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
$260B
$853,000 0.49% of portfolio
3,434
Q4 2024 Reduced 1.44%
$48.1B
$819,000 0.48% of portfolio
6,450
Q4 2024 Added 58.28%
$105B
$808,000 0.47% of portfolio
1,201
Q3 2024 Reduced 2.44%
$432B
$798,000 0.46% of portfolio
1
Q4 2023 New
$45.3B
$793,000 0.46% of portfolio
4,000
Q3 2024 Added 14.29%
$237B
$766,000 0.44% of portfolio
2,850
Q4 2024 Reduced 1.72%
$8.31B
$744,000 0.43% of portfolio
11,500
Q4 2024 Reduced 4.17%
$2.06B
$729,000 0.42% of portfolio
12,435
Q4 2024 Reduced 6.04%
$33.2B
$731,000 0.42% of portfolio
2,165
Q1 2025 Reduced 2.26%
$82.4B
$681,000 0.4% of portfolio
2,500
Q4 2024 Reduced 3.85%
$16.5B
$676,000 0.39% of portfolio
2,000
Q4 2023 New
$131B
$679,000 0.39% of portfolio
1,000
Q2 2022 New
$263B
$658,000 0.38% of portfolio
7,500
Q1 2024 Added 200.0%
$1.07T
$634,000 0.37% of portfolio
4,100
Q3 2022 New
$964M
$626,000 0.36% of portfolio
28,475
Q1 2025 Reduced 0.35%
$4.24B
$592,000 0.34% of portfolio
7,850
Q1 2025 Added 0.64%
$15.1B
$525,000 0.3% of portfolio
4,990
Q1 2025 Added 0.81%
$13.5B
$510,000 0.3% of portfolio
2,100
Q1 2025 Added 110.0%
$126B
$454,000 0.26% of portfolio
9,357
Q1 2025 Reduced 1.58%
$3.16B
$434,000 0.25% of portfolio
24,000
Q3 2024 New
$41.9B
$416,000 0.24% of portfolio
6,150
Q1 2025 Reduced 1.6%
$25.9B
$413,000 0.24% of portfolio
4,020
Q3 2024 Added 33.11%
$409B
$395,000 0.23% of portfolio
2,382
Q1 2025 Reduced 8.24%
$64.4B
$400,000 0.23% of portfolio
3,600
Q4 2024 Reduced 5.26%
$928M
$374,000 0.22% of portfolio
28,645
Q3 2024 New
$86.5B
$384,000 0.22% of portfolio
5,900
Q4 2024 Reduced 1.67%
$59.8B
$364,000 0.21% of portfolio
1,379
Q4 2024 Added 37.9%
$212B
$359,000 0.21% of portfolio
4,000
Q4 2021 New
$95.1B
$330,000 0.19% of portfolio
5,500
Q4 2024 Reduced 3.51%
$631B
$319,000 0.19% of portfolio
600
Q4 2024 Added 20.0%
$1.03B
$326,000 0.19% of portfolio
13,800
Q4 2024 Reduced 1.43%
$1.94B
$335,000 0.19% of portfolio
11,306
Q1 2025 Added 79.29%
$4.35B
$306,000 0.18% of portfolio
8,000
Q1 2025 Added 60.0%
$20B
$317,000 0.18% of portfolio
12,500
Q4 2024 New
$219B
$275,000 0.16% of portfolio
3,750
Q1 2025 Reduced 5.06%
$118B
$256,000 0.15% of portfolio
2,856
Q1 2025 Reduced 1.72%
$25B
$258,000 0.15% of portfolio
6,350
Q1 2025 Reduced 1.55%
$101B
$237,000 0.14% of portfolio
3,891
Q4 2024 New
$631M
$204,000 0.12% of portfolio
1,950
Q4 2024 Reduced 2.5%
Rubrik Inc.
-
$0 0.0% of portfolio
-
Q1 2025 New
Genedx Holdings Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 48.39%
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.61%
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 6.6%
Grail Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Lam Research Corp
-
$0 0.0% of portfolio
-
Q4 2024 New

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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