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  Name: Legal Advantage Investments Inc.
  City: Los Altos Hills
  State: CA
  Zip: 94022
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $178,796,000
  Total Value Change : $12,439,000
  Securities Held Change : 5
   
All Securities Held : 104
  New Positions : 9
  Closed Positions : 4
  Increased Positions : 13
  Unchanged Positions : 55
  Decreased Positions : 27

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VSEC)1 Year Chart         VSEC VSE Corp 1 - $76.01 $13,101,000 163,763 7.33% -1,907,000 -68,517 1.04    Technical Services
   (FISV)1 Year Chart         FISV Fiserv Inc 2 - $155.89 $9,068,000 56,737 5.07% 231,000 -9,790 0.008    Business Software & S...
   (TDG)1 Year Chart         TDG Transdigm Group Inc 3 - $1,259.15 $7,976,000 6,476 4.46% 1,350,000 -74 0.012    Aerospace/Defense Pro...
   (DIS)1 Year Chart         DIS Walt Disney Co 4 - $112.73 $6,706,000 54,803 3.75% 1,925,000 1,850 0.003    Entertainment - Diver...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 5 - $406.32 $6,465,000 15,366 3.62% 384,000 -804 0    Application Software
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 6 - $477.56 $5,590,000 11,078 3.13% -1,026,000 -12 0.002    Application Software
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 7 - $179.62 $5,281,000 29,275 2.95% 888,000 365 0    Internet Software & S...
   (INTU)1 Year Chart         INTU Intuit Inc 8 - $636.55 $4,909,000 7,553 2.75% -543,000 -1,170 0.003    Application Software
   (VEEV)1 Year Chart         VEEV Veeva Systems Inc 9 - $200.91 $4,828,000 20,840 2.7% 806,000 -50 0.015    Healthcare Informatio...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 10 - $573.60 $4,765,000 8,199 2.67% 413,000 0 0.002    Medical Laboratories ...
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 11 - $74.99 $4,673,000 64,600 2.61% 387,000 2,300 0.004    Investment Brokerage ...
   (TYL)1 Year Chart         TYL Tyler Technologies Inc 12 - $460.74 $4,323,000 10,173 2.42% -255,000 -777 0.025    Information Technolog...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 13 New $251.78 $3,722,000 14,322 2.08% 3,722,000 14,322 0.001    Closed - End Fund - E...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 14 - $291.42 $3,672,000 12,925 2.05% 156,000 1,000 0.004    Networking & Communic...
   (BA)1 Year Chart         BA Boeing Co 15 - $167.22 $3,592,000 18,611 2.01% -1,233,000 100 0.003    Aerospace/Defense - M...
   (ESLT)1 Year Chart         ESLT Elbit Systems Ltd 16 - $200.76 $3,305,000 15,722 1.85% -48,000 0 0.036    Scientific & Technica...
   (HSIC)1 Year Chart         HSIC Henry Schein Inc 17 - $73.13 $3,303,000 43,740 1.85% -9,000 0 0.031    Medical Equipment Who...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 18 - $480.45 $3,217,000 6,721 1.8% 71,000 0 0.004    Aerospace/Defense - M...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 19 - $203.38 $3,048,000 14,781 1.7% 567,000 -529 0.002    Semiconductor Equipme...
   (FB)1 Year Chart         FB Meta Platforms Inc 20 - $443.29 $2,751,000 5,666 1.54% 595,000 -425 0    Internet Service Prov...
   (IDXX)1 Year Chart         IDXX Idexx Laboratories Inc 21 - $499.30 $2,694,000 4,990 1.51% -76,000 0 0.006    Diagnostic Substances
   (ORCL)1 Year Chart         ORCL Oracle Corp 22 - $117.21 $2,545,000 20,262 1.42% 419,000 100 0.001    Application Software
   (SSNC)1 Year Chart         SSNC Ss&c Technologies Holdings Inc 23 - $61.24 $2,289,000 35,562 1.28% 116,000 0 0.014    N/A
   (RTX)1 Year Chart         RTX RTX Corp 24 - $101.02 $2,106,000 21,589 1.18% 287,000 -27 0.002    Conglomerates
   (ULTA)1 Year Chart         ULTA Ulta Salon Cosmetics & Frag... 25 - $406.39 $2,084,000 3,985 1.17% 121,000 -22 0.007    Personal Services
   (NFLX)1 Year Chart         NFLX Netflix Inc 26 - $561.23 $2,081,000 3,427 1.16% 413,000 0 0.001    Music & Video Stores
   (MELI)1 Year Chart         MELI Mercadolibre Inc 27 - $1,406.00 $2,043,000 1,351 1.14% 234,000 200 0.003    Business Services
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 28 - $83.49 $2,042,000 21,515 1.14% 87,000 -375 0.004    Closed - End Fund - E...
   (MOG.A)1 Year Chart         MOG.A Moog Inc 29 - $168.47 $2,026,000 12,690 1.13% 189,000 0 0.042    Aerospace/Defense Pro...
   (AAPL)1 Year Chart         AAPL Apple Inc 30 - $169.30 $1,978,000 11,537 1.11% -243,000 0 0    Personal Computers
   (SHOP)1 Year Chart         SHOP Shopify Inc 31 - $71.33 $1,891,000 24,510 1.06% -18,000 0 0.002    N/A
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 32 - $0.00 $1,773,000 1,827 0.99% 390,000 0 0    Semiconductor Equipme...
   (SQ)1 Year Chart         SQ Square Inc 33 - $74.48 $1,743,000 20,610 0.97% 149,000 0 0.004    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 34 - $877.35 $1,704,000 1,886 0.95% 446,000 -654 0    Semiconductor - Speci...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 35 - $274.29 $1,678,000 5,571 0.94% 212,000 0 0.001    Internet Software & S...
   (FNF)1 Year Chart         FNF Fidelity National Financial... 36 - $50.39 $1,666,000 31,380 0.93% 24,000 -800 0.011    Surety & Title Insurance
   (SWAV)1 Year Chart         SWAV Shockwave Medical, Inc. 37 - $330.00 $1,627,000 4,995 0.91% 675,000 0 0.014    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 38 - $461.29 $1,578,000 3,470 0.88% -20,000 -56 0.001    Aerospace/Defense - M...
   (ADI)1 Year Chart         ADI Analog Devices Inc 39 - $201.97 $1,449,000 7,328 0.81% -6,000 0 0.001    Semiconductor- Broad...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 40 - $38.57 $1,331,000 30,698 0.74% -15,000 0 0.001    CATV Systems
   (ZBH)1 Year Chart         ZBH Zimmer Holdings Inc 41 - $119.35 $1,285,000 9,739 0.72% 100,000 0 0.005    Medical Appliances & ...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 42 - $173.69 $1,218,000 8,000 0.68% 91,000 0 0    Search Engines & Info...
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 43 - $304.53 $1,200,000 3,998 0.67% 200,000 -100 0.002    Diversified Machinery
   (LHX)1 Year Chart         LHX L3harris Technologies Inc 44 - $214.54 $1,176,000 5,517 0.66% -21,000 -165 0.003    Communication Equipment
   (MA)1 Year Chart         MA MasterCard Inc A 45 - $462.42 $1,156,000 2,400 0.65% 132,000 0 0    Business Services
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 46 - $158.42 $1,155,000 6,825 0.65% -192,000 0 0.001    Drugs - Generic
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 47 - $193.49 $1,142,000 5,703 0.64% 172,000 0 0    Domestic Money Center...
   (SPT)1 Year Chart         SPT Sprout Social, Inc. 48 - $51.39 $1,133,000 18,975 0.63% -33,000 0 0.031    N/A
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 49 - $138.30 $1,035,000 7,610 0.58% 244,000 0 0    Semiconductor - Integ...
   (TECH)1 Year Chart         TECH Techne Corp 50 - $64.06 $932,000 13,235 0.52% -97,000 -100 0.008    Biotechnology
   (V)1 Year Chart         V Visa Inc 51 - $274.52 $907,000 3,250 0.51% 35,000 -100 0    Business Services
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 52 - $397.48 $765,000 1,830 0.43% 226,000 505 0.001    Drug Manufacturers - ...
   (GD)1 Year Chart         GD General Dynamics Corp 53 - $284.41 $734,000 2,600 0.41% 59,000 0 0.001    Aerospace/Defense - M...
   (FDX)1 Year Chart         FDX Fedex Corp 54 - $265.84 $733,000 2,530 0.41% 93,000 0 0.001    AirDelivery & Freight...
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 55 - $164.23 $706,000 4,283 0.39% 121,000 -17 0.001    N/A
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 56 - $706.26 $699,000 1,000 0.39% 118,000 0 0.001    Semiconductor Equipme...
   (INMD)1 Year Chart         INMD Inmode 57 - $17.14 $670,000 31,020 0.37% -20,000 0 0.037    N/A
   (PTC)1 Year Chart         PTC PTC INC 58 - $180.99 $661,000 3,500 0.37% 49,000 0 0.004    Technical & System So...
   (MCK)1 Year Chart         MCK McKesson Corp 59 - $543.30 $661,000 1,231 0.37% 91,000 0 0    Drugs Wholesale
   (AXP)1 Year Chart         AXP American Express Co 60 - $235.64 $660,000 2,900 0.37% 98,000 -100 0    Credit Services
   (SMLR)1 Year Chart         SMLR Semler Scientific, Inc. 61 - $26.11 $649,000 22,219 0.36% -335,000 0 0.334    N/A
   (IBM)1 Year Chart         IBM International Business Mach... 62 New $167.13 $643,000 3,366 0.36% 643,000 3,366 0    Diversified Computer ...
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 63 - $606,920.00 $634,000 1 0.35% 91,000 0 0    Property & Casualty I...
   (FIS)1 Year Chart         FIS Fidelity National Information 64 - $69.60 $623,000 8,400 0.35% 118,000 0 0.001    Business Services
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 65 - $171.95 $619,000 4,100 0.35% 46,000 0 0    Search Engines & Info...
   (WLTW)1 Year Chart         WLTW Willis Towers Watson Public... 66 - $250.95 $609,000 2,215 0.34% 75,000 0 0.002    Insurance Brokers
   (AMGN)1 Year Chart         AMGN Amgen Inc 67 - $269.98 $604,000 2,125 0.34% 143,000 525 0    Biotechnology
   (ILMN)1 Year Chart         ILMN Illumina Inc 68 - $122.28 $591,000 4,305 0.33% -8,000 0 0.003    Scientific & Technica...
   (BHP)1 Year Chart         BHP BHP Billiton Limited (ADR) 69 - $56.43 $584,000 10,118 0.33% -141,000 -493 0.004    Industrial Metals & M...
   (CHGG)1 Year Chart         CHGG Chegg, Inc 70 - $7.10 $553,000 73,000 0.31% -276,000 0 0.05    Education & Training ...
   (CYBR)1 Year Chart         CYBR Cyber-Ark Software Ltd 71 - $242.60 $531,000 2,000 0.3% 93,000 0 0.005    N/A
   (ON)1 Year Chart         ON On Semiconductor Corp 72 - $68.06 $530,000 7,200 0.3% 96,000 2,000 0.002    Semiconductor- Broad...
   (MRK)1 Year Chart         MRK Merck & Co Inc 73 - $131.20 $528,000 4,000 0.3% 92,000 0 0    Drug Manufacturers - ...
   (DHI)1 Year Chart         DHI DR Horton Inc 74 - $145.33 $506,000 3,075 0.28% 39,000 0 0.001    Residential Construct...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 75 - $925.37 $486,000 500 0.27% 94,000 0 0    Semiconductor Equipme...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 76 - $304.07 $471,000 1,470 0.26% 96,000 0 0.001    N/A
   (SDGR)1 Year Chart         SDGR Schrodinger, Inc. 77 - $23.97 $462,000 17,105 0.26% -150,000 0 0.027    N/A
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 78 - $245.45 $453,000 1,750 0.25% 57,000 0 0    Property & Casualty I...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 79 - $60.16 $451,000 7,500 0.25% 57,000 5,000 0    Discount, Variety Stores
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 80 - $75.55 $394,000 5,450 0.22% -32,000 -50 0    N/A
   (ZS)1 Year Chart         ZS Zscaler Inc 81 - $177.05 $385,000 2,000 0.22% 163,000 1,000 0.002    N/A
   (PHM)1 Year Chart         PHM PulteGroup Inc 82 - $113.80 $364,000 3,020 0.2% 52,000 0 0.001    Residential Construct...
   (RIO)1 Year Chart         RIO Rio Tinto Plc (ADR) 83 - $68.24 $363,000 5,700 0.2% -61,000 0 0    Gold
   (NSP)1 Year Chart         NSP Insperity Inc 84 - $104.17 $356,000 3,250 0.2% -43,000 -150 0.008    Staffing & Outsourcin...
   (EBAY)1 Year Chart         EBAY eBay Inc 85 - $52.02 $351,000 6,650 0.2% 61,000 0 0.001    Internet Software & S...
   (AFL)1 Year Chart         AFL AFLAC Inc 86 - $83.61 $326,000 3,800 0.18% 12,000 0 0.001    Life & Health Insurance
   (DOCU)1 Year Chart         DOCU Docusign Inc 87 - $57.20 $296,000 4,965 0.17% -2,000 -50 0.003    N/A
   (FVRR)1 Year Chart         FVRR Fiverr International Ltd 89 - $20.80 $295,000 14,000 0.16% -86,000 0 0    N/A
   (AZN)1 Year Chart         AZN AstraZeneca Plc (ADR) 88 - $75.17 $295,000 4,350 0.16% 2,000 0 0.04    Drug Manufacturers - ...
   (MODN)1 Year Chart         MODN Model N, Inc. 90 - $29.64 $288,000 10,100 0.16% 16,000 0 0.025    N/A
   (GEHC)1 Year Chart         GEHC Ge Healthcare Holding Llc 91 - $86.24 $275,000 3,030 0.15% 43,000 30 0.001    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 92 - $146.14 $265,000 1,673 0.15% 3,000 0 0    Drug Manufacturers - ...
   (NICE)1 Year Chart         NICE NICE Systems Ltd (ADR) 93 New $225.48 $261,000 1,000 0.15% 261,000 1,000 0.002    Computer Peripherals
   (CCS)1 Year Chart         CCS Century Communities, Inc. 94 - $78.82 $256,000 2,650 0.14% 14,000 0 0.008    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp 95 - $273.09 $254,000 900 0.14% -43,000 -100 0    Restaurants
   (SNOW)1 Year Chart         SNOW Snowflake Inc. 96 New $158.13 $242,000 1,500 0.14% 242,000 1,500 0.001    N/A
   (LEN.B)1 Year Chart         LEN.B Lennar Corp Class B 97 - $142.88 $231,000 1,500 0.13% 30,000 0 0.004    Residential Construct...
   (TRV)1 Year Chart         TRV Travelers Companies Inc 98 New $213.45 $230,000 1,000 0.13% 230,000 1,000 0    Property & Casualty I...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 99 New $229.87 $229,000 898 0.13% 229,000 898 0    Home Improvement Stores
   (MDT)1 Year Chart         MDT Medtronic Plc 100 - $79.74 $222,000 2,546 0.12% 12,000 0 0    Medical Appliances & ...

      100 Records Found
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