Legal Advantage Investments, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), Legal Advantage Investments, Inc. reported 104 stock positions worth $178.8 million. Its top holding was Vse (VSEC) at 7.3% of the portfolio, followed by Fiserv (FISV, 5.1%) and Transdigm (TDG, 4.5%). Compared with Q4 2023, it opened 9 new positions, sold out of 4, added to 12 and reduced 27. The biggest buy was a new position in VG Morningstar TS MKT ETF-US (VTI) and the biggest sale Vse (VSEC, shares −30%).

Most Recent 13F
Q2 2026
Location
Los Altos Hills, CA
CIK
0001841769
Portfolio Value
$178.8M (Q1 2024)
SEC Filing
0001172661-24-001924 ↗ filed Apr 23, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $178.8M $178.8M Q1 2024 Q2 2024: $173.6M Q2 2024 Q3 2024: $181.9M Q3 2024 Q4 2024: $189.2M Q4 2024 Q1 2025: $185.2M Q1 2025 Q2 2025: $213.8M Q2 2025 Q3 2025: $222.1M Q3 2025 Q4 2025: $216.0M Q4 2025 Q1 2026: $193.5M Q1 2026 Q2 2026: $285.1M Q2 2026

Holdings 104 stocks · $178.8M
VSEC Vse Corp. 7.33% 163,763 $13.1M Reduce -29.5%
FISV Fiserv Inc. 5.07% 56,737 $9.1M Reduce -14.7%
TDG Transdigm Group Inc. 4.46% 6,476 $8.0M Reduce -1.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.75% 54,803 $6.7M Add +3.5%
MSFT Microsoft Corp. 3.62% 15,366 $6.5M Reduce -5.0%
ADBE Adobe Inc. 3.13% 11,078 $5.6M Reduce -0.1%
AMZN Amazon.com Inc. 2.95% 29,275 $5.3M Add +1.3%
INTU Intuit Inc. 2.75% 7,553 $4.9M Reduce -13.4%
VEEV Veeva Systems Inc. Class A 2.70% 20,840 $4.8M Reduce -0.2%
TMO Thermo Fisher Scientific Inc. 2.67% 8,199 $4.8M No change
SCHW Schwab (charles) Corp. 2.61% 64,600 $4.7M Add +3.7%
TYL Tyler Technologies Inc. 2.42% 10,173 $4.3M Reduce -7.1%
VTI VG Morningstar TS MKT ETF-US 2.08% 14,322 $3.7M New
PANW Palo Alto Networks Inc. 2.05% 12,925 $3.7M Add +8.4%
BA The Boeing Co. 2.01% 18,611 $3.6M Add +0.5%
ESLT Elbit Systems Ltd. 1.85% 15,722 $3.3M No change
HSIC Henry Schein Inc. 1.85% 43,740 $3.3M No change
NOC Northrop Grumman Corp. 1.80% 6,721 $3.2M No change
AMAT Applied Materials Inc. 1.70% 14,781 $3.0M Reduce -3.5%
META Meta Platforms Inc. Class A 1.54% 5,666 $2.8M Reduce -7.0%
IDXX Idexx Laboratories Inc. 1.51% 4,990 $2.7M No change
ORCL Oracle Corp. 1.42% 20,262 $2.5M Add +0.5%
SSNC Ss&c Technologies Holdings 1.28% 35,562 $2.3M No change
RTX RTX Corp. 1.18% 21,589 $2.1M Reduce -0.1%
ULTA Ulta Beauty Inc. 1.17% 3,985 $2.1M Reduce -0.6%
NFLX Netflix Inc. 1.16% 3,427 $2.1M No change
MELI MercadoLibre Inc. 1.14% 1,351 $2.0M Add +17.4%
XBI SS SPDR S&P Biotech ETF 1.14% 21,515 $2.0M Reduce -1.7%
MOG.A Moog Inc. Class A 1.13% 12,690 $2.0M No change
AAPL Apple Inc. 1.11% 11,537 $2.0M No change
SHOP Shopify Inc. Class A 1.06% 24,510 $1.9M No change
ASML ASML Holding NV-NY Reg SHS 0.99% 1,827 $1.8M No change
XYZ Block Inc. 0.97% 20,610 $1.7M No change
NVDA Nvidia Corp. 0.95% 1,886 $1.7M Reduce -25.8%
CRM Salesforce Inc. 0.94% 5,571 $1.7M No change
FNF Fidelity National Financial 0.93% 31,380 $1.7M Reduce -2.5%
SWAV Shockwave Medical Inc. 0.91% 4,995 $1.6M No change
LMT Lockheed Martin Corp. 0.88% 3,470 $1.6M Reduce -1.6%
ADI Analog Devices Inc. 0.81% 7,328 $1.4M No change
CMCSA Comcast Corp. Class A 0.74% 30,698 $1.3M No change
ZBH Zimmer Biomet Holdings Inc. 0.72% 9,739 $1.3M No change
GOOG Alphabet Inc. Class C 0.68% 8,000 $1.2M No change
TT Trane Technologies PLC 0.67% 3,998 $1.2M Reduce -2.4%
LHX L3HARRIS Technologies Inc. 0.66% 5,517 $1.2M Reduce -2.9%
MA Mastercard Inc. Class A 0.65% 2,400 $1.2M No change
ZTS Zoetis Inc. 0.65% 6,825 $1.2M No change
JPM JPMorgan Chase & Co. 0.64% 5,703 $1.1M No change
SPT Sprout Social Inc. Class A 0.63% 18,975 $1.1M No change
TSM Taiwan Semiconductor-SP ADR 0.58% 7,610 $1.0M No change
TECH Bio-Techne Corp. 0.52% 13,235 $932K Reduce -0.8%
V Visa Inc. Class A 0.51% 3,250 $907K Reduce -3.0%
VRTX Vertex Pharmaceuticals Inc. 0.43% 1,830 $765K Add +38.1%
GD General Dynamics Corp. 0.41% 2,600 $734K No change
FDX FedEx Corp. 0.41% 2,530 $733K No change
ABNB Airbnb Inc. Class A 0.40% 4,283 $706K Reduce -0.4%
KLAC KLA Corp. 0.39% 1,000 $699K No change
INMD Inmode Ltd. 0.37% 31,020 $670K No change
PTC PTC Inc. 0.37% 3,500 $661K No change
MCK McKesson Corp. 0.37% 1,231 $661K No change
AXP American Express Co. 0.37% 2,900 $660K Reduce -3.3%
SMLR Semler Scientific Inc. 0.36% 22,219 $649K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.36% 3,366 $643K New
BRK.A Berkshire Hathaway Inc. Class A 0.35% 1 $634K No change
FIS Fidelity National Info Serv 0.35% 8,400 $623K No change
GOOGL Alphabet Inc. Class A 0.35% 4,100 $619K No change
WTW Willis Towers Watson PLC 0.34% 2,215 $609K No change
AMGN Amgen Inc. 0.34% 2,125 $604K Add +32.8%
ILMN Illumina Inc. 0.33% 4,305 $591K No change
BHP BHP Group Ltd.-Spon ADR 0.33% 10,118 $584K Reduce -4.7%
CHGG Chegg Inc. 0.31% 73,000 $553K No change
CYBR Cyberark Software Ltd./Israel 0.30% 2,000 $531K No change
ON On Semiconductor 0.30% 7,200 $530K Add +38.5%
MRK Merck & Co. Inc. 0.30% 4,000 $528K No change
DHI D.R. Horton Inc. 0.28% 3,075 $506K No change
LRCX Lam Research Corp. 0.27% 500 $486K No change
CRWD CrowdStrike Holdings Inc. Class A 0.26% 1,470 $471K No change
SDGR Schrodinger Inc. 0.26% 17,105 $462K No change
CB Chubb Ltd. 0.25% 1,750 $453K No change
WMT Walmart Inc. 0.25% 7,500 $451K No change
BABA Alibaba Group Holding-SP ADR 0.22% 5,450 $394K Reduce -0.9%
ZS Zscaler Inc. 0.22% 2,000 $385K Add +100.0%
PHM Pultegroup Inc. 0.20% 3,020 $364K No change
RIO Rio Tinto PLC-Spon ADR 0.20% 5,700 $363K No change
NSP Insperity Inc. 0.20% 3,250 $356K Reduce -4.4%
EBAY eBay Inc. 0.20% 6,650 $351K No change
AFL Aflac Inc. 0.18% 3,800 $326K No change
DOCU Docusign Inc. 0.17% 4,965 $296K Reduce -1.0%
FVRR Fiverr International Ltd. 0.17% 14,000 $295K No change
AZN Astrazeneca PLC-Spons ADR 0.16% 4,350 $295K No change
MODN Model N Inc. 0.16% 10,100 $288K No change
GEHC GE Healthcare Technology 0.15% 3,030 $275K Add +1.0%
JNJ Johnson & Johnson 0.15% 1,673 $265K No change
NICE Nice Ltd. - Spon ADR 0.15% 1,000 $261K New
CCS Century Communities Inc. 0.14% 2,650 $256K No change
MCD McDonald's Corp. 0.14% 900 $254K Reduce -10.0%
SNOW Snowflake Inc. 0.14% 1,500 $242K New
LEN.B Lennar Corp. Class B 0.13% 1,500 $231K No change
TRV The Travelers Cos Inc. 0.13% 1,000 $230K New
LOW Lowe's Cos Inc. 0.13% 898 $229K New
MDT Medtronic PLC 0.12% 2,546 $222K No change
FROG Jfrog Ltd. 0.12% 5,000 $221K New
BRK.B Berkshire Hathaway Inc. Class B 0.12% 500 $210K New
OKTA Okta Inc. 0.12% 2,000 $209K New
BIDU Baidu Inc. - Spon ADR 0.11% 1,900 $200K No change

Portfolio Sells Q4 2023 → Q1 2024
VSEC Vse Corp. Reduce -29.5% 7.33% −1.69
ADBE Adobe Inc. Reduce -0.1% 3.13% −0.85
INTU Intuit Inc. Reduce -13.4% 2.75% −0.53
TYL Tyler Technologies Inc. Reduce -7.1% 2.42% −0.33
FTNT Fortinet Inc. Sold out 0.00% −0.32
TWLO Twilio Inc. Class A Sold out 0.00% −0.29
FISV Fiserv Inc. Reduce -14.7% 5.07% −0.24
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.13
PGR Progressive Corp. Sold out 0.00% −0.12
BHP BHP Group Ltd.-Spon ADR Reduce -4.7% 0.33% −0.11
TECH Bio-Techne Corp. Reduce -0.8% 0.52% −0.10
LMT Lockheed Martin Corp. Reduce -1.6% 0.88% −0.08
LHX L3HARRIS Technologies Inc. Reduce -2.9% 0.66% −0.06
FNF Fidelity National Financial Reduce -2.5% 0.93% −0.06
NSP Insperity Inc. Reduce -4.4% 0.20% −0.04
MSFT Microsoft Corp. Reduce -5.0% 3.62% −0.04
MCD McDonald's Corp. Reduce -10.0% 0.14% −0.04
BABA Alibaba Group Holding-SP ADR Reduce -0.9% 0.22% −0.04
XBI SS SPDR S&P Biotech ETF Reduce -1.7% 1.14% −0.03
V Visa Inc. Class A Reduce -3.0% 0.51% −0.02
ULTA Ulta Beauty Inc. Reduce -0.6% 1.17% −0.01
DOCU Docusign Inc. Reduce -1.0% 0.17% −0.01
AXP American Express Co. Reduce -3.3% 0.37% +0.03
ABNB Airbnb Inc. Class A Reduce -0.4% 0.40% +0.04
TT Trane Technologies PLC Reduce -2.4% 0.67% +0.07
RTX RTX Corp. Reduce -0.1% 1.18% +0.08
NVDA Nvidia Corp. Reduce -25.8% 0.95% +0.20
AMAT Applied Materials Inc. Reduce -3.5% 1.70% +0.21
META Meta Platforms Inc. Class A Reduce -7.0% 1.54% +0.24
VEEV Veeva Systems Inc. Class A Reduce -0.2% 2.70% +0.28
TDG Transdigm Group Inc. Reduce -1.1% 4.46% +0.48

Portfolio Buys Q4 2023 → Q1 2024
VTI VG Morningstar TS MKT ETF-US New 2.08% +2.08
DIS The Walt Disney Co. Add +3.5% 3.75% +0.88
IBM Intl Business Machines Corp. New 0.36% +0.36
AMZN Amazon.com Inc. Add +1.3% 2.95% +0.31
NICE Nice Ltd. - Spon ADR New 0.15% +0.15
ORCL Oracle Corp. Add +0.5% 1.42% +0.15
SNOW Snowflake Inc. New 0.14% +0.14
TRV The Travelers Cos Inc. New 0.13% +0.13
LOW Lowe's Cos Inc. New 0.13% +0.13
FROG Jfrog Ltd. New 0.12% +0.12
BRK.B Berkshire Hathaway Inc. Class B New 0.12% +0.12
OKTA Okta Inc. New 0.12% +0.12
VRTX Vertex Pharmaceuticals Inc. Add +38.1% 0.43% +0.10
ZS Zscaler Inc. Add +100.0% 0.22% +0.08
AMGN Amgen Inc. Add +32.8% 0.34% +0.06
MELI MercadoLibre Inc. Add +17.4% 1.14% +0.06
SCHW Schwab (charles) Corp. Add +3.7% 2.61% +0.04
ON On Semiconductor Add +38.5% 0.30% +0.04
GEHC GE Healthcare Technology Add +1.0% 0.15% +0.01
PANW Palo Alto Networks Inc. Add +8.4% 2.05% −0.06
BA The Boeing Co. Add +0.5% 2.01% −0.89

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 77$285.1MCBRS, ASML, ESLT, TDG, VSEC
Q1 2026 79$193.5MESLT, TDG, VSEC, ASML, AMZN
Q4 2025 83$216.0MTDG, VSEC, ESLT, AMZN, WGS
Q3 2025 89$222.1MVSEC, TDG, DIS, AMZN, MSFT
Q2 2025 94$213.8MFISV, TDG, DIS, AMZN, VSEC
Q1 2025 96$185.2MFISV, TDG, VSEC, DIS, AMZN
Q4 2024 103$189.2MFISV, VSEC, TDG, DIS, AMZN
Q3 2024 99$181.9MFISV, TDG, VSEC, MSFT, DIS
Q2 2024 94$173.6MVSEC, FISV, TDG, MSFT, ADBE
Q1 2024 104$178.8MVSEC, FISV, TDG, DIS, MSFT