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
$196B
$737 Million 0.06% of portfolio
8,660
Q2 2025 Added 0.07%
$76.1B
$625 Million 0.05% of portfolio
1,607
Q2 2025 Reduced 3.71%
$16.4B
$594 Million 0.05% of portfolio
34,120
Q2 2025 Added 1.35%
$0
$646 Million 0.05% of portfolio
1,522
Q2 2025 Reduced 40.8%
$127B
$558 Million 0.05% of portfolio
728
Q2 2025 Reduced 15.35%
$42B
$586 Million 0.05% of portfolio
4,781
Q2 2025 Added 16.81%
$0
$543 Million 0.05% of portfolio
9,805
Q2 2025 Added 8.9%
$0
$635 Million 0.05% of portfolio
2,942
Q2 2025 Added 28.47%
$0
$563 Million 0.05% of portfolio
562,679
Q3 2024 New
$78.8B
$539 Million 0.05% of portfolio
7,997
Q2 2025 Added 0.48%
$1.56T
$633 Million 0.05% of portfolio
2,793
Q2 2025 Added 45.32%
Dimensional Ultrashort Fixed Income ETF
-
$596 Million 0.05% of portfolio
-
Q1 2025 New
$0
$576 Million 0.05% of portfolio
6,879
Q2 2025 Added 296.94%
$0
$540 Million 0.05% of portfolio
6,364
Q1 2025 Added 230.77%
$330B
$613 Million 0.05% of portfolio
7,656
Q2 2025 Added 14.44%
$135B
$578 Million 0.05% of portfolio
2,514
Q2 2025 Reduced 14.2%
$101B
$541 Million 0.05% of portfolio
9,226
Q2 2025 Added 17.93%
Blackrock Inc Com
-
$611 Million 0.05% of portfolio
-
Q4 2024 Reduced 2.51%
$0
$589 Million 0.05% of portfolio
4,853
Q2 2025 New
$216B
$530 Million 0.05% of portfolio
3,896
Q2 2025 Added 5.75%
$202B
$578 Million 0.05% of portfolio
100
Q2 2025 Added 1.01%
$0
$500 Million 0.04% of portfolio
5,785
Q2 2025 Added 0.03%
$0
$433 Million 0.04% of portfolio
10,928
Q2 2025 New
$82B
$474 Million 0.04% of portfolio
2,073
Q2 2025 Added 5.07%
$0
$525 Million 0.04% of portfolio
4,343
Q3 2024 Added 283.66%
$0
$491 Million 0.04% of portfolio
10,000
Q2 2025 Reduced 60.0%
$0
$494 Million 0.04% of portfolio
4,507
Q1 2025 Added 625.76%
$81.4B
$447 Million 0.04% of portfolio
6,287
Q2 2025 Added 9.05%
$44.2B
$412 Million 0.04% of portfolio
5,529
Q2 2025 Reduced 7.06%
$117B
$432 Million 0.04% of portfolio
849
Q2 2025 Added 12.75%
$0
$412 Million 0.04% of portfolio
20,900
Q2 2025 New
$338B
$523 Million 0.04% of portfolio
2,033
Q2 2025 Reduced 2.59%
$0
$508 Million 0.04% of portfolio
3,743
Q1 2024 New
$0
$524 Million 0.04% of portfolio
10,594
Q1 2025 Added 3,419.6%
$319B
$511 Million 0.04% of portfolio
18,294
Q2 2025 Reduced 2.42%
$148B
$456 Million 0.04% of portfolio
2,053
Q1 2025 Reduced 15.02%
$64.3B
$513 Million 0.04% of portfolio
5,644
Q1 2025 Added 3.81%
$205B
$413 Million 0.04% of portfolio
3,329
Q2 2025 Added 7.32%
$63.9B
$408 Million 0.03% of portfolio
6,548
Q2 2025 Added 142.43%
$0
$369 Million 0.03% of portfolio
5,276
Q1 2025 Added 365.67%
$164B
$394 Million 0.03% of portfolio
17,594
Q2 2025 Reduced 2.63%
$52.4B
$404 Million 0.03% of portfolio
4,010
Q2 2025 Reduced 0.37%
$89.4B
$343 Million 0.03% of portfolio
1,000
Q2 2025 Added 2.88%
$108B
$349 Million 0.03% of portfolio
1,133
Q2 2025 Reduced 1.48%
$5.93B
$340 Million 0.03% of portfolio
3,773
Q2 2025 Added 2,303.18%
$188B
$382 Million 0.03% of portfolio
485
Q2 2025 Reduced 2.22%
$57.5B
$336 Million 0.03% of portfolio
2,089
Q2 2025 Reduced 7.61%
$0
$361 Million 0.03% of portfolio
545
Q1 2024 New
$36.2B
$296 Million 0.03% of portfolio
3,354
Q2 2025 Added 10.0%

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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