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)

StockValue
CMCSACOMCAST CORP NEW CL A
$177K
PFEPFIZER INC COM
$177K
ABNBAIRBNB INC COM CL A
$177K
AQLTISHARES SELECT DIVIDEND ETF
$177K
ACLSAXCELIS TECHNOLOGIES INC COM NEW
$176K
ILCVISHARES MORNINGSTAR VALUE ETF
$176K
MCHPMICROCHIP TECHNOLOGY INC. COM
$175K
TELTE CONNECTIVITY PLC ORD SHS
$175K
KMIKINDER MORGAN INC DEL COM
$175K
YETIYETI HLDGS INC COM
$174K
MPCMARATHON PETE CORP COM
$174K
LPLALPL FINL HLDGS INC COM
$173K
VOTVANGUARD MID-CAP GROWTH ETF
$171K
ZBHZIMMER BIOMET HOLDINGS INC COM
$171K
MPWRMONOLITHIC PWR SYS INC COM
$170K
SKWDSKYWARD SPECIALTY INS GROUP IN COM
$169K
VRTXVERTEX PHARMACEUTICALS INC COM
$169K
VFMFVANGUARD U.S. MULTIFACTOR ETF
$169K
APHAMPHENOL CORP CL A
$167K
RHCRH PLC ORD
$165K
WTMWHITE MTNS INS GROUP LTD COM
$163K
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
$162K
DLTRDOLLAR TREE INC COM
$162K
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$162K
NVONOVO-NORDISK A S ADR
$162K
DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF
$162K
NXPINXP SEMICONDUCTORS N V COM
$161K
IOOISHARES GLOBAL 100 ETF
$159K
DKSDICKS SPORTING GOODS INC COM
$158K
OSKOSHKOSH CORP COM
$158K
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF
$158K
TMUST-MOBILE US INC COM
$158K
FMFFORMFACTOR INC COM
$158K
GISGENERAL MLS INC COM
$157K
NTRANATERA INC COM
$156K
IJJISHARES S&P MID-CAP 400 VALUE ETF
$155K
AJGGALLAGHER ARTHUR J & CO COM
$155K
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
$154K
DFSUDIMENSIONAL US SUSTAINABILITY CORE 1 ETF
$152K
XELXCEL ENERGY INC COM
$152K
KHCKRAFT HEINZ CO COM
$152K
BHPBHP GROUP LTD SPONSORED ADS
$152K
WTSWATTS WATER TECHNOLOGIES INC CL A
$152K
OMCOMNICOM GROUP INC COM
$151K
DWDMORGAN STANLEY COM NEW
$151K
FANGDIAMONDBACK ENERGY INC COM
$150K
INTUINTUIT COM
$149K
FCXFREEPORT-MCMORAN INC CL B
$146K
EFXEQUIFAX INC COM
$146K
DOCHEALTHPEAK PROPERTIES INC COM
$146K
ALLYALLY FINL INC COM
$145K
MMYTMAKEMYTRIP LIMITED MAURITIUS SHS
$141K
EQTEQT CORP COM
$139K
BABOEING CO COM
$138K
ROLROLLINS INC COM
$137K
DOLWISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND
$137K
WBDWARNER BROS DISCOVERY INC COM SER A
$136K
VLTOVERALTO CORP COM SHS
$136K
HLMNHILLMAN SOLUTIONS CORP COM
$135K
HWMHOWMET AEROSPACE INC COM
$132K
LNTHLANTHEUS HLDGS INC COM
$131K
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$131K
DFSIDIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF
$131K
WRBBERKLEY W R CORP COM
$130K
WMBWILLIAMS COS INC COM
$130K
MODMODINE MFG CO COM
$130K
LSTRLANDSTAR SYS INC COM
$130K
YUMYUM BRANDS INC COM
$127K
FAFFIRST AMERN FINL CORP COM
$126K
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
$126K
ALLEALLEGION PLC ORD SHS
$126K
DFISDIMENSIONAL INTERNATIONAL SMALL CAP ETF
$126K
CFRCULLEN FROST BANKERS INC COM
$125K
ELLAUDER ESTEE COS INC CL A
$125K
AWCAMERICAN WTR WKS CO INC NEW COM
$124K
TRGPTARGA RES CORP COM
$124K
VBRVANGUARD SMALL CAP VALUE ETF
$124K
FTDRFRONTDOOR INC COM
$123K
AVGEAVANTIS ALL EQUITY MARKETS ETF
$123K
IWNISHARES RUSSELL 2000 VALUE ETF
$122K
ZWSZURN ELKAY WATER SOLNS CORP COM
$121K
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$120K
COWZPACER US CASH COWS 100 ETF
$119K
SLBSLB LIMITED COM STK
$119K
IQVIQVIA HLDGS INC COM
$117K
RACEFERRARI N V COM
$116K
CRCRANE COMPANY COMMON STOCK
$115K
PAYCPAYCOM SOFTWARE INC COM
$115K
GCMGGCM GROSVENOR INC COM CL A
$113K
TERTERADYNE INC COM
$112K
FENYFIDELITY MSCI ENERGY INDEX ETF
$112K
FHBFIRST HAWAIIAN INC COM
$111K
CDRECADRE HLDGS INC COM
$111K
FASTFASTENAL CO COM
$110K
NDSNNORDSON CORP COM
$107K
NSPINSPERITY INC COM
$107K
WF2WINTRUST FINL CORP COM
$106K
ULSUL SOLUTIONS INC CLASS A COM SHS
$106K
KLACKLA CORP COM NEW
$105K
CFGCITIZENS FINL GROUP INC COM
$105K
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