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CIK: 0001841769
Total reported value
$285.1M
$285.1M
103 檔
14.5%
In Q4 2024, Legal Advantage Investments, Inc.'s U.S. equity holdings reached a combined market value of $285.1M, distributed across 103 disclosed stock positions.
In Q4 2024, Legal Advantage Investments, Inc. adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 5.86% | -0.98% | -3.52% | |
| 2 | VSEC | Vse CORP | Stock-Industrials | 4.35% | -0.70% | -7.45% | |
| 3 | TDG | Transdigm Group Inc | Stock-Industrials | 4.05% | -0.72% | -3.20% | |
| 4 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.79% | -0.99% | -0.87% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.76% | -0.72% | -0.92% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.27% | -0.87% | -4.00% | |
| 7 | TYL | Tyler Technologies Inc | Stock-Tech | 3.00% | — | -2.23% | |
| 8 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.69% | +1.12% | +99.57% | |
| 9 | ADBE | Adobe Inc | Stock-Tech | 2.55% | — | -1.36% | |
| 10 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.50% | -1.11% | -0.78% | |
| 11 | INTU | Intuit Inc | Stock-Tech | 2.48% | -0.56% | EXIT | |
| 12 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.26% | -0.56% | -1.93% | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.21% | -0.38% | -1.53% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.18% | -0.51% | +0.14% | |
| 15 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 2.05% | -2.53% | -2.59% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.03% | -1.47% | -2.31% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.74% | -0.53% | -1.50% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.70% | -0.59% | -1.79% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.62% | -0.50% | -0.71% | |
| 20 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.60% | -1.05% | — | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 1.59% | -0.74% | -1.46% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.58% | -0.22% | +5.54% | |
| 23 | BA | Boeing Co/the | Stock-Industrials | 1.58% | -0.53% | -8.70% | |
| 24 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.41% | -0.68% | +14.59% | |
| 25 | WGS | Genedx Holdings CORP | Stock-Other | 1.39% | -0.44% | -1.16% | |
| 26 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.38% | -0.68% | +29.66% | |
| 27 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.37% | -1.11% | EXIT | |
| 28 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.36% | -0.55% | -1.22% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 1.29% | -0.85% | +0.03% | |
| 30 | MOG-A | Moog Inc-class A | Stock-Other | 1.29% | -1.88% | EXIT | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 1.22% | +0.93% | -3.73% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 1.16% | +0.41% | +30.70% | |
| 33 | XYZ | Block Inc | Stock-Financials | 1.04% | — | +13.20% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.97% | -0.53% | EXIT | |
| 35 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.95% | — | -2.92% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.94% | -0.06% | -1.10% | |
| 37 | FNF | Fidelity National Financial | Stock-Financials | 0.89% | -0.27% | -1.95% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.87% | -0.31% | -1.45% | |
| 39 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.86% | — | -3.24% | |
| 40 | ADI | Analog Devices Inc | Stock-Tech | 0.82% | -0.18% | -0.41% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | — | — | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | -0.24% | -3.03% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.22% | -0.88% | |
| 44 | TT | Trane Technologies plc | Stock-Industrials | 0.70% | -0.17% | — | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | -0.20% | +2.96% | |
| 46 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.59% | — | -3.63% | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.58% | +0.15% | +0.15% | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.56% | — | -2.76% | |
| 49 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.51% | — | -4.18% | |
| 50 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.48% | -0.08% | +58.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1% | -2.31% | Trim |
| 2 | WGS | Genedx Holdings CORP | +0.6% | -1.16% | Trim |
| 3 | SLB | Slb LTD | +0.4% | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | +0.4% | -0.92% | Trim |
| 5 | DIS | Walt Disney Co/the | +0.4% | -0.87% | Trim |
| 6 | ESLT | Elbit Systems Ltd. | +0.4% | -2.59% | Trim |
| 7 | FISV | Fiserv Inc | +0.3% | -3.52% | Trim |
| 8 | VST | Vistra CORP | +0.3% | NEW | New buy |
| 9 | SHOP | Shopify Inc - Class A | +0.3% | -1.22% | Trim |
| 10 | XYZ | Block Inc | +0.3% | +13.20% | Add |
| 11 | NFLX | Netflix Inc | +0.3% | -1.46% | Trim |
| 12 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 13 | SCHW | Schwab (charles) CORP | +0.2% | -0.78% | Trim |
| 14 | OKTA | Okta Inc | +0.2% | NEW | New buy |
| 15 | HAL | Halliburton Co | +0.2% | NEW | New buy |
| 16 | CRM | Salesforce Inc | +0.1% | -0.90% | Trim |
| 17 | BMA | Banco Macro Sa-adr | +0.1% | +4.00% | Add |
| 18 | AAPL | Apple Inc | +0.1% | +5.54% | Add |
| 19 | VCYT | Veracyte Inc | +0.1% | NEW | New buy |
| 20 | MNDY | monday.com Ltd. | +0.1% | NEW | New buy |
| 21 | SUPV | Grupo Supervielle Sa-sp Adr | +0.1% | — | Unchanged |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | New buy |
| 23 | IOT | Samsara Inc-cl A | +0.1% | NEW | New buy |
| 24 | YPF | Ypf S.a.-sponsored Adr | +0.1% | NEW | New buy |
| 25 | VSEC | Vse CORP | +0.1% | -7.45% | Trim |
| 26 | BBAR | Bbva Argentina Sa-adr | +0.1% | — | Unchanged |
| 27 | NVDA | Nvidia CORP | +0.1% | -0.71% | Trim |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.10% | Trim |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | +99.57% | Add |
| 31 | SDGR | Schrodinger Inc | -0.1% | EXIT | Sold out |
| 32 | AMGN | Amgen Inc | -0.1% | -0.70% | Trim |
| 33 | LOW | Lowe's Cos Inc | -0.1% | EXIT | Sold out |
| 34 | SNOW | Snowflake Inc | -0.1% | EXIT | Sold out |
| 35 | LHX | L3harris Technologies Inc | -0.1% | -3.63% | Trim |
| 36 | LEN-B | Lennar CORP - B Shs | -0.1% | EXIT | Sold out |
| 37 | ZTS | Zoetis Inc | -0.1% | +0.15% | Add |
| 38 | CCS | Century Communities Inc | -0.2% | EXIT | Sold out |
| 39 | FNF | Fidelity National Financial | -0.2% | -1.95% | Trim |
| 40 | FBIN | Fortune Brands Innovations I | -0.2% | -4.17% | Trim |
| 41 | XBI | Ss Spdr S&p Biotech ETF | -0.2% | -2.92% | Trim |
| 42 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
| 43 | TYL | Tyler Technologies Inc | -0.2% | -2.23% | Trim |
| 44 | LMT | Lockheed Martin CORP | -0.2% | -1.45% | Trim |
| 45 | NOC | Northrop Grumman CORP | -0.3% | — | Unchanged |
| 46 | MSFT | Microsoft CORP | -0.3% | -4.00% | Trim |
| 47 | AMAT | Applied Materials Inc | -0.4% | -3.73% | Trim |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.6% | -1.53% | Trim |
| 49 | ADBE | Adobe Inc | -0.6% | -1.36% | Trim |
| 50 | TDG | Transdigm Group Inc | -0.9% | -3.20% | 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 103 disclosed positions in Q4 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, VSEC, TDG) accounted for 14.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
SLB
市值: $791.5K
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $408.0K
During Q4 2024, Legal Advantage Investments, Inc.'s top holdings by market value included FISV (5.9%)、VSEC (4.3%)、TDG (4.0%). The largest single position, FISV, represented 5.9% of total portfolio value.
In Q4 2024, Legal Advantage Investments, Inc. made 46 total portfolio adjustments, initiating 10 new buys, adding to 5 positions, trimming 25 holdings, and fully liquidating 6 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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