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CIK: 0001841769
Total reported value
$285.1M
$285.1M
94 檔
15.3%
At the close of Q2 2025, Legal Advantage Investments, Inc. disclosed equity holdings valued at approximately $285.1M, spread across 94 reported holdings.
Legal Advantage Investments, Inc. executed strategic sector rebalancing during Q2 2025, establishing 4 new positions while fully exiting 7 holdings and trimming 15 positions.
In terms of portfolio concentration, the top 5 core holdings (including FISV, TDG, DIS) accounted for 15.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
APP
市值: $1.5M
Top Position Liquidated / Trimmed
LMT
前期市值: $1.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 4.67% | -0.98% | +8.52% | |
| 2 | TDG | Transdigm Group Inc | Stock-Industrials | 4.64% | -0.72% | +8.30% | |
| 3 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.96% | -0.99% | -0.03% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.63% | -0.72% | +2.91% | |
| 5 | VSEC | Vse CORP | Stock-Industrials | 3.57% | -0.70% | -2.18% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.52% | -0.87% | -0.49% | |
| 7 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 3.12% | -2.53% | -1.33% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.90% | -1.47% | +1.45% | |
| 9 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.84% | -1.11% | -1.83% | |
| 10 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.71% | -0.56% | -0.98% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.68% | +1.12% | +0.21% | |
| 12 | WGS | Genedx Holdings CORP | Stock-Other | 2.62% | -0.44% | +19.76% | |
| 13 | TYL | Tyler Technologies Inc | Stock-Tech | 2.56% | — | -4.39% | |
| 14 | INTU | Intuit Inc | Stock-Tech | 2.54% | -0.56% | EXIT | |
| 15 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.43% | -0.68% | +21.77% | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 2.11% | +0.41% | +50.13% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.02% | -0.51% | +0.05% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 2.01% | -0.74% | -4.89% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.83% | -0.50% | +8.77% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.82% | -0.59% | -3.21% | |
| 21 | BA | Boeing Co/the | Stock-Industrials | 1.81% | -0.53% | +9.61% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.81% | -0.85% | +25.40% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 1.74% | — | -8.03% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.72% | -0.53% | -11.35% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.62% | -0.22% | +37.51% | |
| 26 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.60% | -0.68% | — | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.58% | -0.38% | +1.22% | |
| 28 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.45% | -1.05% | -6.78% | |
| 29 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.41% | -0.55% | +8.30% | |
| 30 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.27% | -1.11% | EXIT | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 1.15% | +0.93% | -4.94% | |
| 32 | MOG-A | Moog Inc-class A | Stock-Other | 1.07% | -1.88% | EXIT | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.96% | -0.06% | — | |
| 34 | ADI | Analog Devices Inc | Stock-Tech | 0.81% | -0.18% | — | |
| 35 | FNF | Fidelity National Financial | Stock-Financials | 0.81% | -0.27% | -3.61% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | -0.24% | — | |
| 37 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.77% | — | -4.07% | |
| 38 | VST | Vistra CORP | Stock-Utilities | 0.75% | -0.64% | EXIT | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | -0.22% | -4.02% | |
| 40 | XYZ | Block Inc | Stock-Financials | 0.73% | — | -0.91% | |
| 41 | APP | Applovin Corp-class A | Stock-Tech | 0.71% | -0.20% | — | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.69% | -0.53% | EXIT | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.67% | -0.17% | -5.72% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | — | — | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.20% | — | |
| 46 | ZS | Zscaler Inc | Stock-Tech | 0.59% | -0.28% | EXIT | |
| 47 | FIS | Fidelity National Info Serv | Stock-Tech | 0.59% | — | — | |
| 48 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.53% | — | +40.00% | |
| 49 | ZTS | Zoetis Inc | Stock-Healthcare | 0.48% | +0.15% | -2.96% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | +0.10% | -1.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.9% | +1.45% | Add |
| 2 | ASML | ASML Holding N.V. | +0.8% | +50.13% | Add |
| 3 | MELI | Mercadolibre Inc | +0.7% | +21.77% | Add |
| 4 | APP | Applovin Corp-class A | +0.7% | NEW | New buy |
| 5 | NVDA | Nvidia CORP | +0.5% | +8.77% | Add |
| 6 | TWLO | Twilio Inc - A | +0.5% | NEW | New buy |
| 7 | MSFT | Microsoft CORP | +0.4% | -0.49% | Trim |
| 8 | DIS | Walt Disney Co/the | +0.3% | -0.03% | Trim |
| 9 | NFLX | Netflix Inc | +0.3% | -4.89% | Trim |
| 10 | RTX | Rtx CORP | +0.3% | +25.40% | Add |
| 11 | ORCL | Oracle CORP | +0.3% | -11.35% | Trim |
| 12 | NTRA | Natera Inc | +0.3% | NEW | New buy |
| 13 | BA | Boeing Co/the | +0.3% | +9.61% | Add |
| 14 | RBRK | Rubrik Inc-a | +0.2% | +121.95% | Add |
| 15 | VST | Vistra CORP | +0.2% | — | Unchanged |
| 16 | WGS | Genedx Holdings CORP | +0.2% | +19.76% | Add |
| 17 | TATT | TAT Technologies Ltd. | +0.2% | NEW | New buy |
| 18 | SHOP | Shopify Inc - Class A | +0.2% | +8.30% | Add |
| 19 | ✓ | Cyberark Software LTD. Cmn | +0.2% | +40.00% | Add |
| 20 | OKTA | Okta Inc | +0.2% | +91.18% | Add |
| 21 | VEEV | Veeva Systems Inc-class A | +0.2% | -0.98% | Trim |
| 22 | ZS | Zscaler Inc | +0.2% | — | Unchanged |
| 23 | IDXX | Idexx Laboratories Inc | +0.2% | — | Unchanged |
| 24 | AAPL | Apple Inc | +0.2% | +37.51% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | — | Unchanged |
| 26 | TDG | Transdigm Group Inc | +0.1% | +8.30% | Add |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +126.00% | Add |
| 28 | INTU | Intuit Inc | +0.1% | -5.67% | Trim |
| 29 | META | Meta Platforms Inc-class A | +0.1% | -3.21% | Trim |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | +0.21% | Add |
| 31 | AMZN | Amazon.com Inc | +0.1% | +2.91% | Add |
| 32 | XYZ | Block Inc | +0.1% | -0.91% | Trim |
| 33 | AMAT | Applied Materials Inc | 0% | -4.94% | Trim |
| 34 | ULTA | Ulta Beauty Inc | 0% | -4.07% | Trim |
| 35 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 36 | ESLT | Elbit Systems Ltd. | 0% | -1.33% | Trim |
| 37 | SCHW | Schwab (charles) CORP | 0% | -1.83% | Trim |
| 38 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.05% | Add |
| 39 | HAL | Halliburton Co | -0.2% | EXIT | Sold out |
| 40 | GRAL | Grail Inc | -0.2% | EXIT | Sold out |
| 41 | VSEC | Vse CORP | -0.3% | -2.18% | Trim |
| 42 | FNF | Fidelity National Financial | -0.3% | -3.61% | Trim |
| 43 | SPT | Sprout Social Inc - Class A | -0.3% | EXIT | Sold out |
| 44 | ADBE | Adobe Inc | -0.4% | -8.03% | Trim |
| 45 | MCK | Mckesson CORP | -0.4% | EXIT | Sold out |
| 46 | INMD | InMode Ltd. | -0.5% | EXIT | Sold out |
| 47 | LHX | L3harris Technologies Inc | -0.6% | EXIT | Sold out |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.6% | +1.22% | Add |
| 49 | LMT | Lockheed Martin CORP | -0.8% | EXIT | Sold out |
| 50 | FISV | Fiserv Inc | -1.7% | +8.52% | Add |
According to official SEC Form 13F filings, Legal Advantage Investments, Inc. reported a total U.S. public equity portfolio value of $285.1M across 94 disclosed positions in Q2 2025.
During Q2 2025, Legal Advantage Investments, Inc.'s top holdings by market value included FISV (4.7%)、TDG (4.6%)、DIS (4.0%). The largest single position, FISV, represented 4.7% of total portfolio value.
In Q2 2025, Legal Advantage Investments, Inc. made 45 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 15 holdings, and fully liquidating 7 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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