Lri Investments, LLC Reduced Holdings in Q2 2025

Lri Investments, LLC

  • $1.18 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-22
- 2.64%
$91.92 - $110.2 $2.02K - $2.42K
812 $82M
MSI
Motorola Solutions, Inc.

Technology
-18
- 18.0%
$394.72 - $440.39 $7.1K - $7.93K
82 $34.4M
AWI
Armstrong World Industries Inc

Industrials
-71
- 71.0%
$126.1 - $163.12 $8.95K - $11.6K
29 $4.71M
NEM
Newmont Corp

Basic Materials
-1.22K
- 19.72%
$44.18 - $59.46 $54.1K - $72.8K
4.98K $290M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-445
- 30.61%
$67.22 - $100.51 $29.9K - $44.7K
1.01K $99.9M
ADM
Archer Daniels Midland CO

Consumer Defensive
-613
- 12.59%
$41.79 - $54.16 $25.6K - $33.2K
4.26K $225M
COST
Costco Wholesale Corp

Consumer Defensive
-42
- 5.63%
$908.13 - $1056.85 $38.1K - $44.4K
704 $697M
Atlassian Corporation Cl A
-33
- 75.0%
N/A
11 $2.23M
TWLO
Twilio Inc

Communication Services
-111
- 43.7%
$81.34 - $124.36 $9.03K - $13.8K
143 $17.8M
BK
Bank Of New York Mellon Corp

Financial Services
-147
- 16.78%
$73.31 - $91.62 $10.8K - $13.5K
729 $66.4M
AEP
American Electric Power CO Inc

Utilities
-39
- 9.65%
$98.59 - $109.11 $3.85K - $4.26K
365 $37.9M
SR
Spire Inc

Utilities
-58
- 19.21%
$71.03 - $79.07 $4.12K - $4.59K
244 $17.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-62
- 1.44%
$48.13 - $49.85 $2.98K - $3.09K
4.24K $208M
Wk Kellogg CO Com Shs
-50
- 4.56%
N/A
1.05K $16.7M
GM
General Motors CO

Consumer Cyclical
-718
- 5.16%
$42.48 - $50.46 $30.5K - $36.2K
13.2K $650M
SAIC
Science Applications International Corp

Technology
-44
- 25.58%
$100.22 - $123.41 $4.41K - $5.43K
128 $14.4M
WEN
Wendy'S CO

Consumer Cyclical
-58
- 4.61%
$11.11 - $14.72 $644 - $854
1.2K $13.7M
TNL
Travel & Leisure Co.

Consumer Cyclical
-113
- 45.2%
$38.78 - $51.89 $4.38K - $5.86K
137 $7.09M
Vanguard Core Bond ETF
-63
- 2.35%
N/A
2.61K $203M
BBY
Best Buy CO Inc

Consumer Cyclical
-57
- 69.51%
$56.17 - $75.73 $3.2K - $4.32K
25 $1.68M
AMT
American Tower Corp

Real Estate
-26
- 4.92%
$203.96 - $228.19 $5.3K - $5.93K
502 $111M
EQT
Eqt Corp

Energy
-258
- 11.21%
$46.11 - $60.44 $11.9K - $15.6K
2.04K $119M
RSG
Republic Services, Inc.

Industrials
-16
- 42.11%
$227.2 - $258.07 $3.64K - $4.13K
22 $5.43M
PWR
Quanta Services, Inc.

Industrials
-115
- 36.05%
$239.47 - $381.26 $27.5K - $43.8K
204 $77.3M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-32
- 10.67%
$109.83 - $131.67 $3.51K - $4.21K
268 $34M
CPRT
Copart Inc

Consumer Cyclical
-12
- 3.97%
$47.72 - $63.84 $573 - $766
290 $14.2M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-51
- 6.98%
$45.2 - $46.6 $2.31K - $2.38K
680 $31.5M
WELL
Welltower Inc.

Real Estate
-30
- 0.64%
$136.49 - $155.22 $4.09K - $4.66K
4.66K $717M
CBRE
Cbre Group, Inc.

Real Estate
-51
- 9.57%
$113.94 - $140.12 $5.81K - $7.15K
482 $67.5M
RRC
Range Resources Corp

Energy
-59
- 13.98%
$32.1 - $43.23 $1.89K - $2.55K
363 $14.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-86
- 3.3%
$28.21 - $28.85 $2.43K - $2.48K
2.52K $72.6M
ITW
Illinois Tool Works Inc

Industrials
-6
- 0.81%
$218.41 - $252.43 $1.31K - $1.51K
739 $183M
ADP
Automatic Data Processing Inc

Industrials
-17
- 1.48%
$276.76 - $326.81 $4.7K - $5.56K
1.13K $349M
JLL
Jones Lang Lasalle Inc

Real Estate
-15
- 5.86%
$204.57 - $256.96 $3.07K - $3.85K
241 $61.6M
ROST
Ross Stores, Inc.

Consumer Cyclical
-14
- 10.37%
$126.62 - $154.26 $1.77K - $2.16K
121 $15.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-19
- 5.32%
$85.42 - $94.39 $1.62K - $1.79K
338 $31.7M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-43
- 2.15%
$49.79 - $50.59 $2.14K - $2.18K
1.96K $99.2M
FDS
Factset Research Systems Inc

Financial Services
-3
- 21.43%
$398.85 - $473.32 $1.2K - $1.42K
11 $5.01M
GFL
Gfl Environmental Inc.

Industrials
-58
- 8.15%
$42.93 - $51.58 $2.49K - $2.99K
654 $33M
Magnera Corp Com Shs
-6
- 3.51%
N/A
165 $1.99M
PLMR
Palomar Holdings, Inc.

Financial Services
-14
- 23.33%
$129.99 - $175.67 $1.82K - $2.46K
46 $7.09M
BRKL
Brookline Bancorp Inc

Financial Services
-73
- 11.61%
$9.53 - $11.11 $696 - $811
556 $5.87M
DG
Dollar General Corp

Consumer Defensive
-124
- 24.75%
$86.02 - $114.95 $10.7K - $14.3K
377 $43.1M
FIVE
Five Below, Inc

Consumer Cyclical
-70
- 47.3%
$55.75 - $131.18 $3.9K - $9.18K
78 $10.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-33
- 1.44%
$29.82 - $30.19 $984 - $996
2.26K $68.1M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-18
- 39.13%
$89.13 - $167.48 $1.6K - $3.01K
28 $4.2M
TDG
Trans Digm Group Inc

Industrials
-8
- 9.52%
$1231.75 - $1520.64 $9.85K - $12.2K
76 $116M
SLGN
Silgan Holdings Inc

Consumer Cyclical
-17
- 10.24%
$45.48 - $56.15 $773 - $955
149 $8.07M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-23
- 9.16%
$73.0 - $85.5 $1.68K - $1.97K
228 $19.2M
Activity Summary
Buys All Purchases 423 New Holdings 105 Increased Positions 318 Sells All Sells 227 Reductions 227 Sold out 0 Options Calls 0 Puts 0
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