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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Crane Company Common Stock
-
$120 Million 0.01% of portfolio
-
Q2 2024 Added 1,875.0%
$61.1B
$74.9 Million 0.01% of portfolio
2,343
Q2 2025 Reduced 63.22%
$17.9B
$125 Million 0.01% of portfolio
217
Q1 2025 Reduced 59.67%
$67.5B
$141 Million 0.01% of portfolio
904
Q2 2025 Reduced 9.33%
$0
$92.1 Million 0.01% of portfolio
3,883
Q1 2025 New
$21.1B
$140 Million 0.01% of portfolio
1,538
Q2 2025 Added 40.59%
$6.31B
$105 Million 0.01% of portfolio
849
Q1 2025 Reduced 38.88%
$7.29B
$76.7 Million 0.01% of portfolio
1,081
Q1 2025 Reduced 17.48%
$23.6B
$114 Million 0.01% of portfolio
2,710
Q2 2025 Added 100.0%
Veralto Corp Com Shs
-
$150 Million 0.01% of portfolio
-
Q2 2025 Reduced 1.92%
$7.9B
$128 Million 0.01% of portfolio
998
Q1 2025 Reduced 26.78%
$19.7B
$119 Million 0.01% of portfolio
2,044
Q2 2025 Reduced 11.21%
$46.4B
$94 Million 0.01% of portfolio
519
Q1 2025 Added 37.67%
$0
$134 Million 0.01% of portfolio
1,460
Q1 2024 New
$53.1B
$72.7 Million 0.01% of portfolio
235
Q2 2025 Added 4.91%
Ul Solutions Inc Class A Com Shs
-
$128 Million 0.01% of portfolio
-
Q2 2025 New
$0
$86.9 Million 0.01% of portfolio
400
Q1 2024 New
$0
$155 Million 0.01% of portfolio
1,048
Q2 2025 Reduced 5.59%
$37.6B
$79.7 Million 0.01% of portfolio
195
Q2 2025 Added 124.14%
$0
$106 Million 0.01% of portfolio
4,536
Q3 2024 Added 791.16%
$0
$106 Million 0.01% of portfolio
537
Q1 2025 New
$0
$124 Million 0.01% of portfolio
2,085
Q1 2024 New
$14.6B
$146 Million 0.01% of portfolio
1,010
Q1 2025 Reduced 18.28%
$29.9B
$105 Million 0.01% of portfolio
1,283
Q1 2025 Reduced 7.23%
$5.84B
$71.4 Million 0.01% of portfolio
590
Q1 2025 Reduced 37.96%
$0
$96.3 Million 0.01% of portfolio
3,228
Q2 2025 Added 46.33%
Servicetitan Inc Shs Cl A
-
$65 Million 0.01% of portfolio
-
Q1 2025 New
$11.1B
$65.6 Million 0.01% of portfolio
270
Q2 2025 Added 3.05%
$7.08B
$129 Million 0.01% of portfolio
2,200
Q2 2025 Reduced 31.42%
$2.88B
$65.1 Million 0.01% of portfolio
25,135
Q1 2025 Added 18,518.52%
$52.4B
$69.2 Million 0.01% of portfolio
129
Q2 2024 Added 21.7%
$0
$145 Million 0.01% of portfolio
3,387
Q1 2025 Added 21.01%
$47.2B
$137 Million 0.01% of portfolio
188
Q1 2024 New
$0
$85.6 Million 0.01% of portfolio
1,501
Q1 2025 Added 90.72%
$6.47B
$65.4 Million 0.01% of portfolio
2,887
Q2 2025 Added 71.44%
$42.7B
$92.6 Million 0.01% of portfolio
939
Q2 2025 Added 6.83%
$138B
$155 Million 0.01% of portfolio
6,392
Q2 2025 Reduced 5.23%
$278B
$64.4 Million 0.01% of portfolio
457
Q2 2025 Added 391.4%
$0
$99.2 Million 0.01% of portfolio
1,960
Q2 2025 Reduced 2.15%
$171B
$78.8 Million 0.01% of portfolio
88
Q2 2025 Added 35.38%
$150B
$164 Million 0.01% of portfolio
1,478
Q2 2025 Added 10.3%
Ralliant Corp Com
-
$60.8 Million 0.01% of portfolio
-
Q2 2025 New
$201B
$139 Million 0.01% of portfolio
758
Q2 2025 Added 40.37%
$11.7B
$118 Million 0.01% of portfolio
3,032
Q2 2025 Added 53.6%
$71B
$116 Million 0.01% of portfolio
76
Q2 2025 Reduced 9.52%
$14.6B
$61.6 Million 0.01% of portfolio
241
Q2 2025 Reduced 5.86%
$70.5B
$125 Million 0.01% of portfolio
1,993
Q2 2025 Added 10.72%
$0
$125 Million 0.01% of portfolio
1,260
Q1 2024 New
$0
$146 Million 0.01% of portfolio
1,180
Q1 2024 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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