Legal Advantage Investments, Inc. Portfolio Holdings

Legal Advantage Investments, Inc.

  • $174 Million
  • Q3 2024

Legal Advantage Investments, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $174 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trans Digm Group Inc with a value of $8.92M, Vse Corp with a value of $7.73M, Fiserv Inc with a value of $7M, Microsoft Corp with a value of $6.57M, and Walt Disney CO with a value of $6.24M.

Examining the 13F form we can see an increase of $4.84M in the current position value, from $169M to 174M.

Below you can find more details about Legal Advantage Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $174 Million
Technology: $68.1 Million
Industrials: $35.2 Million
Healthcare: $19.7 Million
Communication Services: $15.5 Million
Financial Services: $14.7 Million
Consumer Cyclical: $13.1 Million
ETFs: $6.06 Million
Basic Materials: $1.01 Million
Other: $605,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.1B
$8.92 Million 5.13% of portfolio
6,247
Q3 2024 Reduced 0.86%
$1.47B
$7.73 Million 4.44% of portfolio
93,432
Q3 2024 Reduced 30.55%
$79.5B
$7 Million 4.02% of portfolio
55,887
Q3 2024 Reduced 0.71%
$3.1T
$6.57 Million 3.77% of portfolio
15,265
Q3 2024 Reduced 0.66%
$208B
$6.24 Million 3.59% of portfolio
64,872
Q3 2024 Added 18.37%
$2.07T
$6.1 Million 3.5% of portfolio
32,725
Q3 2024 Added 11.78%
$25B
$5.88 Million 3.38% of portfolio
10,073
Q3 2024 Reduced 0.98%
$232B
$5.7 Million 3.28% of portfolio
11,018
Q3 2024 Reduced 0.54%
$201B
$5.04 Million 2.9% of portfolio
8,154
Q3 2024 Reduced 0.55%
$117B
$4.79 Million 2.75% of portfolio
14,025
Q3 2024 Added 4.47%
$183B
$4.69 Million 2.7% of portfolio
7,553
Q1 2024 Reduced 13.41%
$29.6B
$4.35 Million 2.5% of portfolio
20,740
Q3 2024 Reduced 0.48%
$146B
$4.17 Million 2.4% of portfolio
64,400
Q3 2024 Added 4.21%
$0
$4.03 Million 2.31% of portfolio
14,222
Q3 2024 Reduced 0.7%
$75.7B
$3.51 Million 2.02% of portfolio
6,641
Q2 2024 Reduced 1.19%
$514B
$3.41 Million 1.96% of portfolio
20,046
Q3 2024 Reduced 1.07%
$11B
$3.08 Million 1.77% of portfolio
15,430
Q3 2024 Reduced 1.86%
$147B
$2.97 Million 1.71% of portfolio
14,720
Q3 2024 Reduced 0.41%
$87.1B
$2.81 Million 1.62% of portfolio
18,500
Q3 2024 Reduced 0.38%
$97.2B
$2.81 Million 1.62% of portfolio
1,371
Q2 2024 Added 1.48%
$364B
$2.79 Million 1.6% of portfolio
22,960
Q3 2024 Reduced 0.43%
$3.68T
$2.64 Million 1.52% of portfolio
11,337
Q3 2024 Reduced 1.73%
$18.7B
$2.59 Million 1.49% of portfolio
34,900
Q3 2024 Reduced 1.17%
$175B
$2.56 Million 1.47% of portfolio
21,121
Q3 2024 Reduced 1.1%
$34.9B
$2.45 Million 1.41% of portfolio
4,855
Q3 2024 Reduced 2.71%
$393B
$2.43 Million 1.4% of portfolio
3,427
Q3 2023 Reduced 2.64%
$0
$2.03 Million 1.17% of portfolio
20,565
Q3 2024 Reduced 2.6%
$262B
$2.02 Million 1.16% of portfolio
2,427
Q3 2024 Added 10.22%
$140B
$2.01 Million 1.16% of portfolio
3,445
Q3 2024 Reduced 0.72%
$124B
$1.96 Million 1.13% of portfolio
24,510
Q3 2023 Added 0.41%
$122B
$1.93 Million 1.11% of portfolio
52,000
Q3 2024 Added 26.83%
$16.6B
$1.91 Million 1.1% of portfolio
30,730
Q3 2024 Reduced 1.44%
$109B
$1.69 Million 0.97% of portfolio
7,328
Q3 2023 Reduced 1.61%
$977B
$1.58 Million 0.91% of portfolio
9,110
Q3 2024 Added 19.71%
$326B
$1.52 Million 0.87% of portfolio
5,546
Q2 2024 Reduced 0.45%
$17.6B
$1.5 Million 0.86% of portfolio
3,855
Q2 2024 Reduced 3.26%
$95.3B
$1.4 Million 0.8% of portfolio
3,598
Q2 2024 Reduced 10.01%
$47.5B
$1.37 Million 0.79% of portfolio
20,460
Q3 2024 Reduced 0.49%
$503B
$1.36 Million 0.78% of portfolio
4,950
Q3 2024 Added 52.31%
$1.08T
$1.34 Million 0.77% of portfolio
8,000
Q3 2022 Added 3,900.0%
$82.2B
$1.31 Million 0.75% of portfolio
6,725
Q3 2024 Reduced 1.47%
$46.8B
$1.31 Million 0.75% of portfolio
5,517
Q1 2024 Reduced 2.9%
$189B
$1.21 Million 0.7% of portfolio
29,032
Q3 2024 Reduced 2.24%
$706B
$1.2 Million 0.69% of portfolio
5,703
Q4 2023 Reduced 1.98%
$489B
$1.19 Million 0.68% of portfolio
2,400
Q3 2022 New
$2.7B
$1.06 Million 0.61% of portfolio
13,235
Q1 2024 Reduced 0.75%
$22.9B
$1.03 Million 0.59% of portfolio
9,560
Q3 2024 Reduced 1.84%
$154B
$1.01 Million 0.58% of portfolio
3,130
Q3 2024 Added 46.95%
$116B
$851,000 0.49% of portfolio
1,830
Q1 2024 Added 38.11%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $174 Million
  • Prior Value $169 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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