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
$41B
$103 Million 0.01% of portfolio
23,811
Q3 2025 Reduced 1.08%
$7.08B
$71.5 Million 0.01% of portfolio
239
Q3 2025 Added 3.02%
$12B
$72.8 Million 0.01% of portfolio
489
Q3 2025 Reduced 26.8%
$0
$68.3 Million 0.01% of portfolio
2,256
Q2 2025 Reduced 1.44%
$0
$163 Million 0.01% of portfolio
1,623
Q2 2025 Added 8.71%
$0
$84.6 Million 0.01% of portfolio
712
Q3 2025 Added 0.14%
$16.4B
$98.5 Million 0.01% of portfolio
3,975
Q3 2025 Added 23.52%
$132B
$113 Million 0.01% of portfolio
457
Q3 2025 Added 35.21%
$79.5B
$131 Million 0.01% of portfolio
20,495
Q3 2025 Added 1.1%
$0
$160 Million 0.01% of portfolio
1,112
Q3 2025 Added 4.22%
$11B
$88.2 Million 0.01% of portfolio
3,900
Q1 2025 Reduced 6.32%
$17.7B
$68.9 Million 0.01% of portfolio
699
Q1 2025 Added 11.48%
$55.9B
$170 Million 0.01% of portfolio
8,715
Q3 2025 Reduced 7.82%
$16.8B
$61.4 Million 0.01% of portfolio
1,209
Q3 2024 Added 8.72%
$10.2B
$138 Million 0.01% of portfolio
7,188
Q3 2025 Added 60.41%
$52.4B
$61.3 Million 0.01% of portfolio
1,785
Q3 2025 Added 21.68%
$12.7B
$72 Million 0.01% of portfolio
772
Q3 2025 Reduced 24.09%
$4.17B
$144 Million 0.01% of portfolio
2,146
Q3 2025 Reduced 39.75%
$114B
$134 Million 0.01% of portfolio
623
Q3 2024 Reduced 18.03%
$59.6B
$95.4 Million 0.01% of portfolio
445
Q3 2025 Added 39.06%
$3.21B
$138 Million 0.01% of portfolio
4,170
Q3 2025 Added 8.0%
Linde PLC Shs
-
$76.7 Million 0.01% of portfolio
-
Q3 2025 Reduced 60.49%
$51.8B
$169 Million 0.01% of portfolio
24,584
Q3 2024 Added 3,765.41%
$0
$150 Million 0.01% of portfolio
3,111
Q3 2025 Added 0.39%
$65.7B
$92.2 Million 0.01% of portfolio
307
Q3 2025 Added 4.07%
$5.3B
$64.1 Million 0.01% of portfolio
618
Q3 2025 Reduced 25.9%
$79.6B
$142 Million 0.01% of portfolio
1,149
Q3 2025 Added 9.22%
$23.5B
$125 Million 0.01% of portfolio
1,320
Q3 2025 Added 30.82%
$64.5B
$78.8 Million 0.01% of portfolio
244
Q3 2025 Reduced 54.22%
$7.37B
$155 Million 0.01% of portfolio
556
Q2 2025 Added 6.72%
$7.79B
$136 Million 0.01% of portfolio
1,029
Q3 2025 Reduced 25.65%
$36B
$82.6 Million 0.01% of portfolio
822
Q2 2024 Added 0.12%
$39.2B
$82.9 Million 0.01% of portfolio
495
Q3 2025 Added 147.5%
$0
$90.1 Million 0.01% of portfolio
475
Q2 2024 Added 86.27%
$0
$68.8 Million 0.01% of portfolio
900
Q1 2024 New
$26.6B
$79.7 Million 0.01% of portfolio
579
Q3 2025 Reduced 3.5%
$1.24B
$97.2 Million 0.01% of portfolio
10,855
Q3 2025 Reduced 10.42%
$0
$88.2 Million 0.01% of portfolio
720
Q2 2024 Reduced 50.68%
$96.4B
$109 Million 0.01% of portfolio
882
Q3 2025 Added 38.9%
$11.3B
$65 Million 0.01% of portfolio
512
Q3 2025 Reduced 30.9%
$57.4B
$119 Million 0.01% of portfolio
3,029
Q3 2025 Reduced 5.17%
$875M
$107 Million 0.01% of portfolio
2,743
Q3 2025 Reduced 2.9%
$12B
$178 Million 0.01% of portfolio
800
Q3 2025 Reduced 11.11%
Nebius Group N.V. Shs Class A
-
$71.3 Million 0.01% of portfolio
-
Q3 2025 Reduced 5.65%
$0
$65.6 Million 0.01% of portfolio
1,285
Q4 2024 Reduced 20.43%
$0
$90.6 Million 0.01% of portfolio
899
Q3 2025 Added 114.05%
$2.15B
$82.4 Million 0.01% of portfolio
1,741
Q3 2025 Added 761.88%
$61.4B
$84.7 Million 0.01% of portfolio
204
Q2 2025 Reduced 36.05%
$0
$178 Million 0.01% of portfolio
1,255
Q1 2024 New

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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