 | 542625.00 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $539k | NEW | 1.3k | 406.89 |
|
Willis Towers Watson SHS (WTW) | 0.3 | $534k | -2% | 2.2k | 241.20 |
|
Fortinet (FTNT) | 0.3 | $528k | 9.0k | 58.53 |
|
|
Fidelity National Information Services (FIS) | 0.3 | $505k | -2% | 8.4k | 60.07 |
|
Twilio Cl A (TWLO) | 0.3 | $486k | 6.4k | 75.87 |
|
|
D.R. Horton (DHI) | 0.3 | $467k | +2% | 3.1k | 151.98 |
|
Amgen (AMGN) | 0.3 | $461k | NEW | 1.6k | 288.02 |
|
Cyberark Software SHS (CYBR) | 0.3 | $438k | NEW | 2.0k | 219.05 |
|
Merck & Co (MRK) | 0.3 | $436k | 4.0k | 109.02 |
|
|
ON Semiconductor (ON) | 0.3 | $434k | +23% | 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% | 5.7k | 74.46 |
|
Insperity (NSP) | 0.2 | $399k | NEW | 3.4k | 117.22 |
|
Chubb (CB) | 0.2 | $396k | -2% | 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 | NEW | 14k | 27.22 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $375k | 1.5k | 255.32 |
|
|
AFLAC Incorporated (AFL) | 0.2 | $314k | -5% | 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% | 4.4k | 67.35 |
|
eBay (EBAY) | 0.2 | $290k | -2% | 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 | NEW | 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 | -5% | 1.9k | 119.09 |
|
Zscaler Incorporated (ZS) | 0.1 | $222k | NEW | 1.0k | 221.56 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $211k | NEW | 444.00 | 475.31 |
|
Medtronic SHS (MDT) | 0.1 | $210k | 2.5k | 82.38 |
|
|
Progressive Corporation (PGR) | 0.1 | $207k | -13% | 1.3k | 159.28 |
|
Lennar Corp CL B (LEN.B) | 0.1 | $201k | NEW | 1.5k | 134.05 |
|
Past Filings by Legal Advantage Investments
SEC 13F filings are viewable for Legal Advantage Investments going back to 2020
- 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
- Legal Advantage Investments 2021 Q2 filed July 26, 2021
- Legal Advantage Investments 2021 Q1 filed May 6, 2021
- Legal Advantage Investments 2020 Q4 filed Jan. 28, 2021