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
$62.3B
$70.1 Million 0.01% of portfolio
623
Q3 2025 Added 70.68%
$328M
$104 Million 0.01% of portfolio
11,365
Q1 2024 New
$0
$123 Million 0.01% of portfolio
588
Q3 2025 Reduced 35.95%
$11.9B
$126 Million 0.01% of portfolio
2,454
Q3 2025 Reduced 27.8%
$2.15B
$121 Million 0.01% of portfolio
10,000
Q2 2024 New
$22.2B
$73 Million 0.01% of portfolio
2,764
Q3 2025 New
$46.9B
$153 Million 0.01% of portfolio
1,260
Q3 2025 Added 7.51%
$0
$181 Million 0.01% of portfolio
615
Q1 2024 New
$55.8B
$164 Million 0.01% of portfolio
1,181
Q3 2025 Added 411.26%
$0
$157 Million 0.01% of portfolio
3,375
Q1 2024 New
$26.2B
$154 Million 0.01% of portfolio
1,070
Q3 2025 Added 83.85%
$26.3B
$68.7 Million 0.01% of portfolio
367
Q3 2025 Added 20.72%
$1.63B
$152 Million 0.01% of portfolio
16,570
Q3 2025 Added 4.82%
$5.88B
$61.1 Million 0.01% of portfolio
1,156
Q3 2025 Added 128.01%
$11.6B
$79.3 Million 0.01% of portfolio
2,172
Q3 2025 Reduced 34.4%
$1.6B
$104 Million 0.01% of portfolio
2,858
Q3 2025 New
$84B
$96.5 Million 0.01% of portfolio
502
Q2 2025 Reduced 4.92%
$12.5B
$83.4 Million 0.01% of portfolio
281
Q3 2025 Reduced 25.46%
$0
$182 Million 0.01% of portfolio
1,250
Q3 2025 Reduced 23.59%
$111B
$118 Million 0.01% of portfolio
357
Q3 2025 Reduced 2.72%
$2.73B
$66.7 Million 0.01% of portfolio
2,989
Q3 2025 Added 2.05%
$29.6B
$149 Million 0.01% of portfolio
449
Q3 2025 Reduced 24.92%
$18.5B
$78.9 Million 0.01% of portfolio
362
Q3 2025 New
$17.2B
$75.4 Million 0.01% of portfolio
681
Q1 2024 New
$26.5B
$139 Million 0.01% of portfolio
17,643
Q3 2025 Added 0.56%
-
$126 Million 0.01% of portfolio
-
Q4 2024 Added 101.51%
-
$149 Million 0.01% of portfolio
-
Q2 2025 Added 2.78%
-
$131 Million 0.01% of portfolio
-
Q3 2025 Reduced 10.05%
$49.5B
$81.4 Million 0.01% of portfolio
480
Q3 2025 Reduced 12.89%
$190B
$156 Million 0.01% of portfolio
9,764
Q3 2025 Added 0.9%
$173B
$178 Million 0.01% of portfolio
2,978
Q3 2025 Added 0.51%
$61.6B
$181 Million 0.01% of portfolio
6,408
Q3 2025 Reduced 8.74%
$4.96B
$137 Million 0.01% of portfolio
82
Q3 2025 Reduced 8.89%
$25.4B
$176 Million 0.01% of portfolio
688
Q3 2025 Reduced 10.42%
Ge Healthcare Technologies Inc Common Stock
-
$92.2 Million 0.01% of portfolio
-
Q3 2025 Added 10.43%
$14.7B
$80.4 Million 0.01% of portfolio
987
Q3 2025 Reduced 56.69%
$65.2B
$116 Million 0.01% of portfolio
275
Q3 2025 Added 102.21%
$64.7B
$87.6 Million 0.01% of portfolio
781
Q3 2025 Added 2.36%
$18B
$98.3 Million 0.01% of portfolio
709
Q3 2025 Added 13.99%
Crane Company Common Stock
-
$116 Million 0.01% of portfolio
-
Q2 2024 Added 1,875.0%
$64.9B
$74.9 Million 0.01% of portfolio
2,403
Q3 2025 Added 2.56%
$21B
$169 Million 0.01% of portfolio
7,140
Q2 2025 Added 2.54%
$16.7B
$97.4 Million 0.01% of portfolio
184
Q3 2025 Reduced 15.21%
Talen Energy Corp Com
-
$64.6 Million 0.01% of portfolio
-
Q3 2025 Reduced 23.23%
$55.6B
$109 Million 0.01% of portfolio
743
Q3 2025 Reduced 17.81%
$0
$97.4 Million 0.01% of portfolio
3,883
Q1 2025 New
$18.9B
$158 Million 0.01% of portfolio
1,605
Q3 2025 Added 4.36%
$5.75B
$69.3 Million 0.01% of portfolio
638
Q3 2025 Reduced 24.85%
$6.93B
$97.8 Million 0.01% of portfolio
1,308
Q3 2025 Added 21.0%

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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