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LAI

Legal Advantage Investments Portfolio holdings

AUM $285M
1-Year Est. Return 18.63%
This Quarter Est. Return
+6.86%
1 Year Est. Return
+18.63%
3 Year Est. Return
+105.28%
5 Year Est. Return
+112.78%
10 Year Est. Return
–
AUM
$189M
AUM Growth
+$7.24M
Cap. Flow
+$1.1M
Cap. Flow %
0.58%
Top 10 Hldgs %
35.82%
Holding
108
New
9
Increased
17
Reduced
58
Closed
5

Top Buys

Rank Stock Value
1
SLB icon
SLB Ltd
SLB
+$867K
2
IDXX icon
Idexx Laboratories
IDXX
+$632K
3
VST icon
Vistra
VST
+$569K
4
ASML icon
ASML
ASML
+$535K
5
DHI icon
D.R. Horton
DHI
+$397K

Top Sells

Rank Stock Value
1
VSEC icon
VSE Corp
VSEC
+$733K
2
FISV
Fiserv Inc
FISV
+$402K
3
CCS icon
Century Communities
CCS
+$273K
4
TDG icon
TransDigm Group
TDG
+$264K
5
MSFT icon
Microsoft
MSFT
+$260K

Sector Composition

Rank Sector Weight
1 Technology 39.71%
2 Industrials 19.27%
3 Healthcare 11.26%
4 Communication Services 9.09%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BHP icon
76
BHP
BHP
$229B
$464K 0.25%
9,507
-250
-3% -$13.6K
BBAR icon
77
BBVA Argentina
BBAR
$3.25B
$457K 0.24%
24,000
– –
FVRR icon
78
Fiverr
FVRR
$311M
$438K 0.23%
13,800
-200
-1% -$5.81K
PHM icon
79
Pultegroup
PHM
$24.6B
$438K 0.23%
4,020
– –
SUPV
80
Grupo Supervielle
SUPV
$725M
$433K 0.23%
28,645
– –
LRCX icon
81
Lam Research
LRCX
$408B
$431K 0.23%
5,973
+973
+19% +$73.8K
ON icon
82
ON Semiconductor
ON
$32.4B
$407K 0.22%
6,450
-100
-2% -$6.89K
MRK icon
83
Merck
MRK
$328B
$398K 0.21%
4,000
– –
OKTA icon
84
Okta
OKTA
$25.6B
$390K 0.21%
+4,950
New +$384K
EBAY icon
85
eBay
EBAY
$45.5B
$387K 0.2%
6,250
-400
-6% -$25.4K
JNJ icon
86
Johnson & Johnson
JNJ
$629B
$375K 0.2%
2,596
+1,000
+63% +$155K
AFL icon
87
Aflac
AFL
$60.5B
$372K 0.2%
3,600
-200
-5% -$21.8K
HAL icon
88
Halliburton
HAL
$27.7B
$340K 0.18%
+12,500
New +$365K
TRV icon
89
Travelers Companies
TRV
$77.2B
$332K 0.18%
1,379
+379
+38% +$94.6K
RIO icon
90
Rio Tinto
RIO
$165B
$323K 0.17%
5,500
-200
-4% -$12.8K
BRK.B icon
91
Berkshire Hathaway Class B
BRK.B
$1.09T
$272K 0.14%
600
+100
+20% +$46.2K
HOV icon
92
Hovnanian Enterprises
HOV
$793M
$261K 0.14%
1,950
-50
-3% -$8.76K
AZN icon
93
AstraZeneca
AZN
$246B
$259K 0.14%
1,975
-100
-5% -$14K
VCYT icon
94
Veracyte
VCYT
$3.59B
$250K 0.13%
+6,306
New +$239K
NSP icon
95
Insperity
NSP
$1.92B
$244K 0.13%
3,150
-100
-3% -$8.09K
MNDY icon
96
monday.com
MNDY
$3.63B
$235K 0.12%
+1,000
New +$277K
MDT icon
97
Medtronic
MDT
$116B
$232K 0.12%
2,906
+360
+14% +$31.2K
TXN icon
98
Texas Instruments
TXN
$253B
$232K 0.12%
1,236
+236
+24% +$47.2K
GEHC icon
99
GE HealthCare
GEHC
$32.6B
$221K 0.12%
2,830
-200
-7% -$17K
BMY icon
100
Bristol-Myers Squibb
BMY
$130B
$220K 0.12%
+3,891
New +$217K
1 2 3
4
5

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Legal Advantage Investments's Q4 2024 Portfolio in Review

As of Q4 2024, Legal Advantage Investments held 108 positions worth $189M, up 4% from $182M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Legal Advantage Investments's Q4 2024 filing shows 9 new, 17 increased, 58 reduced and 5 closed positions. Its largest new stake was SLB Ltd: 20,644 shares worth $791K. The largest sale was VSE Corp, an estimated $733K.

By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 39% a quarter earlier, followed by Industrials and Healthcare.

  • Legal Advantage Investments's largest Q4 2024 buy was SLB Ltd: 20,644 shares worth $791K.
  • Legal Advantage Investments added most to Idexx Laboratories in Q4 2024, an estimated $632K increase.
  • Legal Advantage Investments's biggest Q4 2024 reduction was VSE Corp, cutting an estimated $733K.
  • Legal Advantage Investments fully exited Century Communities in Q4 2024, selling an estimated $273K.
  • Legal Advantage Investments's ten largest holdings make up 36% of its $189M portfolio in Q4 2024.
  • Legal Advantage Investments opened 9 new positions and closed 5 in Q4 2024.
  • Legal Advantage Investments's portfolio value rose 4% quarter-over-quarter to $189M.

Based on Legal Advantage Investments's 13F filing for Q4 2024, filed 16 Jan 2025.