Legal-Advantage-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  "INMD",
  "SPT",
  "WGS",
  "ZS",
  "ADBE",
  "MOG-A",
  "GOOGL",
  "VCYT",
  "AXP",
  "ASML",
  "BMA",
  "EBAY",
  "GD",
  "BBAR",
  "AZN",
  "INTU",
  "FBIN",
  "AMAT",
  "META",
  "LHX",
  "LRCX",
  "MA",
  "MDT",
  "MSFT",
  "FIS",
  "SUPV",
  "HOV",
  "KLAC",
  "ORCL",
  "NOC",
  "PANW",
  "PYPL",
  "PHM",
  "AAPL",
  "NVDA",
  "GEHC",
  "PLTR",
  "LMT",
  "MRK",
  "AMGN",
  "IOT",
  "SHOP",
  "RIO",
  "RTX",
  "IBM",
  "SSNC",
  "TMO",
  "TDG",
  "TRV",
  "TYL",
  "VSEC",
  "SCHW",
  "ULTA",
  "TSM",
  "VRTX",
  "GRAL",
  "TT",
  "HAL",
  "AFL",
  "FI",
  "FVRR",
  "IDXX",
  "DHI",
  "AMZN",
  "VEEV",
  "V",
  "VST",
  "WMT",
  "WTW",
  "FNF",
  "ESLT",
  "MNDY",
  "ON",
  "OKTA",
  "CRM",
  "RBRK",
  "MELI",
  "ZBH",
  "MCK",
  "BRK-A",
  "BRK-B",
  "BHP",
  "TECH",
  "BA",
  null,
  "BMY",
  "CB",
  "CYBR",
  "ADI",
  "DIS",
  "GOOG",
  "JNJ",
  "NFLX",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 96
Total Value: 185238784
Accession Number: 0001172661-25-001737
Form Type: 13F-HR
CIK: legal-advantage-investments
Manager Name: Legal-Advantage-Investments

Data Enrichment

99% identified

95 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

96 positions • $185.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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FISERV INC

FI|337738108

Shares:53.4K

Value:$11.8M

% of Portfolio:6.4% ($11.8M/$185.2M)

TransDigm Group INC

TDG|893641100

Shares:6.0K

Value:$8.3M

% of Portfolio:4.5% ($8.3M/$185.2M)

VSE CORP

VSEC|918284100

Shares:59.5K

Value:$7.1M

% of Portfolio:3.9% ($7.1M/$185.2M)

Walt Disney Co

DIS|254687106

Shares:68.3K

Value:$6.7M

% of Portfolio:3.6% ($6.7M/$185.2M)

AMAZON COM INC

AMZN|023135106

Shares:34.3K

Value:$6.5M

% of Portfolio:3.5% ($6.5M/$185.2M)

ELBIT SYSTEMS LTD

ESLT|M3760D101

Shares:15.0K

Value:$5.8M

% of Portfolio:3.1% ($5.8M/$185.2M)

MICROSOFT CORP

MSFT|594918104

Shares:15.2K

Value:$5.7M

% of Portfolio:3.1% ($5.7M/$185.2M)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:9.7K

Value:$5.6M

% of Portfolio:3.0% ($5.6M/$185.2M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:67.9K

Value:$5.3M

% of Portfolio:2.9% ($5.3M/$185.2M)

Palo Alto Networks Inc

PANW|697435105

Shares:27.9K

Value:$4.8M

% of Portfolio:2.6% ($4.8M/$185.2M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:20.4K

Value:$4.7M

% of Portfolio:2.5% ($4.7M/$185.2M)

INTUIT INC.

INTU|461202103

Shares:7.3K

Value:$4.5M

% of Portfolio:2.4% ($4.5M/$185.2M)

GeneDx Holdings Corp.

WGS|81663L200

Shares:50.6K

Value:$4.5M

% of Portfolio:2.4% ($4.5M/$185.2M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:8.2K

Value:$4.1M

% of Portfolio:2.2% ($4.1M/$185.2M)

ADOBE INC.

ADBE|00724F101

Shares:10.4K

Value:$4.0M

% of Portfolio:2.2% ($4.0M/$185.2M)

922908769

VTI|922908769

Shares:14.2K

Value:$3.9M

% of Portfolio:2.1% ($3.9M/$185.2M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:44.8K

Value:$3.8M

% of Portfolio:2.0% ($3.8M/$185.2M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:6.6K

Value:$3.3M

% of Portfolio:1.8% ($3.3M/$185.2M)

MERCADOLIBRE INC

MELI|58733R102

Shares:1.6K

Value:$3.2M

% of Portfolio:1.7% ($3.2M/$185.2M)

NETFLIX INC

NFLX|64110L106

Shares:3.4K

Value:$3.1M

% of Portfolio:1.7% ($3.1M/$185.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FISERV INC(FIcusip337738108)	53.4K	QoQ -0.92% (-500) YoY -5.85% (-3.3K)	All Managers (Combined)	$11.8M	6.4% ($11.8M/$185.2M)	QoQ +6.50% (-$720.4K) YoY +30.08% (-$2.7M)
TransDigm Group INC(TDGcusip893641100)	6.0K	QoQ -0.33% (-20) YoY -6.93% (-449)	All Managers (Combined)	$8.3M	4.5% ($8.3M/$185.2M)	QoQ +8.79% (-$673.8K) YoY +4.52% (-$360.8K)
VSE CORP(VSECcusip918284100)	59.5K	QoQ -31.19% (-27.0K) YoY -63.66% (-104.3K)	All Managers (Combined)	$7.1M	3.9% ($7.1M/$185.2M)	QoQ -13.18% (-$1.1M) YoY -45.50% (-$6.0M)
Walt Disney Co(DIScusip254687106)	68.3K	QoQ +6.19% (-4.0K) YoY +24.61% (+13.5K)	All Managers (Combined)	$6.7M	3.6% ($6.7M/$185.2M)	QoQ -5.86% (-$420.0K) YoY +0.52% (+$35.0K)
AMAZON COM INC(AMZNcusip023135106)	34.3K	QoQ +5.89% (-1.9K) YoY +17.28% (+5.1K)	All Managers (Combined)	$6.5M	3.5% ($6.5M/$185.2M)	QoQ -8.16% (-$581.1K) YoY +23.70% (+$1.3M)
ELBIT SYSTEMS LTD(ESLTcusipM3760D101)	15.0K	QoQ 0.00% (+0) YoY -4.40% (-692)	All Managers (Combined)	$5.8M	3.1% ($5.8M/$185.2M)	QoQ +48.67% (+$1.9M) YoY +74.46% (-$2.5M)
MICROSOFT CORP(MSFTcusip594918104)	15.2K	QoQ +3.88% (-570) YoY -0.91% (-141)	All Managers (Combined)	$5.7M	3.1% ($5.7M/$185.2M)	QoQ -7.47% (-$461.8K) YoY -11.59% (-$749.5K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	9.7K	QoQ -1.77% (-175) YoY -4.91% (-500)	All Managers (Combined)	$5.6M	3.0% ($5.6M/$185.2M)	QoQ -0.96% (-$55.0K) YoY +30.07% (-$1.3M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	67.9K	QoQ +6.25% (+4.0K) YoY +5.10% (+3.3K)	All Managers (Combined)	$5.3M	2.9% ($5.3M/$185.2M)	QoQ +12.39% (+$586.0K) YoY +13.73% (+$642.0K)
Palo Alto Networks Inc(PANWcusip697435105)	27.9K	QoQ -0.17% (-49) YoY +116.17% (+15.0K)	All Managers (Combined)	$4.8M	2.6% ($4.8M/$185.2M)	QoQ -6.38% (-$325.2K) YoY +29.82% (+$1.1M)
VEEVA SYSTEMS INC(VEEVcusip922475108)	20.4K	QoQ +0.07% (+15) YoY -2.32% (-485)	All Managers (Combined)	$4.7M	2.5% ($4.7M/$185.2M)	QoQ +10.25% (+$438.3K) YoY -2.35% (-$113.6K)
INTUIT INC.(INTUcusip461202103)	7.3K	QoQ -2.00% (-150) YoY -3.13% (-237)	All Managers (Combined)	$4.5M	2.4% ($4.5M/$185.2M)	QoQ -4.27% (-$200.4K) YoY -8.50% (-$417.5K)
GeneDx Holdings Corp.(WGScusip81663L200)	50.6K	QoQ +48.38% (+16.5K) YoY NEW(+50.6K)	All Managers (Combined)	$4.5M	2.4% ($4.5M/$185.2M)	QoQ +70.98% (+$1.9M) YoY NEW(+$4.5M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	8.2K	QoQ +2.49% (-200) YoY +0.36% (-30)	All Managers (Combined)	$4.1M	2.2% ($4.1M/$185.2M)	QoQ -1.96% (-$82.2K) YoY -14.07% (-$670.6K)
ADOBE INC.(ADBEcusip00724F101)	10.4K	QoQ -4.00% (-435) YoY -5.82% (-645)	All Managers (Combined)	$4.0M	2.2% ($4.0M/$185.2M)	QoQ -17.20% (-$831.4K) YoY -28.41% (-$1.6M)
(VTIcusip922908769)	14.2K	QoQ -0.35% (-50) YoY -0.90% (-130)	All Managers (Combined)	$3.9M	2.1% ($3.9M/$185.2M)	QoQ -5.49% (-$226.9K) YoY +4.78% (-$178.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	44.8K	QoQ -11.81% (-6.0K) YoY NEW(+44.8K)	All Managers (Combined)	$3.8M	2.0% ($3.8M/$185.2M)	QoQ -1.58% (-$60.9K) YoY NEW(+$3.8M)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	6.6K	QoQ 0.00% (+0) YoY -1.19% (-80)	All Managers (Combined)	$3.3M	1.8% ($3.3M/$185.2M)	QoQ +9.10% (+$275.2K) YoY +2.51% (-$80.8K)
MERCADOLIBRE INC(MELIcusip58733R102)	1.6K	QoQ +3.81% (+60) YoY +20.72% (+280)	All Managers (Combined)	$3.2M	1.7% ($3.2M/$185.2M)	QoQ +19.10% (+$510.5K) YoY +55.77% (+$1.1M)
NETFLIX INC(NFLXcusip64110L106)	3.4K	QoQ 0.00% (+0) YoY -1.45% (-50)	All Managers (Combined)	$3.1M	1.7% ($3.1M/$185.2M)	QoQ +4.62% (+$139.2K) YoY +51.30% (-$1.1M)