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Legal Advantage Investments, Inc.
Legal Advantage Investments, Inc. is a registered investment adviser serving primarily high net worth individuals, with discretionary management of a concentrated equity portfolio across multiple sectors, including financial services, technology, consumer, and industrial companies.
Investment Strategy
Actively manages a diversified portfolio of U.S. equities, with a focus on large- and mid-cap stocks across sectors such as financials, technology, and consumer discretionary. The portfolio is concentrated, with top holdings in companies like Fiserv, TransDigm Group, Walt Disney, Amazon, and Microsoft.
Latest 13F Filing Activity
Legal Advantage Investments, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 87 equity positions with a total 13F market value of $222M. The fund increased holdings in Vse Corp., Applovin Corp., Asml Holding N V among other positions. Legal Advantage Investments, Inc. reduced exposure to Adobe Inc., Fiserv Inc., Intuit among others.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VSEC | VSE CORP | 4.22% | $9.4M | 56,429 | $39.01 | $166.24 | +$1.8M |
T TDG | TRANSDIGM GROUP INC | 4.08% | $9.1M | 6,882 | $715.10 | $1318.02 | -$854.6K |
D DIS | DISNEY WALT CO | 3.52% | $7.8M | 68,276 | $152.42 | $114.50 | -$649.3K |
A AMZN | AMAZON COM INC | 3.51% | $7.8M | 35,545 | $147.55 | $219.57 | +$52.5K |
M MSFT | MICROSOFT CORP | 3.48% | $7.7M | 14,925 | $255.72 | $517.95 | +$194.6K |
Industry Allocation
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