LRI Investments, LLC Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$1.2B
Holdings
1,354
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,354 positions)
| Stock | Value |
|---|---|
IUSVISHARES CORE S&P US VALUE ETF | $379K |
ENBENBRIDGE INC COM | $377K |
ABTABBOTT LABS COM | $376K |
HOODROBINHOOD MKTS INC COM CL A | $372K |
TJXTJX COS INC NEW COM | $364K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $355K |
BNDVANGUARD TOTAL BOND MARKET ETF | $354K |
FCNCAFIRST CTZNS BANCSHARES INC DEL CL A | $351K |
JCIJOHNSON CTLS INTL PLC SHS | $349K |
CLCOLGATE PALMOLIVE CO COM | $346K |
WMWASTE MGMT INC DEL COM | $345K |
CSXCSX CORP COM | $342K |
SPGSIMON PPTY GROUP INC NEW COM | $335K |
DISDISNEY WALT CO COM | $333K |
SCHWSCHWAB CHARLES CORP COM | $333K |
DALDELTA AIR LINES INC DEL COM NEW | $322K |
AIGAMERICAN INTL GROUP INC COM NEW | $322K |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $321K |
SOXXISHARES SEMICONDUCTOR ETF | $321K |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $320K |
SNOWSNOWFLAKE INC COM SHS | $315K |
AMGNAMGEN INC COM | $313K |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $312K |
DEODIAGEO PLC SPON ADR NEW | $309K |
RIORIO TINTO PLC SPONSORED ADR | $307K |
AZNASTRAZENECA PLC SPONSORED ADR | $307K |
MGVVANGUARD MEGA CAP VALUE ETF | $304K |
CGWINVESCO S&P GLOBAL WATER INDEX ETF | $304K |
CDNSCADENCE DESIGN SYSTEM INC COM | $304K |
COPCONOCOPHILLIPS COM | $304K |
TDYTELEDYNE TECHNOLOGIES INC COM | $302K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $302K |
SHWSHERWIN WILLIAMS CO COM | $299K |
PHOINVESCO WATER RESOURCES ETF | $293K |
BGRNISHARES TRUST ISHARES USD GREEN BOND ETF | $291K |
VCRBVANGUARD CORE BOND ETF | $285K |
ADPAUTOMATIC DATA PROCESSING INC COM | $284K |
SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $282K |
VVVANGUARD LARGE-CAP ETF | $282K |
AMATAPPLIED MATLS INC COM | $282K |
NTRSNORTHERN TR CORP COM | $273K |
XYLXYLEM INC COM | $272K |
NETCLOUDFLARE INC CL A COM | $271K |
TFCTRUIST FINL CORP COM | $270K |
PSXPHILLIPS 66 COM | $264K |
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $263K |
AIZASSURANT INC COM | $262K |
USBUS BANCORP DEL COM NEW | $256K |
LRCXLAM RESEARCH CORP COM NEW | $252K |
IATISHARES U.S. REGIONAL BANKS ETF | $245K |
ADMARCHER DANIELS MIDLAND CO COM | $244K |
ORLYOREILLY AUTOMOTIVE INC COM | $241K |
CAHCARDINAL HEALTH INC COM | $238K |
THNQROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | $237K |
LENLENNAR CORP CL A | $234K |
BMYBRISTOL-MYERS SQUIBB CO COM | $232K |
QCOMQUALCOMM INC COM | $231K |
SONYSONY GROUP CORP SPONSORED ADR | $231K |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $230K |
IGPTINVESCO AI AND NEXT GEN SOFTWARE ETF | $229K |
DELLDELL TECHNOLOGIES INC CL C | $227K |
IBKRINTERACTIVE BROKERS GROUP INC COM CL A | $224K |
PCARPACCAR INC COM | $223K |
AONAON PLC SHS CL A | $221K |
SIMOSILICON MOTION TECHNOLOGY CORP SPONSORED ADR | $220K |
DC4DEXCOM INC COM | $220K |
MRVLMARVELL TECHNOLOGY INC COM | $217K |
IWRISHARES RUSSELL MIDCAP ETF | $217K |
AXPAMERICAN EXPRESS CO COM | $216K |
GILDGILEAD SCIENCES INC COM | $215K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $214K |
MLMMARTIN MARIETTA MATLS INC COM | $209K |
SPHSUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $208K |
FTVFORTIVE CORP COM | $207K |
XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF | $206K |
HDBHDFC BANK LTD SPONSORED ADS | $206K |
KVUEKENVUE INC COM | $205K |
IPINTERNATIONAL PAPER CO COM | $204K |
DTDWISDOMTREE U.S. TOTAL DIVIDEND FUND | $204K |
SNPSSYNOPSYS INC COM | $202K |
ETENERGY TRANSFER L P COM UT LTD PTN | $202K |
ECLECOLAB INC COM | $201K |
ALCALCON AG ORD SHS | $199K |
BBARRICK MNG CORP COM SHS | $199K |
SMHVANECK SEMICONDUCTOR ETF | $196K |
TTETOTALENERGIES SE ACT | $194K |
SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $192K |
SPOTSPOTIFY TECHNOLOGY S A SHS | $190K |
WBSWEBSTER FINL CORP COM | $190K |
IDIINTERDIGITAL INC COM | $188K |
IHAKISHARES CYBERSECURITY & TECH ETF | $187K |
CTRACOTERRA ENERGY INC COM | $187K |
A4SAMERIPRISE FINL INC COM | $186K |
IM8NINSMED INC COM PAR $.01 | $186K |
ATOATMOS ENERGY CORP COM | $183K |
RPMRPM INTL INC COM | $182K |
FDXFEDEX CORP COM | $182K |
DFAWDIMENSIONAL WORLD EQUITY ETF | $182K |
ITWILLINOIS TOOL WKS INC COM | $181K |
SYKSTRYKER CORPORATION COM | $177K |