Lri Investments, LLC Portfolio Holdings

Lri Investments, LLC

  • $1.22 Trillion
  • Q3 2025

Lri Investments, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.22 Trillion distributed in 1677 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ares Management Corp with a value of $372B, Dimensional ETF Tr U S Core Eq with a value of $91.8B, Dimensional Us Core Equity 1 ETF with a value of $45.4B, Dimensional ETF Tr with a value of $43.3B, and Vanguard Ftse All World Ex Us with a value of $35B.

Examining the 13F form we can see an increase of $44.5B in the current position value, from $1.18T to 1.22T.

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 $1.22 Trillion
Financial Services: $441 Billion
ETFs: $437 Billion
Technology: $80.9 Billion
Industrials: $39 Billion
Consumer Cyclical: $26.3 Billion
Healthcare: $21.7 Billion
Communication Services: $18.6 Billion
Consumer Defensive: $15.1 Billion
Other: $29.2 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$203B
$257 Million 0.02% of portfolio
1,546
Q2 2025 Added 18.38%
$261B
$184 Million 0.02% of portfolio
770
Q2 2025 Reduced 0.39%
$270B
$194 Million 0.02% of portfolio
583
Q3 2025 Reduced 15.51%
$278B
$103 Million 0.01% of portfolio
647
Q3 2025 Added 41.58%
$201B
$135 Million 0.01% of portfolio
660
Q3 2025 Reduced 12.93%
$279B
$3.54 Million 0.0% of portfolio
19
Q3 2025 Added 11.76%
$267B
$48.3 Million 0.0% of portfolio
676
Q3 2025 Added 3.36%
$243B
$49.7 Million 0.0% of portfolio
297
Q3 2025 Reduced 43.54%
$280B
$3.61 Million 0.0% of portfolio
51
Q1 2024 New
$204B
$3.21 Million 0.0% of portfolio
22
Q1 2024 New
$304B
$48.3 Million 0.0% of portfolio
181
Q3 2025 Added 0.56%

Summary

  • Portfolio
  • No. of Stocks 1,677
  • Current Value $1.22 Trillion
  • Prior Value $1.18 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 108 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 278 stocks
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