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
$87.2B
$66.4 Million 0.01% of portfolio
729
Q2 2025 Reduced 16.78%
$85.6B
$133 Million 0.01% of portfolio
712
Q2 2025 Reduced 28.94%
$0
$103 Million 0.01% of portfolio
1,874
Q1 2024 New
$66B
$165 Million 0.01% of portfolio
728
Q2 2025 Added 55.89%
$40.4B
$141 Million 0.01% of portfolio
1,092
Q2 2024 Reduced 3.19%
Te Connectivity PLC Ord Shs
-
$175 Million 0.01% of portfolio
-
Q2 2025 Added 27.05%
$104B
$115 Million 0.01% of portfolio
40,285
Q2 2025 Added 0.01%
$950M
$113 Million 0.01% of portfolio
1,627
Q2 2025 Added 6.13%
$44.4B
$141 Million 0.01% of portfolio
2,068
Q2 2025 Added 8.67%
$9.31B
$147 Million 0.01% of portfolio
4,842
Q2 2025 Reduced 5.41%
$41.9B
$99.5 Million 0.01% of portfolio
54
Q1 2025 Reduced 79.62%
-
$111 Million 0.01% of portfolio
-
Q4 2024 Added 14.96%
$40.9B
$138 Million 0.01% of portfolio
2,018
Q1 2025 Added 0.15%
$0
$120 Million 0.01% of portfolio
758
Q1 2024 New
$144B
$128 Million 0.01% of portfolio
2,667
Q3 2024 Added 1,739.31%
$102B
$85.9 Million 0.01% of portfolio
935
Q2 2025 Reduced 6.87%
$3.9B
$78.6 Million 0.01% of portfolio
775
Q3 2024 Added 0.52%
$5.03B
$87.7 Million 0.01% of portfolio
1,249
Q2 2025 Reduced 31.86%
$40.2B
$130 Million 0.01% of portfolio
24,071
Q2 2025 Added 1.52%
$7.73B
$63.6 Million 0.01% of portfolio
232
Q2 2025 Reduced 24.92%
$10.9B
$120 Million 0.01% of portfolio
668
Q1 2025 Reduced 37.92%
$0
$68.1 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
$77.7 Million 0.01% of portfolio
711
Q2 2025 Added 0.14%
$17B
$82.7 Million 0.01% of portfolio
3,218
Q2 2025 Added 1,218.85%
$121B
$90.2 Million 0.01% of portfolio
338
Q2 2025 Added 13.42%
$79.5B
$131 Million 0.01% of portfolio
20,272
Q2 2025 Reduced 2.16%
$0
$144 Million 0.01% of portfolio
1,067
Q2 2025 Added 0.85%
$21.2B
$130 Million 0.01% of portfolio
801
Q2 2025 Added 153.48%
$11.5B
$82.7 Million 0.01% of portfolio
3,900
Q1 2025 Reduced 6.32%
$54.5B
$108 Million 0.01% of portfolio
9,454
Q2 2025 Added 75.79%
$18.6B
$67.8 Million 0.01% of portfolio
1,209
Q3 2024 Added 8.72%
$10.2B
$78.5 Million 0.01% of portfolio
4,481
Q2 2025 Added 18.42%
$26.3B
$111 Million 0.01% of portfolio
835
Q2 2025 Added 456.67%
$11.9B
$110 Million 0.01% of portfolio
1,017
Q1 2025 Reduced 39.86%
$38.5B
$64.4 Million 0.01% of portfolio
1,949
Q2 2025 Added 17.41%
$3.62B
$67.8 Million 0.01% of portfolio
907
Q1 2025 Reduced 37.88%
$120B
$131 Million 0.01% of portfolio
623
Q3 2024 Reduced 18.03%
$71.7B
$62.7 Million 0.01% of portfolio
320
Q2 2025 Added 680.49%
$47.1B
$62.2 Million 0.01% of portfolio
108
Q2 2025 Added 5.88%
$2.93B
$122 Million 0.01% of portfolio
3,861
Q2 2025 Added 95.69%
$54.9B
$163 Million 0.01% of portfolio
24,584
Q3 2024 Added 3,765.41%
$0
$148 Million 0.01% of portfolio
3,099
Q1 2025 New
$65.6B
$75.5 Million 0.01% of portfolio
295
Q3 2024 Reduced 1.67%
$5.6B
$74.1 Million 0.01% of portfolio
834
Q2 2025 Reduced 34.18%
$11.3B
$152 Million 0.01% of portfolio
771
Q2 2025 Added 5.91%
$82.9B
$104 Million 0.01% of portfolio
1,052
Q2 2025 Reduced 8.92%
$22.2B
$99.9 Million 0.01% of portfolio
1,009
Q2 2025 Reduced 30.61%
$73.2B
$167 Million 0.01% of portfolio
533
Q2 2025 Added 14.87%

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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