$147 Million is the total value of Legal Advantage Investments, Inc.'s 78 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RMD | New | Resmed Inc | $937,000 | – | 3,600 | +100.0% | 0.64% | – |
| PTC | New | PTC Inc | $424,000 | – | 3,500 | +100.0% | 0.29% | – |
| FB | New | Meta Platforms Inccl a | $404,000 | – | 1,200 | +100.0% | 0.27% | – |
| ROKU | New | Roku Inc | $342,000 | – | 1,500 | +100.0% | 0.23% | – |
| MRK | New | Merck & Co Inc | $307,000 | – | 4,000 | +100.0% | 0.21% | – |
| BMY | New | Bristol-Myers Squibb Co | $274,000 | – | 4,400 | +100.0% | 0.19% | – |
| VIAC | New | Viacomcbs Inc.cl b | $272,000 | – | 9,000 | +100.0% | 0.18% | – |
| PATH | New | Uipath Inccl a | $216,000 | – | 5,000 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-08
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.