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