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

Page 5 of 5

Sort by:

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:1.4K

Value:$364.7K

% of Portfolio:0.2% ($364.7K/$185.2M)

Merck & Co., Inc.

MRK|58933Y105

Shares:4.0K

Value:$359.0K

% of Portfolio:0.2% ($359.0K/$185.2M)

GRAIL, Inc.

GRAL|384747101

Shares:14.0K

Value:$357.6K

% of Portfolio:0.2% ($357.6K/$185.2M)

VERACYTE, INC.

VCYT|92337F107

Shares:11.3K

Value:$335.2K

% of Portfolio:0.2% ($335.2K/$185.2M)

RIO TINTO PLC

RIO|767204100

Shares:5.5K

Value:$330.4K

% of Portfolio:0.2% ($330.4K/$185.2M)

Fiverr International Ltd.

FVRR|M4R82T106

Shares:13.8K

Value:$326.8K

% of Portfolio:0.2% ($326.8K/$185.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:600

Value:$319.5K

% of Portfolio:0.2% ($319.5K/$185.2M)

HALLIBURTON CO

HAL|406216101

Shares:12.5K

Value:$317.1K

% of Portfolio:0.2% ($317.1K/$185.2M)

Samsara Inc.

IOT|79589L106

Shares:8.0K

Value:$306.6K

% of Portfolio:0.2% ($306.6K/$185.2M)

ASTRAZENECA PLC

AZN|046353108

Shares:3.8K

Value:$275.6K

% of Portfolio:0.1% ($275.6K/$185.2M)

ON SEMICONDUCTOR CORP

ON|682189105

Shares:6.3K

Value:$258.4K

% of Portfolio:0.1% ($258.4K/$185.2M)

Medtronic plc

MDT|G5960L103

Shares:2.9K

Value:$256.6K

% of Portfolio:0.1% ($256.6K/$185.2M)

Rubrik, Inc.

RBRK|781154109

Shares:4.1K

Value:$250.0K

% of Portfolio:0.1% ($250.0K/$185.2M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:3.9K

Value:$237.3K

% of Portfolio:0.1% ($237.3K/$185.2M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:2.8K

Value:$228.4K

% of Portfolio:0.1% ($228.4K/$185.2M)

HOVNANIAN ENTERPRISES INC

HOV|442487401

Shares:1.9K

Value:$204.2K

% of Portfolio:0.1% ($204.2K/$185.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	1.4K	QoQ 0.00% (+0) YoY +37.90% (+379)	All Managers (Combined)	$364.7K	0.2% ($364.7K/$185.2M)	QoQ +9.78% (+$32.5K) YoY +58.46% (+$134.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	4.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$359.0K	0.2% ($359.0K/$185.2M)	QoQ -9.77% (-$38.9K) YoY -31.97% (-$168.8K)
GRAIL, Inc.(GRALcusip384747101)	14.0K	QoQ NEW(+14.0K) YoY NEW(+14.0K)	All Managers (Combined)	$357.6K	0.2% ($357.6K/$185.2M)	QoQ NEW(+$357.6K) YoY NEW(+$357.6K)
VERACYTE, INC.(VCYTcusip92337F107)	11.3K	QoQ +79.28% (+5.0K) YoY NEW(+11.3K)	All Managers (Combined)	$335.2K	0.2% ($335.2K/$185.2M)	QoQ +34.24% (+$85.5K) YoY NEW(+$335.2K)
RIO TINTO PLC(RIOcusip767204100)	5.5K	QoQ 0.00% (+0) YoY -3.50% (-200)	All Managers (Combined)	$330.4K	0.2% ($330.4K/$185.2M)	QoQ +2.15% (+$7.0K) YoY -9.04% (-$32.9K)
Fiverr International Ltd.(FVRRcusipM4R82T106)	13.8K	QoQ 0.00% (-0) YoY -1.42% (-200)	All Managers (Combined)	$326.8K	0.2% ($326.8K/$185.2M)	QoQ -25.37% (-$111.1K) YoY +10.78% (-$31.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	600	QoQ 0.00% (+0) YoY +20.00% (+100)	All Managers (Combined)	$319.5K	0.2% ($319.5K/$185.2M)	QoQ +17.49% (+$47.6K) YoY +51.97% (+$109.3K)
HALLIBURTON CO(HALcusip406216101)	12.5K	QoQ 0.00% (-0) YoY NEW(+12.5K)	All Managers (Combined)	$317.1K	0.2% ($317.1K/$185.2M)	QoQ -6.69% (-$22.8K) YoY NEW(+$317.1K)
Samsara Inc.(IOTcusip79589L106)	8.0K	QoQ +60.00% (+3.0K) YoY NEW(+8.0K)	All Managers (Combined)	$306.6K	0.2% ($306.6K/$185.2M)	QoQ +40.37% (+$88.2K) YoY NEW(+$306.6K)
ASTRAZENECA PLC(AZNcusip046353108)	3.8K	QoQ -5.06% (-200) YoY -13.79% (-600)	All Managers (Combined)	$275.6K	0.1% ($275.6K/$185.2M)	QoQ +6.49% (-$16.8K) YoY -6.47% (-$19.1K)
ON SEMICONDUCTOR CORP(ONcusip682189105)	6.3K	QoQ -1.55% (-100) YoY -11.80% (-850)	All Managers (Combined)	$258.4K	0.1% ($258.4K/$185.2M)	QoQ -36.46% (-$148.3K) YoY -51.20% (-$271.2K)
Medtronic plc(MDTcusipG5960L103)	2.9K	QoQ -1.72% (-50) YoY +12.17% (+310)	All Managers (Combined)	$256.6K	0.1% ($256.6K/$185.2M)	QoQ +10.55% (-$24.5K) YoY +15.66% (+$34.8K)
Rubrik, Inc.(RBRKcusip781154109)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$250.0K	0.1% ($250.0K/$185.2M)	QoQ NEW(+$250.0K) YoY NEW(+$250.0K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	3.9K	QoQ 0.00% (+0) YoY NEW(+3.9K)	All Managers (Combined)	$237.3K	0.1% ($237.3K/$185.2M)	QoQ +7.83% (+$17.2K) YoY NEW(+$237.3K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	2.8K	QoQ 0.00% (+0) YoY -6.60% (-200)	All Managers (Combined)	$228.4K	0.1% ($228.4K/$185.2M)	QoQ +3.23% (+$7.2K) YoY -17.07% (-$47.0K)
HOVNANIAN ENTERPRISES INC(HOVcusip442487401)	1.9K	QoQ 0.00% (-0) YoY NEW(+1.9K)	All Managers (Combined)	$204.2K	0.1% ($204.2K/$185.2M)	QoQ -21.75% (-$56.8K) YoY NEW(+$204.2K)