Legal Advantage Investments, Inc. Diversified Active

CIK: 0001841769 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 25, 2025

Total Value ($000): $213,841 (100.0% shares, 0.0% debt)

Holdings (94)

FISV FISERV INC 4.7%
Value ($000) $9,994 Shares 57,967 Est. Cost $113.32 Unrealized +60.0%
TDG TRANSDIGM GROUP INC 4.6%
Value ($000) $9,925 Shares 6,527 Est. Cost $525.01 Unrealized +150.3%
DIS DISNEY WALT CO 4.0%
Value ($000) $8,467 Shares 68,276 Est. Cost $135.82 Unrealized -24.3%
AMZN AMAZON COM INC 3.6%
Value ($000) $7,752 Shares 35,335 Est. Cost $137.31 Unrealized +44.1%
VSEC VSE CORP 3.6%
Value ($000) $7,624 Shares 58,204 Est. Cost $34.04 Unrealized +265.3%
MSFT MICROSOFT CORP 3.5%
Value ($000) $7,536 Shares 15,150 Est. Cost $257.97 Unrealized +67.6%
ESLT ELBIT SYS LTD 3.1%
Value ($000) $6,666 Shares 14,830 Est. Cost $135.99 Unrealized +197.0%
PLTR PALANTIR TECHNOLOGIES INC 2.9%
Value ($000) $6,196 Shares 45,450 Est. Cost $25.58 Unrealized +358.6%
SCHW SCHWAB CHARLES CORP 2.8%
Value ($000) $6,082 Shares 66,660 Est. Cost $61.96 Unrealized +34.2%
VEEV VEEVA SYS INC 2.7%
Value ($000) $5,804 Shares 20,155 Est. Cost $256.27 Unrealized -3.2%
PANW PALO ALTO NETWORKS INC 2.7%
Value ($000) $5,730 Shares 28,000 Est. Cost $143.37 Unrealized +29.5%
WGS GENEDX HOLDINGS CORP 2.6%
Value ($000) $5,594 Shares 60,600 Est. Cost $50.79 Unrealized +54.5%
TYL TYLER TECHNOLOGIES INC 2.6%
Value ($000) $5,482 Shares 9,248 Est. Cost $411.10 Unrealized +37.8%
INTU INTUIT 2.5%
Value ($000) $5,435 Shares 6,901 Est. Cost $353.37 Unrealized +90.9%
MELI MERCADOLIBRE INC 2.4%
Value ($000) $5,191 Shares 1,986 Est. Cost $1435.10 Unrealized +62.7%
ASML ASML HOLDING N V 2.1%
Value ($000) $4,512 Shares 5,630 Est. Cost $690.07 Unrealized
VTI VANGUARD INDEX FDS 2.0%
Value ($000) $4,316 Shares 14,199 Est. Cost $259.90 Unrealized
NFLX NETFLIX INC 2.0%
Value ($000) $4,301 Shares 3,212 Est. Cost $22.17 Unrealized +410.0%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $3,918 Shares 24,796 Est. Cost $96.81 Unrealized +30.0%
META META PLATFORMS INC 1.8%
Value ($000) $3,893 Shares 5,275 Est. Cost $219.92 Unrealized +180.4%
BA BOEING CO 1.8%
Value ($000) $3,870 Shares 18,470 Est. Cost $193.18 Unrealized -2.2%
RTX RTX CORPORATION 1.8%
Value ($000) $3,868 Shares 26,493 Est. Cost $75.26 Unrealized +75.1%
ADBE ADOBE INC 1.7%
Value ($000) $3,712 Shares 9,595 Est. Cost $466.14 Unrealized -17.3%
ORCL ORACLE CORP 1.7%
Value ($000) $3,672 Shares 16,796 Est. Cost $72.95 Unrealized +120.4%
AAPL APPLE INC 1.6%
Value ($000) $3,460 Shares 16,865 Est. Cost $170.75 Unrealized +18.0%
IDXX IDEXX LABS INC 1.6%
Value ($000) $3,430 Shares 6,395 Est. Cost $470.44 Unrealized +1.6%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $3,377 Shares 8,329 Est. Cost $475.71 Unrealized -12.3%
NOC NORTHROP GRUMMAN CORP 1.4%
Value ($000) $3,095 Shares 6,191 Est. Cost $294.57 Unrealized +65.0%
SHOP SHOPIFY INC 1.4%
Value ($000) $3,012 Shares 26,110 Est. Cost $51.18 Unrealized +95.4%
SSNC SS&C TECHNOLOGIES HLDGS INC 1.3%
Value ($000) $2,724 Shares 32,900 Est. Cost $66.17 Unrealized +18.8%
AMAT APPLIED MATLS INC 1.2%
Value ($000) $2,466 Shares 13,471 Est. Cost $76.39 Unrealized +106.1%
MOG/A MOOG INC 1.1%
Value ($000) $2,278 Shares 12,590 Est. Cost $96.20 Unrealized +81.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.0%
Value ($000) $2,045 Shares 9,030 Est. Cost $88.07 Unrealized
ADI ANALOG DEVICES INC 0.8%
Value ($000) $1,737 Shares 7,298 Est. Cost $126.63 Unrealized +62.7%
FNF FIDELITY NATIONAL FINANCIAL 0.8%
Value ($000) $1,723 Shares 30,730 Est. Cost $34.27 Unrealized +60.4%
V VISA INC 0.8%
Value ($000) $1,704 Shares 4,800 Est. Cost $221.43 Unrealized +56.7%
ULTA ULTA BEAUTY INC 0.8%
Value ($000) $1,654 Shares 3,535 Est. Cost $255.71 Unrealized +61.7%
VST VISTRA CORP 0.8%
Value ($000) $1,609 Shares 8,300 Est. Cost $143.32 Unrealized +2.9%
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $1,559 Shares 5,378 Est. Cost $103.02 Unrealized +145.3%
XYZ BLOCK INC 0.7%
Value ($000) $1,554 Shares 22,875 Est. Cost $181.89 Unrealized -68.0%
APP APPLOVIN CORP 0.7%
Value ($000) $1,523 Shares 4,350 Est. Cost $324.21 Unrealized 0.0%
CRM SALESFORCE INC 0.7%
Value ($000) $1,483 Shares 5,437 Est. Cost $187.20 Unrealized +42.1%
TT TRANE TECHNOLOGIES PLC 0.7%
Value ($000) $1,443 Shares 3,298 Est. Cost $132.50 Unrealized +196.6%
GOOG ALPHABET INC 0.7%
Value ($000) $1,419 Shares 8,000 Est. Cost $110.15 Unrealized +49.7%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $1,389 Shares 2,471 Est. Cost $330.62 Unrealized +66.8%
ZS ZSCALER INC 0.6%
Value ($000) $1,256 Shares 4,000 Est. Cost $191.80 Unrealized +30.0%
FIS FIDELITY NATL INFORMATION SV 0.6%
Value ($000) $1,254 Shares 15,400 Est. Cost $61.55 Unrealized +24.4%
CYBERARK SOFTWARE LTD 0.5%
Value ($000) $1,139 Shares 2,800 Est. Cost $272.72 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $1,021 Shares 6,550 Est. Cost $168.11 Unrealized -6.4%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $998 Shares 3,384 Est. Cost $172.34 Unrealized +47.3%
TWLO TWILIO INC 0.5%
Value ($000) $995 Shares 8,000 Est. Cost $106.33 Unrealized 0.0%
OKTA OKTA INC 0.4%
Value ($000) $954 Shares 9,540 Est. Cost $91.48 Unrealized +16.7%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $909 Shares 2,850 Est. Cost $158.77 Unrealized +76.0%
TECH BIO-TECHNE CORP 0.4%
Value ($000) $897 Shares 17,435 Est. Cost $67.92 Unrealized -26.3%
KLAC KLA CORP 0.4%
Value ($000) $896 Shares 1,000 Est. Cost $323.74 Unrealized +131.2%
DHI D R HORTON INC 0.4%
Value ($000) $825 Shares 6,400 Est. Cost $125.12 Unrealized -2.2%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $823 Shares 1,848 Est. Cost $384.13 Unrealized +20.0%
RBRK RUBRIK INC. 0.4%
Value ($000) $815 Shares 9,100 Est. Cost $74.19 Unrealized +6.5%
ZBH ZIMMER BIOMET HOLDINGS INC 0.4%
Value ($000) $808 Shares 8,860 Est. Cost $135.66 Unrealized -29.3%
AMGN AMGEN INC 0.4%
Value ($000) $805 Shares 2,883 Est. Cost $277.18 Unrealized +0.2%
MNDY MONDAY COM LTD 0.4%
Value ($000) $755 Shares 2,400 Est. Cost $271.34 Unrealized +2.6%
WMT WALMART INC 0.3%
Value ($000) $733 Shares 7,500 Est. Cost $51.36 Unrealized +84.5%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $729 Shares 2,500 Est. Cost $130.64 Unrealized +108.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $729 Shares 1 Est. Cost $533852.10 Unrealized +42.7%
GOOGL ALPHABET INC 0.3%
Value ($000) $723 Shares 4,100 Est. Cost $110.06 Unrealized +48.4%
MRK MERCK & CO INC 0.3%
Value ($000) $716 Shares 9,040 Est. Cost $74.08 Unrealized +4.5%
WTW WILLIS TOWERS WATSON PLC LTD 0.3%
Value ($000) $648 Shares 2,115 Est. Cost $219.17 Unrealized +40.3%
FBIN FORTUNE BRANDS INNOVATIONS I 0.3%
Value ($000) $592 Shares 11,500 Est. Cost $69.92 Unrealized -26.5%
NTRA NATERA INC 0.3%
Value ($000) $591 Shares 3,500 Est. Cost $155.83 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.3%
Value ($000) $581 Shares 5,973 Est. Cost $74.98 Unrealized +5.2%
FVRR FIVERR INTL LTD 0.3%
Value ($000) $581 Shares 19,800 Est. Cost $25.96 Unrealized +10.8%
BMA BANCO MACRO SA 0.3%
Value ($000) $551 Shares 7,850 Est. Cost $64.78 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $507 Shares 1,750 Est. Cost $199.93 Unrealized +43.5%
BHP BHP GROUP LTD 0.2%
Value ($000) $431 Shares 8,957 Est. Cost $77.25 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $420 Shares 5,650 Est. Cost $66.73 Unrealized +2.4%
PHM PULTE GROUP INC 0.2%
Value ($000) $413 Shares 3,920 Est. Cost $81.16 Unrealized +23.5%
EBAY EBAY INC. 0.2%
Value ($000) $413 Shares 5,550 Est. Cost $41.71 Unrealized +68.4%
IOT SAMSARA INC 0.2%
Value ($000) $398 Shares 10,000 Est. Cost $46.83 Unrealized -11.8%
TATT TAT TECHNOLOGIES LTD 0.2%
Value ($000) $397 Shares 13,000 Est. Cost $28.77 Unrealized 0.0%
BBAR BANCO BBVA ARGENTINA S A 0.2%
Value ($000) $395 Shares 24,000 Est. Cost $10.37 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $369 Shares 1,379 Est. Cost $217.21 Unrealized +20.0%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $349 Shares 2,282 Est. Cost $151.63 Unrealized -0.5%
AFL AFLAC INC 0.2%
Value ($000) $337 Shares 3,200 Est. Cost $54.56 Unrealized +89.9%
ON ON SEMICONDUCTOR CORP 0.2%
Value ($000) $322 Shares 6,150 Est. Cost $71.93 Unrealized -39.6%
RIO RIO TINTO PLC 0.1%
Value ($000) $312 Shares 5,350 Est. Cost $76.81 Unrealized
SUPV GRUPO SUPERVIELLE S.A. 0.1%
Value ($000) $303 Shares 28,645 Est. Cost $7.11 Unrealized
VCYT VERACYTE INC 0.1%
Value ($000) $297 Shares 10,976 Est. Cost $37.98 Unrealized -23.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $291 Shares 600 Est. Cost $404.74 Unrealized +25.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $249 Shares 2,856 Est. Cost $78.55 Unrealized +6.3%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $248 Shares 3,550 Est. Cost $50.00 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $221 Shares 1,000 Est. Cost $220.02 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $210 Shares 2,830 Est. Cost $72.58 Unrealized -4.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $208 Shares 1,000 Est. Cost $174.27 Unrealized 0.0%
HOV HOVNANIAN ENTERPRISES INC 0.1%
Value ($000) $204 Shares 1,950 Est. Cost $192.07 Unrealized -49.0%