Lri Investments, LLC Reduced Holdings in Q2 2025

Lri Investments, LLC

  • $1.18 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.77K
- 2.35%
$172.42 - $223.89 $306K - $397K
73.7K $15.1B
ACWI
Ishares Msci Acwi ETF

ETFs
-12K
- 80.08%
$103.59 - $128.6 $1.24M - $1.54M
2.98K $383M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-15K
- 60.0%
$45.3 - $50.64 $680K - $760K
10K $491M
UNH
Unitedhealth Group Inc

Healthcare
-454
- 2.42%
$274.35 - $599.47 $125K - $272K
18.3K $511M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.74K
- 1.76%
$79.79 - $91.42 $218K - $250K
153K $13.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-168
- 2.15%
$483.48 - $539.8 $81.2K - $90.7K
7.64K $3.71B
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.47K
- 33.55%
$166.82 - $194.23 $413K - $480K
4.9K $951M
D
Dominion Energy, Inc

Utilities
-7.64K
- 92.57%
$49.66 - $58.0 $380K - $443K
613 $34.6M
CVX
Chevron Corp

Energy
-237
- 1.78%
$133.73 - $168.51 $31.7K - $39.9K
13.1K $1.88B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.05K
- 40.8%
$320.42 - $424.58 $336K - $445K
1.52K $646M
LLY
Eli Lilly & CO

Healthcare
-165
- 7.75%
$713.71 - $898.95 $118K - $148K
1.96K $1.53B
JNJ
Johnson & Johnson

Healthcare
-140
- 0.98%
$146.36 - $159.82 $20.5K - $22.4K
14.1K $2.16B
NSP
Insperity, Inc.

Industrials
-1.97K
- 88.36%
$58.55 - $89.92 $115K - $177K
259 $15.6M
BMY
Bristol Myers Squibb CO

Healthcare
-2.13K
- 37.85%
$44.12 - $59.6 $94K - $127K
3.5K $162M
MCD
Mcdonalds Corp

Consumer Cyclical
-51
- 0.72%
$285.55 - $321.23 $14.6K - $16.4K
6.99K $2.04B
SIGI
Selective Insurance Group Inc

Financial Services
-811
- 5.16%
$82.37 - $92.83 $66.8K - $75.3K
14.9K $1.29B
Kenvue Inc Com
-4.45K
- 26.0%
N/A
12.6K $265M
NVO
Novo Nordisk A S

Healthcare
-1.91K
- 14.1%
$58.08 - $81.05 $111K - $155K
11.6K $803M
FISV
Fiserv Inc

Technology
-447
- 2.16%
N/A
20.3K $131M
CYBR
Cyber Ark Software Ltd.

Technology
-379
- 86.33%
$305.98 - $406.88 $116K - $154K
60 $24.4M
MFC
Manulife Financial Corp

Financial Services
-4.03K
- 63.22%
$26.93 - $32.44 $108K - $131K
2.34K $74.9M
PLD
Prologis, Inc.

Real Estate
-439
- 4.1%
$89.76 - $112.34 $39.4K - $49.3K
10.3K $1.08B
UNP
Union Pacific Corp

Industrials
-416
- 14.2%
$208.27 - $238.46 $86.6K - $99.2K
2.51K $578M
SBUX
Starbucks Corp

Consumer Cyclical
-1.06K
- 57.66%
$79.69 - $99.41 $84.6K - $105K
779 $71.4M
XYL
Xylem Inc.

Industrials
-1.06K
- 34.73%
$102.86 - $129.5 $109K - $138K
2K $259M
PG
Procter & Gamble CO

Consumer Defensive
-10
- 0.11%
$157.66 - $172.39 $1.58K - $1.72K
9.37K $1.49B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-170
- 23.22%
$421.16 - $509.5 $71.6K - $86.6K
562 $250M
MMI
Marcus & Millichap, Inc.

Real Estate
-2.85K
- 77.29%
$28.0 - $34.91 $79.8K - $99.5K
837 $25.7M
ELV
Elevance Health, Inc.

Healthcare
-62
- 3.71%
$372.27 - $452.69 $23.1K - $28.1K
1.61K $625M
CRM
Salesforce, Inc.

Technology
-378
- 1.52%
$236.26 - $291.15 $89.3K - $110K
24.4K $329M
TRGP
Targa Resources Corp.

Energy
-440
- 68.75%
$157.32 - $205.72 $69.2K - $90.5K
200 $34.8M
KO
Coca Cola CO

Consumer Defensive
-590
- 1.11%
$68.37 - $73.9 $40.3K - $43.6K
52.6K $3.72B
V
Visa Inc.

Financial Services
-316
- 1.01%
$308.27 - $373.31 $97.4K - $118K
31K $1.98B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-818
- 66.07%
$100.35 - $100.71 $82.1K - $82.4K
420 $42.3M
Cooper Cos Inc Com
-803
- 50.85%
N/A
776 $55.2M
Dimensional Global Real Estate ETF
-5.77K
- 3.92%
N/A
141K $3.79B
PRU
Prudential Financial Inc

Financial Services
-595
- 80.84%
$95.12 - $112.71 $56.6K - $67.1K
141 $15.2M
KKR
Kkr & Co. Inc.

Financial Services
-612
- 68.46%
$92.79 - $134.29 $56.8K - $82.2K
282 $37.5M
KHC
Kraft Heinz CO

Consumer Defensive
-837
- 9.2%
$25.61 - $30.81 $21.4K - $25.8K
8.26K $213M
ENB
Enbridge Inc

Energy
-1.56K
- 16.49%
$41.09 - $47.16 $64K - $73.4K
7.88K $357M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-36
- 7.23%
$390.26 - $489.06 $14K - $17.6K
462 $187M
AZO
Autozone Inc

Consumer Cyclical
-15
- 46.88%
$3478.38 - $3880.15 $52.2K - $58.2K
17 $62.8M
ACIW
Aci Worldwide, Inc.

Technology
-755
- 29.77%
$44.59 - $57.17 $33.7K - $43.2K
1.78K $81.8M
IP
International Paper CO

Consumer Cyclical
-179
- 2.46%
$43.89 - $54.46 $7.86K - $9.75K
7.11K $333M
CME
Cme Group Inc.

Financial Services
-217
- 53.06%
$252.37 - $290.71 $54.8K - $63.1K
192 $53M
SPH
Suburban Propane Partners LP

Utilities
-1.22K
- 9.73%
$17.75 - $21.62 $21.6K - $26.3K
11.3K $209M
ASGN
Asgn Inc

Technology
-773
- 79.28%
$48.58 - $63.92 $37.6K - $49.4K
202 $10.1M
Cava Group Inc Com
-541
- 51.38%
N/A
512 $43.1M
HLNE
Hamilton Lane Inc

Financial Services
-302
- 62.66%
$126.65 - $175.49 $38.2K - $53K
180 $25.6M
Activity Summary
Buys All Purchases 423 New Holdings 105 Increased Positions 318 Sells All Sells 227 Reductions 227 Sold out 0 Options Calls 0 Puts 0
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