Fund HoldingsLegal Advantage Investments, Inc.

Total Portfolio Value
$166.36M
Total Bought
$10.42M
Total Sold
$14.81M
Net Transaction
-$4.39M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VSE CORP(VSEC)239,130232,280-6,85012,06215,0089.02%+2,946
BOEING CO(BA)18,95918,511-4483,6344,8252.90%+1,191
SCHWAB CHARLES CORP(SCHW)58,10062,300+4,2003,1904,2862.58%+1,097
FISERV INC(FISV)69,02766,527-2,5007,7978,8375.31%+1,040
TRANSDIGM GROUP INC(TDG)6,7706,550-2205,7086,6263.98%+918
ADOBE INC(ADBE)11,19011,090-1005,7066,6163.98%+911
MICROSOFT CORP(MSFT)16,42016,170-2505,1856,0813.66%+896
ELBIT SYS LTD(ESLT)12,89215,722+2,8302,5523,3532.02%+800
INTUIT(INTU)9,1338,723-4104,6665,4523.28%+786
AMAZON COM INC(AMZN)28,84028,910+703,6664,3932.64%+726
PALO ALTO NETWORKS INC(PANW)12,01511,925-902,8173,5162.11%+700
BLOCK INC(XYZ)20,71020,610-1009171,5940.96%+678
IDEXX LABS INC(IDXX)4,9604,990+302,1692,7701.66%+601
DISNEY WALT CO(DIS)51,60352,953+1,3504,1824,7812.87%+599
SHOPIFY INC(SHOP)24,51024,51001,3381,9091.15%+572
BERKSHIRE HATHAWAY INC DEL01+105430.33%+543
VERTEX PHARMACEUTICALS INC(VRTX)01,325+1,32505390.32%+539
ORACLE CORP(ORCL)15,56220,162+4,6001,6482,1261.28%+477
AMGEN INC(AMGN)01,600+1,60004610.28%+461
CYBERARK SOFTWARE LTD02,000+2,00004380.26%+438
SEMLER SCIENTIFIC INC22,21922,21905649840.59%+420
INSPERITY INC(NSP)03,400+3,40003990.24%+399
RTX CORPORATION(RTX)19,77921,616+1,8371,4231,8191.09%+395
MOOG INC(MOG-A)12,79012,690-1001,4451,8371.10%+393
FIVERR INTL LTD014,000+14,00003810.23%+381
NETFLIX INC(NFLX)3,4273,42701,2941,6681.00%+374
SPDR SER TR
ST STR SP BIOT
21,89021,89001,5981,9551.17%+356
MERCADOLIBRE INC(MELI)1,1471,151+41,4541,8091.09%+355
SALESFORCE INC(CRM)5,5315,571+401,1221,4660.88%+344
ULTA BEAUTY INC(ULTA)4,1074,007-1001,6411,9631.18%+323
ASML HOLDING N V
N Y REGISTRY SHS
1,8401,827-131,0831,3830.83%+300
APPLE INC(AAPL)11,30511,537+2321,9362,2211.34%+286
SS&C TECHNOLOGIES HLDGS INC(SSNC)36,06235,562-5001,8952,1731.31%+278
META PLATFORMS INC(META)6,2666,091-1751,8812,1561.30%+275
FIDELITY NATIONAL FINANCIAL(FNF)33,18032,180-1,0001,3701,6420.99%+271
BIO-TECHNE CORP(TECH)11,13513,335+2,2007581,0290.62%+271
TYLER TECHNOLOGIES INC(TYL)11,17010,950-2204,3134,5782.75%+265
CENTURY CMNTYS INC(CCS)02,650+2,65002420.15%+242
APPLIED MATLS INC16,31015,310-1,0002,2582,4811.49%+223
THERMO FISHER SCIENTIFIC INC(TMO)8,1578,199+424,1294,3522.62%+223
ZSCALER INC(ZS)01,000+1,00002220.13%+222
SPROUT SOCIAL INC18,97518,97509461,1660.70%+219
SPDR S&P 500 ETF TR(SPY)0444+44402110.13%+211
LENNAR CORP01,500+1,50002010.12%+201
L3HARRIS TECHNOLOGIES INC(LHX)5,7825,682-1001,0071,1970.72%+190
ANALOG DEVICES INC(ADI)7,3287,32801,2831,4550.87%+172
CHEGG INC74,10073,000-1,1006618290.50%+168
TRANE TECHNOLOGIES PLC(TT)4,0984,09808321,0000.60%+168
NVIDIA CORPORATION(NVDA)2,5402,54001,1051,2580.76%+153
ZOETIS INC(ZTS)6,8756,825-501,1961,3470.81%+151
D R HORTON INC(DHI)3,0003,075+753224670.28%+145
CROWDSTRIKE HLDGS INC(CRWD)1,4701,47002463750.23%+129
JPMORGAN CHASE & CO(JPM)5,8185,703-1158449700.58%+126
SCHRODINGER INC(SDGR)17,20517,105-1004866120.37%+126
KLA CORP(KLAC)1,0001,00004595810.35%+123
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7,7107,610-1006707910.48%+121
PTC INC(PTC)3,5003,50004966120.37%+116
AMERICAN EXPRESS CO(AXP)3,0003,00004485620.34%+114
TWILIO INC(TWLO)6,4256,405-203764860.29%+110
LOCKHEED MARTIN CORP(LMT)3,6463,526-1201,4911,5980.96%+107
ZIMMER BIOMET HOLDINGS INC(ZBH)9,7399,73901,0931,1850.71%+92
VISA INC(V)3,4003,350-507828720.52%+90
PULTE GROUP INC(PHM)3,0003,020+202223120.19%+90
BHP GROUP LTD11,19110,611-5806377250.44%+88
DOCUSIGN INC(DOCU)5,0155,01502112980.18%+88
LAM RESEARCH CORP(LRCX)50050003133920.24%+78
MASTERCARD INCORPORATED(MA)2,4002,40009501,0240.62%+73
ALPHABET INC(GOOG)8,0008,00001,0551,1270.68%+73
WILLIS TOWERS WATSON PLC LTD(WTW)2,2652,215-504735340.32%+61
NORTHROP GRUMMAN CORP(NOC)7,0216,721-3003,0913,1461.89%+56
ON SEMICONDUCTOR CORP(ON)4,2005,200+1,0003904340.26%+44
HENRY SCHEIN INC(HSIC)44,04043,740-3003,2703,3121.99%+42
RIO TINTO PLC(RIO)6,0505,700-3503854240.26%+39
ALPHABET INC(GOOG)4,1004,10005375730.34%+36
GENERAL DYNAMICS CORP(GD)2,9002,600-3006416750.41%+34
MCDONALDS CORP(MCD)1,0001,00002632970.18%+33
FIDELITY NATL INFORMATION SV(FIS)8,6008,400-2004755050.30%+29
MODEL N INC10,00010,100+1002442720.16%+28
GE HEALTHCARE TECHNOLOGIES I(GEHC)3,0003,00002042320.14%+28
MERCK & CO INC(MRK)4,0004,00004124360.26%+24
MCKESSON CORP(MCK)1,2561,231-255465700.34%+24
CHUBB LIMITED
COM
1,8001,750-503753960.24%+21
MEDTRONIC PLC(MDT)2,5712,546-252012100.13%+8
AFLAC INC(AFL)4,0003,800-2003073140.19%+7
JOHNSON & JOHNSON(JNJ)1,6731,67302612620.16%+2
FORTINET INC(FTNT)9,0259,02505305280.32%-1
PROGRESSIVE CORP(PGR)1,5001,300-2002092070.12%-2
AIRBNB INC4,3004,30005905850.35%-5
ILLUMINA INC(ILMN)4,4054,305-1006055990.36%-5
WALMART INC(WMT)2,5002,50004003940.24%-6
EBAY INC.(EBAY)6,8006,650-1503002900.17%-10
VEEVA SYS INC(VEEV)19,84020,890+1,0504,0364,0222.42%-15
COMCAST CORP NEW(CCZ)30,69830,69801,3611,3460.81%-15
ASTRAZENECA PLC(AZN)4,5504,350-2003082930.18%-15
SHOCKWAVE MED INC4,9704,995+259909520.57%-38
BAIDU INC2,0001,900-1002692260.14%-42
ALIBABA GROUP HLDG LTD(BABA)5,6005,500-1004864260.26%-59
FEDEX CORP(FDX)2,6502,530-1207026400.38%-62
BRISTOL-MYERS SQUIBB CO(BMY)3,8250-3,8252220-222
INMODE LTD(INMD)30,92031,020+1009426900.41%-252
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