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
$307 Million 0.03% of portfolio
13,209
Q2 2025 Added 139.42%
$0
$326 Million 0.03% of portfolio
2,350
Q1 2024 New
$61.8B
$314 Million 0.03% of portfolio
1,402
Q2 2025 Added 645.74%
$28.2B
$354 Million 0.03% of portfolio
181
Q2 2025 Reduced 2.69%
$27.3B
$388 Million 0.03% of portfolio
4,874
Q2 2025 Reduced 3.94%
$43.6B
$379 Million 0.03% of portfolio
27,619
Q2 2025 Added 105.27%
$51.7B
$400 Million 0.03% of portfolio
18,318
Q2 2025 Added 3.69%
$57.7B
$318 Million 0.03% of portfolio
2,668
Q2 2025 Added 29.77%
$0
$403 Million 0.03% of portfolio
11,342
Q2 2025 Added 15.68%
$73.5B
$389 Million 0.03% of portfolio
3,679
Q2 2025 Reduced 8.6%
$257B
$336 Million 0.03% of portfolio
2,778
Q2 2025 Added 1.61%
$95.8B
$357 Million 0.03% of portfolio
7,884
Q2 2025 Reduced 16.49%
$0
$302 Million 0.03% of portfolio
4,835
Q1 2025 New
$0
$392 Million 0.03% of portfolio
5,319
Q2 2025 Reduced 2.96%
$102B
$347 Million 0.03% of portfolio
25,406
Q2 2025 Reduced 0.43%
Ishares Bitcoin Trust ETF
-
$306 Million 0.03% of portfolio
-
Q4 2024 New
$232B
$329 Million 0.03% of portfolio
24,413
Q2 2025 Reduced 1.52%
$89.4B
$387 Million 0.03% of portfolio
775
Q3 2024 Reduced 3.85%
$17.2B
$333 Million 0.03% of portfolio
7,108
Q2 2025 Reduced 2.46%
$0
$387 Million 0.03% of portfolio
1,068
Q3 2024 New
$0
$350 Million 0.03% of portfolio
3,703
Q1 2024 New
$96.6B
$327 Million 0.03% of portfolio
468
Q1 2025 Reduced 32.27%
$97B
$370 Million 0.03% of portfolio
1,201
Q2 2025 Reduced 2.36%
$0
$383 Million 0.03% of portfolio
2,979
Q2 2025 Reduced 80.08%
$59.7B
$394 Million 0.03% of portfolio
4,604
Q2 2025 Added 0.37%
$178B
$348 Million 0.03% of portfolio
3,016
Q2 2025 Added 154.51%
$179B
$338 Million 0.03% of portfolio
3,708
Q2 2025 Added 61.99%
$81.5B
$360 Million 0.03% of portfolio
735
Q2 2025 Added 9.54%
$31B
$278 Million 0.02% of portfolio
10,890
Q2 2025 Added 30.72%
$25.9B
$286 Million 0.02% of portfolio
559
Q2 2025 Added 12.25%
$58.4B
$180 Million 0.02% of portfolio
4,179
Q4 2024 Reduced 16.52%
$7.39B
$196 Million 0.02% of portfolio
1,990
Q2 2025 Added 23.45%
$16.9B
$196 Million 0.02% of portfolio
3,761
Q3 2024 Added 24.91%
$2.56B
$212 Million 0.02% of portfolio
2,814
Q2 2025 Added 704.0%
$34.4B
$194 Million 0.02% of portfolio
2,042
Q1 2025 Added 0.94%
$80B
$183 Million 0.02% of portfolio
739
Q2 2025 Reduced 0.81%
$99.5B
$250 Million 0.02% of portfolio
562
Q2 2025 Reduced 23.22%
$0
$189 Million 0.02% of portfolio
3,855
Q3 2024 New
$66.3B
$201 Million 0.02% of portfolio
2,599
Q2 2025 Added 2.32%
$68B
$217 Million 0.02% of portfolio
4,803
Q2 2025 Added 1.44%
$0
$235 Million 0.02% of portfolio
9,326
Q1 2025 New
$97.8B
$259 Million 0.02% of portfolio
1,621
Q2 2025 Added 85.89%
$75.3B
$219 Million 0.02% of portfolio
614
Q2 2025 Added 2.85%
$61.1B
$208 Million 0.02% of portfolio
651
Q1 2025 New
$23.2B
$182 Million 0.02% of portfolio
1,181
Q2 2025 Added 6.59%
$54.7B
$290 Million 0.02% of portfolio
4,983
Q2 2025 Reduced 19.72%
$75.3B
$250 Million 0.02% of portfolio
7,662
Q2 2025 Reduced 7.17%
$141B
$273 Million 0.02% of portfolio
7,645
Q2 2025 Added 0.14%
$31.7B
$227 Million 0.02% of portfolio
2,050
Q2 2025 Reduced 2.89%

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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