13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001841769
Total reported value
$285.1M
$285.1M
99 檔
13.9%
According to the latest 13F quarterly dataset, Legal Advantage Investments, Inc. managed an equity portfolio of $285.1M at the end of Q3 2024, spanning 99 distinct U.S. exchange-listed positions.
Legal Advantage Investments, Inc. executed strategic sector rebalancing during Q3 2024, establishing 7 new positions while fully exiting 2 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 5.52% | -0.98% | -0.71% | |
| 2 | TDG | Transdigm Group Inc | Stock-Industrials | 4.90% | -0.72% | -0.86% | |
| 3 | VSEC | Vse CORP | Stock-Industrials | 4.25% | -0.70% | -30.55% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.61% | -0.87% | -0.66% | |
| 5 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.43% | -0.99% | +18.37% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.35% | -0.72% | +11.78% | |
| 7 | TYL | Tyler Technologies Inc | Stock-Tech | 3.23% | — | -0.98% | |
| 8 | ADBE | Adobe Inc | Stock-Tech | 3.14% | — | -0.54% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.77% | -0.38% | -0.55% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.64% | +1.12% | +4.47% | |
| 11 | INTU | Intuit Inc | Stock-Tech | 2.58% | -0.56% | EXIT | |
| 12 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.39% | -0.56% | -0.48% | |
| 13 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.29% | -1.11% | +4.21% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.21% | -0.51% | -0.70% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.93% | -1.05% | — | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.88% | -0.53% | -1.07% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.76% | -0.59% | — | |
| 18 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 1.70% | -2.53% | -1.86% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.64% | +0.93% | -0.41% | |
| 20 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.55% | -0.68% | — | |
| 21 | BA | Boeing Co/the | Stock-Industrials | 1.55% | -0.53% | -0.38% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.53% | -0.50% | -0.43% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.45% | -0.22% | -1.73% | |
| 24 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.42% | -1.11% | EXIT | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.41% | -0.85% | -1.10% | |
| 26 | MOG-A | Moog Inc-class A | Stock-Other | 1.39% | -1.88% | EXIT | |
| 27 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.35% | -0.68% | -2.71% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 1.34% | -0.74% | — | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.12% | — | -2.60% | |
| 30 | ASML | ASML Holding N.V. | Stock-Tech | 1.11% | +0.41% | +10.22% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.11% | -0.31% | -0.72% | |
| 32 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.08% | -0.55% | — | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.06% | -1.47% | +26.83% | |
| 34 | FNF | Fidelity National Financial | Stock-Financials | 1.05% | -0.27% | -1.44% | |
| 35 | ADI | Analog Devices Inc | Stock-Tech | 0.93% | -0.18% | — | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.87% | -0.06% | +19.71% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.83% | -0.53% | EXIT | |
| 38 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.82% | — | — | |
| 39 | WGS | Genedx Holdings CORP | Stock-Other | 0.80% | -0.44% | +74.24% | |
| 40 | TT | Trane Technologies plc | Stock-Industrials | 0.77% | -0.17% | — | |
| 41 | XYZ | Block Inc | Stock-Financials | 0.76% | — | -0.49% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | -0.24% | +52.31% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | — | — | |
| 44 | ZTS | Zoetis Inc | Stock-Healthcare | 0.72% | +0.15% | -1.47% | |
| 45 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.72% | — | — | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.67% | — | -2.24% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.22% | — | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.20% | — | |
| 49 | FBIN | Fortune Brands Innovations I | Stock-Industrials | 0.59% | — | — | |
| 50 | TECH | Bio-techne CORP | Stock-Healthcare | 0.58% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +0.7% | -0.71% | Trim |
| 2 | WGS | Genedx Holdings CORP | +0.5% | +74.24% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +0.5% | +26.83% | Add |
| 4 | DIS | Walt Disney Co/the | +0.3% | +18.37% | Add |
| 5 | TYL | Tyler Technologies Inc | +0.3% | -0.98% | Trim |
| 6 | TDG | Transdigm Group Inc | +0.3% | -0.86% | Trim |
| 7 | NOC | Northrop Grumman CORP | +0.3% | — | Unchanged |
| 8 | V | Visa Inc-class A Shares | +0.3% | +52.31% | Add |
| 9 | BMA | Banco Macro Sa-adr | +0.3% | NEW | New buy |
| 10 | PYPL | Paypal Holdings Inc | +0.3% | NEW | New buy |
| 11 | MELI | Mercadolibre Inc | +0.3% | — | Unchanged |
| 12 | ORCL | Oracle CORP | +0.2% | -1.07% | Trim |
| 13 | HOV | Hovnanian Enterprises-a | +0.2% | NEW | New buy |
| 14 | VEEV | Veeva Systems Inc-class A | +0.2% | -0.48% | Trim |
| 15 | MOG-A | Moog Inc-class A | +0.2% | — | Unchanged |
| 16 | LMT | Lockheed Martin CORP | +0.2% | -0.72% | Trim |
| 17 | DHI | Dr Horton Inc | +0.2% | +32.52% | Add |
| 18 | RTX | Rtx CORP | +0.2% | -1.10% | Trim |
| 19 | AMGN | Amgen Inc | +0.2% | +46.95% | Add |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.2% | -0.55% | Trim |
| 21 | FNF | Fidelity National Financial | +0.2% | -1.44% | Trim |
| 22 | SSNC | Ss&c Technologies Holdings | +0.2% | -1.17% | Trim |
| 23 | SHOP | Shopify Inc - Class A | +0.2% | — | Unchanged |
| 24 | FBIN | Fortune Brands Innovations I | +0.1% | — | Unchanged |
| 25 | BBAR | Bbva Argentina Sa-adr | +0.1% | NEW | New buy |
| 26 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 27 | PHM | Pultegroup Inc | +0.1% | +33.11% | Add |
| 28 | LOW | Lowe's Cos Inc | +0.1% | NEW | New buy |
| 29 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +19.71% | Add |
| 30 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 31 | SUPV | Grupo Supervielle Sa-sp Adr | +0.1% | NEW | New buy |
| 32 | ESLT | Elbit Systems Ltd. | +0.1% | -1.86% | Trim |
| 33 | AMZN | Amazon.com Inc | +0.1% | +11.78% | Add |
| 34 | TT | Trane Technologies plc | +0.1% | — | Unchanged |
| 35 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 36 | AAPL | Apple Inc | +0.1% | -1.73% | Trim |
| 37 | PANW | Palo Alto Networks Inc | 0% | +4.47% | Add |
| 38 | VTI | Vanguard Total Stock Mkt ETF | — | -0.70% | Trim |
| 39 | SDGR | Schrodinger Inc | -0.1% | -39.69% | Trim |
| 40 | SPT | Sprout Social Inc - Class A | -0.1% | — | Unchanged |
| 41 | ASML | ASML Holding N.V. | -0.2% | +10.22% | Add |
| 42 | BABA | Alibaba Group Holding-sp Adr | -0.2% | EXIT | Sold out |
| 43 | INTU | Intuit Inc | -0.3% | — | Unchanged |
| 44 | SCHW | Schwab (charles) CORP | -0.3% | +4.21% | Add |
| 45 | MSFT | Microsoft CORP | -0.4% | -0.66% | Trim |
| 46 | AMAT | Applied Materials Inc | -0.4% | -0.41% | Trim |
| 47 | BA | Boeing Co/the | -0.4% | -0.38% | Trim |
| 48 | ADBE | Adobe Inc | -0.4% | -0.54% | Trim |
| 49 | HSIC | Henry Schein Inc | -1.6% | EXIT | Sold out |
| 50 | VSEC | Vse CORP | -2.6% | -30.55% | Trim |
According to official SEC Form 13F filings, Legal Advantage Investments, Inc. reported a total U.S. public equity portfolio value of $285.1M across 99 disclosed positions in Q3 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 FISV, TDG, VSEC) accounted for 13.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
BMA
市值: $476.3K
Top Position Liquidated / Trimmed
HSIC
前期市值: $2.7M
During Q3 2024, Legal Advantage Investments, Inc.'s top holdings by market value included FISV (5.5%)、TDG (4.9%)、VSEC (4.3%). The largest single position, FISV, represented 5.5% of total portfolio value.
In Q3 2024, Legal Advantage Investments, Inc. made 40 total portfolio adjustments, initiating 7 new buys, adding to 12 positions, trimming 19 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.