Legal Advantage Investments, Inc. Portfolio Holdings

Legal Advantage Investments, Inc.

  • $172 Million
  • Q1 2025

Legal Advantage Investments, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $172 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trans Digm Group Inc with a value of $8.34M, Vse Corp with a value of $7.14M, Walt Disney CO with a value of $6.74M, Fiserv Inc with a value of $6.69M, and Amazon Com Inc with a value of $6.53M.

Examining the 13F form we can see an decrease of $6.78M in the current position value, from $179M to 172M.

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

Portfolio value $172 Million
Technology: $64.7 Million
Industrials: $35.5 Million
Healthcare: $19.9 Million
Financial Services: $17.5 Million
Communication Services: $15.2 Million
Consumer Cyclical: $12.9 Million
ETFs: $3.9 Million
Utilities: $974,000
Other: $1.76 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$82.8B
$8.34 Million 4.84% of portfolio
6,027
Q1 2025 Reduced 0.33%
$1.61B
$7.14 Million 4.14% of portfolio
59,504
Q1 2025 Reduced 31.19%
$220B
$6.74 Million 3.91% of portfolio
68,294
Q1 2025 Added 6.2%
$79.5B
$6.69 Million 3.88% of portfolio
53,417
Q1 2025 Reduced 0.93%
$2.27T
$6.53 Million 3.79% of portfolio
34,335
Q1 2025 Added 5.89%
$20.2B
$5.77 Million 3.35% of portfolio
15,030
Q4 2024 Reduced 2.59%
$3.75T
$5.72 Million 3.32% of portfolio
15,225
Q1 2025 Added 3.89%
$24.1B
$5.62 Million 3.26% of portfolio
9,673
Q1 2025 Reduced 1.78%
$168B
$5.32 Million 3.08% of portfolio
67,900
Q1 2025 Added 6.26%
$61.7B
$4.77 Million 2.77% of portfolio
27,940
Q1 2025 Reduced 0.18%
$40B
$4.71 Million 2.73% of portfolio
20,355
Q1 2025 Added 0.07%
$217B
$4.49 Million 2.61% of portfolio
7,316
Q1 2025 Reduced 2.01%
$165B
$4.09 Million 2.38% of portfolio
8,229
Q1 2025 Added 2.49%
$174B
$4 Million 2.32% of portfolio
10,433
Q1 2025 Reduced 4.0%
$0
$3.9 Million 2.26% of portfolio
14,192
Q1 2025 Reduced 0.35%
$281B
$3.78 Million 2.19% of portfolio
44,800
Q1 2025 Reduced 11.81%
$125B
$3.18 Million 1.85% of portfolio
1,631
Q1 2025 Added 3.82%
$573B
$3.15 Million 1.83% of portfolio
3,377
Q4 2024 Reduced 1.46%
$1.62T
$3.14 Million 1.82% of portfolio
5,450
Q1 2025 Reduced 0.91%
$135B
$2.87 Million 1.67% of portfolio
16,850
Q1 2025 Reduced 0.24%
$21.2B
$2.81 Million 1.63% of portfolio
33,600
Q1 2025 Reduced 2.04%
$215B
$2.8 Million 1.62% of portfolio
21,127
Q4 2024 Added 0.03%
$3.39T
$2.72 Million 1.58% of portfolio
12,265
Q1 2025 Added 2.51%
$45B
$2.69 Million 1.56% of portfolio
6,395
Q1 2025 Added 1.59%
$636B
$2.65 Million 1.54% of portfolio
18,946
Q1 2025 Reduced 4.05%
$318B
$2.48 Million 1.44% of portfolio
3,750
Q1 2025 Added 18.22%
$406B
$2.47 Million 1.43% of portfolio
22,796
Q4 2024 Reduced 0.71%
$136B
$2.3 Million 1.34% of portfolio
24,110
Q1 2025 Reduced 0.41%
$15.2B
$2.07 Million 1.2% of portfolio
31,880
Q1 2025 Added 5.81%
$168B
$2.06 Million 1.19% of portfolio
14,171
Q4 2024 Reduced 3.73%
$585B
$1.68 Million 0.98% of portfolio
4,800
Q4 2024 Reduced 3.03%
$121B
$1.52 Million 0.88% of portfolio
3,395
Q4 2024 Reduced 1.45%
$1.2T
$1.5 Million 0.87% of portfolio
9,030
Q1 2025 Added 0.22%
$271B
$1.47 Million 0.85% of portfolio
5,471
Q1 2025 Reduced 0.45%
$125B
$1.47 Million 0.85% of portfolio
7,298
Q4 2024 Reduced 0.41%
$831B
$1.37 Million 0.8% of portfolio
5,603
Q1 2025 Reduced 0.88%
$539B
$1.35 Million 0.79% of portfolio
2,471
Q4 2024 Added 2.96%
$24.4B
$1.35 Million 0.78% of portfolio
3,685
Q1 2025 Reduced 1.21%
$30.3B
$1.32 Million 0.77% of portfolio
23,085
Q1 2025 Reduced 0.32%
$1.08T
$1.25 Million 0.72% of portfolio
8,000
Q3 2022 Added 3,900.0%
$100B
$1.18 Million 0.68% of portfolio
3,498
Q1 2025 Reduced 2.78%
$48.7B
$1.15 Million 0.67% of portfolio
15,400
Q1 2025 Added 83.33%
$49.6B
$1.11 Million 0.65% of portfolio
5,317
Q4 2024 Reduced 3.63%
$74.1B
$1.11 Million 0.64% of portfolio
6,750
Q1 2025 Added 0.22%
$1.27B
$993,000 0.58% of portfolio
56,020
Q1 2025 Added 99.93%
$20B
$1 Million 0.58% of portfolio
8,860
Q1 2025 Reduced 3.28%
$82B
$974,000 0.57% of portfolio
8,300
Q1 2025 Added 102.44%
$159B
$968,000 0.56% of portfolio
3,108
Q4 2024 Reduced 0.7%
$123B
$895,000 0.52% of portfolio
1,848
Q1 2025 Added 0.98%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $172 Million
  • Prior Value $179 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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