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
$1.39B
$842,000 0.48% of portfolio
28,975
Q2 2024 Added 52.7%
$215B
$786,000 0.45% of portfolio
2,900
Q1 2024 Reduced 3.33%
$56.7B
$777,000 0.45% of portfolio
4,075
Q3 2024 Added 32.52%
$8.31B
$777,000 0.45% of portfolio
12,000
Q2 2024 New
$76.9B
$785,000 0.45% of portfolio
2,600
Q4 2023 Reduced 10.34%
$192B
$770,000 0.44% of portfolio
3,484
Q2 2024 Added 3.51%
$87.4B
$774,000 0.44% of portfolio
1,000
Q2 2022 New
$422B
$690,000 0.4% of portfolio
1
Q4 2023 New
$52.2B
$703,000 0.4% of portfolio
8,400
Q4 2023 Reduced 2.33%
$1T
$679,000 0.39% of portfolio
4,100
Q3 2022 New
$28.7B
$683,000 0.39% of portfolio
4,000
Q3 2024 Added 14.29%
$34B
$652,000 0.37% of portfolio
2,215
Q4 2023 Reduced 2.21%
$22.1B
$632,000 0.36% of portfolio
3,500
Q4 2021 New
$237B
$605,000 0.35% of portfolio
7,500
Q1 2024 Added 200.0%
$132B
$606,000 0.35% of portfolio
9,757
Q3 2024 Reduced 3.57%
$89.3B
$593,000 0.34% of portfolio
1,201
Q3 2024 Reduced 2.44%
$29.2B
$576,000 0.33% of portfolio
4,020
Q3 2024 Added 33.11%
$1.52B
$521,000 0.3% of portfolio
30,820
Q2 2024 Reduced 0.64%
$117B
$504,000 0.29% of portfolio
1,750
Q4 2023 Reduced 2.78%
$10.9B
$512,000 0.29% of portfolio
2,950
Q2 2024 Added 195.0%
$29.2B
$475,000 0.27% of portfolio
6,550
Q2 2024 Reduced 9.03%
$5.23B
$476,000 0.27% of portfolio
7,500
Q3 2024 New
$98B
$468,000 0.27% of portfolio
6,000
Q3 2024 New
$247B
$454,000 0.26% of portfolio
4,000
Q4 2021 New
$33.4B
$432,000 0.25% of portfolio
6,650
Q4 2023 Reduced 2.21%
$69.7B
$424,000 0.24% of portfolio
3,800
Q4 2023 Reduced 5.0%
$978M
$408,000 0.23% of portfolio
2,000
Q3 2024 New
$101B
$405,000 0.23% of portfolio
5,700
Q4 2023 Reduced 5.79%
$9.55B
$408,000 0.23% of portfolio
500
Q4 2022 New
$1.14B
$362,000 0.21% of portfolio
14,000
Q4 2023 New
$196B
$323,000 0.19% of portfolio
4,150
Q3 2024 Reduced 4.6%
$2.75B
$272,000 0.16% of portfolio
2,650
Q4 2023 New
$2.78B
$285,000 0.16% of portfolio
3,250
Q1 2024 Reduced 4.41%
$400B
$258,000 0.15% of portfolio
1,596
Q3 2024 Reduced 4.6%
$163B
$243,000 0.14% of portfolio
898
Q3 2024 New
$3.59B
$248,000 0.14% of portfolio
24,000
Q3 2024 New
$112B
$229,000 0.13% of portfolio
2,546
Q4 2023 Reduced 0.97%
$60.3B
$234,000 0.13% of portfolio
1,000
Q1 2024 New
$610B
$230,000 0.13% of portfolio
500
Q1 2024 New
$41.3B
$229,000 0.13% of portfolio
2,000
Q2 2024 Added 33.33%
$1.04B
$203,000 0.12% of portfolio
28,645
Q3 2024 New
$3.04B
$214,000 0.12% of portfolio
7,400
Q3 2024 Reduced 1.33%
$177B
$194,000 0.11% of portfolio
1,000
Q3 2024 New
$1.19B
$189,000 0.11% of portfolio
10,225
Q3 2024 Reduced 39.69%
Genedx Holdings Corp
-
$0 0.0% of portfolio
-
Q3 2024 Added 74.24%
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q1 2024 Added 1.0%
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 1.58%
-
$0 0.0% of portfolio
-
Q4 2023 New

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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