Legal Advantage Investments, Inc.

Name: Legal Advantage Investments, Inc. 13F holdings, Q4 2024
Creator: Legal Advantage Investments, Inc.
Published: 2025-01-16

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Legal Advantage Investments, Inc. reported 103 stock positions worth $189.2 million. Its top holding was Fiserv (FISV) at 5.9% of the portfolio, followed by Vse (VSEC, 4.3%) and Transdigm (TDG, 4.1%). Compared with Q3 2024, it opened 9 new positions, sold out of 5, added to 17 and reduced 58. The biggest buy was a new position in SLB (SLB) and the biggest sale Transdigm (TDG, shares −3%).

Most Recent 13F: Q2 2026
Location: Los Altos Hills, CA
CIK: 0001841769
Portfolio Value: $189.2M (Q4 2024)
SEC Filing: 0001172661-25-000236 ↗ filed Jan 16, 2025

Holdings Value

Holdings 103 stocks · $189.2M


FISV Fiserv Inc.	5.86%	53,917	$11.1M	Reduce -3.5%
VSEC Vse Corp.	4.35%	86,476	$8.2M	Reduce -7.4%
TDG Transdigm Group Inc.	4.05%	6,047	$7.7M	Reduce -3.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO	3.79%	64,307	$7.2M	Reduce -0.9%
AMZN Amazon.com Inc.	3.76%	32,425	$7.1M	Reduce -0.9%
MSFT Microsoft Corp.	3.27%	14,655	$6.2M	Reduce -4.0%
TYL Tyler Technologies Inc.	3.00%	9,848	$5.7M	Reduce -2.2%
PANW Palo Alto Networks Inc.	2.69%	27,989	$5.1M	Reduce -0.2%
ADBE Adobe Inc.	2.56%	10,868	$4.8M	Reduce -1.4%
SCHW Schwab (charles) Corp.	2.50%	63,900	$4.7M	Reduce -0.8%
INTU Intuit Inc.	2.48%	7,466	$4.7M	Reduce -1.1%
VEEV Veeva Systems Inc. Class A	2.26%	20,340	$4.3M	Reduce -1.9%
TMO Thermo Fisher Scientific Inc.	2.21%	8,029	$4.2M	Reduce -1.5%
VTI VG Morningstar TS MKT ETF-US	2.18%	14,242	$4.1M	Add +0.1%
ESLT Elbit Systems Ltd.	2.05%	15,030	$3.9M	Reduce -2.6%
PLTR Palantir Technologies Inc. Class A	2.03%	50,800	$3.8M	Reduce -2.3%
ORCL Oracle Corp.	1.74%	19,746	$3.3M	Reduce -1.5%
META Meta Platforms Inc. Class A	1.70%	5,500	$3.2M	Reduce -1.8%
NVDA Nvidia Corp.	1.62%	22,796	$3.1M	Reduce -0.7%
NOC Northrop Grumman Corp.	1.60%	6,641	$3.0M	No change
NFLX Netflix Inc.	1.59%	3,377	$3.0M	Reduce -1.5%
AAPL Apple Inc.	1.58%	11,965	$3.0M	Add +5.5%
BA The Boeing Co.	1.58%	16,890	$3.0M	Reduce -8.7%
MELI MercadoLibre Inc.	1.41%	1,571	$2.7M	Add +14.6%
WGS Genedx Holdings Corp.	1.39%	34,100	$2.6M	Reduce -1.2%
IDXX Idexx Laboratories Inc.	1.38%	6,295	$2.6M	Add +29.7%
SSNC Ss&c Technologies Holdings	1.37%	34,300	$2.6M	Reduce -1.7%
SHOP Shopify Inc. Class A	1.36%	24,210	$2.6M	Reduce -1.2%
RTX RTX Corp.	1.29%	21,127	$2.4M	Add +0.0%
MOG.A Moog Inc. Class A	1.29%	12,390	$2.4M	Reduce -0.8%
AMAT Applied Materials Inc.	1.22%	14,171	$2.3M	Reduce -3.7%
ASML ASML Holding NV-NY Reg SHS	1.16%	3,172	$2.2M	Add +30.7%
XYZ Block Inc.	1.04%	23,160	$2.0M	Add +13.2%
CRM Salesforce Inc.	0.97%	5,496	$1.8M	Reduce -0.9%
XBI SS SPDR S&P Biotech ETF	0.95%	19,965	$1.8M	Reduce -2.9%
TSM Taiwan Semiconductor-SP ADR	0.94%	9,010	$1.8M	Reduce -1.1%
FNF Fidelity National Financial	0.89%	30,130	$1.7M	Reduce -1.9%
LMT Lockheed Martin Corp.	0.87%	3,395	$1.6M	Reduce -1.4%
ULTA Ulta Beauty Inc.	0.86%	3,730	$1.6M	Reduce -3.2%
ADI Analog Devices Inc.	0.82%	7,298	$1.6M	Reduce -0.4%
GOOG Alphabet Inc. Class C	0.81%	8,000	$1.5M	No change
V Visa Inc. Class A	0.80%	4,800	$1.5M	Reduce -3.0%
JPM JPMorgan Chase & Co.	0.72%	5,653	$1.4M	Reduce -0.9%
TT Trane Technologies PLC	0.70%	3,598	$1.3M	No change
MA Mastercard Inc. Class A	0.69%	2,471	$1.3M	Add +3.0%
LHX L3HARRIS Technologies Inc.	0.59%	5,317	$1.1M	Reduce -3.6%
ZTS Zoetis Inc.	0.58%	6,735	$1.1M	Add +0.1%
CMCSA Comcast Corp. Class A	0.56%	28,232	$1.1M	Reduce -2.8%
ZBH Zimmer Biomet Holdings Inc.	0.51%	9,160	$968K	Reduce -4.2%
DHI D.R. Horton Inc.	0.48%	6,450	$902K	Add +58.3%
TECH Bio-Techne Corp.	0.47%	12,435	$896K	Reduce -6.0%
SPT Sprout Social Inc. Class A	0.46%	28,575	$878K	Reduce -1.4%
AXP American Express Co.	0.45%	2,850	$846K	Reduce -1.7%
AMGN Amgen Inc.	0.43%	3,108	$810K	Reduce -0.7%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	0.42%	20,644	$791K	New
FBIN Fortune Brands Innovations I	0.42%	11,500	$786K	Reduce -4.2%
GOOGL Alphabet Inc. Class A	0.41%	4,100	$776K	No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.40%	3,434	$755K	Reduce -1.4%
BMA Banco Macro SA-ADR	0.40%	7,800	$755K	Add +4.0%
VRTX Vertex Pharmaceuticals Inc.	0.39%	1,830	$737K	No change
ZS Zscaler Inc.	0.38%	4,000	$722K	No change
WTW Willis Towers Watson PLC	0.37%	2,215	$694K	No change
MCK McKesson Corp.	0.36%	1,201	$684K	No change
BRK.A Berkshire Hathaway Inc. Class A	0.36%	1	$681K	No change
FIS Fidelity National Info Serv	0.36%	8,400	$678K	No change
WMT Walmart Inc.	0.36%	7,500	$678K	No change
CYBR Cyberark Software Ltd./Israel	0.35%	2,000	$666K	No change
GD General Dynamics Corp.	0.35%	2,500	$659K	Reduce -3.9%
KLAC KLA Corp.	0.33%	1,000	$630K	No change
PTC PTC Inc.	0.32%	3,300	$607K	Reduce -5.7%
VST Vistra Corp.	0.30%	4,100	$565K	New
PYPL PayPal Holdings Inc.	0.27%	5,900	$504K	Reduce -1.7%
NICE Nice Ltd. - Spon ADR	0.26%	2,950	$501K	No change
CB Chubb Ltd.	0.26%	1,750	$484K	No change
INMD Inmode Ltd.	0.25%	28,020	$468K	Reduce -9.1%
BHP BHP Group Ltd.-Spon ADR	0.25%	9,507	$464K	Reduce -2.6%
BBAR Bbva Argentina SA-ADR filed as BANCO BBVA ARGENTINA S A	0.24%	24,000	$457K	No change
FVRR Fiverr International Ltd.	0.23%	13,800	$438K	Reduce -1.4%
PHM Pultegroup Inc.	0.23%	4,020	$438K	No change
SUPV Grupo Supervielle SA-SP ADR	0.23%	28,645	$433K	No change
LRCX Lam Research Corp.	0.23%	5,973	$431K	Add +19.5%
ON On Semiconductor	0.21%	6,450	$407K	Reduce -1.5%
MRK Merck & Co. Inc.	0.21%	4,000	$398K	No change
OKTA Okta Inc.	0.21%	4,950	$390K	New
EBAY eBay Inc.	0.20%	6,250	$387K	Reduce -6.0%
JNJ Johnson & Johnson	0.20%	2,596	$375K	Add +62.7%
AFL Aflac Inc.	0.20%	3,600	$372K	Reduce -5.3%
HAL Halliburton Co.	0.18%	12,500	$340K	New
TRV The Travelers Cos Inc.	0.18%	1,379	$332K	Add +37.9%
RIO Rio Tinto PLC-Spon ADR	0.17%	5,500	$323K	Reduce -3.5%
BRK.B Berkshire Hathaway Inc. Class B	0.14%	600	$272K	Add +20.0%
HOV Hovnanian Enterprises-A	0.14%	1,950	$261K	Reduce -2.5%
AZN Astrazeneca PLC-Spons ADR	0.14%	3,950	$259K	Reduce -4.8%
VCYT Veracyte Inc.	0.13%	6,306	$250K	New
NSP Insperity Inc.	0.13%	3,150	$244K	Reduce -3.1%
MNDY Monday.com Ltd.	0.12%	1,000	$235K	New
MDT Medtronic PLC	0.12%	2,906	$232K	Add +14.1%
TXN Texas Instruments Inc.	0.12%	1,236	$232K	Add +23.6%
GEHC GE Healthcare Technology	0.12%	2,830	$221K	Reduce -6.6%
BMY Bristol-Myers Squibb Co.	0.12%	3,891	$220K	New

Show all 103 holdings

Portfolio Sells Q3 2024 → Q4 2024


TDG Transdigm Group Inc.	Reduce -3.2%	4.05%	−0.85
ADBE Adobe Inc.	Reduce -1.4%	2.56%	−0.58
TMO Thermo Fisher Scientific Inc.	Reduce -1.5%	2.21%	−0.56
AMAT Applied Materials Inc.	Reduce -3.7%	1.22%	−0.42
MSFT Microsoft Corp.	Reduce -4.0%	3.27%	−0.35
LMT Lockheed Martin Corp.	Reduce -1.4%	0.87%	−0.23
TYL Tyler Technologies Inc.	Reduce -2.2%	3.00%	−0.23
FBIN Fortune Brands Innovations I	Reduce -4.2%	0.42%	−0.18
XBI SS SPDR S&P Biotech ETF	Reduce -2.9%	0.95%	−0.17
FNF Fidelity National Financial	Reduce -1.9%	0.89%	−0.15
CCS Century Communities Inc.	Sold out	0.00%	−0.15
LEN.B Lennar Corp. Class B	Sold out	0.00%	−0.14
ORCL Oracle Corp.	Reduce -1.5%	1.74%	−0.14
LOW Lowe's Cos Inc.	Sold out	0.00%	−0.13
VEEV Veeva Systems Inc. Class A	Reduce -1.9%	2.26%	−0.13
LHX L3HARRIS Technologies Inc.	Reduce -3.6%	0.59%	−0.13
SNOW Snowflake Inc.	Sold out	0.00%	−0.13
AMGN Amgen Inc.	Reduce -0.7%	0.43%	−0.13
TECH Bio-Techne Corp.	Reduce -6.0%	0.47%	−0.11
ADI Analog Devices Inc.	Reduce -0.4%	0.82%	−0.11
CMCSA Comcast Corp. Class A	Reduce -2.8%	0.56%	−0.11
SDGR Schrodinger Inc.	Sold out	0.00%	−0.10
MOG.A Moog Inc. Class A	Reduce -0.8%	1.29%	−0.10
INTU Intuit Inc.	Reduce -1.1%	2.48%	−0.10
BHP BHP Group Ltd.-Spon ADR	Reduce -2.6%	0.25%	−0.09
HOV Hovnanian Enterprises-A	Reduce -2.5%	0.14%	−0.09
GD General Dynamics Corp.	Reduce -3.9%	0.35%	−0.08
META Meta Platforms Inc. Class A	Reduce -1.8%	1.70%	−0.06
ZBH Zimmer Biomet Holdings Inc.	Reduce -4.2%	0.51%	−0.06
RIO Rio Tinto PLC-Spon ADR	Reduce -3.5%	0.17%	−0.05
SSNC Ss&c Technologies Holdings	Reduce -1.7%	1.37%	−0.05
ON On Semiconductor	Reduce -1.5%	0.21%	−0.05
AZN Astrazeneca PLC-Spons ADR	Reduce -4.8%	0.14%	−0.04
INMD Inmode Ltd.	Reduce -9.1%	0.25%	−0.04
GEHC GE Healthcare Technology	Reduce -6.6%	0.12%	−0.04
AFL Aflac Inc.	Reduce -5.3%	0.20%	−0.04
EBAY eBay Inc.	Reduce -6.0%	0.20%	−0.03
NSP Insperity Inc.	Reduce -3.1%	0.13%	−0.03
PTC PTC Inc.	Reduce -5.7%	0.32%	−0.03
IBM Intl Business Machines Corp.	Reduce -1.4%	0.40%	−0.02
FROG Jfrog Ltd.	Reduce -6.1%	0.11%	−0.01
SPT Sprout Social Inc. Class A	Reduce -1.4%	0.46%	+0.00
PYPL PayPal Holdings Inc.	Reduce -1.7%	0.27%	+0.01
AXP American Express Co.	Reduce -1.7%	0.45%	+0.01
FVRR Fiverr International Ltd.	Reduce -1.4%	0.23%	+0.03
ULTA Ulta Beauty Inc.	Reduce -3.2%	0.86%	+0.03
BA The Boeing Co.	Reduce -8.7%	1.58%	+0.03
V Visa Inc. Class A	Reduce -3.0%	0.80%	+0.05
JPM JPMorgan Chase & Co.	Reduce -0.9%	0.72%	+0.06
PANW Palo Alto Networks Inc.	Reduce -0.2%	2.69%	+0.06

Portfolio Buys Q3 2024 → Q4 2024


SLB SLB Ltd.	New	0.42%	+0.42
VST Vistra Corp.	New	0.30%	+0.30
XYZ Block Inc.	Add +13.2%	1.04%	+0.29
OKTA Okta Inc.	New	0.21%	+0.21
HAL Halliburton Co.	New	0.18%	+0.18
BMA Banco Macro SA-ADR	Add +4.0%	0.40%	+0.14
AAPL Apple Inc.	Add +5.5%	1.58%	+0.13
VCYT Veracyte Inc.	New	0.13%	+0.13
MNDY Monday.com Ltd.	New	0.12%	+0.12
BMY Bristol-Myers Squibb Co.	New	0.12%	+0.12
IOT Samsara Inc. Class A	New	0.12%	+0.12
YPF YPF S.A.-Sponsored ADR	New	0.11%	+0.11
JNJ Johnson & Johnson	Add +62.7%	0.20%	+0.06
ASML ASML Holding NV-NY Reg SHS	Add +30.7%	1.16%	+0.05
DHI D.R. Horton Inc.	Add +58.3%	0.48%	+0.05
TRV The Travelers Cos Inc.	Add +37.9%	0.18%	+0.05
MA Mastercard Inc. Class A	Add +3.0%	0.69%	+0.04
IDXX Idexx Laboratories Inc.	Add +29.7%	1.38%	+0.03
BRK.B Berkshire Hathaway Inc. Class B	Add +20.0%	0.14%	+0.02
TXN Texas Instruments Inc.	Add +23.6%	0.12%	+0.01
LRCX Lam Research Corp.	Add +19.5%	0.23%	+0.00
MDT Medtronic PLC	Add +14.1%	0.12%	−0.00
VTI VG Morningstar TS MKT ETF-US	Add +0.1%	2.18%	−0.03
RTX RTX Corp.	Add +0.0%	1.29%	−0.11
MELI MercadoLibre Inc.	Add +14.6%	1.41%	−0.13
ZTS Zoetis Inc.	Add +0.1%	0.58%	−0.14

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	77	$285.1M	CBRS, ASML, ESLT, TDG, VSEC
Q1 2026	79	$193.5M	ESLT, TDG, VSEC, ASML, AMZN
Q4 2025	83	$216.0M	TDG, VSEC, ESLT, AMZN, WGS
Q3 2025	89	$222.1M	VSEC, TDG, DIS, AMZN, MSFT
Q2 2025	94	$213.8M	FISV, TDG, DIS, AMZN, VSEC
Q1 2025	96	$185.2M	FISV, TDG, VSEC, DIS, AMZN
Q4 2024	103	$189.2M	FISV, VSEC, TDG, DIS, AMZN
Q3 2024	99	$181.9M	FISV, TDG, VSEC, MSFT, DIS
Q2 2024	94	$173.6M	VSEC, FISV, TDG, MSFT, ADBE
Q1 2024	104	$178.8M	VSEC, FISV, TDG, DIS, MSFT