Legal Advantage Investments, Inc.

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

0$100.0M$200.0M$300.0M Q1 2024: $178.8M Q1 2024 Q2 2024: $173.6M Q2 2024 Q3 2024: $181.9M Q3 2024 Q4 2024: $189.2M $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 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
IOT Samsara Inc. Class A 0.12% 5,000 $218K New
YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA 0.11% 5,000 $213K New
FROG Jfrog Ltd. 0.11% 6,950 $204K Reduce -6.1%

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

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