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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
FIFiserv Inc
Recent Activity
Decreased -3.52%
5.86%
$11.076M
53,917 shares@ $205.42 avg price
VSECVse Corp
Recent Activity
Decreased -7.44%
4.35%
$8.224M
86,476 shares@ $95.11 avg price
TDGTransdigm Group Inc
Recent Activity
Decreased -3.2%
4.06%
$7.663M
6,047 shares@ $1267.28 avg price
DISDisney Walt Co
Recent Activity
Decreased -0.87%
3.79%
$7.161M
64,307 shares@ $111.35 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.91%
3.77%
$7.114M
32,425 shares@ $219.4 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.99%
3.27%
$6.177M
14,655 shares@ $421.5 avg price
TYLTyler Technologies Inc
Recent Activity
Decreased -2.23%
3.01%
$5.679M
9,848 shares@ $576.63 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 99.57%
2.7%
$5.093M
27,989 shares@ $181.96 avg price
ADBEAdobe Inc
Recent Activity
Decreased -1.36%
2.56%
$4.833M
10,868 shares@ $444.69 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -0.77%
2.51%
$4.729M
63,900 shares@ $74.01 avg price