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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 $189.15 million in total holdings as of December 31, 2024.
  • Legal Advantage Investments, Inc. owns shares of 103 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 4.65% of the portfolio was purchased this quarter.
  • About 2.85% of the portfolio was sold this quarter.
  • This quarter, Legal Advantage Investments, Inc. has purchased 99 new stocks and bought additional shares in 17 stocks.
  • Legal Advantage Investments, Inc. sold shares of 57 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Fiserv
$11,075,630
VSE
$8,223,868
TransDigm Group
$7,663,242
Walt Disney
$7,160,584
Amazon.com
$7,113,751

Largest New Holdings this Quarter

Schlumberger
$791,491 Holding
Vistra
$565,267 Holding
LAM RESEARCH CORP
$431,430 Holding
Okta
$390,060 Holding
Halliburton
$339,875 Holding

Largest Purchases this Quarter

Palo Alto Networks
13,964 shares (about $2.54M)
Schlumberger
20,644 shares (about $791.49K)
IDEXX Laboratories
1,440 shares (about $595.35K)
Vistra
4,100 shares (about $565.27K)
ASML
745 shares (about $516.34K)

Largest Sales this Quarter

VSE
6,956 shares (about $661.52K)
Fiserv
1,970 shares (about $404.68K)
Boeing
1,610 shares (about $284.97K)
Microsoft
610 shares (about $257.11K)
TransDigm Group
200 shares (about $253.46K)

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
$11,075,630$404,677 -3.5%53,9175.9%Business Services
VSE Co. stock logo
VSEC
VSE
$8,223,868$661,516 -7.4%86,4764.3%Construction
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$7,663,242$253,456 -3.2%6,0474.1%Aerospace
The Walt Disney Company stock logo
DIS
Walt Disney
$7,160,584$62,913 -0.9%64,3073.8%Consumer Discretionary
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,113,751$65,817 -0.9%32,4253.8%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$6,177,082$257,115 -4.0%14,6553.3%Computer and Technology
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$5,678,564$129,740 -2.2%9,8483.0%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$5,092,878$2,540,889 99.6%27,9892.7%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$4,832,792$66,702 -1.4%10,8682.6%Computer and Technology
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$4,729,239$37,005 -0.8%63,9002.5%Finance
Intuit Inc. stock logo
INTU
Intuit
$4,692,262$54,678 -1.2%7,4662.5%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$4,276,485$84,100 -1.9%20,3402.3%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,176,729$65,026 -1.5%8,0292.2%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,127,474$5,796 0.1%14,2422.2%ETF
Elbit Systems Ltd. stock logo
ESLT
Elbit Systems
$3,878,792$103,228 -2.6%15,0302.1%Aerospace
PALANTIR TECHNOLOGIES INC
$3,842,004$90,756 -2.3%50,8002.0%CL A
Oracle Co. stock logo
ORCL
Oracle
$3,290,553$49,993 -1.5%19,7461.7%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,220,305$58,551 -1.8%5,5001.7%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,061,275$22,024 -0.7%22,7961.6%Computer and Technology
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$3,022,6970.0%6,6411.6%Aerospace
Netflix, Inc. stock logo
NFLX
Netflix
$3,009,649$44,561 -1.5%3,3771.6%Consumer Discretionary
Apple Inc. stock logo
AAPL
Apple
$2,996,275$157,264 5.5%11,9651.6%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$2,989,530$284,970 -8.7%16,8901.6%Aerospace
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$2,671,391$340,088 14.6%1,5711.4%Retail/Wholesale
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$2,620,926$30,744 -1.2%34,1001.4%Medical
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$2,602,605$595,354 29.7%6,2951.4%Medical
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$2,599,254$45,468 -1.7%34,3001.4%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$2,574,249$31,899 -1.2%24,2101.4%Computer and Technology
RTX Co. stock logo
RTX
RTX
$2,444,808$694 0.0%21,1271.3%Aerospace
Moog Inc. stock logo
MOG.A
Moog
$2,438,848$19,684 -0.8%12,3901.3%Aerospace
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,304,622$89,284 -3.7%14,1711.2%Computer and Technology
ASML Holding stock logo
ASML
ASML
$2,198,450$516,345 30.7%3,1721.2%Computer and Technology
BLOCK INC
$1,968,368$229,473 13.2%23,1601.0%CL A
Salesforce, Inc. stock logo
CRM
Salesforce
$1,837,478$16,717 -0.9%5,4961.0%Computer and Technology
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$1,798,048$54,036 -2.9%19,9651.0%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,779,385$19,749 -1.1%9,0100.9%Computer and Technology
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
$1,691,498$33,684 -2.0%30,1300.9%Finance
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,649,766$24,297 -1.5%3,3950.9%Aerospace
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$1,622,289$54,366 -3.2%3,7300.9%Retail/Wholesale
Analog Devices, Inc. stock logo
ADI
Analog Devices
$1,550,533$6,374 -0.4%7,2980.8%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,523,5200.0%8,0000.8%Computer and Technology
Visa Inc. stock logo
V
Visa
$1,516,992$47,406 -3.0%4,8000.8%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,355,081$11,986 -0.9%5,6530.7%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$1,328,9210.0%3,5980.7%Construction
Mastercard Incorporated stock logo
MA
Mastercard
$1,301,154$37,386 3.0%2,4710.7%Business Services
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$1,118,139$42,059 -3.6%5,3170.6%Aerospace
Zoetis Inc. stock logo
ZTS
Zoetis
$1,097,334$1,629 0.1%6,7350.6%Medical
Comcast Co. stock logo
CMCSA
Comcast
$1,059,547$30,024 -2.8%28,2320.6%Consumer Discretionary
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$967,571$42,252 -4.2%9,1600.5%Medical
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$901,839$332,073 58.3%6,4500.5%Construction
Bio-Techne Co. stock logo
TECH
Bio-Techne
$895,693$57,624 -6.0%12,4350.5%Medical
Sprout Social, Inc. stock logo
SPT
Sprout Social
$877,538$12,284 -1.4%28,5750.5%Computer and Technology
American Express stock logo
AXP
American Express
$845,852$14,840 -1.7%2,8500.4%Finance
Amgen Inc. stock logo
AMGN
Amgen
$810,069$5,734 -0.7%3,1080.4%Medical
Schlumberger Limited stock logo
SLB
Schlumberger
$791,491$791,491 New Holding20,6440.4%Oils/Energy
Fortune Brands Innovations, Inc. stock logo
FBIN
Fortune Brands Innovations
$785,795$34,165 -4.2%11,5000.4%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$776,1300.0%4,1000.4%Computer and Technology
International Business Machines Co. stock logo
IBM
International Business Machines
$754,896$10,991 -1.4%3,4340.4%Computer and Technology
Banco Macro S.A. stock logo
BMA
Banco Macro
$754,728$29,028 4.0%7,8000.4%Finance
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$736,9410.0%1,8300.4%Medical
Zscaler, Inc. stock logo
ZS
Zscaler
$721,6400.0%4,0000.4%Computer and Technology
Willis Towers Watson Public Limited stock logo
WTW
Willis Towers Watson Public
$693,8270.0%2,2150.4%Finance
McKesson Co. stock logo
MCK
McKesson
$684,4620.0%1,2010.4%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$680,9200.0%10.4%Finance
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$678,4680.0%8,4000.4%Business Services
Walmart Inc. stock logo
WMT
Walmart
$677,6250.0%7,5000.4%Retail/Wholesale
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$666,3000.0%2,0000.4%Computer and Technology
General Dynamics Co. stock logo
GD
General Dynamics
$658,725$26,349 -3.8%2,5000.3%Aerospace
KLA Co. stock logo
KLAC
KLA
$630,1200.0%1,0000.3%Computer and Technology
PTC Inc. stock logo
PTC
PTC
$606,771$36,774 -5.7%3,3000.3%Computer and Technology
Vistra Corp. stock logo
VST
Vistra
$565,267$565,267 New Holding4,1000.3%Utilities
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$503,565$8,535 -1.7%5,9000.3%Computer and Technology
NICE Ltd. stock logo
NICE
NICE
$501,0280.0%2,9500.3%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$483,5250.0%1,7500.3%Finance
InMode Ltd. stock logo
INMD
InMode
$467,934$46,760 -9.1%28,0200.2%Medical
BHP Group Limited stock logo
BHP
BHP Group
$464,229$12,208 -2.6%9,5070.2%Basic Materials
Banco BBVA Argentina S.A. stock logo
BBAR
Banco BBVA Argentina
$457,4400.0%24,0000.2%Finance
Fiverr International Ltd. stock logo
FVRR
Fiverr International
$437,874$6,346 -1.4%13,8000.2%Retail/Wholesale
PulteGroup, Inc. stock logo
PHM
PulteGroup
$437,7780.0%4,0200.2%Construction
Grupo Supervielle S.A. stock logo
SUPV
Grupo Supervielle
$432,8260.0%28,6450.2%Finance
LAM RESEARCH CORP
$431,430$431,430 New Holding5,9730.2%COM NEW
Onsemi stock logo
ON
Onsemi
$406,672$6,305 -1.5%6,4500.2%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$397,9200.0%4,0000.2%Medical
Okta, Inc. stock logo
OKTA
Okta
$390,060$390,060 New Holding4,9500.2%Computer and Technology
eBay Inc. stock logo
EBAY
eBay
$387,187$24,780 -6.0%6,2500.2%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$375,434$144,620 62.7%2,5960.2%Medical
Aflac Incorporated stock logo
AFL
Aflac
$372,384$20,688 -5.3%3,6000.2%Finance
Halliburton stock logo
HAL
Halliburton
$339,875$339,875 New Holding12,5000.2%Oils/Energy
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$332,187$91,297 37.9%1,3790.2%Finance
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$323,455$11,762 -3.5%5,5000.2%Basic Materials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$271,968$45,328 20.0%6000.1%Finance
Hovnanian Enterprises, Inc. stock logo
HOV
Hovnanian Enterprises
$260,949$6,691 -2.5%1,9500.1%Construction
AstraZeneca PLC stock logo
AZN
AstraZeneca
$258,804$13,104 -4.8%3,9500.1%Medical
Veracyte, Inc. stock logo
VCYT
Veracyte
$249,718$249,718 New Holding6,3060.1%Medical
Insperity, Inc. stock logo
NSP
Insperity
$244,156$7,751 -3.1%3,1500.1%Business Services
monday.com Ltd. stock logo
MNDY
monday.com
$235,440$235,440 New Holding1,0000.1%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$232,131$28,757 14.1%2,9060.1%Medical
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$231,762$44,252 23.6%1,2360.1%Computer and Technology
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$221,249$15,636 -6.6%2,8300.1%Medical
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$220,075$220,075 New Holding3,8910.1%Medical

Showing largest 100 holdings. View all holdings.
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