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

About Legal Advantage Investments, Inc.

Investment Activity

Legal Advantage Investments, Inc. has $222.13 million in total holdings as of September 30, 2025.
Legal Advantage Investments, Inc. owns shares of 89 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 3.19% of the portfolio was purchased this quarter.
About 4.97% of the portfolio was sold this quarter.
This quarter, Legal Advantage Investments, Inc. has purchased 94 new stocks and bought additional shares in 13 stocks.
Legal Advantage Investments, Inc. sold shares of 23 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

VSE: $9,380,757
Transdigm Group: $9,070,614
Walt Disney: $7,817,602
Amazon.com: $7,804,646
Microsoft: $7,730,404

Largest New Holdings this Quarter

60770K107 - Moderna: $1,244,360 Holding
384747101 - GRAIL INC: $1,241,730 Holding
N97284108 - Yandex: $752,209 Holding
G25457105 - Credo Technology Group: $364,025 Holding
37733W204 - GSK: $265,434 Holding

Largest Purchases this Quarter

Moderna: 48,175 shares (about $1.24M)
GRAIL INC: 21,000 shares (about $1.24M)
Yandex: 6,700 shares (about $752.21K)
Boeing: 2,650 shares (about $571.95K)
Palo Alto Networks: 2,790 shares (about $568.10K)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC: 6,275 shares (about $1.14M)
Intuit: 600 shares (about $409.73K)
VSE: 1,775 shares (about $295.08K)
RTX: 1,186 shares (about $198.45K)
Charles Schwab: 1,600 shares (about $152.75K)

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
VSEC VSE	$9,380,757	$295,076 ▼	-3.0%	56,429	4.2%	Construction
TDG Transdigm Group	$9,070,614	$467,897 ▲	5.4%	6,882	4.1%	Aerospace
DIS Walt Disney	$7,817,602		0.0%	68,276	3.5%	Consumer Discretionary
AMZN Amazon.com	$7,804,646	$46,110 ▲	0.6%	35,545	3.5%	Retail/Wholesale
MSFT Microsoft	$7,730,404	$116,539 ▼	-1.5%	14,925	3.5%	Computer and Technology
ESLT Elbit Systems	$7,560,334		0.0%	14,830	3.4%	Aerospace
FI Fiserv	$7,386,658	$87,028 ▼	-1.2%	57,292	3.3%	Business Services
PALANTIR TECHNOLOGIES INC	$7,146,304	$1,144,686 ▼	-13.8%	39,175	3.2%	CL A
WGS GeneDx	$6,534,431	$5,387 ▲	0.1%	60,650	2.9%	Medical
PANW Palo Alto Networks	$6,269,460	$568,100 ▲	10.0%	30,790	2.8%	Computer and Technology
SCHW Charles Schwab	$6,211,278	$152,752 ▼	-2.4%	65,060	2.8%	Finance
VEEV Veeva Systems	$5,944,794	$59,582 ▼	-1.0%	19,955	2.7%	Medical
ASML ASML	$5,944,073	$493,726 ▲	9.1%	6,140	2.7%	Computer and Technology
TYL Tyler Technologies	$4,838,014		0.0%	9,248	2.2%	Computer and Technology
MELI MercadoLibre	$4,715,945	$74,782 ▲	1.6%	2,018	2.1%	Retail/Wholesale
ORCL Oracle	$4,706,968	$16,875 ▼	-0.4%	16,736	2.1%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$4,659,686		0.0%	14,199	2.1%	ETF
NVDA NVIDIA	$4,626,438		0.0%	24,796	2.1%	Computer and Technology
BA Boeing	$4,558,330	$571,950 ▲	14.3%	21,120	2.1%	Aerospace
INTU Intuit	$4,302,886	$409,734 ▼	-8.7%	6,301	1.9%	Computer and Technology
RTX RTX	$4,234,608	$198,453 ▼	-4.5%	25,307	1.9%	Aerospace
AAPL Apple	$4,226,603	$67,732 ▼	-1.6%	16,599	1.9%	Computer and Technology
IDXX IDEXX Laboratories	$4,063,340	$22,361 ▼	-0.5%	6,360	1.8%	Medical
TMO Thermo Fisher Scientific	$4,051,673	$12,125 ▲	0.3%	8,354	1.8%	Medical
SHOPIFY INC	$3,880,207		0.0%	26,110	1.7%	CL A SUB VTG SHS
META Meta Platforms	$3,873,854		0.0%	5,275	1.7%	Computer and Technology
NFLX Netflix	$3,850,475		0.0%	3,212	1.7%	Consumer Discretionary
NOC Northrop Grumman	$3,686,995	$85,305 ▼	-2.3%	6,051	1.7%	Aerospace
APPLOVIN CORP	$3,053,795	$71,854 ▼	-2.3%	4,250	1.4%	COM CL A
SSNC SS&C Technologies	$2,920,204		0.0%	32,900	1.3%	Computer and Technology
AMAT Applied Materials	$2,841,986	$83,943 ▲	3.0%	13,881	1.3%	Computer and Technology
MOG.A Moog	$2,575,108	$39,457 ▼	-1.5%	12,400	1.2%	Aerospace
TSM Taiwan Semiconductor Manufacturing	$2,494,060	$27,929 ▼	-1.1%	8,930	1.1%	Computer and Technology
GOOG Alphabet	$1,948,400		0.0%	8,000	0.9%	Computer and Technology
ULTA Ulta Beauty	$1,932,761		0.0%	3,535	0.9%	Retail/Wholesale
FNF Fidelity National Financial	$1,840,711	$18,147 ▼	-1.0%	30,430	0.8%	Finance
ADI Analog Devices	$1,793,119		0.0%	7,298	0.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,696,383		0.0%	5,378	0.8%	Finance
V Visa	$1,638,624		0.0%	4,800	0.7%	Business Services
VST Vistra	$1,626,136		0.0%	8,300	0.7%	Utilities
BLOCK INC	$1,595,360	$57,816 ▼	-3.5%	22,075	0.7%	CL A
MA Mastercard	$1,405,530		0.0%	2,471	0.6%	Business Services
TT Trane Technologies	$1,391,624		0.0%	3,298	0.6%	Construction
CYBR CyberArk Software	$1,352,820		0.0%	2,800	0.6%	Computer and Technology
CRM Salesforce	$1,288,569		0.0%	5,437	0.6%	Computer and Technology
MRNA Moderna	$1,244,360	$1,244,360 ▲	New Holding	48,175	0.6%	Medical
ZTS Zoetis	$1,243,720	$285,324 ▲	29.8%	8,500	0.6%	Medical
GRAIL INC	$1,241,730	$1,241,730 ▲	New Holding	21,000	0.6%	COM
OKTA Okta	$1,241,618	$366,800 ▲	41.9%	13,540	0.6%	Computer and Technology
ZS Zscaler	$1,198,640		0.0%	4,000	0.5%	Computer and Technology
DHI D.R. Horton	$1,084,608		0.0%	6,400	0.5%	Construction
KLAC KLA	$1,078,600		0.0%	1,000	0.5%	Computer and Technology
FIS Fidelity National Information Services	$1,015,476		0.0%	15,400	0.5%	Business Services
GOOGL Alphabet	$996,710		0.0%	4,100	0.4%	Computer and Technology
RUBRIK INC.	$989,056	$240,581 ▲	32.1%	12,025	0.4%	CL A
TECH Bio-Techne	$975,472	$5,563 ▲	0.6%	17,535	0.4%	Medical
IBM International Business Machines	$954,829		0.0%	3,384	0.4%	Computer and Technology
AXP American Express	$946,656		0.0%	2,850	0.4%	Finance
GD General Dynamics	$852,500		0.0%	2,500	0.4%	Aerospace
AMGN Amgen	$813,583		0.0%	2,883	0.4%	Medical
TWLO Twilio	$800,720		0.0%	8,000	0.4%	Computer and Technology
LAM RESEARCH CORP	$799,785		0.0%	5,973	0.4%	COM NEW
WMT Walmart	$772,950		0.0%	7,500	0.3%	Retail/Wholesale
MRK Merck & Co., Inc.	$758,727		0.0%	9,040	0.3%	Medical
BRK.A Berkshire Hathaway	$754,200		0.0%	1	0.3%	Finance
YNDX Yandex	$752,209	$752,209 ▲	New Holding	6,700	0.3%	Computer and Technology
WTW Willis Towers Watson Public	$730,627		0.0%	2,115	0.3%	Finance
FBIN Fortune Brands Innovations	$576,612	$37,373 ▼	-6.1%	10,800	0.3%	Retail/Wholesale
TATT TAT Technologies	$541,569	$30,821 ▼	-5.4%	12,300	0.2%	Aerospace
PHM PulteGroup	$517,950		0.0%	3,920	0.2%	Construction
EBAY eBay	$504,772		0.0%	5,550	0.2%	Retail/Wholesale
CB Chubb	$493,938		0.0%	1,750	0.2%	Finance
BHP BHP Group	$493,780	$5,575 ▼	-1.1%	8,857	0.2%	Basic Materials
MNDY monday.com	$464,856		0.0%	2,400	0.2%	Computer and Technology
FVRR Fiverr International	$458,908	$24,410 ▼	-5.1%	18,800	0.2%	Retail/Wholesale
JNJ Johnson & Johnson	$423,128		0.0%	2,282	0.2%	Medical
TRV Travelers Companies	$385,044		0.0%	1,379	0.2%	Finance
PYPL PayPal	$378,889		0.0%	5,650	0.2%	Business Services
CRDO Credo Technology Group	$364,025	$364,025 ▲	New Holding	2,500	0.2%	Computer and Technology
IOT Samsara	$361,325	$11,175 ▼	-3.0%	9,700	0.2%	Computer and Technology
AFL Aflac	$357,440		0.0%	3,200	0.2%	Finance
RIO Rio Tinto	$353,154		0.0%	5,350	0.2%	Basic Materials
BRK.B Berkshire Hathaway	$301,644		0.0%	600	0.1%	Finance
AZN AstraZeneca	$272,356		0.0%	3,550	0.1%	Medical
GSK GSK	$265,434	$265,434 ▲	New Holding	6,150	0.1%	Medical
HOV Hovnanian Enterprises	$250,556		0.0%	1,950	0.1%	Construction
MDT Medtronic	$223,433	$48,572 ▼	-17.9%	2,346	0.1%	Medical
GEHC GE HealthCare Technologies	$212,533		0.0%	2,830	0.1%	Medical
CHKP Check Point Software Technologies	$206,910		0.0%	1,000	0.1%	Computer and Technology
ADBE Adobe	$0	$3,712,122 ▼	-100.0%	0	0.0%	Computer and Technology
VRTX Vertex Pharmaceuticals	$0	$822,730 ▼	-100.0%	0	0.0%	Medical
ZBH Zimmer Biomet	$0	$808,121 ▼	-100.0%	0	0.0%	Medical
NTRA Natera	$0	$591,290 ▼	-100.0%	0	0.0%	Medical
BMA Macro Bank	$0	$551,148 ▼	-100.0%	0	0.0%	Finance
BBAR BBVA Banco Frances	$0	$395,040 ▼	-100.0%	0	0.0%	Finance
ON ON Semiconductor	$0	$322,322 ▼	-100.0%	0	0.0%	Computer and Technology
SUPV Grupo Supervielle	$0	$303,351 ▼	-100.0%	0	0.0%	Finance
VCYT Veracyte	$0	$296,681 ▼	-100.0%	0	0.0%	Medical
TXN Texas Instruments	$0	$207,620 ▼	-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