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
$0
$2.25 Billion 0.19% of portfolio
53,001
Q2 2025 Reduced 0.05%
$0
$2.21 Billion 0.19% of portfolio
26,436
Q1 2025 New
$33B
$2.22 Billion 0.19% of portfolio
11,443
Q2 2025 Reduced 2.42%
$452B
$2.16 Billion 0.18% of portfolio
14,120
Q2 2025 Reduced 0.98%
$0
$2.16 Billion 0.18% of portfolio
12,465
Q1 2025 New
$0
$2.07 Billion 0.18% of portfolio
10,124
Q2 2025 Reduced 0.11%
$551B
$1.98 Billion 0.17% of portfolio
31,011
Q2 2025 Reduced 1.01%
$222B
$2.04 Billion 0.17% of portfolio
6,994
Q2 2025 Reduced 0.72%
$146B
$1.85 Billion 0.16% of portfolio
7,954
Q2 2025 Added 0.25%
$302B
$1.88 Billion 0.16% of portfolio
13,099
Q2 2025 Reduced 1.78%
$0
$1.72 Billion 0.15% of portfolio
22,656
Q2 2024 Reduced 0.59%
$2.54B
$1.74 Billion 0.15% of portfolio
118,986
Q4 2024 Added 1.69%
$0
$1.67 Billion 0.14% of portfolio
44,082
Q4 2024 Added 20.5%
$85.6B
$1.69 Billion 0.14% of portfolio
5,104
Q1 2025 Reduced 2.67%
$381B
$1.66 Billion 0.14% of portfolio
35,139
Q2 2025 Added 2.39%
$61.9B
$1.66 Billion 0.14% of portfolio
6,212
Q2 2025 Reduced 0.67%
$368B
$1.49 Billion 0.13% of portfolio
9,373
Q2 2025 Reduced 0.11%
$608B
$1.53 Billion 0.13% of portfolio
1,964
Q2 2025 Reduced 7.75%
$0
$1.53 Billion 0.13% of portfolio
19,331
Q1 2025 Added 1,071.58%
$0
$1.52 Billion 0.13% of portfolio
27,900
Q2 2025 Added 12.05%
$218B
$1.49 Billion 0.13% of portfolio
3,831
Q2 2025 Reduced 0.26%
$118B
$1.53 Billion 0.13% of portfolio
586
Q2 2025 Added 3.35%
$68.2B
$1.36 Billion 0.12% of portfolio
43,728
Q3 2024 Added 84.29%
$22B
$1.36 Billion 0.12% of portfolio
16,473
Q1 2025 Reduced 27.1%
$0
$1.44 Billion 0.12% of portfolio
20,843
Q2 2025 Added 3.29%
$0
$1.46 Billion 0.12% of portfolio
3,319
Q2 2024 Added 11.04%
$0
$1.4 Billion 0.12% of portfolio
21,350
Q2 2025 Added 16.35%
Parametric Equity Premium Income ETF
-
$1.35 Billion 0.12% of portfolio
-
Q2 2025 Added 6.99%
$113B
$1.46 Billion 0.12% of portfolio
3,150
Q2 2025 Reduced 2.02%
$261B
$1.47 Billion 0.12% of portfolio
8,044
Q2 2025 Added 2.68%
$4.73B
$1.29 Billion 0.11% of portfolio
14,901
Q2 2025 Reduced 5.16%
$548B
$1.3 Billion 0.11% of portfolio
2,322
Q2 2025 Added 0.52%
$202B
$1.24 Billion 0.11% of portfolio
9,398
Q2 2025 Added 0.19%
$0
$1.25 Billion 0.11% of portfolio
28,657
Q1 2025 New
$10.2B
$1.25 Billion 0.11% of portfolio
22,855
Q2 2025 Reduced 0.77%
$0
$1.26 Billion 0.11% of portfolio
19,192
Q1 2025 New
$0
$1.31 Billion 0.11% of portfolio
17,675
Q2 2025 Reduced 3.17%
$0
$1.31 Billion 0.11% of portfolio
23,077
Q2 2025 Added 7.3%
$0
$1.3 Billion 0.11% of portfolio
20,908
Q1 2025 New
$210B
$1.25 Billion 0.11% of portfolio
4,232
Q2 2025 Reduced 5.22%
$254B
$1.12 Billion 0.1% of portfolio
1,583
Q2 2025 Added 11.64%
$545B
$1.21 Billion 0.1% of portfolio
906
Q2 2025 Reduced 15.64%
$1.08T
$1.19 Billion 0.1% of portfolio
3,756
Q2 2025 Added 25.12%
$0
$1.18 Billion 0.1% of portfolio
17,186
Q1 2025 New
$172B
$1.21 Billion 0.1% of portfolio
1,172
Q2 2025 Added 17.08%
$684B
$1.14 Billion 0.1% of portfolio
5,223
Q2 2025 Reduced 0.95%
$153B
$1.14 Billion 0.1% of portfolio
2,243
Q2 2025 Reduced 0.66%
$0
$1.1 Billion 0.09% of portfolio
17,976
Q1 2025 Reduced 1.24%
$96.8B
$1.08 Billion 0.09% of portfolio
10,275
Q2 2025 Reduced 4.1%

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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