test

David Spector

@Legal Advantage Investments, Inc.

Latest period2024 - Q4ReportedManaged Assets$189.152MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LRCXLam Research Corp
Recent Activity
Exited
0%
$408,040
500 shares@ $816.08 avg price
CCSCentury Cmntys Inc
Recent Activity
Exited
0%
$272,897
2,650 shares@ $102.98 avg price
LEN.BLennar Corp
Recent Activity
Exited
0%
$259,410
1,500 shares@ $172.94 avg price
LOWLowes Cos Inc
Recent Activity
Exited
0%
$243,223
898 shares@ $270.85 avg price
SNOWSnowflake Inc
Recent Activity
Exited
0%
$229,720
2,000 shares@ $114.86 avg price
SDGRSchrodinger Inc
Recent Activity
Exited
0%
$189,674
10,225 shares@ $18.56 avg price