Legal Advantage Investments

Latest statistics and disclosures from Legal Advantage Investments's latest quarterly 13F-HR filing:

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Positions held by Legal Advantage Investments consolidated in one spreadsheet with up to 7 years of data

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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 -2% 232k 64.61
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Fiserv (FI) 5.3 $8.8M -3% 67k 132.84
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TransDigm Group Incorporated (TDG) 4.0 $6.6M -3% 6.6k 1011.65
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Adobe Systems Incorporated (ADBE) 4.0 $6.6M 11k 596.60
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Microsoft Corporation (MSFT) 3.7 $6.1M 16k 376.04
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Intuit (INTU) 3.3 $5.5M -4% 8.7k 625.02
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Boeing Company (BA) 2.9 $4.8M -2% 19k 260.66
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Walt Disney Company (DIS) 2.9 $4.8M +2% 53k 90.29
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Tyler Technologies (TYL) 2.8 $4.6M 11k 418.12
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Amazon (AMZN) 2.6 $4.4M 29k 151.94
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Thermo Fisher Scientific (TMO) 2.6 $4.4M 8.2k 530.77
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Charles Schwab Corporation (SCHW) 2.6 $4.3M +7% 62k 68.80
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Veeva Sys Cl A Com (VEEV) 2.4 $4.0M +5% 21k 192.52
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Palo Alto Networks (PANW) 2.1 $3.5M 12k 294.88
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Elbit Sys Ord (ESLT) 2.0 $3.4M +21% 16k 213.25
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Henry Schein (HSIC) 2.0 $3.3M 44k 75.71
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Northrop Grumman Corporation (NOC) 1.9 $3.1M -4% 6.7k 468.14
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IDEXX Laboratories (IDXX) 1.7 $2.8M 5.0k 555.05
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Applied Materials (AMAT) 1.5 $2.5M -6% 15k 162.07
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Apple (AAPL) 1.3 $2.2M +2% 12k 192.53
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Ss&c Technologies Holding (SSNC) 1.3 $2.2M 36k 61.11
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Meta Platforms Cl A (META) 1.3 $2.2M -2% 6.1k 353.96
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Oracle Corporation (ORCL) 1.3 $2.1M +29% 20k 105.43
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Ulta Salon, Cosmetics & Fragrance (ULTA) 1.2 $2.0M -2% 4.0k 489.99
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Spdr Ser Tr S&p Biotech (XBI) 1.2 $2.0M 22k 89.29
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Shopify Cl A (SHOP) 1.1 $1.9M 25k 77.90
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Moog Cl A (MOG.A) 1.1 $1.8M 13k 144.78
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Raytheon Technologies Corp (RTX) 1.1 $1.8M +9% 22k 84.14
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MercadoLibre (MELI) 1.1 $1.8M 1.2k 1571.54
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Netflix (NFLX) 1.0 $1.7M 3.4k 486.83
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Fidelity National Financial Fnf Group Com (FNF) 1.0 $1.6M -3% 32k 51.02
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Lockheed Martin Corporation (LMT) 1.0 $1.6M -3% 3.5k 453.22
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Block Cl A (SQ) 1.0 $1.6M 21k 77.35
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salesforce (CRM) 0.9 $1.5M 5.6k 263.14
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Analog Devices (ADI) 0.9 $1.5M 7.3k 198.56
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Asml Holding N V N Y Registry Shs (ASML) 0.8 $1.4M 1.8k 756.92
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Zoetis Cl A (ZTS) 0.8 $1.3M 6.8k 197.37
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Comcast Corp Cl A (CMCSA) 0.8 $1.3M 31k 43.85
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NVIDIA Corporation (NVDA) 0.8 $1.3M 2.5k 495.22
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L3harris Technologies (LHX) 0.7 $1.2M 5.7k 210.62
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Zimmer Holdings (ZBH) 0.7 $1.2M 9.7k 121.70
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Sprout Social Com Cl A (SPT) 0.7 $1.2M 19k 61.44
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Alphabet Cap Stk Cl C (GOOG) 0.7 $1.1M 8.0k 140.93
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Bio-techne Corporation (TECH) 0.6 $1.0M +19% 13k 77.16
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Mastercard Incorporated Cl A (MA) 0.6 $1.0M 2.4k 426.51
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Trane Technologies SHS (TT) 0.6 $1000k 4.1k 243.90
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Semler Scientific (SMLR) 0.6 $984k 22k 44.29
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JPMorgan Chase & Co. (JPM) 0.6 $970k 5.7k 170.10
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Shockwave Med (SWAV) 0.6 $952k 5.0k 190.56
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Visa Com Cl A (V) 0.5 $872k 3.4k 260.35
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Chegg (CHGG) 0.5 $829k 73k 11.36
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $791k 7.6k 104.00
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Bhp Group Sponsored Ads (BHP) 0.4 $725k -5% 11k 68.31
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Inmode SHS (INMD) 0.4 $690k 31k 22.24
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General Dynamics Corporation (GD) 0.4 $675k -10% 2.6k 259.67
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FedEx Corporation (FDX) 0.4 $640k -4% 2.5k 252.97
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Ptc (PTC) 0.4 $612k 3.5k 174.96
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Schrodinger (SDGR) 0.4 $612k 17k 35.80
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Illumina (ILMN) 0.4 $599k -2% 4.3k 139.24
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Airbnb Com Cl A (ABNB) 0.4 $585k 4.3k 136.14
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Kla Corp Com New (KLAC) 0.3 $581k 1.0k 581.30
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $573k 4.1k 139.69
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McKesson Corporation (MCK) 0.3 $570k 1.2k 463.01
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American Express Company (AXP) 0.3 $562k 3.0k 187.34
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $543k NEW 1.00 542625.00
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Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $539k NEW 1.3k 406.89
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Willis Towers Watson SHS (WTW) 0.3 $534k -2% 2.2k 241.20
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Fortinet (FTNT) 0.3 $528k 9.0k 58.53
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Fidelity National Information Services (FIS) 0.3 $505k -2% 8.4k 60.07
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Twilio Cl A (TWLO) 0.3 $486k 6.4k 75.87
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D.R. Horton (DHI) 0.3 $467k +2% 3.1k 151.98
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Amgen (AMGN) 0.3 $461k NEW 1.6k 288.02
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Cyberark Software SHS (CYBR) 0.3 $438k NEW 2.0k 219.05
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Merck & Co (MRK) 0.3 $436k 4.0k 109.02
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ON Semiconductor (ON) 0.3 $434k +23% 5.2k 83.53
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Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $426k 5.5k 77.51
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Rio Tinto Sponsored Adr (RIO) 0.3 $424k -5% 5.7k 74.46
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Insperity (NSP) 0.2 $399k NEW 3.4k 117.22
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Chubb (CB) 0.2 $396k -2% 1.8k 226.00
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Wal-Mart Stores (WMT) 0.2 $394k 2.5k 157.65
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Lam Research Corporation (LRCX) 0.2 $392k 500.00 783.26
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Fiverr Intl Ord Shs (FVRR) 0.2 $381k NEW 14k 27.22
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $375k 1.5k 255.32
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AFLAC Incorporated (AFL) 0.2 $314k -5% 3.8k 82.50
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Pulte (PHM) 0.2 $312k 3.0k 103.22
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Docusign (DOCU) 0.2 $298k 5.0k 59.45
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McDonald's Corporation (MCD) 0.2 $297k 1.0k 296.51
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Astrazeneca Sponsored Adr (AZN) 0.2 $293k -4% 4.4k 67.35
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eBay (EBAY) 0.2 $290k -2% 6.7k 43.62
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Model N (MODN) 0.2 $272k 10k 26.93
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Johnson & Johnson (JNJ) 0.2 $262k 1.7k 156.74
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Century Communities (CCS) 0.1 $242k NEW 2.7k 91.14
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Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $232k 3.0k 77.32
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Baidu Spon Adr Rep A (BIDU) 0.1 $226k -5% 1.9k 119.09
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Zscaler Incorporated (ZS) 0.1 $222k NEW 1.0k 221.56
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $211k NEW 444.00 475.31
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Medtronic SHS (MDT) 0.1 $210k 2.5k 82.38
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Progressive Corporation (PGR) 0.1 $207k -13% 1.3k 159.28
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Lennar Corp CL B (LEN.B) 0.1 $201k NEW 1.5k 134.05
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Past Filings by Legal Advantage Investments

SEC 13F filings are viewable for Legal Advantage Investments going back to 2020