David Spector

@Legal Advantage Investments, Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$189.152M

Total holdings103

Assets growth rate3.98%

Assets growth rate (2-Q avg)4.39%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Legal Advantage Investments, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Legal Advantage Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 189.152M in assets, with a quarterly growth rate of 3.98% and a 2-quarter average growth rate of 4.39%. The portfolio is managed by David Spector, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SLBSchlumberger Ltd Recent Activity New Position	0.42%	$791,491 20,644 shares@ $38.35 avg price	New Position
VSTVistra Corp Recent Activity New Position	0.3%	$565,267 4,100 shares@ $137.87 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.23%	$431,430 5,973 shares@ $72.24 avg price	New Position
OKTAOkta Inc Recent Activity New Position	0.21%	$390,060 4,950 shares@ $78.8 avg price	New Position
HALHalliburton Co Recent Activity New Position	0.18%	$339,875 12,500 shares@ $27.19 avg price	New Position
VCYTVeracyte Inc Recent Activity New Position	0.14%	$249,718 6,306 shares@ $39.61 avg price	New Position
MNDYMonday Com Ltd Recent Activity New Position	0.13%	$235,440 1,000 shares@ $235.44 avg price	New Position
BMYBristol-myers Squibb Co Recent Activity New Position	0.12%	$220,075 3,891 shares@ $56.57 avg price	New Position
IOTSamsara Inc Recent Activity New Position	0.12%	$218,450 5,000 shares@ $43.69 avg price	New Position
YPFYpf Sociedad Anonima Recent Activity New Position	0.12%	$212,550 5,000 shares@ $42.51 avg price	New Position