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CIK: 0001841769
Total reported value
$285.1M
$285.1M
96 檔
14.2%
The Q1 2025 SEC filing reveals that Legal Advantage Investments, Inc. held a total portfolio value of $285.1M, covering 96 public equity positions.
In Q1 2025, Legal Advantage Investments, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 6.37% | -0.98% | -0.93% | |
| 2 | TDG | Transdigm Group Inc | Stock-Industrials | 4.50% | -0.72% | -0.33% | |
| 3 | VSEC | Vse CORP | Stock-Industrials | 3.85% | -0.70% | -31.19% | |
| 4 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.64% | -0.99% | +6.20% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.53% | -0.72% | +5.89% | |
| 6 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 3.11% | -2.53% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.09% | -0.87% | +3.89% | |
| 8 | TYL | Tyler Technologies Inc | Stock-Tech | 3.04% | — | -1.78% | |
| 9 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.87% | -1.11% | +6.26% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.57% | +1.12% | -0.18% | |
| 11 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.55% | -0.56% | +0.07% | |
| 12 | INTU | Intuit Inc | Stock-Tech | 2.42% | -0.56% | EXIT | |
| 13 | WGS | Genedx Holdings CORP | Stock-Other | 2.42% | -0.44% | +48.39% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.21% | -0.38% | +2.49% | |
| 15 | ADBE | Adobe Inc | Stock-Tech | 2.16% | — | -4.00% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.11% | -0.51% | -0.35% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.04% | -1.47% | -11.81% | |
| 18 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.78% | -1.05% | — | |
| 19 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.72% | -0.68% | +3.82% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.70% | -0.74% | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.70% | -0.59% | -0.91% | |
| 22 | BA | Boeing Co/the | Stock-Industrials | 1.55% | -0.53% | -0.24% | |
| 23 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.52% | -1.11% | EXIT | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.51% | -0.85% | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.47% | -0.22% | +2.51% | |
| 26 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.45% | -0.68% | +1.59% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 1.43% | -0.53% | -4.05% | |
| 28 | ASML | ASML Holding N.V. | Stock-Tech | 1.34% | +0.41% | +18.22% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | -0.50% | — | |
| 30 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.24% | -0.55% | -0.41% | |
| 31 | MOG-A | Moog Inc-class A | Stock-Other | 1.18% | -1.88% | EXIT | |
| 32 | FNF | Fidelity National Financial | Stock-Financials | 1.12% | -0.27% | +5.81% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 1.11% | +0.93% | — | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | -0.24% | — | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.82% | -0.31% | — | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.81% | -0.06% | +0.22% | |
| 37 | ADI | Analog Devices Inc | Stock-Tech | 0.79% | -0.18% | — | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.79% | -0.53% | EXIT | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.22% | -0.88% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | -0.20% | — | |
| 41 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.73% | — | -1.21% | |
| 42 | XYZ | Block Inc | Stock-Financials | 0.68% | — | -0.32% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | — | — | |
| 44 | TT | Trane Technologies plc | Stock-Industrials | 0.64% | -0.17% | -2.78% | |
| 45 | FIS | Fidelity National Info Serv | Stock-Tech | 0.62% | — | +83.33% | |
| 46 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.60% | — | — | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.60% | +0.15% | +0.22% | |
| 48 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.54% | — | -3.28% | |
| 49 | INMD | InMode Ltd. | Stock-Other | 0.54% | — | +99.93% | |
| 50 | VST | Vistra CORP | Stock-Utilities | 0.53% | -0.64% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | — | NEW | New buy |
| 2 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 3 | VSEC | Vse CORP | — | NEW | New buy |
| 4 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | ESLT | Elbit Systems Ltd. | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | TYL | Tyler Technologies Inc | — | NEW | New buy |
| 9 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 10 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 11 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 12 | INTU | Intuit Inc | — | NEW | New buy |
| 13 | WGS | Genedx Holdings CORP | — | NEW | New buy |
| 14 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 15 | ADBE | Adobe Inc | — | NEW | New buy |
| 16 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 17 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 18 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 19 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 20 | NFLX | Netflix Inc | — | NEW | New buy |
| 21 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 22 | BA | Boeing Co/the | — | NEW | New buy |
| 23 | SSNC | Ss&c Technologies Holdings | — | NEW | New buy |
| 24 | RTX | Rtx CORP | — | NEW | New buy |
| 25 | AAPL | Apple Inc | — | NEW | New buy |
| 26 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 27 | ORCL | Oracle CORP | — | NEW | New buy |
| 28 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 29 | NVDA | Nvidia CORP | — | NEW | New buy |
| 30 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 31 | MOG-A | Moog Inc-class A | — | NEW | New buy |
| 32 | FNF | Fidelity National Financial | — | NEW | New buy |
| 33 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 34 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 35 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 36 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 37 | ADI | Analog Devices Inc | — | NEW | New buy |
| 38 | CRM | Salesforce Inc | — | NEW | New buy |
| 39 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 40 | MA | Mastercard Inc - A | — | NEW | New buy |
| 41 | ULTA | Ulta Beauty Inc | — | NEW | New buy |
| 42 | XYZ | Block Inc | — | NEW | New buy |
| 43 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 44 | TT | Trane Technologies plc | — | NEW | New buy |
| 45 | FIS | Fidelity National Info Serv | — | NEW | New buy |
| 46 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 47 | ZTS | Zoetis Inc | — | NEW | New buy |
| 48 | ZBH | Zimmer Biomet Holdings Inc | — | NEW | New buy |
| 49 | INMD | InMode Ltd. | — | NEW | New buy |
| 50 | VST | Vistra CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Legal Advantage Investments, Inc. reported a total U.S. public equity portfolio value of $285.1M across 96 disclosed positions in Q1 2025.
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 14.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
FISV
市值: $11.8M
During Q1 2025, Legal Advantage Investments, Inc.'s top holdings by market value included FISV (6.4%)、TDG (4.5%)、VSEC (3.9%). The largest single position, FISV, represented 6.4% of total portfolio value.
In Q1 2025, Legal Advantage Investments, Inc. made 50 total portfolio adjustments, initiating 50 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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