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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Meta Platforms, Inc.

META|30303M102

Shares:5.5K

Value:$3.1M

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

BOEING CO

BA|097023105

Shares:16.9K

Value:$2.9M

% of Portfolio:1.6% ($2.9M/$185.2M)

SS&C Technologies Holdings Inc

SSNC|78467J100

Shares:33.6K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$185.2M)

RTX Corp

RTX|75513E101

Shares:21.1K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$185.2M)

Apple Inc.

AAPL|037833100

Shares:12.3K

Value:$2.7M

% of Portfolio:1.5% ($2.7M/$185.2M)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:6.4K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$185.2M)

ORACLE CORP

ORCL|68389X105

Shares:18.9K

Value:$2.6M

% of Portfolio:1.4% ($2.6M/$185.2M)

ASML HOLDING NV

ASML|N07059210

Shares:3.8K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$185.2M)

NVIDIA CORP

NVDA|67066G104

Shares:22.8K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$185.2M)

SHOPIFY INC.

SHOP|82509L107

Shares:24.1K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$185.2M)

MOOG INC.

MOG-A|615394202

Shares:12.6K

Value:$2.2M

% of Portfolio:1.2% ($2.2M/$185.2M)

Fidelity National Financial, Inc.

FNF|31620R303

Shares:31.9K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$185.2M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:14.2K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$185.2M)

VISA INC.

V|92826C839

Shares:4.8K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$185.2M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:3.4K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.2M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:9.0K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.2M)

ANALOG DEVICES INC

ADI|032654105

Shares:7.3K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.2M)

Salesforce, Inc.

CRM|79466L302

Shares:5.5K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$185.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.6K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$185.2M)

Mastercard Inc

MA|57636Q104

Shares:2.5K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$185.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	5.5K	QoQ -0.90% (-50) YoY -3.81% (-216)	All Managers (Combined)	$3.1M	1.7% ($3.1M/$185.2M)	QoQ -2.45% (-$79.1K) YoY +14.17% (-$389.9K)
BOEING CO(BAcusip097023105)	16.9K	QoQ -0.23% (-40) YoY -9.46% (-1.8K)	All Managers (Combined)	$2.9M	1.6% ($2.9M/$185.2M)	QoQ -3.87% (-$115.8K) YoY -19.98% (-$717.9K)
SS&C Technologies Holdings Inc(SSNCcusip78467J100)	33.6K	QoQ -2.04% (-700) YoY -5.51% (-2.0K)	All Managers (Combined)	$2.8M	1.5% ($2.8M/$185.2M)	QoQ +7.97% (-$207.4K) YoY +22.60% (-$517.5K)
RTX Corp(RTXcusip75513E101)	21.1K	QoQ 0.00% (+0) YoY -2.13% (-462)	All Managers (Combined)	$2.8M	1.5% ($2.8M/$185.2M)	QoQ +14.46% (+$353.7K) YoY +32.90% (-$692.9K)
Apple Inc.(AAPLcusip037833100)	12.3K	QoQ +2.50% (-300) YoY +6.31% (+728)	All Managers (Combined)	$2.7M	1.5% ($2.7M/$185.2M)	QoQ -9.07% (-$271.9K) YoY +37.71% (+$746.1K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	6.4K	QoQ +1.58% (+100) YoY +28.15% (-1.4K)	All Managers (Combined)	$2.7M	1.4% ($2.7M/$185.2M)	QoQ +3.18% (+$83.0K) YoY -0.32% (-$8.7K)
ORACLE CORP(ORCLcusip68389X105)	18.9K	QoQ -4.05% (-800) YoY -6.49% (-1.3K)	All Managers (Combined)	$2.6M	1.4% ($2.6M/$185.2M)	QoQ -19.49% (-$641.6K) YoY +4.07% (-$103.7K)
ASML HOLDING NV(ASMLcusipN07059210)	3.8K	QoQ +18.22% (+578) YoY +105.25% (+1.9K)	All Managers (Combined)	$2.5M	1.3% ($2.5M/$185.2M)	QoQ +13.02% (+$286.4K) YoY +40.14% (+$711.8K)
NVIDIA CORP(NVDAcusip67066G104)	22.8K	QoQ 0.00% (-0) YoY +1108.69% (+20.9K)	All Managers (Combined)	$2.5M	1.3% ($2.5M/$185.2M)	QoQ -19.29% (-$590.6K) YoY +44.98% (+$766.5K)
SHOPIFY INC.(SHOPcusip82509L107)	24.1K	QoQ -0.41% (-100) YoY -1.63% (-400)	All Managers (Combined)	$2.3M	1.2% ($2.3M/$185.2M)	QoQ -10.57% (-$272.2K) YoY +21.70% (-$410.6K)
MOOG INC.(MOG-Acusip615394202)	12.6K	QoQ +1.61% (-200) YoY -0.78% (-100)	All Managers (Combined)	$2.2M	1.2% ($2.2M/$185.2M)	QoQ -10.51% (-$256.4K) YoY +7.72% (-$156.5K)
Fidelity National Financial, Inc.(FNFcusip31620R303)	31.9K	QoQ +5.80% (+1.8K) YoY +1.59% (+500)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$185.2M)	QoQ +22.65% (+$383.3K) YoY +24.51% (+$408.5K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	14.2K	QoQ 0.00% (-0) YoY -4.12% (-610)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$185.2M)	QoQ -10.76% (-$248.1K) YoY -32.53% (-$991.9K)
VISA INC.(Vcusip92826C839)	4.8K	QoQ 0.00% (+0) YoY +47.69% (+1.6K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$185.2M)	QoQ +10.89% (+$165.2K) YoY +85.46% (+$775.2K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	3.4K	QoQ 0.00% (-0) YoY -2.16% (-75)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.2M)	QoQ -8.07% (-$133.2K) YoY -3.91% (-$61.8K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	9.0K	QoQ +0.22% (-20) YoY +18.65% (+1.4K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.2M)	QoQ -15.75% (-$280.4K) YoY +44.78% (+$463.6K)
ANALOG DEVICES INC(ADIcusip032654105)	7.3K	QoQ 0.00% (-0) YoY -0.40% (-30)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.2M)	QoQ -5.07% (-$78.7K) YoY +1.54% (-$22.4K)
Salesforce, Inc.(CRMcusip79466L302)	5.5K	QoQ -0.45% (-25) YoY -1.79% (-100)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$185.2M)	QoQ -20.09% (-$369.3K) YoY -12.49% (-$209.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.6K	QoQ -0.88% (-50) YoY -1.75% (-100)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$185.2M)	QoQ +1.42% (-$19.3K) YoY +20.31% (-$232.1K)
Mastercard Inc(MAcusip57636Q104)	2.5K	QoQ 0.00% (+0) YoY +2.95% (+71)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$185.2M)	QoQ +4.09% (+$53.3K) YoY +17.18% (+$198.6K)