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
Arista Networks Inc Com Shs
-
$249 Million 0.02% of portfolio
-
Q2 2025 Reduced 10.79%
$65.1B
$216 Million 0.02% of portfolio
2,812
Q2 2025 Added 40.11%
$418B
$259 Million 0.02% of portfolio
2,287
Q2 2025 Added 4.67%
$2.83B
$180 Million 0.02% of portfolio
2,585
Q2 2025 Added 683.33%
$37.5B
$186 Million 0.02% of portfolio
3,791
Q2 2025 Reduced 10.76%
$0
$252 Million 0.02% of portfolio
2,647
Q1 2025 New
Lam Research Corp Com New
-
$218 Million 0.02% of portfolio
-
Q2 2025 Added 4.08%
$0
$177 Million 0.02% of portfolio
3,383
Q1 2025 New
$1.16B
$209 Million 0.02% of portfolio
11,270
Q2 2025 Reduced 9.73%
$64.1B
$182 Million 0.02% of portfolio
355
Q2 2025 Added 7.25%
$19.3B
$181 Million 0.02% of portfolio
2,467
Q1 2025 Reduced 38.57%
$0
$283 Million 0.02% of portfolio
2,159
Q1 2025 Added 0.33%
$0
$198 Million 0.02% of portfolio
2,424
Q3 2024 Reduced 29.58%
$31.4B
$213 Million 0.02% of portfolio
8,263
Q2 2025 Reduced 9.2%
$39.4B
$207 Million 0.02% of portfolio
1,230
Q2 2025 Added 44.88%
$0
$208 Million 0.02% of portfolio
4,236
Q2 2025 Reduced 1.44%
$27.8B
$158 Million 0.01% of portfolio
2,805
Q1 2025 Reduced 34.6%
$94.5B
$71.4 Million 0.01% of portfolio
779
Q2 2025 Reduced 57.66%
$9.77B
$164 Million 0.01% of portfolio
733
Q2 2025 Added 1.66%
$0
$72.6 Million 0.01% of portfolio
2,522
Q2 2025 Reduced 3.3%
$23.5B
$156 Million 0.01% of portfolio
381
Q2 2025 Added 1,020.59%
$36.8B
$82.2 Million 0.01% of portfolio
268
Q2 2025 Added 11.67%
$0
$84.2 Million 0.01% of portfolio
437
Q1 2024 New
$6.12B
$107 Million 0.01% of portfolio
846
Q1 2025 Reduced 37.61%
$0
$78.3 Million 0.01% of portfolio
1,624
Q2 2025 Reduced 0.85%
$40.6B
$77 Million 0.01% of portfolio
1,769
Q2 2025 Added 1.14%
$3.35B
$109 Million 0.01% of portfolio
1,650
Q2 2025 Reduced 1.37%
$12.8B
$128 Million 0.01% of portfolio
290
Q1 2025 Reduced 38.56%
$42.4B
$130 Million 0.01% of portfolio
877
Q1 2024 New
$16.2B
$65.2 Million 0.01% of portfolio
402
Q2 2025 Added 1.52%
$0
$95.7 Million 0.01% of portfolio
2,310
Q3 2024 New
$29.1B
$176 Million 0.01% of portfolio
3,393
Q2 2025 Reduced 5.57%
$61.3B
$82 Million 0.01% of portfolio
812
Q2 2025 Reduced 2.64%
$86.1B
$92.6 Million 0.01% of portfolio
339
Q1 2025 Reduced 32.06%
$6.43B
$99.3 Million 0.01% of portfolio
525
Q2 2025 Reduced 26.57%
$4.66B
$119 Million 0.01% of portfolio
1,096
Q2 2025 Added 0.27%
$41.1B
$107 Million 0.01% of portfolio
1,007
Q3 2024 Added 1.41%
$15.2B
$114 Million 0.01% of portfolio
951
Q1 2025 Reduced 45.69%
$3.24B
$126 Million 0.01% of portfolio
5,060
Q2 2025 Added 4.87%
$12.9B
$117 Million 0.01% of portfolio
402
Q1 2025 Reduced 38.44%
$117B
$60.7 Million 0.01% of portfolio
1,256
Q3 2024 Reduced 80.34%
$8.91B
$143 Million 0.01% of portfolio
1,261
Q2 2025 Added 3.53%
$101B
$172 Million 0.01% of portfolio
235
Q2 2025 Added 2.62%
$20.2B
$68.4 Million 0.01% of portfolio
950
Q2 2025 Reduced 10.46%
$5.66B
$81.8 Million 0.01% of portfolio
1,781
Q2 2025 Reduced 29.77%
$12.9B
$123 Million 0.01% of portfolio
573
Q1 2025 Reduced 39.43%
$13.9B
$84.7 Million 0.01% of portfolio
681
Q2 2025 Reduced 19.6%
$4.39B
$106 Million 0.01% of portfolio
1,599
Q2 2025 Added 0.31%
$47B
$119 Million 0.01% of portfolio
14,971
Q2 2025 Added 0.99%

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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