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

About Legal Advantage Investments, Inc.

Investment Activity

Legal Advantage Investments, Inc. has $185.24 million in total holdings as of March 31, 2025.
Legal Advantage Investments, Inc. owns shares of 96 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 3.39% of the portfolio was purchased this quarter.
About 5.58% of the portfolio was sold this quarter.
This quarter, Legal Advantage Investments, Inc. has purchased 103 new stocks and bought additional shares in 24 stocks.
Legal Advantage Investments, Inc. sold shares of 28 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Fiserv: $11,796,076
TransDigm Group: $8,337,089
VSE: $7,139,885
Walt Disney: $6,740,618
Amazon.com: $6,532,604

Largest New Holdings this Quarter

384747101 - GRAIL INC: $357,560 Holding
781154109 - RUBRIK INC.: $250,018 Holding

Largest Purchases this Quarter

GeneDx: 16,500 shares (about $1.46M)
Fidelity National Information Services: 7,000 shares (about $522.76K)
InMode: 28,000 shares (about $496.72K)
Vistra: 4,200 shares (about $493.25K)
Walt Disney: 3,987 shares (about $393.52K)

Largest Sales this Quarter

VSE: 26,972 shares (about $3.24M)
PALANTIR TECHNOLOGIES INC: 6,000 shares (about $506.40K)
Adobe: 435 shares (about $166.84K)
Oracle: 800 shares (about $111.85K)
Fiserv: 500 shares (about $110.41K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
FI Fiserv	$11,796,076	$110,415 ▼	-0.9%	53,417	6.4%	Business Services
TDG TransDigm Group	$8,337,089	$27,666 ▼	-0.3%	6,027	4.5%	Aerospace
VSEC VSE	$7,139,885	$3,236,370 ▼	-31.2%	59,504	3.9%	Construction
DIS Walt Disney	$6,740,618	$393,517 ▲	6.2%	68,294	3.6%	Consumer Discretionary
AMZN Amazon.com	$6,532,604	$363,398 ▲	5.9%	34,335	3.5%	Retail/Wholesale
ESLT Elbit Systems	$5,766,710		0.0%	15,030	3.1%	Aerospace
MSFT Microsoft	$5,715,313	$213,972 ▲	3.9%	15,225	3.1%	Computer and Technology
TYL Tyler Technologies	$5,623,597	$101,740 ▼	-1.8%	9,673	3.0%	Computer and Technology
SCHW Charles Schwab	$5,315,212	$313,120 ▲	6.3%	67,900	2.9%	Finance
PANW Palo Alto Networks	$4,767,682	$8,361 ▼	-0.2%	27,940	2.6%	Computer and Technology
VEEV Veeva Systems	$4,714,829	$3,474 ▲	0.1%	20,355	2.5%	Medical
INTU Intuit	$4,491,834	$92,096 ▼	-2.0%	7,316	2.4%	Computer and Technology
WGS GeneDx	$4,481,389	$1,461,323 ▲	48.4%	50,600	2.4%	Medical
TMO Thermo Fisher Scientific	$4,094,561	$99,515 ▲	2.5%	8,229	2.2%	Medical
ADBE Adobe	$4,001,377	$166,836 ▼	-4.0%	10,433	2.2%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$3,900,529	$13,742 ▼	-0.4%	14,192	2.1%	ETF
PALANTIR TECHNOLOGIES INC	$3,781,120	$506,400 ▼	-11.8%	44,800	2.0%	CL A
NOC Northrop Grumman	$3,297,856		0.0%	6,641	1.8%	Aerospace
MELI MercadoLibre	$3,181,869	$117,052 ▲	3.8%	1,631	1.7%	Retail/Wholesale
NFLX Netflix	$3,148,799		0.0%	3,377	1.7%	Consumer Discretionary
META Meta Platforms	$3,141,162	$28,818 ▼	-0.9%	5,450	1.7%	Computer and Technology
BA Boeing	$2,873,768	$6,822 ▼	-0.2%	16,850	1.6%	Aerospace
SSNC SS&C Technologies	$2,806,608	$58,471 ▼	-2.0%	33,600	1.5%	Computer and Technology
RTX RTX	$2,798,472		0.0%	21,127	1.5%	Aerospace
AAPL Apple	$2,724,424	$66,639 ▲	2.5%	12,265	1.5%	Computer and Technology
IDXX IDEXX Laboratories	$2,685,580	$41,995 ▲	1.6%	6,395	1.4%	Medical
ORCL Oracle	$2,648,907	$111,851 ▼	-4.1%	18,946	1.4%	Computer and Technology
ASML ASML	$2,484,862	$383,000 ▲	18.2%	3,750	1.3%	Computer and Technology
NVDA NVIDIA	$2,470,630		0.0%	22,796	1.3%	Computer and Technology
SHOP Shopify	$2,302,023	$9,548 ▼	-0.4%	24,110	1.2%	Computer and Technology
MOG.A Moog	$2,182,476	$34,670 ▲	1.6%	12,590	1.2%	Aerospace
FNF Fidelity National Financial	$2,074,750	$113,890 ▲	5.8%	31,880	1.1%	Finance
AMAT Applied Materials	$2,056,488		0.0%	14,171	1.1%	Computer and Technology
V Visa	$1,682,208		0.0%	4,800	0.9%	Business Services
LMT Lockheed Martin	$1,516,580		0.0%	3,395	0.8%	Aerospace
TSM Taiwan Semiconductor Manufacturing	$1,498,980	$3,320 ▲	0.2%	9,030	0.8%	Computer and Technology
ADI Analog Devices	$1,471,788		0.0%	7,298	0.8%	Computer and Technology
CRM Salesforce	$1,468,198	$6,709 ▼	-0.5%	5,471	0.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,374,416	$12,265 ▼	-0.9%	5,603	0.7%	Finance
MA Mastercard	$1,354,405		0.0%	2,471	0.7%	Business Services
ULTA Ulta Beauty	$1,350,700	$16,494 ▼	-1.2%	3,685	0.7%	Retail/Wholesale
BLOCK INC	$1,254,208	$4,075 ▼	-0.3%	23,085	0.7%	CL A
GOOG Alphabet	$1,249,840		0.0%	8,000	0.7%	Computer and Technology
TT Trane Technologies	$1,178,546	$33,692 ▼	-2.8%	3,498	0.6%	Construction
FIS Fidelity National Information Services	$1,150,072	$522,760 ▲	83.3%	15,400	0.6%	Business Services
LHX L3Harris Technologies	$1,112,981		0.0%	5,317	0.6%	Aerospace
ZTS Zoetis	$1,111,388	$2,470 ▲	0.2%	6,750	0.6%	Medical
ZBH Zimmer Biomet	$1,002,775	$33,954 ▼	-3.3%	8,860	0.5%	Medical
INMD InMode	$993,795	$496,720 ▲	99.9%	56,020	0.5%	Medical
VST Vistra	$974,752	$493,248 ▲	102.4%	8,300	0.5%	Utilities
AMGN Amgen	$968,297		0.0%	3,108	0.5%	Medical
VRTX Vertex Pharmaceuticals	$895,947	$8,727 ▲	1.0%	1,848	0.5%	Medical
IBM International Business Machines	$853,898		0.0%	3,434	0.5%	Computer and Technology
DHI D.R. Horton	$819,988		0.0%	6,450	0.4%	Construction
MCK McKesson	$808,261		0.0%	1,201	0.4%	Medical
BRK.A Berkshire Hathaway	$798,442		0.0%	1	0.4%	Finance
ZS Zscaler	$793,680		0.0%	4,000	0.4%	Computer and Technology
AXP American Express	$766,792		0.0%	2,850	0.4%	Finance
WTW Willis Towers Watson Public	$731,662	$16,898 ▼	-2.3%	2,165	0.4%	Finance
TECH Bio-Techne	$729,064		0.0%	12,435	0.4%	Medical
FBIN Fortune Brands Innovations	$700,120		0.0%	11,500	0.4%	Retail/Wholesale
GD General Dynamics	$681,450		0.0%	2,500	0.4%	Aerospace
KLAC KLA	$679,800		0.0%	1,000	0.4%	Computer and Technology
CYBR CyberArk Software	$676,000		0.0%	2,000	0.4%	Computer and Technology
WMT Walmart	$658,425		0.0%	7,500	0.4%	Retail/Wholesale
GOOGL Alphabet	$634,024		0.0%	4,100	0.3%	Computer and Technology
SPT Sprout Social	$626,165	$2,199 ▼	-0.3%	28,475	0.3%	Computer and Technology
BMA Banco Macro	$592,754	$3,776 ▲	0.6%	7,850	0.3%	Finance
CB Chubb	$528,482		0.0%	1,750	0.3%	Finance
OKTA Okta	$525,048	$4,209 ▲	0.8%	4,990	0.3%	Computer and Technology
MNDY monday.com	$510,636	$267,476 ▲	110.0%	2,100	0.3%	Computer and Technology
BHP BHP Group	$454,191	$7,281 ▼	-1.6%	9,357	0.2%	Basic Materials
BBAR Banco BBVA Argentina	$434,880		0.0%	24,000	0.2%	Finance
LAM RESEARCH CORP	$434,237		0.0%	5,973	0.2%	COM NEW
EBAY eBay	$416,540	$6,773 ▼	-1.6%	6,150	0.2%	Retail/Wholesale
PHM PulteGroup	$413,256		0.0%	4,020	0.2%	Construction
AFL Aflac	$400,284		0.0%	3,600	0.2%	Finance
JNJ Johnson & Johnson	$395,031	$35,490 ▼	-8.2%	2,382	0.2%	Medical
PYPL PayPal	$384,975		0.0%	5,900	0.2%	Computer and Technology
SUPV Grupo Supervielle	$374,104		0.0%	28,645	0.2%	Finance
TRV Travelers Companies	$364,690		0.0%	1,379	0.2%	Finance
MRK Merck & Co., Inc.	$359,040		0.0%	4,000	0.2%	Medical
GRAIL INC	$357,560	$357,560 ▲	New Holding	14,000	0.2%	COM
VCYT Veracyte	$335,223	$148,250 ▲	79.3%	11,306	0.2%	Medical
RIO Rio Tinto Group	$330,440		0.0%	5,500	0.2%	Basic Materials
FVRR Fiverr International	$326,784		0.0%	13,800	0.2%	Retail/Wholesale
BRK.B Berkshire Hathaway	$319,548		0.0%	600	0.2%	Finance
HAL Halliburton	$317,125		0.0%	12,500	0.2%	Energy
IOT Samsara	$306,640	$114,990 ▲	60.0%	8,000	0.2%	Computer and Technology
AZN AstraZeneca	$275,625	$14,700 ▼	-5.1%	3,750	0.1%	Medical
ON Onsemi	$258,382	$4,069 ▼	-1.6%	6,350	0.1%	Computer and Technology
MDT Medtronic	$256,640	$4,493 ▼	-1.7%	2,856	0.1%	Medical
RUBRIK INC.	$250,018	$250,018 ▲	New Holding	4,100	0.1%	CL A
BMY Bristol-Myers Squibb	$237,312		0.0%	3,891	0.1%	Medical
GEHC GE HealthCare Technologies	$228,409		0.0%	2,830	0.1%	Medical
HOV Hovnanian Enterprises	$204,184		0.0%	1,950	0.1%	Construction
XBI SPDR S&P Biotech ETF	$0	$1,798,048 ▼	-100.0%	0	0.0%	ETF
CMCSA Comcast	$0	$1,059,547 ▼	-100.0%	0	0.0%	Consumer Discretionary
SLB Schlumberger	$0	$791,491 ▼	-100.0%	0	0.0%	Energy
PTC PTC	$0	$606,771 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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

About Legal Advantage Investments, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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

About Legal Advantage Investments, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLegal Advantage Investments, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools