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Legal Advantage Investments, Inc. Top Holdings and 13F Report (2025)

About Legal Advantage Investments, Inc.

Investment Activity

  • Legal Advantage Investments, Inc. has $213.84 million in total holdings as of June 30, 2025.
  • Legal Advantage Investments, Inc. owns shares of 94 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
  • Approximately 6.57% of the portfolio was purchased this quarter.
  • About 4.31% of the portfolio was sold this quarter.
  • This quarter, Legal Advantage Investments, Inc. has purchased 96 new stocks and bought additional shares in 23 stocks.
  • Legal Advantage Investments, Inc. sold shares of 36 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Fiserv
$9,994,090
Transdigm Group
$9,925,217
Walt Disney
$8,466,907
Amazon.com
$7,752,176
VSE
$7,623,560

Largest New Holdings this Quarter

03831W108 - APPLOVIN CORP
$1,522,848 Holding
90138F102 - Twilio
$994,880 Holding
632307104 - Natera
$591,290 Holding
M8740S227 - TAT Technologies
$397,020 Holding
M22465104 - Check Point Software Technologies
$221,250 Holding

Largest Purchases this Quarter

APPLOVIN CORP
4,350 shares (about $1.52M)
ASML
1,880 shares (about $1.51M)
Twilio
8,000 shares (about $994.88K)
Apple
4,600 shares (about $943.78K)
MercadoLibre
355 shares (about $927.84K)

Largest Sales this Quarter

Oracle
2,150 shares (about $470.07K)
Intuit
415 shares (about $326.86K)
Adobe
838 shares (about $324.21K)
Tyler Technologies
425 shares (about $251.95K)
Northrop Grumman
450 shares (about $224.99K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLegal Advantage Investments, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Fiserv, Inc. stock logo
FI
Fiserv
$9,994,090$784,465 8.5%57,9674.7%Business Services
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$9,925,217$760,320 8.3%6,5274.6%Aerospace
The Walt Disney Company stock logo
DIS
Walt Disney
$8,466,907$2,232 0.0%68,2764.0%Consumer Discretionary
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,752,176$219,391 2.9%35,3353.6%Retail/Wholesale
VSE Corporation stock logo
VSEC
VSE
$7,623,560$170,274 -2.2%58,2043.6%Construction
Microsoft Corporation stock logo
MSFT
Microsoft
$7,535,762$37,306 -0.5%15,1503.5%Computer and Technology
Elbit Systems Ltd. stock logo
ESLT
Elbit Systems
$6,666,085$89,900 -1.3%14,8303.1%Aerospace
PALANTIR TECHNOLOGIES INC
$6,195,744$88,608 1.5%45,4502.9%CL A
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$6,082,058$113,138 -1.8%66,6602.8%Finance
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$5,804,237$57,596 -1.0%20,1552.7%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$5,729,920$12,278 0.2%28,0002.7%Computer and Technology
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$5,593,986$923,100 19.8%60,6002.6%Medical
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$5,482,392$251,948 -4.4%9,2482.6%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$5,435,285$326,857 -5.7%6,9012.5%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$5,190,669$927,839 21.8%1,9862.4%Retail/Wholesale
ASML Holding N.V. stock logo
ASML
ASML
$4,511,826$1,506,613 50.1%5,6302.1%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,315,502$2,128 0.0%14,1992.0%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$4,300,777$220,930 -4.9%3,2122.0%Consumer Discretionary
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,917,520$315,980 8.8%24,7961.8%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,893,425$129,166 -3.2%5,2751.8%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$3,870,019$339,439 9.6%18,4701.8%Aerospace
RTX Corporation stock logo
RTX
RTX
$3,868,497$783,541 25.4%26,4931.8%Aerospace
Adobe Inc. stock logo
ADBE
Adobe
$3,712,122$324,206 -8.0%9,5951.7%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$3,672,214$470,068 -11.3%16,7961.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$3,460,192$943,782 37.5%16,8651.6%Computer and Technology
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$3,429,8940.0%6,3951.6%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$3,376,922$40,544 1.2%8,3291.6%Medical
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$3,095,376$224,991 -6.8%6,1911.4%Aerospace
Shopify Inc. stock logo
SHOP
Shopify
$3,011,788$230,700 8.3%26,1101.4%Computer and Technology
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$2,724,120$57,960 -2.1%32,9001.3%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,466,127$128,149 -4.9%13,4711.2%Computer and Technology
Moog Inc. stock logo
MOG.A
Moog
$2,278,4120.0%12,5901.1%Aerospace
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,045,2050.0%9,0301.0%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$1,737,0700.0%7,2980.8%Computer and Technology
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
$1,722,724$64,469 -3.6%30,7300.8%Finance
Visa Inc. stock logo
V
Visa
$1,704,2400.0%4,8000.8%Business Services
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$1,653,744$70,173 -4.1%3,5350.8%Retail/Wholesale
Vistra Corp. stock logo
VST
Vistra
$1,608,6230.0%8,3000.8%Utilities
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,559,136$65,230 -4.0%5,3780.7%Finance
BLOCK INC
$1,553,899$14,265 -0.9%22,8750.7%CL A
APPLOVIN CORP
$1,522,848$1,522,848 New Holding4,3500.7%COM CL A
Salesforce Inc. stock logo
CRM
Salesforce
$1,482,616$9,271 -0.6%5,4370.7%Computer and Technology
Trane Technologies plc stock logo
TT
Trane Technologies
$1,442,578$87,482 -5.7%3,2980.7%Construction
Alphabet Inc. stock logo
GOOG
Alphabet
$1,419,1200.0%8,0000.7%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$1,388,5540.0%2,4710.6%Business Services
Zscaler, Inc. stock logo
ZS
Zscaler
$1,255,7600.0%4,0000.6%Computer and Technology
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$1,253,7140.0%15,4000.6%Business Services
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$1,139,264$325,504 40.0%2,8000.5%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$1,021,472$31,190 -3.0%6,5500.5%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$997,536$14,739 -1.5%3,3840.5%Computer and Technology
Twilio Inc. stock logo
TWLO
Twilio
$994,880$994,880 New Holding8,0000.5%Computer and Technology
Okta, Inc. stock logo
OKTA
Okta
$953,714$454,864 91.2%9,5400.4%Computer and Technology
American Express Company stock logo
AXP
American Express
$909,0930.0%2,8500.4%Finance
Bio-Techne Corp stock logo
TECH
Bio-Techne
$897,031$257,250 40.2%17,4350.4%Medical
KLA Corporation stock logo
KLAC
KLA
$895,7400.0%1,0000.4%Computer and Technology
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$825,088$6,446 -0.8%6,4000.4%Construction
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$822,7300.0%1,8480.4%Medical
RUBRIK INC.
$815,269$447,950 122.0%9,1000.4%CL A
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$808,1210.0%8,8600.4%Medical
Amgen Inc. stock logo
AMGN
Amgen
$804,962$62,822 -7.2%2,8830.4%Medical
monday.com Ltd. stock logo
MNDY
monday.com
$754,752$94,344 14.3%2,4000.4%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$733,3500.0%7,5000.3%Retail/Wholesale
General Dynamics Corporation stock logo
GD
General Dynamics
$729,1500.0%2,5000.3%Aerospace
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,8000.0%10.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$722,5430.0%4,1000.3%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$715,606$398,966 126.0%9,0400.3%Medical
Willis Towers Watson Public Limited Company stock logo
WTW
Willis Towers Watson Public
$648,248$15,325 -2.3%2,1150.3%Finance
Fortune Brands Innovations, Inc. stock logo
FBIN
Fortune Brands Innovations
$592,0200.0%11,5000.3%Retail/Wholesale
Natera, Inc. stock logo
NTRA
Natera
$591,290$591,290 New Holding3,5000.3%Medical
LAM RESEARCH CORP
$581,4120.0%5,9730.3%COM NEW
Fiverr International stock logo
FVRR
Fiverr International
$580,734$175,980 43.5%19,8000.3%Retail/Wholesale
Macro Bank Inc. stock logo
BMA
Macro Bank
$551,1480.0%7,8500.3%Finance
Chubb Limited stock logo
CB
Chubb
$507,0100.0%1,7500.2%Finance
BHP Group Limited Sponsored ADR stock logo
BHP
BHP Group
$430,744$19,236 -4.3%8,9570.2%Basic Materials
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$419,908$18,580 -4.2%5,6500.2%Business Services
PulteGroup, Inc. stock logo
PHM
PulteGroup
$413,403$10,546 -2.5%3,9200.2%Construction
eBay Inc. stock logo
EBAY
eBay
$413,253$44,676 -9.8%5,5500.2%Retail/Wholesale
Samsara Inc. stock logo
IOT
Samsara
$397,800$79,560 25.0%10,0000.2%Computer and Technology
TAT Technologies Ltd. stock logo
TATT
TAT Technologies
$397,020$397,020 New Holding13,0000.2%Aerospace
BBVA Banco Frances S.A. stock logo
BBAR
BBVA Banco Frances
$395,0400.0%24,0000.2%Finance
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$368,9380.0%1,3790.2%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$348,576$15,275 -4.2%2,2820.2%Medical
Aflac Incorporated stock logo
AFL
Aflac
$337,472$42,184 -11.1%3,2000.2%Finance
ON Semiconductor Corporation stock logo
ON
ON Semiconductor
$322,322$10,482 -3.1%6,1500.2%Computer and Technology
Rio Tinto PLC stock logo
RIO
Rio Tinto
$312,066$8,750 -2.7%5,3500.1%Basic Materials
Grupo Supervielle S.A. stock logo
SUPV
Grupo Supervielle
$303,3510.0%28,6450.1%Finance
Veracyte, Inc. stock logo
VCYT
Veracyte
$296,681$8,920 -2.9%10,9760.1%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$291,4620.0%6000.1%Finance
Medtronic PLC stock logo
MDT
Medtronic
$248,9580.0%2,8560.1%Medical
AstraZeneca PLC stock logo
AZN
AstraZeneca
$248,074$13,976 -5.3%3,5500.1%Medical
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$221,250$221,250 New Holding1,0000.1%Computer and Technology
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$209,6180.0%2,8300.1%Medical
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$207,620$207,620 New Holding1,0000.1%Computer and Technology
Hovnanian Enterprises Inc stock logo
HOV
Hovnanian Enterprises
$203,8720.0%1,9500.1%Construction
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$0$1,516,580 -100.0%00.0%Aerospace
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$0$1,112,981 -100.0%00.0%Aerospace
InMode Ltd. stock logo
INMD
InMode
$0$993,795 -100.0%00.0%Medical
McKesson Corporation stock logo
MCK
McKesson
$0$808,261 -100.0%00.0%Medical
Sprout Social, Inc. stock logo
SPT
Sprout Social
$0$626,165 -100.0%00.0%Computer and Technology
GRAIL INC
$0$357,560 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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