Legal Advantage Investments, Inc. Portfolio Holdings

Legal Advantage Investments, Inc.

  • $201 Million
  • Q2 2025

Legal Advantage Investments, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $201 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Trans Digm Group Inc with a value of $9.93M, Walt Disney CO with a value of $8.47M, Amazon Com Inc with a value of $7.75M, Vse Corp with a value of $7.62M, and Microsoft Corp with a value of $7.54M.

Examining the 13F form we can see an increase of $28.7M in the current position value, from $172M to 201M.

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

Portfolio value $201 Million
Technology: $81.6 Million
Industrials: $38 Million
Communication Services: $20.4 Million
Healthcare: $19.4 Million
Financial Services: $17.9 Million
Consumer Cyclical: $16.4 Million
ETFs: $4.32 Million
Utilities: $1.61 Million
Other: $1.48 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$207B
$8.47 Million 4.21% of portfolio
68,276
Q2 2025 Reduced 0.03%
$2.26T
$7.75 Million 3.86% of portfolio
35,335
Q2 2025 Added 2.91%
$3.95T
$7.54 Million 3.75% of portfolio
15,150
Q2 2025 Reduced 0.49%
$367B
$6.2 Million 3.08% of portfolio
45,450
Q2 2025 Added 1.45%
$201B
$5.44 Million 2.7% of portfolio
6,901
Q2 2025 Reduced 5.67%
$295B
$4.51 Million 2.24% of portfolio
5,630
Q2 2025 Added 50.13%
$545B
$4.3 Million 2.14% of portfolio
3,212
Q2 2025 Reduced 4.89%
$456B
$3.92 Million 1.95% of portfolio
24,796
Q2 2025 Added 8.77%
$1.78T
$3.89 Million 1.94% of portfolio
5,275
Q2 2025 Reduced 3.21%
$229B
$3.87 Million 1.92% of portfolio
26,493
Q2 2025 Added 25.4%
$684B
$3.67 Million 1.83% of portfolio
16,796
Q2 2025 Reduced 11.35%
$3.69T
$3.46 Million 1.72% of portfolio
16,865
Q2 2025 Added 37.51%
$1.27T
$2.05 Million 1.02% of portfolio
9,030
Q1 2025 Added 0.22%
$551B
$1.7 Million 0.85% of portfolio
4,800
Q4 2024 Reduced 3.03%
$859B
$1.56 Million 0.78% of portfolio
5,378
Q2 2025 Reduced 4.02%
$232B
$1.48 Million 0.74% of portfolio
5,437
Q2 2025 Reduced 0.62%
$548B
$1.39 Million 0.69% of portfolio
2,471
Q4 2024 Added 2.96%
$210B
$997,000 0.5% of portfolio
3,384
Q2 2025 Reduced 1.46%
$227B
$909,000 0.45% of portfolio
2,850
Q4 2024 Reduced 1.72%
$203B
$715,000 0.36% of portfolio
9,040
Q2 2025 Added 126.0%
$423B
$728,000 0.36% of portfolio
1
Q4 2023 New
$281B
$733,000 0.36% of portfolio
7,500
Q1 2024 Added 200.0%
$1.21T
$722,000 0.36% of portfolio
4,100
Q3 2022 New
$452B
$348,000 0.17% of portfolio
2,282
Q2 2025 Reduced 4.2%
$621B
$291,000 0.14% of portfolio
600
Q4 2024 Added 20.0%
$233B
$248,000 0.12% of portfolio
3,550
Q2 2025 Reduced 5.33%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $201 Million
  • Prior Value $172 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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