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
$16.2B
$181 Million 0.02% of portfolio
1,644
Q1 2025 Reduced 32.95%
$52B
$203 Million 0.02% of portfolio
380
Q2 2025 Reduced 20.67%
$5.4B
$210 Million 0.02% of portfolio
3,562
Q2 2025 Reduced 11.02%
$0
$256 Million 0.02% of portfolio
896
Q1 2024 New
Linde PLC Shs
-
$192 Million 0.02% of portfolio
-
Q2 2025 Added 5.4%
$5.65B
$276 Million 0.02% of portfolio
2,812
Q1 2025 Added 42.89%
$242B
$236 Million 0.02% of portfolio
3,380
Q2 2025 Added 2.3%
$0
$274 Million 0.02% of portfolio
484
Q2 2025 Added 49.38%
$0
$220 Million 0.02% of portfolio
4,450
Q3 2024 New
$0
$208 Million 0.02% of portfolio
3,900
Q3 2024 New
$12.6B
$178 Million 0.02% of portfolio
900
Q2 2024 Added 800.0%
Robo Global Artificial Intelligence ETF
-
$205 Million 0.02% of portfolio
-
Q3 2024 New
$36.3B
$219 Million 0.02% of portfolio
8,429
Q2 2025 Added 8.22%
$89.7B
$267 Million 0.02% of portfolio
1,605
Q2 2025 Added 29.85%
$0
$179 Million 0.02% of portfolio
918
Q1 2025 Reduced 28.84%
$14.6B
$183 Million 0.02% of portfolio
3,399
Q1 2025 Reduced 38.62%
$25.5B
$259 Million 0.02% of portfolio
2,000
Q2 2025 Reduced 34.73%
$173B
$281 Million 0.02% of portfolio
802
Q2 2025 Added 131.12%
$0
$236 Million 0.02% of portfolio
846
Q2 2025 Added 182.0%
$0
$221 Million 0.02% of portfolio
1,636
Q2 2025 Added 30.88%
$92.4B
$187 Million 0.02% of portfolio
759
Q1 2025 Added 3.97%
$26.9B
$224 Million 0.02% of portfolio
598
Q2 2025 Added 3.64%
$38.1B
$186 Million 0.02% of portfolio
339
Q2 2025 Added 3.67%
$173B
$182 Million 0.02% of portfolio
2,963
Q2 2025 Added 7.67%
$0
$194 Million 0.02% of portfolio
2,441
Q2 2025 Reduced 0.41%
$61.5B
$206 Million 0.02% of portfolio
7,022
Q2 2025 Added 2.62%
$31.5B
$199 Million 0.02% of portfolio
768
Q2 2025 Added 4.35%
$27.1B
$254 Million 0.02% of portfolio
2,000
Q3 2024 New
$33.3B
$225 Million 0.02% of portfolio
4,257
Q2 2025 Reduced 12.59%
$5.65B
$230 Million 0.02% of portfolio
4,153
Q2 2025 Added 375.17%
$19.2B
$181 Million 0.02% of portfolio
7,140
Q2 2025 Added 2.54%
Kenvue Inc Com
-
$265 Million 0.02% of portfolio
-
Q2 2025 Reduced 26.0%
$32.6B
$178 Million 0.02% of portfolio
506
Q1 2025 Reduced 31.44%
$143B
$201 Million 0.02% of portfolio
507
Q2 2025 Added 2.63%
$181B
$246 Million 0.02% of portfolio
1,546
Q2 2025 Added 18.38%
$298B
$183 Million 0.02% of portfolio
770
Q2 2025 Reduced 0.39%
Vanguard Core Bond ETF
-
$203 Million 0.02% of portfolio
-
Q2 2025 Reduced 2.35%
$260B
$280 Million 0.02% of portfolio
24,213
Q2 2025 Added 0.5%
$0
$255 Million 0.02% of portfolio
1,068
Q3 2024 Added 612.0%
Ishares Ethereum Trust ETF
-
$191 Million 0.02% of portfolio
-
Q4 2024 New
$103B
$223 Million 0.02% of portfolio
3,826
Q1 2025 Added 302.31%
$77.1B
$256 Million 0.02% of portfolio
951
Q2 2025 Reduced 14.4%
$34.9B
$192 Million 0.02% of portfolio
2,733
Q2 2025 Reduced 7.67%
$186B
$187 Million 0.02% of portfolio
462
Q2 2025 Reduced 7.23%
$118B
$266 Million 0.02% of portfolio
2,966
Q2 2025 Added 15.54%
$164B
$292 Million 0.02% of portfolio
25,906
Q2 2025 Added 0.14%
$245B
$220 Million 0.02% of portfolio
690
Q2 2025 Reduced 9.57%
$147B
$286 Million 0.02% of portfolio
1,025
Q2 2025 Reduced 1.16%
$1.12M
$255 Million 0.02% of portfolio
296,663
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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