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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
PANWPalo Alto Networks Inc
Recent Activity
Increased 99.57%
2.7%
$5.093M
27,989 shares@ $181.96 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.15%
2.19%
$4.127M
14,242 shares@ $289.81 avg price
AAPLApple Inc
Recent Activity
Increased 5.54%
1.59%
$2.996M
11,965 shares@ $250.42 avg price
MELIMercadolibre Inc
Recent Activity
Increased 14.59%
1.42%
$2.671M
1,571 shares@ $1700.44 avg price
IDXXIdexx Labs Inc
Recent Activity
Increased 29.67%
1.38%
$2.603M
6,295 shares@ $413.45 avg price
RTXRtx Corporation
Recent Activity
Increased 0.03%
1.3%
$2.445M
21,127 shares@ $115.72 avg price
ASMLAsml Holding N V
Recent Activity
Increased 30.7%
1.17%
$2.198M
3,172 shares@ $693.09 avg price
SQBlock Inc
Recent Activity
Increased 13.2%
1.05%
$1.968M
23,160 shares@ $84.99 avg price
MAMastercard Incorporated
Recent Activity
Increased 2.96%
0.69%
$1.301M
2,471 shares@ $526.57 avg price
ZTSZoetis Inc
Recent Activity
Increased 0.15%
0.59%
$1.097M
6,735 shares@ $162.94 avg price