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
$7.45B
$137 Million 0.01% of portfolio
556
Q2 2025 Added 6.72%
$15.3B
$123 Million 0.01% of portfolio
4,659
Q2 2025 Added 32.58%
$7.74B
$172 Million 0.01% of portfolio
1,384
Q2 2025 Added 9.67%
$36.8B
$82.5 Million 0.01% of portfolio
822
Q2 2024 Added 0.12%
$0
$86.3 Million 0.01% of portfolio
475
Q2 2024 Added 86.27%
$1.28B
$114 Million 0.01% of portfolio
12,118
Q2 2025 Added 0.25%
$0
$84.4 Million 0.01% of portfolio
720
Q2 2024 Reduced 50.68%
$32.7B
$59.8 Million 0.01% of portfolio
466
Q2 2025 Added 9.91%
$95.8B
$74.9 Million 0.01% of portfolio
635
Q1 2024 New
$139B
$64.8 Million 0.01% of portfolio
526
Q2 2025 Reduced 2.95%
$11.8B
$90.8 Million 0.01% of portfolio
741
Q2 2025 Reduced 10.94%
$60.2B
$138 Million 0.01% of portfolio
3,194
Q2 2025 Added 4.72%
$1.19B
$159 Million 0.01% of portfolio
2,825
Q1 2025 Reduced 15.32%
$8.48B
$106 Million 0.01% of portfolio
1,673
Q2 2025 Reduced 2.45%
$0
$65.6 Million 0.01% of portfolio
1,285
Q4 2024 Reduced 20.43%
$56B
$77.3 Million 0.01% of portfolio
204
Q2 2025 Reduced 36.05%
$303M
$116 Million 0.01% of portfolio
11,365
Q1 2024 New
$3.05B
$59 Million 0.01% of portfolio
938
Q2 2025 New
$367B
$111 Million 0.01% of portfolio
817
Q2 2025 Added 0.25%
$6.6B
$82.3 Million 0.01% of portfolio
169
Q2 2025 Added 12.67%
$2.44B
$116 Million 0.01% of portfolio
10,000
Q2 2024 New
$48.5B
$155 Million 0.01% of portfolio
1,172
Q2 2025 Added 152.04%
$0
$175 Million 0.01% of portfolio
615
Q1 2024 New
$0
$148 Million 0.01% of portfolio
3,375
Q1 2024 New
$1.92B
$113 Million 0.01% of portfolio
15,808
Q2 2025 Added 7.79%
$95.5B
$116 Million 0.01% of portfolio
1,241
Q2 2025 Added 115.45%
$14.2B
$147 Million 0.01% of portfolio
3,311
Q2 2025 Added 164.04%
$8.05B
$125 Million 0.01% of portfolio
3,416
Q1 2025 Reduced 38.23%
$3.62B
$101 Million 0.01% of portfolio
2,527
Q2 2025 New
$95.3B
$111 Million 0.01% of portfolio
502
Q2 2025 Reduced 4.92%
$17B
$116 Million 0.01% of portfolio
377
Q1 2025 Reduced 37.69%
$111B
$118 Million 0.01% of portfolio
367
Q2 2025 Added 19.93%
$2.59B
$63.6 Million 0.01% of portfolio
2,929
Q2 2025 Added 2.23%
$17.5B
$69.9 Million 0.01% of portfolio
681
Q1 2024 New
$24.6B
$120 Million 0.01% of portfolio
17,544
Q2 2025 Reduced 7.29%
-
$121 Million 0.01% of portfolio
-
Q4 2024 Added 101.51%
-
$138 Million 0.01% of portfolio
-
Q2 2025 Added 2.78%
-
$156 Million 0.01% of portfolio
-
Q2 2025 Added 0.24%
$55B
$70.9 Million 0.01% of portfolio
551
Q2 2025 Added 383.33%
$61.1B
$76.1 Million 0.01% of portfolio
947
Q2 2025 Reduced 30.52%
$186B
$133 Million 0.01% of portfolio
9,677
Q2 2025 Added 14.4%
$4.7B
$162 Million 0.01% of portfolio
90
Q1 2025 Reduced 18.92%
Ge Healthcare Technologies Inc Common Stock
-
$82.4 Million 0.01% of portfolio
-
Q2 2025 Added 60.46%
$15B
$164 Million 0.01% of portfolio
2,279
Q1 2025 Reduced 23.86%
Skyward Specialty Ins Group In Com
-
$101 Million 0.01% of portfolio
-
Q2 2025 Added 39.37%
$69.2B
$91.3 Million 0.01% of portfolio
763
Q2 2025 Reduced 15.03%
$19B
$75.5 Million 0.01% of portfolio
622
Q1 2025 Reduced 13.85%
$48.5B
$69.6 Million 0.01% of portfolio
67
Q2 2025 Reduced 2.9%
$182B
$63.8 Million 0.01% of portfolio
17,538
Q2 2025 Added 0.12%

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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