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
Ferguson Enterprises Inc Common Stock New
-
$89.3 Million 0.01% of portfolio
-
Q2 2025 Added 42.36%
$25.2B
$140 Million 0.01% of portfolio
3,123
Q2 2025 Reduced 5.13%
$23.6B
$79.8 Million 0.01% of portfolio
143
Q2 2025 Reduced 8.92%
$7.17B
$69.6 Million 0.01% of portfolio
1,613
Q2 2024 Added 100.62%
$3.76B
$156 Million 0.01% of portfolio
1,540
Q2 2025 Added 26.75%
$6.47B
$127 Million 0.01% of portfolio
2,067
Q1 2025 Reduced 23.59%
$4.24B
$110 Million 0.01% of portfolio
3,186
Q2 2025 Added 1,205.74%
$0
$95.1 Million 0.01% of portfolio
16,347
Q3 2024 New
$4.79B
$103 Million 0.01% of portfolio
1,044
Q2 2025 Added 32.99%
$2.19B
$59.3 Million 0.01% of portfolio
2,955
Q2 2025 Added 4.31%
$98B
$162 Million 0.01% of portfolio
3,497
Q2 2025 Reduced 37.85%
$23.3B
$153 Million 0.01% of portfolio
1,097
Q2 2025 Added 31.22%
$23.9B
$153 Million 0.01% of portfolio
-
Q2 2025 Added 9.16%
$11.4B
$89.1 Million 0.01% of portfolio
1,445
Q2 2025 Added 10.05%
$3.97B
$172 Million 0.01% of portfolio
2,101
Q2 2025 Added 4.37%
$6.28B
$79.6 Million 0.01% of portfolio
1,280
Q1 2025 Reduced 36.13%
$80.1B
$108 Million 0.01% of portfolio
1,452
Q2 2025 Reduced 12.27%
$42B
$64.8 Million 0.01% of portfolio
725
Q2 2025 Reduced 11.48%
$44.2B
$61.9 Million 0.01% of portfolio
834
Q2 2025 Reduced 8.55%
$7.56B
$116 Million 0.01% of portfolio
881
Q2 2025 Reduced 1.34%
$69.7B
$62.8 Million 0.01% of portfolio
17
Q2 2025 Reduced 46.88%
$49B
$67.5 Million 0.01% of portfolio
482
Q2 2025 Reduced 9.57%
Gsk PLC Sponsored Adr
-
$82.1 Million 0.01% of portfolio
-
Q2 2025 Reduced 16.55%
$0
$93.7 Million 0.01% of portfolio
729
Q2 2025 Added 10.45%
$8.46B
$850,000 0.0% of portfolio
20
Q1 2024 New
$21.6B
$30.6 Million 0.0% of portfolio
382
Q2 2025 Added 53.41%
$899M
$3.45 Million 0.0% of portfolio
1,026
Q2 2024 New
$38.7B
$15.2 Million 0.0% of portfolio
141
Q2 2025 Reduced 80.84%
$4.87B
$8.07 Million 0.0% of portfolio
260
Q1 2024 New
$26.6B
$14 Million 0.0% of portfolio
30
Q3 2024 Reduced 23.08%
$3.95B
$23.6 Million 0.0% of portfolio
949
Q1 2025 Added 24.05%
Houston Amern Energy Corp Com Shs
-
$127,000 0.0% of portfolio
-
Q2 2025 New
$11.8B
$26,000 0.0% of portfolio
1
Q2 2025 Reduced 93.75%
$30.3B
$27.2 Million 0.0% of portfolio
400
Q1 2025 Reduced 47.37%
$5.71B
$2.44 Million 0.0% of portfolio
23
Q2 2025 New
$56.1B
$15.7 Million 0.0% of portfolio
48
Q2 2025 New
$44.7B
$6.33 Million 0.0% of portfolio
85
Q4 2024 Reduced 66.27%
$22.3B
$43.1 Million 0.0% of portfolio
377
Q2 2025 Reduced 24.75%
$38.5B
$2.61 Million 0.0% of portfolio
10
Q3 2024 Reduced 44.44%
$14.4B
$38.7 Million 0.0% of portfolio
485
Q2 2025 Added 766.07%
$42.7B
$23.1 Million 0.0% of portfolio
95
Q1 2025 Added 1.06%
$52.8B
$9.73 Million 0.0% of portfolio
67
Q1 2025 Reduced 52.82%
$6.2B
$5.72 Million 0.0% of portfolio
50
Q2 2024 New
$8.63B
$23.5 Million 0.0% of portfolio
635
Q2 2025 Added 1.28%
$23.5B
$4.6 Million 0.0% of portfolio
19
Q3 2024 Reduced 47.22%
$2.84B
$17.6 Million 0.0% of portfolio
875
Q2 2025 Added 6.06%
$0
$20,000 0.0% of portfolio
1
Q3 2024 New
$3.91B
$8.04 Million 0.0% of portfolio
197
Q2 2024 Added 2.07%
$5.32B
$23 Million 0.0% of portfolio
489
Q4 2024 Reduced 14.96%

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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