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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Ulta Beauty, Inc.

ULTA|90384S303

Shares:3.7K

Value:$1.4M

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

852234103

Shares:23.1K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$185.2M)

Alphabet Inc.

GOOG|02079K107

Shares:8.0K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$185.2M)

Trane Technologies plc

TT|G8994E103

Shares:3.5K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$185.2M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:15.4K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$185.2M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:5.3K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$185.2M)

Zoetis Inc.

ZTS|98978V103

Shares:6.8K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$185.2M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:8.9K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$185.2M)

InMode Ltd.

INMD|M5425M103

Shares:56.0K

Value:$993.8K

% of Portfolio:0.5% ($993.8K/$185.2M)

Vistra Corp.

VST|92840M102

Shares:8.3K

Value:$974.8K

% of Portfolio:0.5% ($974.8K/$185.2M)

AMGEN INC

AMGN|031162100

Shares:3.1K

Value:$968.3K

% of Portfolio:0.5% ($968.3K/$185.2M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.8K

Value:$895.9K

% of Portfolio:0.5% ($895.9K/$185.2M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.4K

Value:$853.9K

% of Portfolio:0.5% ($853.9K/$185.2M)

HORTON D R INC /DE/

DHI|23331A109

Shares:6.5K

Value:$820.0K

% of Portfolio:0.4% ($820.0K/$185.2M)

MCKESSON CORP

MCK|58155Q103

Shares:1.2K

Value:$808.3K

% of Portfolio:0.4% ($808.3K/$185.2M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.4% ($798.4K/$185.2M)

Zscaler, Inc.

ZS|98980G102

Shares:4.0K

Value:$793.7K

% of Portfolio:0.4% ($793.7K/$185.2M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.9K

Value:$766.8K

% of Portfolio:0.4% ($766.8K/$185.2M)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:2.2K

Value:$731.7K

% of Portfolio:0.4% ($731.7K/$185.2M)

BIO-TECHNE Corp

TECH|09073M104

Shares:12.4K

Value:$729.1K

% of Portfolio:0.4% ($729.1K/$185.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Ulta Beauty, Inc.(ULTAcusip90384S303)	3.7K	QoQ -1.20% (-45) YoY -7.52% (-300)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$185.2M)	QoQ -16.74% (-$271.6K) YoY -35.17% (-$733.0K)
(cusip852234103)✕	23.1K	QoQ -0.32% (-75) YoY +12.00% (-2.5K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$185.2M)	QoQ -36.28% (-$714.2K) YoY -28.05% (-$489.0K)
Alphabet Inc.(GOOGcusip02079K107)	8.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$185.2M)	QoQ -17.96% (-$273.7K) YoY +2.60% (+$31.8K)
Trane Technologies plc(TTcusipG8994E103)	3.5K	QoQ -2.77% (-100) YoY -12.50% (-500)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$185.2M)	QoQ -11.31% (-$150.4K) YoY -1.80% (-$21.7K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	15.4K	QoQ +83.33% (+7.0K) YoY +83.33% (+7.0K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$185.2M)	QoQ +69.51% (+$471.6K) YoY +84.56% (+$527.0K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	5.3K	QoQ 0.00% (-0) YoY -3.62% (-200)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$185.2M)	QoQ -0.46% (-$5.2K) YoY -5.33% (-$62.8K)
Zoetis Inc.(ZTScusip98978V103)	6.8K	QoQ +0.22% (+15) YoY -1.09% (-75)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$185.2M)	QoQ +1.28% (+$14.1K) YoY -3.76% (-$43.5K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	8.9K	QoQ -3.27% (-300) YoY -9.02% (-879)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$185.2M)	QoQ +3.63% (-$35.2K) YoY -21.98% (-$282.6K)
InMode Ltd.(INMDcusipM5425M103)	56.0K	QoQ +99.92% (+28.0K) YoY +80.59% (+25.0K)	All Managers (Combined)	$993.8K	0.5% ($993.8K/$185.2M)	QoQ +112.37% (+$525.9K) YoY +48.25% (+$323.5K)
Vistra Corp.(VSTcusip92840M102)	8.3K	QoQ +102.43% (+4.2K) YoY NEW(+8.3K)	All Managers (Combined)	$974.8K	0.5% ($974.8K/$185.2M)	QoQ +72.44% (+$409.5K) YoY NEW(+$974.8K)
AMGEN INC(AMGNcusip031162100)	3.1K	QoQ 0.00% (+0) YoY +46.25% (+983)	All Managers (Combined)	$968.3K	0.5% ($968.3K/$185.2M)	QoQ +19.53% (+$158.2K) YoY +60.26% (+$364.1K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.8K	QoQ +0.98% (+18) YoY +0.98% (+18)	All Managers (Combined)	$895.9K	0.5% ($895.9K/$185.2M)	QoQ +21.57% (+$159.0K) YoY +17.12% (+$131.0K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.4K	QoQ 0.00% (+0) YoY +2.02% (+68)	All Managers (Combined)	$853.9K	0.5% ($853.9K/$185.2M)	QoQ +13.11% (+$99.0K) YoY +32.84% (+$211.1K)
HORTON D R INC /DE/(DHIcusip23331A109)	6.5K	QoQ 0.00% (-0) YoY +109.75% (+3.4K)	All Managers (Combined)	$820.0K	0.4% ($820.0K/$185.2M)	QoQ -9.07% (-$81.9K) YoY +62.05% (+$314.0K)
MCKESSON CORP(MCKcusip58155Q103)	1.2K	QoQ 0.00% (+0) YoY -2.43% (-30)	All Managers (Combined)	$808.3K	0.4% ($808.3K/$185.2M)	QoQ +18.08% (+$123.8K) YoY +22.29% (-$147.3K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.4% ($798.4K/$185.2M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
Zscaler, Inc.(ZScusip98980G102)	4.0K	QoQ 0.00% (+0) YoY +100.00% (+2.0K)	All Managers (Combined)	$793.7K	0.4% ($793.7K/$185.2M)	QoQ +9.98% (+$72.0K) YoY +106.01% (+$408.4K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.9K	QoQ 0.00% (-0) YoY -1.72% (-50)	All Managers (Combined)	$766.8K	0.4% ($766.8K/$185.2M)	QoQ -9.34% (-$79.1K) YoY +16.12% (-$106.5K)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	2.2K	QoQ -2.25% (-50) YoY -2.25% (-50)	All Managers (Combined)	$731.7K	0.4% ($731.7K/$185.2M)	QoQ +5.45% (-$37.8K) YoY +20.11% (-$122.5K)
BIO-TECHNE Corp(TECHcusip09073M104)	12.4K	QoQ 0.00% (-0) YoY -6.04% (-800)	All Managers (Combined)	$729.1K	0.4% ($729.1K/$185.2M)	QoQ -18.60% (-$166.6K) YoY -21.74% (-$202.5K)