Lri Investments, LLC Incresed Positions in Q3 2025

Lri Investments, LLC

  • $1.22 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
78
+ 3.1%
$214.91 - $237.16 $16.8K - $18.5K
2.59K $613M
DUK
Duke Energy Corp

Utilities
247
+ 38.9%
$116.31 - $125.93 $28.7K - $31.1K
882 $109M
VST
Vistra Corp.

Utilities
165
+ 57.69%
$182.0 - $217.92 $30K - $36K
451 $88.3M
GPN
Global Payments Inc

Industrials
381
+ 99.74%
$77.61 - $90.01 $29.6K - $34.3K
763 $63.4M
NET
Cloudflare, Inc.

Technology
125
+ 39.06%
$181.39 - $228.28 $22.7K - $28.5K
445 $95.4M
DLB
Dolby Laboratories, Inc.

Industrials
472
+ 61.38%
$70.09 - $76.79 $33.1K - $36.2K
1.24K $89.8M
WDC
Western Digital Corp

Technology
253
+ 683.78%
$63.84 - $120.06 $16.2K - $30.4K
290 $34.8M
AEP
American Electric Power CO Inc

Utilities
258
+ 70.68%
$103.26 - $115.0 $26.6K - $29.7K
623 $70.1M
EMR
Emerson Electric CO

Industrials
327
+ 6.34%
$128.6 - $149.63 $42.1K - $48.9K
5.49K $720M
DD
Du Pont De Nemours, Inc.

Basic Materials
156
+ 7.73%
$69.9 - $78.26 $10.9K - $12.2K
2.17K $169M
DBX
Dropbox, Inc.

Technology
1K
+ 666.67%
$26.13 - $32.17 $26.1K - $32.2K
1.15K $34.7M
RIO
Rio Tinto PLC

Basic Materials
2
+ 0.05%
$57.66 - $66.01 $115 - $132
3.83K $253M
EQT
Eqt Corp

Energy
669
+ 32.73%
$49.19 - $59.19 $32.9K - $39.6K
2.71K $148M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.05K
+ 11.24%
$25.0 - $25.33 $26.2K - $26.5K
10.4K $263M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1
+ 0.02%
$85.93 - $92.12 $85.9 - $92.1
5.79K $527M
ATO
Atmos Energy Corp

Utilities
41
+ 3.47%
$151.51 - $170.75 $6.21K - $7K
1.22K $209M
PDI
Pimco Dynamic Income Fund

Financial Services
1.31K
+ 147.3%
$18.85 - $20.07 $24.7K - $26.3K
2.2K $43.5M
HLNE
Hamilton Lane Inc

Financial Services
205
+ 113.89%
$134.79 - $160.88 $27.6K - $33K
385 $51.9M
FORM
Formfactor Inc

Technology
545
+ 17.11%
$27.62 - $37.7 $15.1K - $20.5K
3.73K $136M
DLTR
Dollar Tree, Inc.

Consumer Defensive
311
+ 30.82%
$94.03 - $117.16 $29.2K - $36.4K
1.32K $125M
TFC
Truist Financial Corp

Financial Services
282
+ 6.75%
$42.83 - $47.07 $12.1K - $13.3K
4.46K $204M
FIS
Fidelity National Information Services, Inc.

Technology
374
+ 613.11%
$63.37 - $82.35 $23.7K - $30.8K
435 $28.7M
DEO
Diageo PLC

Consumer Defensive
470
+ 11.72%
$93.64 - $115.33 $44K - $54.2K
4.48K $428M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
87
+ 0.9%
$13.29 - $16.05 $1.16K - $1.4K
9.76K $156M
GPC
Genuine Parts CO

Consumer Cyclical
87
+ 13.99%
$122.23 - $142.77 $10.6K - $12.4K
709 $98.3M
PGR
Progressive Corp

Financial Services
119
+ 35.21%
$238.61 - $264.3 $28.4K - $31.5K
457 $113M
DFIS
Dimensional ETF Tr Dimensional

ETFs
508
+ 15.74%
$29.65 - $31.77 $15.1K - $16.1K
3.74K $118M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
150
+ 100.0%
$158.24 - $191.13 $23.7K - $28.7K
300 $49.8M
FAST
Fastenal CO

Industrials
45
+ 1.66%
$42.47 - $50.39 $1.91K - $2.27K
2.76K $135M
VOYA
Voya Financial, Inc.

Financial Services
227
+ 21.0%
$67.31 - $77.62 $15.3K - $17.6K
1.31K $97.8M
AER
Aer Cap Holdings N.V.

Industrials
164
+ 431.58%
$107.25 - $124.42 $17.6K - $20.4K
202 $24.4M
WTW
Willis Towers Watson PLC

Financial Services
27
+ 10.07%
$301.83 - $345.45 $8.15K - $9.33K
295 $102M
COP
Conocophillips

Energy
55
+ 1.85%
$91.0 - $98.99 $5.01K - $5.44K
3.02K $286M
AON
Aon PLC

Financial Services
55
+ 8.96%
$350.91 - $375.27 $19.3K - $20.6K
669 $239M
USB
Us Bancorp \De\

Financial Services
97
+ 2.02%
$43.94 - $50.41 $4.26K - $4.89K
4.9K $237M
Jacobs Solutions Inc Com
88
+ 28.12%
N/A
401 $60.1M
FANG
Diamondback Energy, Inc.

Energy
99
+ 0.56%
$134.53 - $152.5 $13.3K - $15.1K
17.6K $139M
HSY
Hershey CO

Consumer Defensive
63
+ 20.72%
$161.95 - $193.45 $10.2K - $12.2K
367 $68.7M
ISRG
Intuitive Surgical Inc

Healthcare
387
+ 24.04%
$433.66 - $544.47 $168K - $211K
2K $893M
EXC
Exelon Corp

Utilities
392
+ 210.75%
$42.73 - $45.54 $16.8K - $17.9K
578 $26M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
67
+ 4.36%
$90.62 - $107.71 $6.07K - $7.22K
1.61K $158M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
45
+ 4.22%
$132.51 - $145.94 $5.96K - $6.57K
1.11K $160M
NSC
Norfolk Southern Corp

Industrials
12
+ 4.07%
$259.49 - $300.41 $3.11K - $3.6K
307 $92.2M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
309
+ 8.0%
$31.86 - $39.7 $9.84K - $12.3K
4.17K $138M
BKR
Baker Hughes CO

Energy
122
+ 11.82%
$38.68 - $50.55 $4.72K - $6.17K
1.15K $56.2M
AMCR
Amcor PLC

Consumer Cyclical
2.55K
+ 54.22%
$7.97 - $9.94 $20.3K - $25.4K
7.26K $59.4M
GILD
Gilead Sciences, Inc.

Healthcare
144
+ 9.74%
$108.22 - $120.47 $15.6K - $17.3K
1.62K $180M
WY
Weyerhaeuser CO

Real Estate
757
+ 23.52%
$24.1 - $26.83 $18.2K - $20.3K
3.98K $98.5M
AWI
Armstrong World Industries Inc

Industrials
74
+ 255.17%
$163.99 - $199.13 $12.1K - $14.7K
103 $20.2M
Activity Summary
Buys All Purchases 373 New Holdings 108 Increased Positions 265 Sells All Sells 278 Reductions 278 Sold out 0 Options Calls 0 Puts 0
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