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
$203B
$1.01 Billion 0.09% of portfolio
12,708
Q2 2025 Added 0.69%
$0
$1.06 Billion 0.09% of portfolio
24,290
Q2 2025 Added 5.2%
$0
$1.11 Billion 0.09% of portfolio
17,436
Q2 2025 Added 1.34%
$0
$1.08 Billion 0.09% of portfolio
26,878
Q2 2025 Added 0.77%
$123B
$1 Billion 0.09% of portfolio
6,696
Q2 2025 Reduced 5.22%
$86.2B
$1.11 Billion 0.09% of portfolio
3,808
Q2 2025 Added 0.24%
$293B
$1.08 Billion 0.09% of portfolio
15,524
Q2 2025 Reduced 4.67%
$122B
$976 Million 0.08% of portfolio
11,197
Q2 2025 Added 2.84%
$55.6B
$912 Million 0.08% of portfolio
17,334
Q2 2025 Reduced 2.5%
$86B
$935 Million 0.08% of portfolio
13,556
Q2 2025 Reduced 4.2%
$0
$914 Million 0.08% of portfolio
17,459
Q2 2025 Reduced 7.17%
$182B
$957 Million 0.08% of portfolio
10,255
Q2 2025 Added 38.58%
$13.5B
$931 Million 0.08% of portfolio
14,918
Q1 2025 Added 0.05%
$35.6B
$980 Million 0.08% of portfolio
17,013
Q2 2025 Reduced 1.32%
$0
$951 Million 0.08% of portfolio
4,897
Q2 2025 Reduced 33.55%
$55.9B
$826 Million 0.07% of portfolio
17,044
Q1 2025 Reduced 1.15%
$112B
$794 Million 0.07% of portfolio
2,740
Q2 2025 Reduced 0.33%
$0
$848 Million 0.07% of portfolio
6,307
Q1 2025 New
$0
$821 Million 0.07% of portfolio
4,800
Q3 2024 New
$64.2B
$872 Million 0.07% of portfolio
3,093
Q2 2025 Added 2.18%
$52.5B
$778 Million 0.07% of portfolio
3,800
Q2 2025 Reduced 2.41%
$169B
$875 Million 0.07% of portfolio
1,610
Q2 2025 Added 30.58%
$83.2B
$823 Million 0.07% of portfolio
3,866
Q2 2025 Added 73.67%
$203B
$879 Million 0.07% of portfolio
30,378
Q2 2025 Reduced 6.94%
Ge Vernova Inc Com
-
$818 Million 0.07% of portfolio
-
Q2 2025 Added 162.48%
$150B
$860 Million 0.07% of portfolio
4,354
Q2 2025 Added 2.25%
$177B
$836 Million 0.07% of portfolio
4,028
Q2 2025 Added 0.25%
$119B
$864 Million 0.07% of portfolio
3,630
Q2 2025 Reduced 0.49%
$112B
$803 Million 0.07% of portfolio
11,638
Q2 2025 Reduced 14.1%
-
$701 Million 0.06% of portfolio
-
Q2 2024 Reduced 3.34%
$0
$717 Million 0.06% of portfolio
1,299
Q1 2025 Reduced 15.04%
$43.8B
$660 Million 0.06% of portfolio
7,835
Q2 2025 Added 9.73%
$439B
$697 Million 0.06% of portfolio
704
Q2 2025 Reduced 5.63%
$147B
$691 Million 0.06% of portfolio
6,436
Q2 2025 Added 0.52%
$0
$688 Million 0.06% of portfolio
5,430
Q1 2025 New
$78.6B
$688 Million 0.06% of portfolio
5,159
Q1 2025 Reduced 4.0%
$106B
$706 Million 0.06% of portfolio
2,315
Q3 2024 Added 43.34%
$157B
$747 Million 0.06% of portfolio
1,930
Q2 2025 Reduced 2.33%
$0
$745 Million 0.06% of portfolio
3,143
Q1 2025 Added 297.85%
$141B
$703 Million 0.06% of portfolio
10,121
Q2 2025 Added 47.02%
$0
$676 Million 0.06% of portfolio
11,508
Q1 2025 Added 1.26%
$76.4B
$717 Million 0.06% of portfolio
4,664
Q2 2025 Reduced 0.64%
$76.9B
$650 Million 0.06% of portfolio
13,208
Q2 2025 Reduced 5.16%
$295B
$658 Million 0.06% of portfolio
821
Q2 2025 Added 0.12%
$0
$714 Million 0.06% of portfolio
11,391
Q3 2024 Added 7,494.0%
$39.2B
$673 Million 0.06% of portfolio
2,026
Q4 2024 Added 0.3%
Capital Group Dividend Growers ETF
-
$740 Million 0.06% of portfolio
-
Q2 2025 New
$145B
$765 Million 0.06% of portfolio
2,143
Q1 2025 Reduced 19.44%
$77.3B
$717 Million 0.06% of portfolio
3,847
Q2 2025 Reduced 8.03%

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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