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
$522B
$2.63 Billion 0.21% of portfolio
14,165
Q3 2025 Added 0.32%
$367B
$2.56 Billion 0.21% of portfolio
26,519
Q3 2025 Added 0.64%
$279B
$2.51 Billion 0.21% of portfolio
24,360
Q3 2025 Reduced 7.85%
$0
$2.46 Billion 0.2% of portfolio
29,730
Q2 2024 Reduced 0.7%
$0
$2.41 Billion 0.2% of portfolio
52,598
Q3 2025 Reduced 0.76%
$0
$2.44 Billion 0.2% of portfolio
12,465
Q1 2025 New
$0
$2.35 Billion 0.19% of portfolio
26,436
Q1 2025 New
$317B
$2.2 Billion 0.18% of portfolio
26,284
Q3 2025 Added 243.31%
$0
$2.18 Billion 0.18% of portfolio
10,118
Q3 2025 Reduced 0.06%
$224B
$2.08 Billion 0.17% of portfolio
6,838
Q3 2025 Reduced 2.23%
$303B
$2.13 Billion 0.17% of portfolio
13,736
Q3 2025 Added 4.86%
$413B
$2.08 Billion 0.17% of portfolio
40,412
Q3 2025 Added 15.01%
$971B
$1.98 Billion 0.16% of portfolio
2,594
Q3 2025 Added 32.08%
$593B
$1.94 Billion 0.16% of portfolio
6,894
Q3 2025 Added 31.99%
$0
$1.82 Billion 0.15% of portfolio
22,656
Q2 2024 Reduced 0.59%
$291B
$1.89 Billion 0.15% of portfolio
3,967
Q3 2025 Added 3.55%
$148B
$1.89 Billion 0.15% of portfolio
23,665
Q3 2025 Added 3.07%
$0
$1.75 Billion 0.14% of portfolio
44,082
Q4 2024 Added 20.5%
$132B
$1.65 Billion 0.14% of portfolio
7,856
Q3 2025 Reduced 1.23%
$1.29T
$1.77 Billion 0.14% of portfolio
3,983
Q3 2025 Added 6.04%
$0
$1.71 Billion 0.14% of portfolio
19,174
Q3 2025 Reduced 0.81%
$533B
$1.73 Billion 0.14% of portfolio
30,495
Q3 2025 Reduced 1.66%
$67.3B
$1.75 Billion 0.14% of portfolio
6,261
Q3 2025 Added 0.79%
$2.37B
$1.63 Billion 0.13% of portfolio
118,986
Q4 2024 Added 1.69%
$0
$1.53 Billion 0.13% of portfolio
20,843
Q2 2025 Added 3.29%
$0
$1.54 Billion 0.13% of portfolio
26,924
Q3 2025 Added 16.67%
$0
$1.59 Billion 0.13% of portfolio
3,319
Q2 2024 Added 11.04%
$0
$1.6 Billion 0.13% of portfolio
27,900
Q2 2025 Added 12.05%
$123B
$1.54 Billion 0.13% of portfolio
3,080
Q3 2025 Reduced 2.22%
$346B
$1.44 Billion 0.12% of portfolio
9,373
Q2 2025 Reduced 0.11%
$69.4B
$1.42 Billion 0.12% of portfolio
17,279
Q3 2025 Reduced 0.32%
$21.3B
$1.46 Billion 0.12% of portfolio
16,473
Q1 2025 Reduced 27.1%
$0
$1.41 Billion 0.12% of portfolio
20,908
Q1 2025 New
$82.8B
$1.51 Billion 0.12% of portfolio
5,252
Q3 2025 Added 2.9%
$70.2B
$1.37 Billion 0.11% of portfolio
43,728
Q3 2024 Added 84.29%
$4.73B
$1.36 Billion 0.11% of portfolio
16,804
Q3 2025 Added 12.77%
$512B
$1.29 Billion 0.11% of portfolio
2,274
Q3 2025 Reduced 2.07%
$204B
$1.32 Billion 0.11% of portfolio
9,387
Q3 2025 Reduced 0.12%
$0
$1.36 Billion 0.11% of portfolio
28,657
Q1 2025 New
$9.92B
$1.36 Billion 0.11% of portfolio
22,855
Q2 2025 Reduced 0.77%
$0
$1.34 Billion 0.11% of portfolio
19,320
Q3 2025 Added 0.67%
$0
$1.39 Billion 0.11% of portfolio
17,675
Q2 2025 Reduced 3.17%
$0
$1.29 Billion 0.11% of portfolio
17,186
Q1 2025 New
$94.5B
$1.3 Billion 0.11% of portfolio
3,808
Q2 2025 Added 0.24%
$103B
$1.37 Billion 0.11% of portfolio
586
Q2 2025 Added 3.35%
$237B
$1.3 Billion 0.11% of portfolio
8,015
Q3 2025 Reduced 0.36%
$265B
$1.17 Billion 0.1% of portfolio
1,472
Q3 2025 Reduced 7.01%
$0
$1.2 Billion 0.1% of portfolio
17,976
Q1 2025 Reduced 1.24%
$114B
$1.18 Billion 0.1% of portfolio
10,311
Q3 2025 Added 0.35%

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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