Legal Advantage Investments as of June 30, 2025
Portfolio Holdings for Legal Advantage Investments
Legal Advantage Investments holds 94 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fiserv (FI) | 4.7 | $10M | 58k | 172.41 | |
| TransDigm Group Incorporated (TDG) | 4.6 | $9.9M | 6.5k | 1520.64 | |
| Walt Disney Company (DIS) | 4.0 | $8.5M | 68k | 124.01 | |
| Amazon (AMZN) | 3.6 | $7.8M | 35k | 219.39 | |
| VSE Corporation (VSEC) | 3.6 | $7.6M | 58k | 130.98 | |
| Microsoft Corporation (MSFT) | 3.5 | $7.5M | 15k | 497.41 | |
| Elbit Sys Ord (ESLT) | 3.1 | $6.7M | 15k | 449.50 | |
| Palantir Technologies Cl A (PLTR) | 2.9 | $6.2M | 46k | 136.32 | |
| Charles Schwab Corporation (SCHW) | 2.8 | $6.1M | 67k | 91.24 | |
| Veeva Sys Cl A Com (VEEV) | 2.7 | $5.8M | 20k | 287.98 | |
| Palo Alto Networks (PANW) | 2.7 | $5.7M | 28k | 204.64 | |
| Genedx Holdings Corp Com Cl A (WGS) | 2.6 | $5.6M | 61k | 92.31 | |
| Tyler Technologies (TYL) | 2.6 | $5.5M | 9.2k | 592.82 | |
| Intuit (INTU) | 2.5 | $5.4M | 6.9k | 787.61 | |
| MercadoLibre (MELI) | 2.4 | $5.2M | 2.0k | 2613.63 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.1 | $4.5M | 5.6k | 801.39 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $4.3M | 14k | 303.93 | |
| Netflix (NFLX) | 2.0 | $4.3M | 3.2k | 1338.97 | |
| NVIDIA Corporation (NVDA) | 1.8 | $3.9M | 25k | 157.99 | |
| Meta Platforms Cl A (META) | 1.8 | $3.9M | 5.3k | 738.09 | |
| Boeing Company (BA) | 1.8 | $3.9M | 19k | 209.53 | |
| Raytheon Technologies Corp (RTX) | 1.8 | $3.9M | 27k | 146.02 | |
| Adobe Systems Incorporated (ADBE) | 1.7 | $3.7M | 9.6k | 386.88 | |
| Oracle Corporation (ORCL) | 1.7 | $3.7M | 17k | 218.64 | |
| Apple (AAPL) | 1.6 | $3.5M | 17k | 205.17 | |
| IDEXX Laboratories (IDXX) | 1.6 | $3.4M | 6.4k | 536.34 | |
| Thermo Fisher Scientific (TMO) | 1.6 | $3.4M | 8.3k | 405.44 | |
| Northrop Grumman Corporation (NOC) | 1.4 | $3.1M | 6.2k | 499.98 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.4 | $3.0M | 26k | 115.35 | |
| Ss&c Technologies Holding (SSNC) | 1.3 | $2.7M | 33k | 82.80 | |
| Applied Materials (AMAT) | 1.2 | $2.5M | 14k | 183.07 | |
| Moog Cl A (MOG.A) | 1.1 | $2.3M | 13k | 180.97 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $2.0M | 9.0k | 226.49 | |
| Analog Devices (ADI) | 0.8 | $1.7M | 7.3k | 238.02 | |
| Fidelity National Financial Com Shs (FNF) | 0.8 | $1.7M | 31k | 56.06 | |
| Visa Com Cl A (V) | 0.8 | $1.7M | 4.8k | 355.05 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $1.7M | 3.5k | 467.82 | |
| Vistra Energy (VST) | 0.8 | $1.6M | 8.3k | 193.81 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.6M | 5.4k | 289.91 | |
| Block Cl A (XYZ) | 0.7 | $1.6M | 23k | 67.93 | |
| Applovin Corp Com Cl A (APP) | 0.7 | $1.5M | 4.4k | 350.08 | |
| salesforce (CRM) | 0.7 | $1.5M | 5.4k | 272.69 | |
| Trane Technologies SHS (TT) | 0.7 | $1.4M | 3.3k | 437.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.4M | 8.0k | 177.39 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.4M | 2.5k | 561.94 | |
| Zscaler Incorporated (ZS) | 0.6 | $1.3M | 4.0k | 313.94 | |
| Fidelity National Information Services (FIS) | 0.6 | $1.3M | 15k | 81.41 | |
| Cyberark Software SHS (CYBR) | 0.5 | $1.1M | 2.8k | 406.88 | |
| Zoetis Cl A (ZTS) | 0.5 | $1.0M | 6.6k | 155.95 | |
| International Business Machines (IBM) | 0.5 | $998k | 3.4k | 294.78 | |
| Twilio Cl A (TWLO) | 0.5 | $995k | 8.0k | 124.36 | |
| Okta Cl A (OKTA) | 0.4 | $954k | 9.5k | 99.97 | |
| American Express Company (AXP) | 0.4 | $909k | 2.9k | 318.98 | |
| Bio-techne Corporation (TECH) | 0.4 | $897k | 17k | 51.45 | |
| Kla Corp Com New (KLAC) | 0.4 | $896k | 1.0k | 895.74 | |
| D.R. Horton (DHI) | 0.4 | $825k | 6.4k | 128.92 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $823k | 1.8k | 445.20 | |
| Rubrik Cl A (RBRK) | 0.4 | $815k | 9.1k | 89.59 | |
| Zimmer Holdings (ZBH) | 0.4 | $808k | 8.9k | 91.21 | |
| Amgen (AMGN) | 0.4 | $805k | 2.9k | 279.21 | |
| Monday SHS (MNDY) | 0.4 | $755k | 2.4k | 314.48 | |
| Wal-Mart Stores (WMT) | 0.3 | $733k | 7.5k | 97.78 | |
| General Dynamics Corporation (GD) | 0.3 | $729k | 2.5k | 291.66 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $729k | 1.00 | 728800.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $723k | 4.1k | 176.23 | |
| Merck & Co (MRK) | 0.3 | $716k | 9.0k | 79.16 | |
| Willis Towers Watson SHS (WTW) | 0.3 | $648k | 2.1k | 306.50 | |
| Fortune Brands (FBIN) | 0.3 | $592k | 12k | 51.48 | |
| Natera (NTRA) | 0.3 | $591k | 3.5k | 168.94 | |
| Lam Research Corp Com New (LRCX) | 0.3 | $581k | 6.0k | 97.34 | |
| Fiverr Intl Ord Shs (FVRR) | 0.3 | $581k | 20k | 29.33 | |
| Banco Macro Sa Spon Adr B (BMA) | 0.3 | $551k | 7.9k | 70.21 | |
| Chubb (CB) | 0.2 | $507k | 1.8k | 289.72 | |
| Bhp Group Sponsored Ads (BHP) | 0.2 | $431k | 9.0k | 48.09 | |
| Paypal Holdings (PYPL) | 0.2 | $420k | 5.7k | 74.32 | |
| Pulte (PHM) | 0.2 | $413k | 3.9k | 105.46 | |
| eBay (EBAY) | 0.2 | $413k | 5.6k | 74.46 | |
| Samsara Com Cl A (IOT) | 0.2 | $398k | 10k | 39.78 | |
| Tat Technologies Ord New (TATT) | 0.2 | $397k | 13k | 30.54 | |
| Banco Bbva Argentina S A Sponsored Ads (BBAR) | 0.2 | $395k | 24k | 16.46 | |
| Travelers Companies (TRV) | 0.2 | $369k | 1.4k | 267.54 | |
| Johnson & Johnson (JNJ) | 0.2 | $349k | 2.3k | 152.75 | |
| AFLAC Incorporated (AFL) | 0.2 | $338k | 3.2k | 105.46 | |
| ON Semiconductor (ON) | 0.2 | $322k | 6.2k | 52.41 | |
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $312k | 5.4k | 58.33 | |
| Grupo Supervielle Sponsored Adr (SUPV) | 0.1 | $303k | 29k | 10.59 | |
| Veracyte (VCYT) | 0.1 | $297k | 11k | 27.03 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $292k | 600.00 | 485.77 | |
| Medtronic SHS (MDT) | 0.1 | $249k | 2.9k | 87.17 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $248k | 3.6k | 69.88 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $221k | 1.0k | 221.25 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $210k | 2.8k | 74.07 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $208k | 1.0k | 207.62 | |
| Hovnanian Enterprises Cl A New (HOV) | 0.1 | $204k | 2.0k | 104.55 |
