Legal Advantage Investments, Inc. Portfolio Holdings

Legal Advantage Investments, Inc.

  • $169 Million
  • Q2 2024

Legal Advantage Investments, Inc. has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $169 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vse Corp with a value of $11.9M, Trans Digm Group Inc with a value of $8.05M, Fiserv Inc with a value of $7.05M, Microsoft Corp with a value of $6.87M, and Adobe Inc. with a value of $6.15M.

Examining the 13F form we can see an decrease of $5.12M in the current position value, from $174M to 169M.

Below you can find more details about Legal Advantage Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $169 Million
Technology: $66.2 Million
Industrials: $37 Million
Healthcare: $21.1 Million
Communication Services: $14.3 Million
Financial Services: $12.2 Million
Consumer Cyclical: $11.1 Million
ETFs: $5.79 Million
Basic Materials: $952,000
Other: $507,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.34B
$11.9 Million 7.02% of portfolio
134,538
Q2 2024 Reduced 17.85%
$72.6B
$8.05 Million 4.76% of portfolio
6,301
Q2 2024 Reduced 2.7%
$79.5B
$7.05 Million 4.17% of portfolio
56,287
Q2 2024 Reduced 0.79%
$3.22T
$6.87 Million 4.06% of portfolio
15,366
Q1 2024 Reduced 4.97%
$226B
$6.15 Million 3.64% of portfolio
11,078
Q1 2024 Reduced 0.11%
$1.92T
$5.66 Million 3.34% of portfolio
29,275
Q1 2024 Added 1.26%
$175B
$5.44 Million 3.22% of portfolio
54,803
Q1 2024 Added 3.49%
$25.2B
$5.11 Million 3.02% of portfolio
10,173
Q1 2024 Reduced 7.1%
$176B
$4.96 Million 2.93% of portfolio
7,553
Q1 2024 Reduced 13.41%
$131B
$4.55 Million 2.69% of portfolio
61,800
Q2 2024 Reduced 4.33%
$108B
$4.55 Million 2.69% of portfolio
13,425
Q2 2024 Added 3.87%
$215B
$4.53 Million 2.68% of portfolio
8,199
Q4 2023 Added 0.51%
$0
$3.83 Million 2.26% of portfolio
14,322
Q1 2024 New
$29.8B
$3.81 Million 2.25% of portfolio
20,840
Q1 2024 Reduced 0.24%
$164B
$3.49 Million 2.06% of portfolio
14,781
Q1 2024 Reduced 3.46%
$91.2B
$3.38 Million 2.0% of portfolio
18,571
Q2 2024 Reduced 0.21%
$468B
$2.86 Million 1.69% of portfolio
20,262
Q1 2024 Added 0.5%
$352B
$2.85 Million 1.68% of portfolio
23,060
Q2 2024 Added 1,122.69%
$1.33T
$2.82 Million 1.67% of portfolio
5,600
Q2 2024 Reduced 1.16%
$10.1B
$2.78 Million 1.64% of portfolio
15,722
Q4 2023 Added 21.95%
$9.68B
$2.75 Million 1.62% of portfolio
42,840
Q2 2024 Reduced 2.06%
$37.4B
$2.43 Million 1.44% of portfolio
4,990
Q4 2023 Added 0.6%
$3.76T
$2.43 Million 1.44% of portfolio
11,537
Q4 2023 Added 2.05%
$338B
$2.31 Million 1.37% of portfolio
3,427
Q3 2023 Reduced 2.64%
$104B
$2.25 Million 1.33% of portfolio
1,371
Q2 2024 Added 1.48%
$284B
$2.25 Million 1.33% of portfolio
2,202
Q2 2024 Added 20.53%
$17.9B
$2.21 Million 1.31% of portfolio
35,312
Q2 2024 Reduced 0.7%
$180B
$2.14 Million 1.27% of portfolio
21,356
Q2 2024 Reduced 1.08%
$0
$1.96 Million 1.16% of portfolio
21,115
Q2 2024 Reduced 1.86%
$121B
$1.67 Million 0.99% of portfolio
7,328
Q3 2023 Reduced 1.61%
$143B
$1.62 Million 0.96% of portfolio
3,470
Q1 2024 Reduced 1.59%
$95.1B
$1.62 Million 0.96% of portfolio
24,510
Q3 2023 Added 0.41%
$16.8B
$1.54 Million 0.91% of portfolio
31,180
Q2 2024 Reduced 0.64%
$19.5B
$1.49 Million 0.88% of portfolio
3,855
Q2 2024 Reduced 3.26%
$1.04T
$1.47 Million 0.87% of portfolio
8,000
Q3 2022 Added 3,900.0%
$299B
$1.43 Million 0.84% of portfolio
5,546
Q2 2024 Reduced 0.45%
$38.8B
$1.33 Million 0.78% of portfolio
20,560
Q2 2024 Reduced 0.24%
$1.02T
$1.32 Million 0.78% of portfolio
7,610
Q4 2023 Reduced 1.3%
$47.5B
$1.24 Million 0.73% of portfolio
5,517
Q1 2024 Reduced 2.9%
$91B
$1.18 Million 0.7% of portfolio
3,598
Q2 2024 Reduced 10.01%
$84.9B
$1.18 Million 0.7% of portfolio
6,825
Q4 2023 Reduced 0.73%
$185B
$1.16 Million 0.69% of portfolio
29,698
Q2 2024 Reduced 3.26%
$654B
$1.15 Million 0.68% of portfolio
5,703
Q4 2023 Reduced 1.98%
$483B
$1.06 Million 0.63% of portfolio
2,400
Q3 2022 New
$21.7B
$1.06 Million 0.62% of portfolio
9,739
Q4 2022 Added 0.01%
$1.27B
$1.03 Million 0.61% of portfolio
28,975
Q2 2024 Added 52.7%
$88.4B
$1.04 Million 0.61% of portfolio
41,000
Q2 2024 New
$2.76B
$948,000 0.56% of portfolio
13,235
Q1 2024 Reduced 0.75%
$121B
$857,000 0.51% of portfolio
1,830
Q1 2024 Added 38.11%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $169 Million
  • Prior Value $174 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 11, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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