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
DHID R Horton Inc Recent Activity Increased 58.29%	0.48%	$901,839 6,450 shares@ $139.82 avg price	Increased 58.29%
BMABanco Macro Sa Recent Activity Increased 4%	0.4%	$754,728 7,800 shares@ $96.76 avg price	Increased 4%
JNJJohnson & Johnson Recent Activity Increased 62.66%	0.2%	$375,434 2,596 shares@ $144.63 avg price	Increased 62.66%
TRVTravelers Companies Inc Recent Activity Increased 37.9%	0.18%	$332,187 1,379 shares@ $240.89 avg price	Increased 37.9%
BRK.BBerkshire Hathaway Inc Del Recent Activity Increased 20%	0.15%	$271,968 600 shares@ $453.28 avg price	Increased 20%
MDTMedtronic Plc Recent Activity Increased 14.14%	0.13%	$232,131 2,906 shares@ $79.88 avg price	Increased 14.14%
TXNTexas Instrs Inc Recent Activity Increased 23.6%	0.13%	$231,762 1,236 shares@ $187.51 avg price	Increased 23.6%