Lri Investments, LLC Portfolio Holdings

Lri Investments, LLC

  • $1.18 Trillion
  • Q2 2025

Lri Investments, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.18 Trillion distributed in 1552 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ares Management Corp with a value of $407B, Dimensional ETF Tr U S Core Eq with a value of $85.9B, Dimensional ETF Tr with a value of $36.8B, Vanguard Ftse All World Ex Us with a value of $31.4B, and Dimensional ETF Tr with a value of $31.2B.

Examining the 13F form we can see an increase of $142B in the current position value, from $1.03T to 1.18T.

Lri Investments, LLC is based out at Palm Beach Gardens, FL

Below you can find more details about Lri Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.18 Trillion
Financial Services: $472 Billion
ETFs: $404 Billion
Technology: $70.9 Billion
Industrials: $37.6 Billion
Consumer Cyclical: $25 Billion
Healthcare: $21.1 Billion
Communication Services: $16.3 Billion
Consumer Defensive: $15.6 Billion
Other: $27.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.2B
$407 Billion 34.54% of portfolio
2,347,722
Q2 2025 Reduced 1.44%
$5.08B
$25.9 Billion 2.2% of portfolio
296,957
Q2 2025 Added 1.55%
$3.69T
$15.1 Billion 1.28% of portfolio
73,664
Q2 2025 Reduced 2.35%
$3.95T
$14.4 Billion 1.22% of portfolio
55,188
Q2 2025 Added 1.54%
$229B
$11.4 Billion 0.97% of portfolio
78,064
Q2 2025 Added 0.97%
$456B
$11.2 Billion 0.95% of portfolio
70,692
Q2 2025 Added 6.17%
$2.26T
$10 Billion 0.85% of portfolio
66,526
Q2 2025 Reduced 1.9%
$1.78T
$5.33 Billion 0.45% of portfolio
33,775
Q2 2025 Reduced 0.16%
$127B
$5.23 Billion 0.44% of portfolio
18,984
Q2 2025 Reduced 6.14%
$859B
$5.13 Billion 0.44% of portfolio
40,608
Q2 2025 Added 0.26%
$442B
$4.47 Billion 0.38% of portfolio
41,433
Q2 2025 Added 3.27%
$36.3B
$4.38 Billion 0.37% of portfolio
33,781
Q3 2024 Added 4,368.39%
$55B
$4.2 Billion 0.36% of portfolio
57,372
Q2 2025 Added 0.0%
$306B
$3.72 Billion 0.32% of portfolio
52,597
Q2 2025 Reduced 1.11%
$621B
$3.71 Billion 0.32% of portfolio
7,643
Q2 2025 Reduced 2.15%
$150B
$3.29 Billion 0.28% of portfolio
11,004
Q2 2025 Added 0.51%
$36.7B
$2.88 Billion 0.25% of portfolio
29,129
Q1 2025 Reduced 0.1%
$351B
$2.8 Billion 0.24% of portfolio
15,067
Q2 2025 Added 0.99%
$1.21T
$2.62 Billion 0.22% of portfolio
53,221
Q2 2025 Reduced 0.2%
$281B
$2.58 Billion 0.22% of portfolio
26,435
Q2 2025 Added 2.4%
$405B
$2.26 Billion 0.19% of portfolio
26,351
Q2 2025 Added 0.17%
$33B
$2.22 Billion 0.19% of portfolio
11,443
Q2 2025 Reduced 2.42%
$452B
$2.16 Billion 0.18% of portfolio
14,120
Q2 2025 Reduced 0.98%
$551B
$1.98 Billion 0.17% of portfolio
31,011
Q2 2025 Reduced 1.01%
$222B
$2.04 Billion 0.17% of portfolio
6,994
Q2 2025 Reduced 0.72%
$146B
$1.85 Billion 0.16% of portfolio
7,954
Q2 2025 Added 0.25%
$302B
$1.88 Billion 0.16% of portfolio
13,099
Q2 2025 Reduced 1.78%
$2.54B
$1.74 Billion 0.15% of portfolio
118,986
Q4 2024 Added 1.69%
$85.6B
$1.69 Billion 0.14% of portfolio
5,104
Q1 2025 Reduced 2.67%
$381B
$1.66 Billion 0.14% of portfolio
35,139
Q2 2025 Added 2.39%
$61.9B
$1.66 Billion 0.14% of portfolio
6,212
Q2 2025 Reduced 0.67%
$133B
$1.69 Billion 0.14% of portfolio
22,961
Q1 2025 Reduced 0.13%
$368B
$1.49 Billion 0.13% of portfolio
9,373
Q2 2025 Reduced 0.11%
$608B
$1.53 Billion 0.13% of portfolio
1,964
Q2 2025 Reduced 7.75%
$218B
$1.49 Billion 0.13% of portfolio
3,831
Q2 2025 Reduced 0.26%
$118B
$1.53 Billion 0.13% of portfolio
586
Q2 2025 Added 3.35%
$68.2B
$1.36 Billion 0.12% of portfolio
43,728
Q3 2024 Added 84.29%
$22B
$1.36 Billion 0.12% of portfolio
16,473
Q1 2025 Reduced 27.1%
$113B
$1.46 Billion 0.12% of portfolio
3,150
Q2 2025 Reduced 2.02%
$261B
$1.47 Billion 0.12% of portfolio
8,044
Q2 2025 Added 2.68%
$4.73B
$1.29 Billion 0.11% of portfolio
14,901
Q2 2025 Reduced 5.16%
$548B
$1.3 Billion 0.11% of portfolio
2,322
Q2 2025 Added 0.52%
$202B
$1.24 Billion 0.11% of portfolio
9,398
Q2 2025 Added 0.19%
$10.2B
$1.25 Billion 0.11% of portfolio
22,855
Q2 2025 Reduced 0.77%
$210B
$1.25 Billion 0.11% of portfolio
4,232
Q2 2025 Reduced 5.22%
$254B
$1.12 Billion 0.1% of portfolio
1,583
Q2 2025 Added 11.64%
$545B
$1.21 Billion 0.1% of portfolio
906
Q2 2025 Reduced 15.64%
$1.08T
$1.19 Billion 0.1% of portfolio
3,756
Q2 2025 Added 25.12%
$172B
$1.21 Billion 0.1% of portfolio
1,172
Q2 2025 Added 17.08%

Summary

  • Portfolio
  • No. of Stocks 1,552
  • Current Value $1.18 Trillion
  • Prior Value $1.03 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 105 stocks
  • Additional Purchases 318 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 227 stocks
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