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CIK: 0001841769
Total reported value
$285.1M
$285.1M
83 檔
15.3%
The Q4 2025 SEC filing reveals that Legal Advantage Investments, Inc. held a total portfolio value of $285.1M, covering 83 public equity positions.
In Q4 2025, Legal Advantage Investments, Inc. adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TDG | Transdigm Group Inc | Stock-Industrials | 4.50% | -0.72% | +6.10% | |
| 2 | VSEC | Vse CORP | Stock-Industrials | 4.39% | -0.70% | -2.73% | |
| 3 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 3.94% | -2.53% | -0.67% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.81% | -0.72% | +0.28% | |
| 5 | WGS | Genedx Holdings CORP | Stock-Other | 3.59% | -0.44% | -1.65% | |
| 6 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.47% | -1.47% | +7.61% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.38% | -0.87% | +1.11% | |
| 8 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.19% | -0.99% | -11.31% | |
| 9 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.94% | -1.11% | -2.31% | |
| 10 | ASML | ASML Holding N.V. | Stock-Tech | 2.84% | +0.41% | -6.60% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.63% | +1.12% | — | |
| 12 | FISV | Fiserv Inc | Stock-Other | 2.37% | -0.98% | +32.79% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.28% | -0.51% | +3.52% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.22% | -0.38% | -1.08% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 2.12% | -0.85% | -1.52% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.09% | -0.22% | -0.01% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 2.07% | -0.50% | -3.39% | |
| 18 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.07% | -0.56% | +0.18% | |
| 19 | BA | Boeing Co/the | Stock-Industrials | 2.01% | -0.53% | -5.45% | |
| 20 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.99% | -0.68% | — | |
| 21 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.96% | -0.55% | +0.67% | |
| 22 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.88% | -0.68% | +0.05% | |
| 23 | TYL | Tyler Technologies Inc | Stock-Tech | 1.82% | — | -6.16% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.76% | -0.59% | +9.48% | |
| 25 | APP | Applovin Corp-class A | Stock-Tech | 1.68% | -0.20% | +26.47% | |
| 26 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.60% | -1.05% | — | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 1.56% | +0.93% | -5.76% | |
| 28 | INTU | Intuit Inc | Stock-Tech | 1.46% | -0.56% | EXIT | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.46% | -0.53% | -3.59% | |
| 30 | MOG-A | Moog Inc-class A | Stock-Other | 1.40% | -1.88% | EXIT | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 1.39% | -0.74% | +899.88% | |
| 32 | GRAL | Grail Inc | Stock-Healthcare | 1.33% | -0.12% | +59.52% | |
| 33 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.29% | -1.11% | EXIT | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.23% | -0.06% | -2.24% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.16% | — | — | |
| 36 | ADI | Analog Devices Inc | Stock-Tech | 0.91% | -0.18% | -0.96% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.22% | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.24% | — | |
| 39 | FNF | Fidelity National Financial | Stock-Financials | 0.76% | -0.27% | -1.64% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.67% | -0.53% | EXIT | |
| 41 | MRNA | Moderna Inc | Stock-Healthcare | 0.66% | -0.09% | — | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.20% | -0.08% | |
| 43 | VST | Vistra CORP | Stock-Utilities | 0.62% | -0.64% | EXIT | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | -0.10% | — | |
| 45 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.58% | — | — | |
| 46 | TT | Trane Technologies plc | Stock-Industrials | 0.58% | -0.17% | -3.03% | |
| 47 | KLAC | Kla CORP | Stock-Tech | 0.56% | — | — | |
| 48 | OKTA | Okta Inc | Stock-Tech | 0.54% | — | — | |
| 49 | TWLO | Twilio Inc - A | Stock-Tech | 0.53% | — | — | |
| 50 | TECH | Bio-techne CORP | Stock-Healthcare | 0.48% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GRAL | Grail Inc | +0.8% | +59.52% | Add |
| 2 | WGS | Genedx Holdings CORP | +0.7% | -1.65% | Trim |
| 3 | ESLT | Elbit Systems Ltd. | +0.5% | -0.67% | Trim |
| 4 | TDG | Transdigm Group Inc | +0.4% | +6.10% | Add |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.4% | -1.08% | Trim |
| 6 | CRDO | Credo Technology Group Holding Ltd | +0.3% | +184.00% | Add |
| 7 | APP | Applovin Corp-class A | +0.3% | +26.47% | Add |
| 8 | AMZN | Amazon.com Inc | +0.3% | +0.28% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | — | Unchanged |
| 10 | AMAT | Applied Materials Inc | +0.3% | -5.76% | Trim |
| 11 | PLTR | Palantir Technologies Inc-a | +0.3% | +7.61% | Add |
| 12 | MOG-A | Moog Inc-class A | +0.2% | — | Unchanged |
| 13 | SHOP | Shopify Inc - Class A | +0.2% | +0.67% | Add |
| 14 | RTX | Rtx CORP | +0.2% | -1.52% | Trim |
| 15 | PYPL | Paypal Holdings Inc | +0.2% | +132.74% | Add |
| 16 | AAPL | Apple Inc | +0.2% | -0.01% | Trim |
| 17 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +3.52% | Add |
| 18 | TWLO | Twilio Inc - A | +0.2% | — | Unchanged |
| 19 | IDXX | Idexx Laboratories Inc | +0.2% | — | Unchanged |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 21 | LRCX | Lam Research CORP | +0.1% | -0.02% | Trim |
| 22 | BA | Boeing Co/the | 0% | -5.45% | Trim |
| 23 | NOC | Northrop Grumman CORP | -0.1% | — | Unchanged |
| 24 | MSFT | Microsoft CORP | -0.1% | +1.11% | Add |
| 25 | VST | Vistra CORP | -0.1% | — | Unchanged |
| 26 | ZS | Zscaler Inc | -0.1% | — | Unchanged |
| 27 | PANW | Palo Alto Networks Inc | -0.2% | — | Unchanged |
| 28 | ZTS | Zoetis Inc | -0.2% | -27.94% | Trim |
| 29 | MELI | Mercadolibre Inc | -0.2% | +0.05% | Add |
| 30 | DIS | Walt Disney Co/the | -0.3% | -11.31% | Trim |
| 31 | NFLX | Netflix Inc | -0.3% | +899.88% | Add |
| 32 | TYL | Tyler Technologies Inc | -0.4% | -6.16% | Trim |
| 33 | INTU | Intuit Inc | -0.5% | -24.38% | Trim |
| 34 | VEEV | Veeva Systems Inc-class A | -0.6% | +0.18% | Add |
| 35 | ORCL | Oracle CORP | -0.7% | -3.59% | Trim |
| 36 | FISV | Fiserv Inc | -1% | +32.79% | Add |
| 37 | ULTA | Ulta Beauty Inc | — | EXIT | Sold out |
| 38 | XYZ | Block Inc | — | EXIT | Sold out |
| 39 | FIS | Fidelity National Info Serv | — | EXIT | Sold out |
| 40 | RBRK | Rubrik Inc-a | — | EXIT | Sold out |
| 41 | NBIS | Nebius Group N.V. | — | EXIT | Sold out |
| 42 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 43 | AMTM | Amentum Holdings Inc | — | NEW | New buy |
| 44 | MNDY | monday.com Ltd. | — | EXIT | Sold out |
| 45 | FVRR | Fiverr International Ltd. | — | EXIT | Sold out |
| 46 | NTRA | Natera Inc | — | NEW | New buy |
| 47 | IOT | Samsara Inc-cl A | — | EXIT | Sold out |
| 48 | PFE | Pfizer Inc | — | NEW | New buy |
| 49 | HOV | Hovnanian Enterprises-a | — | EXIT | Sold out |
| 50 | CHKP | Check Point Software Technologies Ltd. | — | 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 83 disclosed positions in Q4 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 TDG, VSEC, ESLT) accounted for 15.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
CSCO
市值: $668.5K
Top Position Liquidated / Trimmed
ULTA
前期市值: $1.9M
During Q4 2025, Legal Advantage Investments, Inc.'s top holdings by market value included TDG (4.5%)、VSEC (4.4%)、ESLT (3.9%). The largest single position, TDG, represented 4.5% of total portfolio value.
In Q4 2025, Legal Advantage Investments, Inc. made 41 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 13 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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