Filed: 10/20/2025ACC: 0001172661-25-004327
📋 What this filing means
LEGAL ADVANTAGE INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $222.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$222.13M
Total AUM (reported)
1.16M
Total Shares
Allocation by class
COM$143.13M64.4%
CL A$21.63M9.7%
COM CL A$11.59M5.2%
ORD$7.77M3.5%
CL A COM$5.94M2.7%
N Y REGISTRY SHS$5.94M2.7%
TOTAL STK MKT$4.66M2.1%
Portfolio Concentration
Top 3$26.27M11.8%
4–10$50.43M22.7%
11–25$70.96M31.9%
Rest$74.46M33.5%
Top 3 weight
11.8%
Top 10 weight
34.5%
Voting Authority Distribution
Total shares with voting rights: 1.16M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.16M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole89
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings89
Rows:
VSE CORP
SOLEShares56.43K
TypeSH
Market value$9.38M
4.22%
Sole
0.00
Shared
0.00
None
56.43K
TRANSDIGM GROUP INC
SOLEShares6.88K
TypeSH
Market value$9.07M
4.08%
Sole
0.00
Shared
0.00
None
6.88K
DISNEY WALT CO
SOLEShares68.28K
TypeSH
Market value$7.82M
3.52%
Sole
0.00
Shared
0.00
None
68.28K
AMAZON COM INC
SOLEShares35.55K
TypeSH
Market value$7.80M
3.51%
Sole
0.00
Shared
0.00
None
35.55K
MICROSOFT CORP
SOLEShares14.93K
TypeSH
Market value$7.73M
3.48%
Sole
0.00
Shared
0.00
None
14.93K
ELBIT SYS LTD
SOLEShares14.83K
TypeSH
Market value$7.56M
3.40%
Sole
0.00
Shared
0.00
None
14.83K
FISERV INC
SOLEShares57.29K
TypeSH
Market value$7.39M
3.33%
Sole
0.00
Shared
0.00
None
57.29K
PALANTIR TECHNOLOGIES INC
SOLEShares39.17K
TypeSH
Market value$7.15M
3.22%
Sole
0.00
Shared
0.00
None
39.17K
GENEDX HOLDINGS CORP
SOLEShares60.65K
TypeSH
Market value$6.53M
2.94%
Sole
0.00
Shared
0.00
None
60.65K
PALO ALTO NETWORKS INC
SOLEShares30.79K
TypeSH
Market value$6.27M
2.82%
Sole
0.00
Shared
0.00
None
30.79K
SCHWAB CHARLES CORP
SOLEShares65.06K
TypeSH
Market value$6.21M
2.80%
Sole
0.00
Shared
0.00
None
65.06K
VEEVA SYS INC
SOLEShares19.95K
TypeSH
Market value$5.94M
2.68%
Sole
0.00
Shared
0.00
None
19.95K
ASML HOLDING N V
SOLEShares6.14K
TypeSH
Market value$5.94M
2.68%
Sole
0.00
Shared
0.00
None
6.14K
TYLER TECHNOLOGIES INC
SOLEShares9.25K
TypeSH
Market value$4.84M
2.18%
Sole
0.00
Shared
0.00
None
9.25K
MERCADOLIBRE INC
SOLEShares2.02K
TypeSH
Market value$4.72M
2.12%
Sole
0.00
Shared
0.00
None
2.02K
ORACLE CORP
SOLEShares16.74K
TypeSH
Market value$4.71M
2.12%
Sole
0.00
Shared
0.00
None
16.74K
VANGUARD INDEX FDS
SOLEShares14.20K
TypeSH
Market value$4.66M
2.10%
Sole
0.00
Shared
0.00
None
14.20K
NVIDIA CORPORATION
SOLEShares24.80K
TypeSH
Market value$4.63M
2.08%
Sole
0.00
Shared
0.00
None
24.80K
BOEING CO
SOLEShares21.12K
TypeSH
Market value$4.56M
2.05%
Sole
0.00
Shared
0.00
None
21.12K
INTUIT
SOLEShares6.30K
TypeSH
Market value$4.30M
1.94%
Sole
0.00
Shared
0.00
None
6.30K
RTX CORPORATION
SOLEShares25.31K
TypeSH
Market value$4.23M
1.91%
Sole
0.00
Shared
0.00
None
25.31K
APPLE INC
SOLEShares16.60K
TypeSH
Market value$4.23M
1.90%
Sole
0.00
Shared
0.00
None
16.60K
IDEXX LABS INC
SOLEShares6.36K
TypeSH
Market value$4.06M
1.83%
Sole
0.00
Shared
0.00
None
6.36K
THERMO FISHER SCIENTIFIC INC
SOLEShares8.35K
TypeSH
Market value$4.05M
1.82%
Sole
0.00
Shared
0.00
None
8.35K
SHOPIFY INC
SOLEShares26.11K
TypeSH
Market value$3.88M
1.75%
Sole
0.00
Shared
0.00
None
26.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VSE CORPSOLE | COM | 56.43K | SH | $9.38M 4.22% | 0.00 | 0.00 | 56.43K |
TRANSDIGM GROUP INCSOLE | COM | 6.88K | SH | $9.07M 4.08% | 0.00 | 0.00 | 6.88K |
DISNEY WALT COSOLE | COM | 68.28K | SH | $7.82M 3.52% | 0.00 | 0.00 | 68.28K |
AMAZON COM INCSOLE | COM | 35.55K | SH | $7.80M 3.51% | 0.00 | 0.00 | 35.55K |
MICROSOFT CORPSOLE | COM | 14.93K | SH | $7.73M 3.48% | 0.00 | 0.00 | 14.93K |
ELBIT SYS LTDSOLE | ORD | 14.83K | SH | $7.56M 3.40% | 0.00 | 0.00 | 14.83K |
FISERV INCSOLE | COM | 57.29K | SH | $7.39M 3.33% | 0.00 | 0.00 | 57.29K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 39.17K | SH | $7.15M 3.22% | 0.00 | 0.00 | 39.17K |
GENEDX HOLDINGS CORPSOLE | COM CL A | 60.65K | SH | $6.53M 2.94% | 0.00 | 0.00 | 60.65K |
PALO ALTO NETWORKS INCSOLE | COM | 30.79K | SH | $6.27M 2.82% | 0.00 | 0.00 | 30.79K |
SCHWAB CHARLES CORPSOLE | COM | 65.06K | SH | $6.21M 2.80% | 0.00 | 0.00 | 65.06K |
VEEVA SYS INCSOLE | CL A COM | 19.95K | SH | $5.94M 2.68% | 0.00 | 0.00 | 19.95K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 6.14K | SH | $5.94M 2.68% | 0.00 | 0.00 | 6.14K |
TYLER TECHNOLOGIES INCSOLE | COM | 9.25K | SH | $4.84M 2.18% | 0.00 | 0.00 | 9.25K |
MERCADOLIBRE INCSOLE | COM | 2.02K | SH | $4.72M 2.12% | 0.00 | 0.00 | 2.02K |
ORACLE CORPSOLE | COM | 16.74K | SH | $4.71M 2.12% | 0.00 | 0.00 | 16.74K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.20K | SH | $4.66M 2.10% | 0.00 | 0.00 | 14.20K |
NVIDIA CORPORATIONSOLE | COM | 24.80K | SH | $4.63M 2.08% | 0.00 | 0.00 | 24.80K |
BOEING COSOLE | COM | 21.12K | SH | $4.56M 2.05% | 0.00 | 0.00 | 21.12K |
INTUITSOLE | COM | 6.30K | SH | $4.30M 1.94% | 0.00 | 0.00 | 6.30K |
RTX CORPORATIONSOLE | COM | 25.31K | SH | $4.23M 1.91% | 0.00 | 0.00 | 25.31K |
APPLE INCSOLE | COM | 16.60K | SH | $4.23M 1.90% | 0.00 | 0.00 | 16.60K |
IDEXX LABS INCSOLE | COM | 6.36K | SH | $4.06M 1.83% | 0.00 | 0.00 | 6.36K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 8.35K | SH | $4.05M 1.82% | 0.00 | 0.00 | 8.35K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 26.11K | SH | $3.88M 1.75% | 0.00 | 0.00 | 26.11K |
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