LRI Investments, LLC Q2 2025 Filing

Filed July 25, 2025

Portfolio Value

$1.2B

Holdings

1,266

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,266 positions)

StockValue
CBRECBRE GROUP INC CL A
$68K
BKBANK NEW YORK MELLON CORP COM
$66K
RNRRENAISSANCERE HLDGS LTD COM
$66K
FLOTISHARES FLOATING RATE BOND ETF
$66K
PAHUSDELEMENT SOLUTIONS INC COM
$65K
ODFLOLD DOMINION FREIGHT LINE INC COM
$65K
RIGTRANSOCEAN LTD REGISTERED SHS
$65K
TTANSERVICETITAN INC SHS CL A
$65K
NDAQNASDAQ INC COM
$65K
MUMICRON TECHNOLOGY INC COM
$65K
KDPKEURIG DR PEPPER INC COM
$64K
DWDMORGAN STANLEY COM NEW
$64K
SPGIS&P GLOBAL INC COM
$64K
ADXADAMS DIVERSIFIED EQUITY FD COM
$64K
SAIASAIA INC COM
$64K
AZOAUTOZONE INC COM
$63K
NETCLOUDFLARE INC CL A COM
$63K
MSCIMSCI INC COM
$62K
CCOCAMECO CORP COM
$62K
JLLJONES LANG LASALLE INC COM
$62K
RALRALLIANT CORP COM
$61K
SNYSANOFI SPONSORED ADR
$61K
VRTVERTIV HOLDINGS CO COM CL A
$60K
HIHILLENBRAND INC COM
$59K
INDBINDEPENDENT BK CORP MASS COM
$59K
IM8NINSMED INC COM PAR $.01
$59K
MEDPMEDPACE HLDGS INC COM
$58K
TLNTALEN ENERGY CORP COM
$58K
CCKCROWN HLDGS INC COM
$57K
CPBTHE CAMPBELLS COMPANY COM
$57K
FUODOLBY LABORATORIES INC COM CL A
$57K
CPCANADIAN PACIFIC KANSAS CITY COM
$57K
FFORD MTR CO COM
$57K
MRSHMARSH & MCLENNAN COS INC COM
$56K
VSTVISTRA CORP COM
$55K
COOCOOPER COS INC COM
$55K
SAPSAP SE SPON ADR
$55K
AGCOAGCO CORP COM
$54K
ULUNILEVER PLC SPON ADR NEW
$54K
TERTERADYNE INC COM
$54K
PRPERMIAN RESOURCES CORP CLASS A COM
$54K
CMECME GROUP INC COM
$53K
ONTOONTO INNOVATION INC COM
$53K
DVNDEVON ENERGY CORP NEW COM
$52K
VOVANGUARD MID-CAP ETF
$52K
UTGREAVES UTIL INCOME FD COM SH BEN INT
$52K
PPGPPG INDS INC COM
$52K
CITCINTAS CORP COM
$51K
NVTNVENT ELECTRIC PLC SHS
$51K
AGNCAGNC INVT CORP COM
$51K
HSYHERSHEY CO COM
$50K
ACGLARCH CAP GROUP LTD ORD
$50K
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$50K
SLBSCHLUMBERGER LTD COM STK
$50K
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$49K
ICLRICON PLC SHS
$49K
DOCSDOXIMITY INC CL A
$48K
PINSPINTEREST INC CL A
$48K
WSTWEST PHARMACEUTICAL SVSC INC COM
$48K
BNTXBIONTECH SE SPONSORED ADS
$47K
GDXVANECK GOLD MINERS ETF
$47K
WOODISHARES GLOBAL TIMBER & FORESTRY ETF
$46K
CGCARLYLE GROUP INC COM
$46K
WABWABTEC COM
$46K
SHELSHELL PLC SPON ADS
$46K
ON1OLD NATL BANCORP IND COM
$46K
LNGCHENIERE ENERGY INC COM NEW
$45K
SHLDGLOBAL X DEFENSE TECH ETF
$45K
CMICUMMINS INC COM
$45K
GPKGRAPHIC PACKAGING HLDG CO COM
$44K
JBLJABIL INC COM
$44K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$43K
AMCRAMCOR PLC ORD
$43K
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK
$43K
CAVACAVA GROUP INC COM
$43K
DGDOLLAR GEN CORP NEW COM
$43K
BBARRICK MNG CORP COM SHS
$43K
NFGNATIONAL FUEL GAS CO COM
$43K
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$42K
CECELANESE CORP DEL COM
$42K
MCOMOODYS CORP COM
$42K
BF/BBROWN FORMAN CORP CL B
$42K
CVNACARVANA CO CL A
$42K
NWNNORTHWEST NAT HLDG CO COM
$42K
PSAPUBLIC STORAGE OPER CO COM
$41K
JJACOBS SOLUTIONS INC COM
$41K
INGRINGREDION INC COM
$41K
SILGLOBAL X SILVER MINERS ETF
$41K
LSTRLANDSTAR SYS INC COM
$41K
TKOTKO GROUP HOLDINGS INC CL A
$41K
IJHISHARES CORE S&P MID-CAP ETF
$40K
HLTHILTON WORLDWIDE HLDGS INC COM
$40K
QQLVINVESCO S&P 500 ENHANCED VALUE ETF
$40K
BKRBAKER HUGHES COMPANY CL A
$40K
SLVMSYLVAMO CORP COMMON STOCK
$39K
YUMCYUM CHINA HLDGS INC COM
$39K
FBINFORTUNE BRANDS INNOVATIONS INC COM
$39K
AKAMAKAMAI TECHNOLOGIES INC COM
$39K
MASMASCO CORP COM
$38K
IYHISHARES U.S. HEALTHCARE ETF
$38K
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