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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.2B
$135 Million 0.01% of portfolio
2,755
Q3 2025 Added 1.66%
Dimensional World Equity ETF
-
$161 Million 0.01% of portfolio
-
Q3 2025 Added 435.89%
Veralto Corp Com Shs
-
$136 Million 0.01% of portfolio
-
Q3 2025 Reduced 14.02%
$7.87B
$127 Million 0.01% of portfolio
998
Q1 2025 Reduced 26.78%
$22B
$148 Million 0.01% of portfolio
2,713
Q3 2025 Added 32.73%
$0
$141 Million 0.01% of portfolio
1,460
Q1 2024 New
$53.1B
$76.2 Million 0.01% of portfolio
240
Q3 2025 Added 2.13%
Ul Solutions Inc Class A Com Shs
-
$88.9 Million 0.01% of portfolio
-
Q3 2025 Reduced 28.42%
$37.7B
$61.6 Million 0.01% of portfolio
12,816
Q3 2025 Added 355.11%
$0
$95.9 Million 0.01% of portfolio
400
Q1 2024 New
$0
$162 Million 0.01% of portfolio
1,048
Q2 2025 Reduced 5.59%
$0
$112 Million 0.01% of portfolio
4,536
Q3 2024 Added 791.16%
$0
$119 Million 0.01% of portfolio
537
Q1 2025 New
$0
$130 Million 0.01% of portfolio
2,085
Q1 2024 New
$14.2B
$128 Million 0.01% of portfolio
721
Q3 2025 Reduced 28.61%
$31.5B
$64.4 Million 0.01% of portfolio
883
Q3 2025 Reduced 31.18%
$7.09B
$79.6 Million 0.01% of portfolio
1,251
Q3 2025 Reduced 43.14%
$3B
$78.4 Million 0.01% of portfolio
25,135
Q1 2025 Added 18,518.52%
$4.04B
$89.8 Million 0.01% of portfolio
1,241
Q3 2025 Added 61.38%
$29.5B
$176 Million 0.01% of portfolio
2,733
Q2 2025 Reduced 7.67%
$57.4B
$82.4 Million 0.01% of portfolio
129
Q2 2024 Added 21.7%
$0
$159 Million 0.01% of portfolio
3,387
Q1 2025 Added 21.01%
$43.2B
$173 Million 0.01% of portfolio
188
Q1 2024 New
$0
$89.9 Million 0.01% of portfolio
1,501
Q1 2025 Added 90.72%
$6.27B
$65.2 Million 0.01% of portfolio
2,591
Q3 2025 Reduced 10.25%
$41.4B
$84.2 Million 0.01% of portfolio
939
Q2 2025 Added 6.83%
$141B
$163 Million 0.01% of portfolio
6,392
Q2 2025 Reduced 5.23%
$270B
$103 Million 0.01% of portfolio
647
Q3 2025 Added 41.58%
$0
$99.6 Million 0.01% of portfolio
1,960
Q2 2025 Reduced 2.15%
$161B
$94.9 Million 0.01% of portfolio
88
Q2 2025 Added 35.38%
$156B
$180 Million 0.01% of portfolio
1,622
Q3 2025 Added 9.74%
$197B
$135 Million 0.01% of portfolio
660
Q3 2025 Reduced 12.93%
$11.8B
$131 Million 0.01% of portfolio
3,352
Q3 2025 Added 10.55%
$74.3B
$137 Million 0.01% of portfolio
2,169
Q3 2025 Added 8.83%
$19.2B
$72.3 Million 0.01% of portfolio
886
Q3 2025 New
$0
$153 Million 0.01% of portfolio
1,180
Q1 2024 New
$25.6B
$141 Million 0.01% of portfolio
2,645
Q3 2025 Reduced 15.31%
$1.16B
$102 Million 0.01% of portfolio
3,484
Q3 2025 Added 316.25%
$7.3B
$68.7 Million 0.01% of portfolio
1,613
Q2 2024 Added 100.62%
$6.6B
$167 Million 0.01% of portfolio
2,604
Q3 2025 Added 25.98%
$3.87B
$136 Million 0.01% of portfolio
3,731
Q3 2025 Added 17.11%
$0
$99.6 Million 0.01% of portfolio
16,347
Q3 2024 New
$5.22B
$84 Million 0.01% of portfolio
937
Q3 2025 Reduced 10.25%
$6.36B
$67.8 Million 0.01% of portfolio
525
Q2 2024 New
$2.2B
$70.4 Million 0.01% of portfolio
2,605
Q3 2025 Reduced 11.84%
$59.7B
$183 Million 0.01% of portfolio
370
Q3 2025 Added 4.23%
$99.5B
$110 Million 0.01% of portfolio
2,434
Q3 2025 Reduced 30.4%
$20.5B
$139 Million 0.01% of portfolio
1,808
Q3 2025 Reduced 26.71%
$23.9B
$163 Million 0.01% of portfolio
1,169
Q3 2025 Added 6.56%

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
Track This Portfolio

Track Lri Investments, LLC Portfolio

Follow Lri Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lri Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lri Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email