Legal Advantage Investments, Inc. Top Holdings and 13F Report (2024)

About Legal Advantage Investments, Inc.

Investment Activity

Legal Advantage Investments, Inc. has $181.91 million in total holdings as of September 30, 2024.
Legal Advantage Investments, Inc. owns shares of 99 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 3.81% of the portfolio was purchased this quarter.
About 4.16% 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 31 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Fiserv: $10,040,100
TransDigm Group: $8,915,281
VSE: $7,729,629
Microsoft: $6,568,530
Walt Disney: $6,240,038

Largest New Holdings this Quarter

Banco Macro: $476,250 Holding
PayPal: $468,180 Holding
Hovnanian Enterprises: $408,740 Holding
Banco BBVA Argentina: $248,880 Holding
Lowe's Companies: $243,223 Holding

Largest Purchases this Quarter

Walt Disney: 10,069 shares (about $968.54K)
Amazon.com: 3,450 shares (about $642.84K)
GeneDx: 14,700 shares (about $623.87K)
Banco Macro: 7,500 shares (about $476.25K)
PayPal: 6,000 shares (about $468.18K)

Largest Sales this Quarter

VSE: 41,106 shares (about $3.40M)
Schrödinger: 6,730 shares (about $124.84K)
TransDigm Group: 54 shares (about $77.07K)
Fiserv: 400 shares (about $71.86K)
IDEXX Laboratories: 135 shares (about $68.20K)

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	$10,040,100	$71,860 ▼	-0.7%	55,887	5.5%	Business Services
TDG TransDigm Group	$8,915,281	$77,065 ▼	-0.9%	6,247	4.9%	Aerospace
VSEC VSE	$7,729,629	$3,400,699 ▼	-30.6%	93,432	4.2%	Construction
MSFT Microsoft	$6,568,530	$43,460 ▼	-0.7%	15,265	3.6%	Computer and Technology
DIS Walt Disney	$6,240,038	$968,537 ▲	18.4%	64,872	3.4%	Consumer Discretionary
AMZN Amazon.com	$6,097,675	$642,841 ▲	11.8%	32,725	3.4%	Retail/Wholesale
TYL Tyler Technologies	$5,879,622	$58,370 ▼	-1.0%	10,073	3.2%	Computer and Technology
ADBE Adobe	$5,704,911	$31,067 ▼	-0.5%	11,018	3.1%	Computer and Technology
TMO Thermo Fisher Scientific	$5,043,585	$27,834 ▼	-0.5%	8,154	2.8%	Medical
PANW Palo Alto Networks	$4,793,745	$205,080 ▲	4.5%	14,025	2.6%	Computer and Technology
INTU Intuit	$4,690,295		0.0%	7,553	2.6%	Computer and Technology
VEEV Veeva Systems	$4,352,704	$20,987 ▼	-0.5%	20,740	2.4%	Computer and Technology
SCHW Charles Schwab	$4,173,764	$168,506 ▲	4.2%	64,400	2.3%	Finance
VTI Vanguard Total Stock Market ETF	$4,027,102	$28,316 ▼	-0.7%	14,222	2.2%	ETF
NOC Northrop Grumman	$3,506,913		0.0%	6,641	1.9%	Aerospace
ORCL Oracle	$3,415,920	$36,807 ▼	-1.1%	20,046	1.9%	Computer and Technology
META Meta Platforms	$3,205,664		0.0%	5,600	1.8%	Computer and Technology
ESLT Elbit Systems	$3,087,543	$58,429 ▼	-1.9%	15,430	1.7%	Aerospace
AMAT Applied Materials	$2,974,368	$12,326 ▼	-0.4%	14,720	1.6%	Computer and Technology
MELI MercadoLibre	$2,813,237		0.0%	1,371	1.5%	Retail/Wholesale
BA Boeing	$2,812,740	$10,795 ▼	-0.4%	18,500	1.5%	Aerospace
NVDA NVIDIA	$2,788,262	$12,144 ▼	-0.4%	22,960	1.5%	Computer and Technology
AAPL Apple	$2,641,521	$46,600 ▼	-1.7%	11,337	1.5%	Computer and Technology
SSNC SS&C Technologies	$2,589,929	$30,575 ▼	-1.2%	34,900	1.4%	Computer and Technology
RTX RTX	$2,559,011	$28,472 ▼	-1.1%	21,121	1.4%	Aerospace
MOG.A Moog	$2,523,230		0.0%	12,490	1.4%	Aerospace
IDXX IDEXX Laboratories	$2,452,843	$68,205 ▼	-2.7%	4,855	1.3%	Medical
NFLX Netflix	$2,430,399		0.0%	3,427	1.3%	Consumer Discretionary
XBI SPDR S&P Biotech ETF	$2,031,822	$54,340 ▼	-2.6%	20,565	1.1%	ETF
ASML ASML	$2,022,298	$187,481 ▲	10.2%	2,427	1.1%	Computer and Technology
LMT Lockheed Martin	$2,013,809	$14,614 ▼	-0.7%	3,445	1.1%	Aerospace
SHOP Shopify	$1,964,231		0.0%	24,510	1.1%	Computer and Technology
PLTR Palantir Technologies	$1,934,400	$409,200 ▲	26.8%	52,000	1.1%	Business Services
FNF Fidelity National Financial	$1,907,104	$27,927 ▼	-1.4%	30,730	1.0%	Finance
ADI Analog Devices	$1,686,686		0.0%	7,328	0.9%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$1,582,134	$260,505 ▲	19.7%	9,110	0.9%	Computer and Technology
CRM Salesforce	$1,517,996		0.0%	5,546	0.8%	Computer and Technology
ULTA Ulta Beauty	$1,500,058		0.0%	3,855	0.8%	Retail/Wholesale
WGS GeneDx	$1,464,180	$623,868 ▲	74.2%	34,500	0.8%	Medical
TT Trane Technologies	$1,398,651		0.0%	3,598	0.8%	Construction
SQ Block	$1,373,480	$6,713 ▼	-0.5%	20,460	0.8%	Business Services
V Visa	$1,361,002	$467,415 ▲	52.3%	4,950	0.7%	Business Services
GOOG Alphabet	$1,337,520		0.0%	8,000	0.7%	Computer and Technology
ZTS Zoetis	$1,313,930	$19,538 ▼	-1.5%	6,725	0.7%	Medical
LHX L3Harris Technologies	$1,312,419		0.0%	5,517	0.7%	Aerospace
CMCSA Comcast	$1,212,667	$27,819 ▼	-2.2%	29,032	0.7%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$1,202,535		0.0%	5,703	0.7%	Finance
MA Mastercard	$1,185,120		0.0%	2,400	0.7%	Business Services
FBIN Fortune Brands Innovations	$1,074,360		0.0%	12,000	0.6%	Retail/Wholesale
TECH Bio-Techne	$1,057,874		0.0%	13,235	0.6%	Medical
ZBH Zimmer Biomet	$1,032,002	$19,323 ▼	-1.8%	9,560	0.6%	Medical
AMGN Amgen	$1,008,517	$322,210 ▲	46.9%	3,130	0.6%	Medical
VRTX Vertex Pharmaceuticals	$851,096		0.0%	1,830	0.5%	Medical
SPT Sprout Social	$842,303		0.0%	28,975	0.5%	Computer and Technology
AXP American Express	$786,480		0.0%	2,900	0.4%	Finance
GD General Dynamics	$785,720		0.0%	2,600	0.4%	Aerospace
DHI D.R. Horton	$777,388	$190,770 ▲	32.5%	4,075	0.4%	Construction
KLAC KLA	$774,410		0.0%	1,000	0.4%	Computer and Technology
IBM International Business Machines	$770,243		0.0%	3,484	0.4%	Computer and Technology
FIS Fidelity National Information Services	$703,500		0.0%	8,400	0.4%	Business Services
BRK.A Berkshire Hathaway	$691,180		0.0%	1	0.4%	Finance
ZS Zscaler	$683,760	$85,470 ▲	14.3%	4,000	0.4%	Computer and Technology
GOOGL Alphabet	$679,985		0.0%	4,100	0.4%	Computer and Technology
WTW Willis Towers Watson Public	$652,384		0.0%	2,215	0.4%	Finance
PTC PTC	$632,310		0.0%	3,500	0.3%	Computer and Technology
BHP BHP Group	$606,010	$22,422 ▼	-3.6%	9,757	0.3%	Basic Materials
WMT Walmart	$605,625		0.0%	7,500	0.3%	Retail/Wholesale
MCK McKesson	$593,798	$14,833 ▼	-2.4%	1,201	0.3%	Medical
CYBR CyberArk Software	$583,220		0.0%	2,000	0.3%	Computer and Technology
PHM PulteGroup	$576,991	$143,530 ▲	33.1%	4,020	0.3%	Construction
INMD InMode	$522,399		0.0%	30,820	0.3%	Medical
NICE NICE	$512,326		0.0%	2,950	0.3%	Computer and Technology
CB Chubb	$504,682		0.0%	1,750	0.3%	Finance
BMA Banco Macro	$476,250	$476,250 ▲	New Holding	7,500	0.3%	Finance
ON Onsemi	$475,596		0.0%	6,550	0.3%	Computer and Technology
PYPL PayPal	$468,180	$468,180 ▲	New Holding	6,000	0.3%	Computer and Technology
MRK Merck & Co., Inc.	$454,240		0.0%	4,000	0.2%	Medical
EBAY eBay	$426,470		0.0%	6,650	0.2%	Retail/Wholesale
AFL Aflac	$424,840		0.0%	3,800	0.2%	Finance
HOV Hovnanian Enterprises	$408,740	$408,740 ▲	New Holding	2,000	0.2%	Construction
LRCX Lam Research	$408,040		0.0%	500	0.2%	Computer and Technology
RIO Rio Tinto Group	$405,669		0.0%	5,700	0.2%	Basic Materials
FVRR Fiverr International	$362,180		0.0%	14,000	0.2%	Retail/Wholesale
AZN AstraZeneca	$323,326	$15,582 ▼	-4.6%	4,150	0.2%	Medical
NSP Insperity	$286,000		0.0%	3,250	0.2%	Business Services
GEHC GE HealthCare Technologies	$284,366		0.0%	3,030	0.2%	Medical
CCS Century Communities	$272,897		0.0%	2,650	0.2%	Construction
LEN.B Lennar	$259,410		0.0%	1,500	0.1%	Construction
JNJ Johnson & Johnson	$258,648	$12,479 ▼	-4.6%	1,596	0.1%	Medical
BBAR Banco BBVA Argentina	$248,880	$248,880 ▲	New Holding	24,000	0.1%	Finance
LOW Lowe's Companies	$243,223	$243,223 ▲	New Holding	898	0.1%	Retail/Wholesale
TRV Travelers Companies	$234,120		0.0%	1,000	0.1%	Finance
BRK.B Berkshire Hathaway	$230,130		0.0%	500	0.1%	Finance
SNOW Snowflake	$229,720		0.0%	2,000	0.1%	Computer and Technology
MDT Medtronic	$229,216		0.0%	2,546	0.1%	Medical
FROG JFrog	$214,896	$2,904 ▼	-1.3%	7,400	0.1%	Computer and Technology
TXN Texas Instruments	$206,570	$206,570 ▲	New Holding	1,000	0.1%	Computer and Technology
SUPV Grupo Supervielle	$203,666	$203,666 ▲	New Holding	28,645	0.1%	Finance
SDGR Schrödinger	$189,674	$124,842 ▼	-39.7%	10,225	0.1%	Medical
HSIC Henry Schein	$0	$2,746,044 ▼	-100.0%	0	0.0%	Medical

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 (2024)

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 (2024)

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