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CIK: 0001841769
Total reported value
$285.1M
$285.1M
104 檔
15.2%
As reported in its official Q1 2024 Form 13F filing, Legal Advantage Investments, Inc.'s tracked investment portfolio stood at $285.1M with 104 total positions.
During Q1 2024, Legal Advantage Investments, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VSEC | Vse CORP | Stock-Industrials | 7.33% | -0.70% | -29.50% | |
| 2 | FISV | Fiserv Inc | Stock-Other | 5.07% | -0.98% | -14.72% | |
| 3 | TDG | Transdigm Group Inc | Stock-Industrials | 4.46% | -0.72% | -1.13% | |
| 4 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.75% | -0.99% | +3.49% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.62% | -0.87% | -4.97% | |
| 6 | ADBE | Adobe Inc | Stock-Tech | 3.13% | — | -0.11% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | -0.72% | +1.26% | |
| 8 | INTU | Intuit Inc | Stock-Tech | 2.75% | -0.56% | EXIT | |
| 9 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.70% | -0.56% | -0.24% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.67% | -0.38% | — | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.61% | -1.11% | +3.69% | |
| 12 | TYL | Tyler Technologies Inc | Stock-Tech | 2.42% | — | -7.10% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.08% | -0.51% | — | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.05% | +1.12% | +8.39% | |
| 15 | BA | Boeing Co/the | Stock-Industrials | 2.01% | -0.53% | +0.54% | |
| 16 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 1.85% | -2.53% | — | |
| 17 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.85% | — | — | |
| 18 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.80% | -1.05% | — | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.70% | +0.93% | -3.46% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | -0.59% | -6.98% | |
| 21 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.51% | -0.68% | — | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.42% | -0.53% | +0.50% | |
| 23 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.28% | -1.11% | EXIT | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.18% | -0.85% | -0.12% | |
| 25 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.17% | — | -0.55% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 1.16% | -0.74% | — | |
| 27 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.14% | -0.68% | +17.38% | |
| 28 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.14% | — | -1.71% | |
| 29 | MOG-A | Moog Inc-class A | Stock-Other | 1.13% | -1.88% | EXIT | |
| 30 | AAPL | Apple Inc | Stock-Tech | 1.11% | -0.22% | — | |
| 31 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.06% | -0.55% | — | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.99% | +0.41% | — | |
| 33 | XYZ | Block Inc | Stock-Financials | 0.97% | — | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | -0.50% | -25.75% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.94% | -0.53% | EXIT | |
| 36 | FNF | Fidelity National Financial | Stock-Financials | 0.93% | -0.27% | -2.49% | |
| 37 | SWAVUSD | Shockwave Medical Inc | Stock-Other | 0.91% | — | — | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.88% | -0.31% | -1.59% | |
| 39 | ADI | Analog Devices Inc | Stock-Tech | 0.81% | -0.18% | — | |
| 40 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.74% | — | — | |
| 41 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.72% | — | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | — | — | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.67% | -0.17% | -2.44% | |
| 44 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.66% | — | -2.90% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.20% | — | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.65% | +0.15% | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.22% | — | |
| 48 | SPT | Sprout Social Inc - Class A | Stock-Other | 0.63% | — | — | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.58% | -0.06% | — | |
| 50 | TECH | Bio-techne CORP | Stock-Healthcare | 0.52% | -0.04% | -0.75% |
According to official SEC Form 13F filings, Legal Advantage Investments, Inc. reported a total U.S. public equity portfolio value of $285.1M across 104 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VSEC, FISV, TDG) accounted for 15.2% of total reported equity market value during Q1 2024.
During Q1 2024, Legal Advantage Investments, Inc.'s top holdings by market value included VSEC (7.3%)、FISV (5.1%)、TDG (4.5%). The largest single position, VSEC, represented 7.3% of total portfolio value.
In Q1 2024, Legal Advantage Investments, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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