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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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