$128 Million is the total value of Legal Advantage Investments, Inc.'s 96 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VSEC | New | VSE Corp | $8,812,000 | – | 228,947 | +100.0% | 6.86% | – |
| FISV | New | Fiserv | $7,848,000 | – | 68,927 | +100.0% | 6.11% | – |
| DIS | New | Disney | $5,095,000 | – | 28,121 | +100.0% | 3.97% | – |
| TYL | New | Tyler Technologies | $4,684,000 | – | 10,730 | +100.0% | 3.65% | – |
| SQ | New | Square Inccl a | $4,537,000 | – | 20,845 | +100.0% | 3.53% | – |
| WYNN | New | Wynn Resorts | $4,370,000 | – | 38,731 | +100.0% | 3.40% | – |
| ADBE | New | Adobe Systems Incorporated | $4,202,000 | – | 8,401 | +100.0% | 3.27% | – |
| HSKA | New | Heska | $4,129,000 | – | 28,348 | +100.0% | 3.21% | – |
| VEEV | New | Veeva Systems | $4,070,000 | – | 14,950 | +100.0% | 3.17% | – |
| CHGG | New | Chegg Inc | $3,902,000 | – | 43,200 | +100.0% | 3.04% | – |
| TDG | New | TransDigm Group | $3,828,000 | – | 6,185 | +100.0% | 2.98% | – |
| BA | New | Boeing | $3,678,000 | – | 17,183 | +100.0% | 2.86% | – |
| TMO | New | Thermo Fisher Scientific | $3,299,000 | – | 7,083 | +100.0% | 2.57% | – |
| INTU | New | Intuit | $3,200,000 | – | 8,425 | +100.0% | 2.49% | – |
| XBI | New | S&P Biotech ETF XBIs&p biotech | $2,841,000 | – | 20,180 | +100.0% | 2.21% | – |
| HSIC | New | Henry Schein | $2,791,000 | – | 41,740 | +100.0% | 2.17% | – |
| SSNC | New | SS&C Technologies | $2,514,000 | – | 34,550 | +100.0% | 1.96% | – |
| ZTS | New | Zoetiscl a | $2,400,000 | – | 14,500 | +100.0% | 1.87% | – |
| AMZN | New | Amazon | $2,329,000 | – | 715 | +100.0% | 1.81% | – |
| TEAM | New | Atlassian Corp Plc CL Acl a | $2,217,000 | – | 9,481 | +100.0% | 1.73% | – |
| CVET | New | Covetrus Inc | $2,157,000 | – | 75,066 | +100.0% | 1.68% | – |
| GPN | New | Global Payments Inc | $2,067,000 | – | 9,596 | +100.0% | 1.61% | – |
| VCSH | New | Vanguard Short Term Corporate ETF VCSHshrt trm corp bd | $2,025,000 | – | 24,325 | +100.0% | 1.58% | – |
| NOC | New | Northrop Grumman | $1,998,000 | – | 6,558 | +100.0% | 1.56% | – |
| ILMN | New | Illumina | $1,696,000 | – | 4,585 | +100.0% | 1.32% | – |
| NSP | New | Insperity | $1,547,000 | – | 19,000 | +100.0% | 1.20% | – |
| ZBH | New | Zimmer Biomet | $1,495,000 | – | 9,700 | +100.0% | 1.16% | – |
| ESLT | New | Elbit Systemsord | $1,464,000 | – | 11,195 | +100.0% | 1.14% | – |
| ITGR | New | Integer Holdings Corp | $1,414,000 | – | 17,422 | +100.0% | 1.10% | – |
| RTX | New | Raytheon Technologies | $1,339,000 | – | 18,731 | +100.0% | 1.04% | – |
| SHOP | New | Shopify Inc Cl Acl a | $1,302,000 | – | 1,150 | +100.0% | 1.01% | – |
| BKNG | New | Booking Holdings | $1,267,000 | – | 569 | +100.0% | 0.99% | – |
| CMCSA | New | Comcastcl a | $1,203,000 | – | 22,950 | +100.0% | 0.94% | – |
| AMAT | New | Applied Materials | $1,174,000 | – | 13,600 | +100.0% | 0.91% | – |
| LHX | New | L3 Harris Technologies | $1,164,000 | – | 6,157 | +100.0% | 0.91% | – |
| ULTA | New | Ulta Beauty | $1,141,000 | – | 3,975 | +100.0% | 0.89% | – |
| VAR | New | Varian Medical Systems | $1,050,000 | – | 6,000 | +100.0% | 0.82% | – |
| FLRN | New | SPDR Blomberg Brc Inv Floating Rate ETF FLRNblomberg brc inv | $1,003,000 | – | 32,800 | +100.0% | 0.78% | – |
| ALLK | New | Allakos Inc | $980,000 | – | 7,000 | +100.0% | 0.76% | – |
| ADI | New | Analog Devices | $960,000 | – | 6,500 | +100.0% | 0.75% | – |
| MSFT | New | Microsoft | $945,000 | – | 4,250 | +100.0% | 0.74% | – |
| FDS | New | Factset Research Systems | $931,000 | – | 2,800 | +100.0% | 0.72% | – |
| FVRR | New | Fiverr International Ltd | $907,000 | – | 4,650 | +100.0% | 0.71% | – |
| DOCU | New | Docusign Inc | $889,000 | – | 4,000 | +100.0% | 0.69% | – |
| DXCM | New | Dexcom Inc | $860,000 | – | 2,325 | +100.0% | 0.67% | – |
| ORCL | New | Oracle | $788,000 | – | 12,175 | +100.0% | 0.61% | – |
| V | New | Visa Inc CL A | $766,000 | – | 3,500 | +100.0% | 0.60% | – |
| TECH | New | BioTechne Corp | $762,000 | – | 2,400 | +100.0% | 0.59% | – |
| CRM | New | Salesforce | $724,000 | – | 3,255 | +100.0% | 0.56% | – |
| LMT | New | Lockheed Martin | $710,000 | – | 2,000 | +100.0% | 0.55% | – |
| MASI | New | Masimo | $664,000 | – | 2,475 | +100.0% | 0.52% | – |
| RMD | New | Resmed | $638,000 | – | 3,000 | +100.0% | 0.50% | – |
| TT | New | Trane Technologies Plc | $530,000 | – | 3,650 | +100.0% | 0.41% | – |
| ATVI | New | Activision Blizzard | $529,000 | – | 5,700 | +100.0% | 0.41% | – |
| LOB | New | Live Oak Bancshares | $498,000 | – | 10,500 | +100.0% | 0.39% | – |
| MELI | New | Mercadolibre Inc | $452,000 | – | 270 | +100.0% | 0.35% | – |
| AMCR | New | Amcor Plcord | $447,000 | – | 38,000 | +100.0% | 0.35% | – |
| JPM | New | JP Morgan Chase | $447,000 | – | 3,520 | +100.0% | 0.35% | – |
| GD | New | General Dynamics | $432,000 | – | 2,900 | +100.0% | 0.34% | – |
| BBL | New | Bhp Billiton ADRsponsored adr | $398,000 | – | 7,500 | +100.0% | 0.31% | – |
| PSA | New | Public Storage | $378,000 | – | 1,635 | +100.0% | 0.29% | – |
| PYPL | New | Paypal | $351,000 | – | 1,500 | +100.0% | 0.27% | – |
| GOOG | New | Alphabet Inc CL Ccap stk cl c | $350,000 | – | 200 | +100.0% | 0.27% | – |
| BRKA | New | Berkshire Hathaway Cl Acl a | $348,000 | – | 1 | +100.0% | 0.27% | – |
| TACT | New | TransAct Technologies | $326,000 | – | 45,965 | +100.0% | 0.25% | – |
| RIO | New | Rio Tinto Plc ADRsponsored adr | $316,000 | – | 4,200 | +100.0% | 0.25% | – |
| MMM | New | 3M Co | $306,000 | – | 1,750 | +100.0% | 0.24% | – |
| INMD | New | Inmode Ltd | $299,000 | – | 6,300 | +100.0% | 0.23% | – |
| TWLO | New | Twilio Inc. CL Acl a | $271,000 | – | 800 | +100.0% | 0.21% | – |
| STNE | New | Stoneco Ltd | $252,000 | – | 3,000 | +100.0% | 0.20% | – |
| AZN | New | Astrazeneca ADRsponsored adr | $240,000 | – | 4,800 | +100.0% | 0.19% | – |
| PAGS | New | Pagseguro Digital Ltd | $228,000 | – | 4,000 | +100.0% | 0.18% | – |
| VDE | New | Vanguard Energy ETF VDEenergy etf | $207,000 | – | 4,000 | +100.0% | 0.16% | – |
| EBAY | New | Ebay Inc | $201,000 | – | 4,000 | +100.0% | 0.16% | – |
| GLDM | New | SPDR Gold Minishares Trust ETF GLDMspdr gld minis | $189,000 | – | 10,000 | +100.0% | 0.15% | – |
| FLGT | New | Fulgent Genetics | $156,000 | – | 3,000 | +100.0% | 0.12% | – |
| IBM | New | International Business Machines | $153,000 | – | 1,216 | +100.0% | 0.12% | – |
| ALK | New | Alaska Air | $146,000 | – | 2,800 | +100.0% | 0.11% | – |
| EUSA | New | Ishares Msci Equal Weighted ETF EUSAmsci equal weite | $145,000 | – | 2,009 | +100.0% | 0.11% | – |
| LUV | New | Southwest Airlines | $131,000 | – | 2,800 | +100.0% | 0.10% | – |
| WBA | New | Walgreens Boots Alliance | $128,000 | – | 3,200 | +100.0% | 0.10% | – |
| VWO | New | Vanguard FTSE Emerging Markets ETF VWOftse emr mkt etf | $120,000 | – | 2,400 | +100.0% | 0.09% | – |
| NEM | New | Newmont Corp | $96,000 | – | 1,600 | +100.0% | 0.08% | – |
| GOLD | New | Barrick Gold Corp | $91,000 | – | 4,000 | +100.0% | 0.07% | – |
| XOM | New | Exxon Mobil | $85,000 | – | 2,050 | +100.0% | 0.07% | – |
| LOW | New | Lowes Companies | $64,000 | – | 400 | +100.0% | 0.05% | – |
| JNJ | New | Johnson & Johnson | $59,000 | – | 378 | +100.0% | 0.05% | – |
| VIG | New | Vanguard Div App ETF VIGdiv app etf | $58,000 | – | 414 | +100.0% | 0.04% | – |
| FNV | New | Franco Nevada Corp | $56,000 | – | 450 | +100.0% | 0.04% | – |
| CSCO | New | Cisco Systems | $47,000 | – | 1,055 | +100.0% | 0.04% | – |
| VWOB | New | Vanguard Emerging Mkts Govt Bd ETF VWOBemerg mkt bd etf | $43,000 | – | 520 | +100.0% | 0.03% | – |
| JPS | New | Nuveen Preferred & Income Sec Fund JPS | $36,000 | – | 3,656 | +100.0% | 0.03% | – |
| ISTB | New | Ishares Core 1-5 Yr USD ETF ISTBcore 1 5 yr usd | $27,000 | – | 528 | +100.0% | 0.02% | – |
| FLOT | New | Ishares FLTG Rate ETF FLOTfltg rate nt etf | $26,000 | – | 512 | +100.0% | 0.02% | – |
| FHLC | New | Fidelity MSCI Health Care Index ETF FHLCmsci hlth care i | $14,000 | – | 250 | +100.0% | 0.01% | – |
| BND | New | Vanguard Total Bond Market ETF BNDtotal bnd mrkt | $13,000 | – | 150 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VSE CORP | 12 | Q3 2023 | 9.4% |
| FISERV INC | 12 | Q3 2023 | 6.2% |
| DISNEY WALT CO | 12 | Q3 2023 | 4.9% |
| ADOBE SYSTEMS INCORPORATED | 12 | Q3 2023 | 4.1% |
| TYLER TECHNOLOGIES INC | 12 | Q3 2023 | 3.9% |
| TRANSDIGM GROUP INC | 12 | Q3 2023 | 4.1% |
| THERMO FISHER SCIENTIFIC INC | 12 | Q3 2023 | 4.1% |
| INTUIT | 12 | Q3 2023 | 3.4% |
| Veeva Systems | 12 | Q3 2023 | 3.2% |
| BOEING CO | 12 | Q3 2023 | 3.3% |
View Legal Advantage Investments, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-08 |
View Legal Advantage Investments, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.