Latest Legal Advantage Investments, Inc. Stock Portfolio
$178Million
Equity Portfolio Value
Last Reported on: 23 Apr, 2024
About Legal Advantage Investments, Inc. and it’s 13F Hedge Fund Stock Holdings
Legal Advantage Investments, Inc. is a hedge fund based in Los Altos Hills, CA. On 05-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $157.4 Millions. In it's latest 13F Holdings report, Legal Advantage Investments, Inc. reported an equity portfolio of $166.4 Millions as of 31 Dec, 2023.
The top stock holdings of Legal Advantage Investments, Inc. are VSEC, , TDG. The fund has invested 9% of it's portfolio in VSE CORP and 5.3% of portfolio in FISERV INC.
The fund managers got completely rid off TRANSACT TECHNOLOGIES INC (TACT) and BRISTOL-MYERS SQUIBB CO (BMY) stocks. They significantly reduced their stock positions in PROGRESSIVE CORP (PGR), GENERAL DYNAMICS CORP (GD) and APPLIED MATLS INC (AMAT). Legal Advantage Investments, Inc. opened new stock positions in BERKSHIRE HATHAWAY INC DEL (BRKA), VERTEX PHARMACEUTICALS INC (VRTX) and AMGEN INC (AMGN). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORP (ORCL), ON SEMICONDUCTOR CORP (ON) and ELBIT SYS LTD.
The top stock holdings of Legal Advantage Investments, Inc. are VSEC, , TDG. The fund has invested 9% of it's portfolio in VSE CORP and 5.3% of portfolio in FISERV INC.
The fund managers got completely rid off TRANSACT TECHNOLOGIES INC (TACT) and BRISTOL-MYERS SQUIBB CO (BMY) stocks. They significantly reduced their stock positions in PROGRESSIVE CORP (PGR), GENERAL DYNAMICS CORP (GD) and APPLIED MATLS INC (AMAT). Legal Advantage Investments, Inc. opened new stock positions in BERKSHIRE HATHAWAY INC DEL (BRKA), VERTEX PHARMACEUTICALS INC (VRTX) and AMGEN INC (AMGN). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORP (ORCL), ON SEMICONDUCTOR CORP (ON) and ELBIT SYS LTD.
New Buys
| Ticker | $ Bought |
|---|---|
| VANGUARD INDEX FDS | 3,722,290 |
| INTERNATIONAL BUSINESS MACHS | 642,771 |
| NICE LTD | 260,620 |
| SNOWFLAKE INC | 242,400 |
| TRAVELERS COMPANIES INC | 230,140 |
| LOWES COS INC | 228,748 |
| JFROG LTD | 221,100 |
| BERKSHIRE HATHAWAY INC DEL | 210,260 |
New stocks bought by Legal Advantage Investments, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| WALMART INC | 200 |
| ZSCALER INC | 100 |
| ON SEMICONDUCTOR CORP | 38.46 |
| VERTEX PHARMACEUTICALS INC | 38.11 |
| AMGEN INC | 32.81 |
| MERCADOLIBRE INC | 17.38 |
| PALO ALTO NETWORKS INC | 8.39 |
| SCHWAB CHARLES CORP | 3.69 |
Additions to existing portfolio by Legal Advantage Investments, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| VSE CORP | -29.5 |
| NVIDIA CORPORATION | -25.75 |
| FISERV INC | -14.72 |
| INTUIT | -13.41 |
| MCDONALDS CORP | -10.00 |
| TYLER TECHNOLOGIES INC | -7.1 |
| META PLATFORMS INC | -6.98 |
| MICROSOFT CORP | -4.97 |
Legal Advantage Investments, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| FORTINET INC | -528,233 |
| TWILIO INC | -485,947 |
| PROGRESSIVE CORP | -207,064 |
| SPDR S&P 500 ETF TR | -211,038 |
Legal Advantage Investments, Inc. got rid off the above stocks
Current Stock Holdings of Legal Advantage Investments, Inc.
Last Reported on: 23 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 1.11 | 11,537 | 1,978,360 | UNCHANGED | 0.00 | |
| ABNB | AIRBNB INC | 0.40 | 4,283 | 706,453 | REDUCED | -0.4 | |
| ADBE | ADOBE INC | 3.13 | 11,078 | 5,589,970 | REDUCED | -0.11 | |
| ADI | ANALOG DEVICES INC | 0.81 | 7,328 | 1,449,400 | UNCHANGED | 0.00 | |
| AFL | AFLAC INC | 0.18 | 3,800 | 326,268 | UNCHANGED | 0.00 | |
| AMAT | APPLIED MATLS INC | 1.71 | 14,781 | 3,048,370 | REDUCED | -3.46 | |
| AMGN | AMGEN INC | 0.34 | 2,125 | 604,180 | ADDED | 32.81 | |
| AMZN | AMAZON COM INC | 2.95 | 29,275 | 5,280,650 | ADDED | 1.26 | |
| ASML | ASML HOLDING N V | 0.99 | 1,827 | 1,773,050 | UNCHANGED | 0.00 | |
| AXP | AMERICAN EXPRESS CO | 0.37 | 2,900 | 660,301 | REDUCED | -3.33 | |
| AZN | ASTRAZENECA PLC | 0.16 | 4,350 | 294,712 | UNCHANGED | 0.00 | |
| BA | BOEING CO | 2.01 | 18,611 | 3,591,680 | ADDED | 0.54 | |
| BABA | ALIBABA GROUP HLDG LTD | 0.22 | 5,450 | 394,362 | REDUCED | -0.91 | |
| BHP | BHP GROUP LTD | 0.33 | 10,118 | 583,729 | REDUCED | -4.65 | |
| BIDU | BAIDU INC | 0.11 | 1,900 | 200,032 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 1.14 | 21,515 | 2,041,580 | REDUCED | -1.71 | |
| CB | CHUBB LIMITED | 0.25 | 1,750 | 453,478 | UNCHANGED | 0.00 | |
| CCS | CENTURY CMNTYS INC | 0.14 | 2,650 | 255,725 | UNCHANGED | 0.00 | |
| CHGG | CHEGG INC | 0.31 | 73,000 | 552,610 | UNCHANGED | 0.00 | |
| CMCSA | COMCAST CORP NEW | 0.74 | 30,698 | 1,330,760 | UNCHANGED | 0.00 | |
| CRM | SALESFORCE INC | 0.94 | 5,571 | 1,677,870 | UNCHANGED | 0.00 | |
| CRWD | CROWDSTRIKE HLDGS INC | 0.26 | 1,470 | 471,267 | UNCHANGED | 0.00 | |
| CYBR | CYBERARK SOFTWARE LTD | 0.30 | 2,000 | 531,260 | UNCHANGED | 0.00 | |
| DHI | D R HORTON INC | 0.28 | 3,075 | 505,991 | UNCHANGED | 0.00 | |
| DIS | DISNEY WALT CO | 3.75 | 54,803 | 6,705,650 | ADDED | 3.49 | |
| DOCU | DOCUSIGN INC | 0.16 | 4,965 | 295,666 | REDUCED | -1.00 | |
| EBAY | EBAY INC. | 0.20 | 6,650 | 350,987 | UNCHANGED | 0.00 | |
| ESLT | ELBIT SYS LTD | 1.85 | 15,722 | 3,305,310 | UNCHANGED | 0.00 | |
| FDX | FEDEX CORP | 0.41 | 2,530 | 733,042 | UNCHANGED | 0.00 | |
| FIS | FIDELITY NATL INFORMATION SV | 0.35 | 8,400 | 623,112 | UNCHANGED | 0.00 | |
| FNF | FIDELITY NATIONAL FINANCIAL | 0.93 | 31,380 | 1,666,280 | REDUCED | -2.49 | |
| FROG | JFROG LTD | 0.12 | 5,000 | 221,100 | NEW | ||
| FTNT | FORTINET INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FVRR | FIVERR INTL LTD | 0.16 | 14,000 | 294,980 | UNCHANGED | 0.00 | |
| GD | GENERAL DYNAMICS CORP | 0.41 | 2,600 | 734,474 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 0.68 | 8,000 | 1,218,080 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 0.35 | 4,100 | 618,813 | UNCHANGED | 0.00 | |
| HSIC | HENRY SCHEIN INC | 1.85 | 43,740 | 3,303,240 | UNCHANGED | 0.00 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.36 | 3,366 | 642,771 | NEW | ||
| IDXX | IDEXX LABS INC | 1.51 | 4,990 | 2,694,250 | UNCHANGED | 0.00 | |
| ILMN | ILLUMINA INC | 0.33 | 4,305 | 591,163 | UNCHANGED | 0.00 | |
| INMD | INMODE LTD | 0.38 | 31,020 | 670,342 | UNCHANGED | 0.00 | |
| INTU | INTUIT | 2.75 | 7,553 | 4,909,330 | REDUCED | -13.41 | |
| JNJ | JOHNSON & JOHNSON | 0.15 | 1,673 | 264,652 | UNCHANGED | 0.00 | |
| JPM | JPMORGAN CHASE & CO | 0.64 | 5,703 | 1,142,310 | UNCHANGED | 0.00 | |
| KLAC | KLA CORP | 0.39 | 1,000 | 698,570 | UNCHANGED | 0.00 | |
| LEN | LENNAR CORP | 0.13 | 1,500 | 231,270 | UNCHANGED | 0.00 | |
| LHX | L3HARRIS TECHNOLOGIES INC | 0.66 | 5,517 | 1,175,750 | REDUCED | -2.9 | |
| LMT | LOCKHEED MARTIN CORP | 0.88 | 3,470 | 1,578,400 | REDUCED | -1.59 | |
| LOW | LOWES COS INC | 0.13 | 898 | 228,748 | NEW | ||
| LRCX | LAM RESEARCH CORP | 0.27 | 500 | 485,785 | UNCHANGED | 0.00 | |
| MA | MASTERCARD INCORPORATED | 0.65 | 2,400 | 1,155,770 | UNCHANGED | 0.00 | |
| MCD | MCDONALDS CORP | 0.14 | 900 | 253,755 | REDUCED | -10.00 | |
| MCK | MCKESSON CORP | 0.37 | 1,231 | 660,911 | UNCHANGED | 0.00 | |
| MDT | MEDTRONIC PLC | 0.12 | 2,546 | 221,884 | UNCHANGED | 0.00 | |
| MELI | MERCADOLIBRE INC | 1.14 | 1,351 | 2,042,660 | ADDED | 17.38 | |
| META | META PLATFORMS INC | 1.54 | 5,666 | 2,751,300 | REDUCED | -6.98 | |
| MODN | MODEL N INC | 0.16 | 10,100 | 287,547 | UNCHANGED | 0.00 | |
| MRK | MERCK & CO INC | 0.30 | 4,000 | 527,800 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 3.62 | 15,366 | 6,464,790 | REDUCED | -4.97 | |
| NFLX | NETFLIX INC | 1.16 | 3,427 | 2,081,090 | UNCHANGED | 0.00 | |
| NICE | NICE LTD | 0.15 | 1,000 | 260,620 | NEW | ||
| NOC | NORTHROP GRUMMAN CORP | 1.80 | 6,721 | 3,217,070 | UNCHANGED | 0.00 | |
| NSP | INSPERITY INC | 0.20 | 3,250 | 356,232 | REDUCED | -4.41 | |
| NVDA | NVIDIA CORPORATION | 0.95 | 1,886 | 1,704,110 | REDUCED | -25.75 | |
| OKTA | OKTA INC | 0.12 | 2,000 | 209,240 | NEW | ||
| ON | ON SEMICONDUCTOR CORP | 0.30 | 7,200 | 529,560 | ADDED | 38.46 | |
| ORCL | ORACLE CORP | 1.42 | 20,262 | 2,545,160 | ADDED | 0.5 | |
| PANW | PALO ALTO NETWORKS INC | 2.05 | 12,925 | 3,672,380 | ADDED | 8.39 | |
| PGR | PROGRESSIVE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PHM | PULTE GROUP INC | 0.20 | 3,020 | 364,272 | UNCHANGED | 0.00 | |
| PTC | PTC INC | 0.37 | 3,500 | 661,290 | UNCHANGED | 0.00 | |
| RIO | RIO TINTO PLC | 0.20 | 5,700 | 363,318 | UNCHANGED | 0.00 | |
| RTX | RTX CORPORATION | 1.18 | 21,589 | 2,105,560 | REDUCED | -0.12 | |
| SCHW | SCHWAB CHARLES CORP | 2.61 | 64,600 | 4,673,160 | ADDED | 3.69 | |
| SDGR | SCHRODINGER INC | 0.26 | 17,105 | 461,835 | UNCHANGED | 0.00 | |
| SHOP | SHOPIFY INC | 1.06 | 24,510 | 1,891,440 | UNCHANGED | 0.00 | |
| SMLR | SEMLER SCIENTIFIC INC | 0.36 | 22,219 | 649,017 | UNCHANGED | 0.00 | |
| SNOW | SNOWFLAKE INC | 0.14 | 1,500 | 242,400 | NEW | ||
| SPT | SPROUT SOCIAL INC | 0.63 | 18,975 | 1,133,000 | UNCHANGED | 0.00 | |
| SPY | SPDR S&P 500 ETF TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SQ | BLOCK INC | 0.98 | 20,610 | 1,743,190 | UNCHANGED | 0.00 | |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 1.28 | 35,562 | 2,289,130 | UNCHANGED | 0.00 | |
| SWAV | SHOCKWAVE MED INC | 0.91 | 4,995 | 1,626,520 | UNCHANGED | 0.00 | |
| TDG | TRANSDIGM GROUP INC | 4.46 | 6,476 | 7,976,260 | REDUCED | -1.13 | |
| TECH | BIO-TECHNE CORP | 0.52 | 13,235 | 931,612 | REDUCED | -0.75 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.66 | 8,199 | 4,765,130 | UNCHANGED | 0.00 | |
| TRV | TRAVELERS COMPANIES INC | 0.13 | 1,000 | 230,140 | NEW | ||
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.58 | 7,610 | 1,035,340 | UNCHANGED | 0.00 | |
| TT | TRANE TECHNOLOGIES PLC | 0.67 | 3,998 | 1,200,200 | REDUCED | -2.44 | |
| TWLO | TWILIO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TYL | TYLER TECHNOLOGIES INC | 2.42 | 10,173 | 4,323,490 | REDUCED | -7.1 | |
| ULTA | ULTA BEAUTY INC | 1.17 | 3,985 | 2,083,680 | REDUCED | -0.55 | |
| V | VISA INC | 0.51 | 3,250 | 907,010 | REDUCED | -2.99 | |
| VEEV | VEEVA SYS INC | 2.70 | 20,840 | 4,828,420 | REDUCED | -0.24 | |
| VOO | VANGUARD INDEX FDS | 2.08 | 14,322 | 3,722,290 | NEW | ||
| VRTX | VERTEX PHARMACEUTICALS INC | 0.43 | 1,830 | 764,958 | ADDED | 38.11 | |
| VSEC | VSE CORP | 7.33 | 163,763 | 13,101,000 | REDUCED | -29.5 | |
| WMT | WALMART INC | 0.25 | 7,500 | 451,275 | ADDED | 200 | |
| WTW | WILLIS TOWERS WATSON PLC LTD | 0.34 | 2,215 | 609,125 | UNCHANGED | 0.00 | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 0.72 | 9,739 | 1,285,350 | UNCHANGED | 0.00 | |
| ZS | ZSCALER INC | 0.22 | 2,000 | 385,260 | ADDED | 100 | |
| ZTS | ZOETIS INC | 0.65 | 6,825 | 1,154,860 | UNCHANGED | 0.00 | |
| FISERV INC | 5.07 | 56,737 | 9,067,710 | REDUCED | -14.72 | ||
| MOOG INC | 1.13 | 12,690 | 2,025,960 | UNCHANGED | 0.00 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.36 | 1.00 | 634,440 | UNCHANGED | 0.00 | ||
| GE HEALTHCARE TECHNOLOGIES I | 0.15 | 3,030 | 275,457 | ADDED | 1.00 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.12 | 500 | 210,260 | NEW |