Lri Investments, LLC Portfolio Holdings

Lri Investments, LLC

  • $1.22 Trillion
  • Q3 2025

Lri Investments, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.22 Trillion distributed in 1677 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ares Management Corp with a value of $372B, Dimensional ETF Tr U S Core Eq with a value of $91.8B, Dimensional Us Core Equity 1 ETF with a value of $45.4B, Dimensional ETF Tr with a value of $43.3B, and Vanguard Ftse All World Ex Us with a value of $35B.

Examining the 13F form we can see an increase of $44.5B in the current position value, from $1.18T to 1.22T.

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 $1.22 Trillion
Financial Services: $441 Billion
ETFs: $437 Billion
Technology: $80.9 Billion
Industrials: $39 Billion
Consumer Cyclical: $26.3 Billion
Healthcare: $21.7 Billion
Communication Services: $18.6 Billion
Consumer Defensive: $15.1 Billion
Other: $29.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$109B
$299 Million 0.02% of portfolio
5,390
Q3 2025 Reduced 53.69%
$30.4B
$212 Million 0.02% of portfolio
8,124
Q3 2025 Reduced 1.68%
$0
$211 Million 0.02% of portfolio
4,210
Q3 2025 Reduced 0.61%
$0
$168 Million 0.01% of portfolio
1,866
Q1 2025 Added 16.63%
$20.5B
$63.4 Million 0.01% of portfolio
763
Q3 2025 Added 99.74%
$28.7B
$124 Million 0.01% of portfolio
2,110
Q3 2025 Reduced 24.78%
$97.3B
$67.5 Million 0.01% of portfolio
798
Q3 2025 Added 2.44%
$55.3B
$86.5 Million 0.01% of portfolio
190
Q3 2025 Added 295.83%
$23.2B
$107 Million 0.01% of portfolio
248
Q3 2025 Reduced 34.91%
$34.9B
$102 Million 0.01% of portfolio
295
Q3 2025 Added 10.07%
$0
$91.5 Million 0.01% of portfolio
437
Q1 2024 New
$0
$61.8 Million 0.01% of portfolio
1,158
Q3 2025 Reduced 28.69%
$3.14B
$78.3 Million 0.01% of portfolio
1,375
Q3 2025 Reduced 16.67%
$11.4B
$87.3 Million 0.01% of portfolio
216
Q3 2025 Reduced 25.52%
$42.4B
$133 Million 0.01% of portfolio
877
Q1 2024 New
$0
$97.3 Million 0.01% of portfolio
2,310
Q3 2024 New
$68.7B
$87 Million 0.01% of portfolio
1,041
Q3 2025 Added 28.2%
$92.7B
$88.3 Million 0.01% of portfolio
339
Q1 2025 Reduced 32.06%
$5.23B
$80.7 Million 0.01% of portfolio
368
Q3 2025 Reduced 29.9%
$42.9B
$119 Million 0.01% of portfolio
1,028
Q3 2025 Added 2.09%
$12.8B
$117 Million 0.01% of portfolio
951
Q1 2025 Reduced 45.69%
$10.3B
$99.4 Million 0.01% of portfolio
1,450
Q3 2025 New
$3.1B
$115 Million 0.01% of portfolio
4,639
Q3 2025 Reduced 8.32%
$18.4B
$94.6 Million 0.01% of portfolio
184
Q1 2024 New
$9.59B
$104 Million 0.01% of portfolio
336
Q3 2025 Reduced 16.42%
$19.9B
$72.2 Million 0.01% of portfolio
5,644
Q3 2025 Added 12.72%
$8.15B
$164 Million 0.01% of portfolio
1,261
Q2 2025 Added 3.53%
$121B
$76.9 Million 0.01% of portfolio
99
Q3 2025 Reduced 57.87%
$72.7B
$88.3 Million 0.01% of portfolio
451
Q3 2025 Added 57.69%
$5.36B
$84.7 Million 0.01% of portfolio
1,605
Q3 2025 Reduced 9.88%
$13.2B
$102 Million 0.01% of portfolio
448
Q3 2025 Reduced 21.82%
$4.12B
$75.4 Million 0.01% of portfolio
1,097
Q3 2025 Reduced 31.39%
$111B
$145 Million 0.01% of portfolio
369
Q3 2025 Reduced 34.34%
$53.4B
$99.3 Million 0.01% of portfolio
14,721
Q3 2025 Reduced 1.67%
$84.4B
$142 Million 0.01% of portfolio
726
Q3 2025 Added 1.97%
$0
$108 Million 0.01% of portfolio
1,874
Q1 2024 New
$68.9B
$142 Million 0.01% of portfolio
601
Q3 2025 Reduced 17.45%
$35.1B
$136 Million 0.01% of portfolio
1,092
Q2 2024 Reduced 3.19%
$96.9B
$94.3 Million 0.01% of portfolio
40,242
Q3 2025 Reduced 0.11%
$52.1B
$62.7 Million 0.01% of portfolio
5,245
Q2 2025 Added 23.56%
$26.9B
$106 Million 0.01% of portfolio
281
Q3 2025 Added 126.61%
$44.1B
$182 Million 0.01% of portfolio
2,259
Q3 2025 Added 9.24%
-
$119 Million 0.01% of portfolio
-
Q4 2024 Added 14.96%
$19.9B
$169 Million 0.01% of portfolio
2,174
Q3 2025 Added 7.73%
$0
$134 Million 0.01% of portfolio
758
Q1 2024 New
$138B
$149 Million 0.01% of portfolio
2,667
Q3 2024 Added 1,739.31%
$98.6B
$88.6 Million 0.01% of portfolio
935
Q2 2025 Reduced 6.87%
Labcorp Holdings Inc Com Shs
-
$94.7 Million 0.01% of portfolio
-
Q1 2025 Added 23.6%
$4.83B
$158 Million 0.01% of portfolio
1,724
Q3 2025 Added 38.03%

Summary

  • Portfolio
  • No. of Stocks 1,677
  • Current Value $1.22 Trillion
  • Prior Value $1.18 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 108 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 278 stocks
Track This Portfolio

Track Lri Investments, LLC Portfolio

Follow Lri Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lri Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lri Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email