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
$8.18B
$18.3 Million 0.0% of portfolio
193
Q1 2024 New
$2.07B
$3.91 Million 0.0% of portfolio
76
Q1 2024 New
$3.26B
$3.13 Million 0.0% of portfolio
50
Q1 2024 New
$3.97B
$10.7 Million 0.0% of portfolio
34
Q2 2025 Added 100.0%
$2.22B
$5.99 Million 0.0% of portfolio
93
Q1 2025 Added 38.81%
$4.01B
$10.8 Million 0.0% of portfolio
90
Q1 2025 Reduced 5.26%
$34.5B
$6.98 Million 0.0% of portfolio
67
Q2 2024 Reduced 14.1%
$4.43B
$5.15 Million 0.0% of portfolio
31
Q1 2025 Added 24.0%
$21.5B
$21.4 Million 0.0% of portfolio
68
Q2 2025 Added 7.94%
$101B
$55.5 Million 0.0% of portfolio
254
Q2 2025 Added 3.25%
$36.4B
$3.33 Million 0.0% of portfolio
22
Q1 2024 New
$15.6B
$26 Million 0.0% of portfolio
58
Q1 2025 New

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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