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CIK: 0001841769
Total reported value
$285.1M
$285.1M
89 檔
14.7%
During the Q3 2025 filing period, Legal Advantage Investments, Inc. (CIK: 0001841769) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $285.1M across 89 reported positions.
Legal Advantage Investments, Inc. executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 10 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VSEC | Vse CORP | Stock-Industrials | 4.22% | -0.70% | -3.05% | |
| 2 | TDG | Transdigm Group Inc | Stock-Industrials | 4.08% | -0.72% | +5.44% | |
| 3 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.52% | -0.99% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.51% | -0.72% | +0.59% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -0.87% | -1.49% | |
| 6 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 3.40% | -2.53% | — | |
| 7 | FISV | Fiserv Inc | Stock-Other | 3.33% | -0.98% | -1.16% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.22% | -1.47% | -13.81% | |
| 9 | WGS | Genedx Holdings CORP | Stock-Other | 2.94% | -0.44% | +0.08% | |
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.82% | +1.12% | +9.96% | |
| 11 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.80% | -1.11% | -2.40% | |
| 12 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.68% | -0.56% | -0.99% | |
| 13 | ASML | ASML Holding N.V. | Stock-Tech | 2.68% | +0.41% | +9.06% | |
| 14 | TYL | Tyler Technologies Inc | Stock-Tech | 2.18% | — | — | |
| 15 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.12% | -0.68% | +1.61% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 2.12% | -0.53% | -0.36% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.10% | -0.51% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | -0.50% | — | |
| 19 | BA | Boeing Co/the | Stock-Industrials | 2.05% | -0.53% | +14.35% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 1.94% | -0.56% | EXIT | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.91% | -0.85% | -4.48% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.90% | -0.22% | -1.58% | |
| 23 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.83% | -0.68% | -0.55% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.82% | -0.38% | +0.30% | |
| 25 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.75% | -0.55% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | -0.59% | — | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 1.73% | -0.74% | — | |
| 28 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.66% | -1.05% | -2.26% | |
| 29 | APP | Applovin Corp-class A | Stock-Tech | 1.37% | -0.20% | -2.30% | |
| 30 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.31% | -1.11% | EXIT | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 1.28% | +0.93% | +3.04% | |
| 32 | MOG-A | Moog Inc-class A | Stock-Other | 1.16% | -1.88% | EXIT | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.12% | -0.06% | -1.11% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | — | — | |
| 35 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.87% | — | — | |
| 36 | FNF | Fidelity National Financial | Stock-Financials | 0.83% | -0.27% | -0.98% | |
| 37 | ADI | Analog Devices Inc | Stock-Tech | 0.81% | -0.18% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | -0.22% | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | -0.24% | — | |
| 40 | VST | Vistra CORP | Stock-Utilities | 0.73% | -0.64% | EXIT | |
| 41 | XYZ | Block Inc | Stock-Financials | 0.72% | — | -3.50% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.20% | — | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.63% | -0.17% | — | |
| 44 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.61% | — | — | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.53% | EXIT | |
| 46 | MRNA | Moderna Inc | Stock-Healthcare | 0.56% | -0.09% | — | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.56% | +0.15% | +29.77% | |
| 48 | GRAL | Grail Inc | Stock-Healthcare | 0.56% | -0.12% | — | |
| 49 | OKTA | Okta Inc | Stock-Tech | 0.56% | — | +41.93% | |
| 50 | ZS | Zscaler Inc | Stock-Tech | 0.54% | -0.28% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | +1.3% | +9.06% | Add |
| 2 | PLTR | Palantir Technologies Inc-a | +1.2% | -13.81% | Trim |
| 3 | NVDA | Nvidia CORP | +0.8% | — | Add |
| 4 | ORCL | Oracle CORP | +0.7% | -0.36% | Trim |
| 5 | WGS | Genedx Holdings CORP | +0.5% | +0.08% | Add |
| 6 | SHOP | Shopify Inc - Class A | +0.5% | — | Add |
| 7 | BA | Boeing Co/the | +0.5% | +14.35% | Add |
| 8 | AAPL | Apple Inc | +0.4% | -1.58% | Add |
| 9 | MELI | Mercadolibre Inc | +0.4% | +1.61% | Add |
| 10 | RTX | Rtx CORP | +0.4% | -4.48% | Add |
| 11 | MSFT | Microsoft CORP | +0.4% | -1.49% | Trim |
| 12 | IDXX | Idexx Laboratories Inc | +0.4% | -0.55% | Trim |
| 13 | VSEC | Vse CORP | +0.4% | -3.05% | Trim |
| 14 | GRAL | Grail Inc | +0.4% | — | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -1.11% | Trim |
| 16 | RBRK | Rubrik Inc-a | +0.3% | +32.14% | Add |
| 17 | ESLT | Elbit Systems Ltd. | +0.3% | — | Trim |
| 18 | OKTA | Okta Inc | +0.3% | +41.93% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.3% | +9.96% | Add |
| 20 | ✓ | Cyberark Software LTD. Cmn | +0.3% | — | Add |
| 21 | GOOG | Alphabet Inc-cl C | +0.2% | — | Unchanged |
| 22 | VST | Vistra CORP | +0.2% | — | Unchanged |
| 23 | AMAT | Applied Materials Inc | +0.2% | +3.04% | Trim |
| 24 | ULTA | Ulta Beauty Inc | +0.1% | — | Trim |
| 25 | VEEV | Veeva Systems Inc-class A | +0.1% | -0.99% | Trim |
| 26 | ZS | Zscaler Inc | +0.1% | — | Unchanged |
| 27 | META | Meta Platforms Inc-class A | 0% | — | Trim |
| 28 | NFLX | Netflix Inc | 0% | — | Trim |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Add |
| 30 | AMZN | Amazon.com Inc | 0% | +0.59% | Add |
| 31 | SCHW | Schwab (charles) CORP | -0.1% | -2.40% | Trim |
| 32 | DIS | Walt Disney Co/the | -0.1% | — | Trim |
| 33 | TDG | Transdigm Group Inc | -0.4% | +5.44% | Add |
| 34 | TYL | Tyler Technologies Inc | -0.9% | — | Trim |
| 35 | FISV | Fiserv Inc | -3% | -1.16% | Add |
| 36 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 37 | APP | Applovin Corp-class A | — | NEW | New buy |
| 38 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
| 39 | MRNA | Moderna Inc | — | NEW | New buy |
| 40 | LHX | L3harris Technologies Inc | — | EXIT | Sold out |
| 41 | ZBH | Zimmer Biomet Holdings Inc | — | EXIT | Sold out |
| 42 | INMD | InMode Ltd. | — | EXIT | Sold out |
| 43 | VRTX | Vertex Pharmaceuticals Inc | — | EXIT | Sold out |
| 44 | MCK | Mckesson CORP | — | EXIT | Sold out |
| 45 | TWLO | Twilio Inc - A | — | NEW | New buy |
| 46 | NBIS | Nebius Group N.V. | — | NEW | New buy |
| 47 | SPT | Sprout Social Inc - Class A | — | EXIT | Sold out |
| 48 | BMA | Banco Macro Sa-adr | — | EXIT | Sold out |
| 49 | TATT | TAT Technologies Ltd. | — | NEW | New buy |
| 50 | BBAR | Bbva Argentina Sa-adr | — | EXIT | Sold out |
According to official SEC Form 13F filings, Legal Advantage Investments, Inc. reported a total U.S. public equity portfolio value of $285.1M across 89 disclosed positions in Q3 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 VSEC, TDG, DIS) accounted for 14.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
APP
市值: $3.1M
Top Position Liquidated / Trimmed
ADBE
前期市值: $4.0M
During Q3 2025, Legal Advantage Investments, Inc.'s top holdings by market value included VSEC (4.2%)、TDG (4.1%)、DIS (3.5%). The largest single position, VSEC, represented 4.2% of total portfolio value.
In Q3 2025, Legal Advantage Investments, Inc. made 47 total portfolio adjustments, initiating 5 new buys, adding to 17 positions, trimming 15 holdings, and fully liquidating 10 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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