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LRI Investments

Latest statistics and disclosures from LRI Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are ARES, DFAC, DCOR, DFAX, VEU, and represent 43.42% of LRI Investments's stock portfolio.
Added to shares of these 10 stocks: ARES (+$34M), DCOR (+$16M), DFAX, DFAR, BITQ, DSTL, VEU, WFC, AAPL, C.
Started 108 new stock positions in TOWN, SOFI, FMDE, AUPH, NEU, CSL, NWG, BTC, PAYX, FHLC.
Reduced shares in these 10 stocks: JAVA, DFAC, PAPI, ARTY, NVO, PANW, IWD, SPOT, DFLV, TPICQ.
Sold out of its positions in ALEX, ABEV, AXL, ANSS, BDX, Brookline Ban, CALX, CGC, CDLX, CRI.
LRI Investments was a net buyer of stock by $65M.
LRI Investments has $1.4B in assets under management (AUM), dropping by 3.79%.
Central Index Key (CIK): 0002023325

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Portfolio Holdings for LRI Investments

LRI Investments holds 1309 positions in its portfolio as reported in the September 2025 quarterly 13F filing

LRI Investments has 1309 total positions. Only the first 250 positions are shown.

Sign up to view all of the LRI Investments Sept. 30, 2025 positions
Download the LRI Investments September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ares Management Corporation Cl A Com Stk Stock (ARES)	27.5	$372M	+10%	2.6M	143.74	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	6.8	$92M		2.4M	38.57	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	3.4	$45M	+54%	631k	71.94	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	3.2	$43M	+10%	1.4M	31.38	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	2.6	$35M	+5%	491k	71.37	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	2.4	$33M		896k	36.35	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	2.2	$29M		335k	87.03	View chart
Microsoft Corp Stock (MSFT)	2.1	$29M		55k	521.41	View chart
Wisdomtree International Equity Fund Etf (DWM)	1.9	$26M		387k	66.22	View chart
Meta Platforms Inc Cl A Stock (META)	1.9	$25M		34k	741.29	View chart
Assured Guaranty Stock (AGO)	1.9	$25M		297k	84.65	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	1.8	$25M		548k	44.69	View chart
Apple Stock (AAPL)	1.5	$20M	+5%	78k	254.63	View chart
Dimensional International Value Etf Etf (DFIV)	1.3	$17M		372k	46.12	View chart
Trane Technologies Stock (TT)	1.3	$17M		40k	421.95	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	1.2	$16M		200k	79.51	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	1.2	$16M		437k	35.69	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	1.2	$16M		228k	68.46	View chart
Amazon Stock (AMZN)	1.1	$15M		67k	219.57	View chart
Vanguard Real Estate Etf Etf (VNQ)	1.0	$14M		153k	91.42	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.0	$14M	+5%	56k	243.10	View chart
Nvidia Corporation Stock (NVDA)	1.0	$13M		70k	186.58	View chart
Rtx Corporation Stock (RTX)	1.0	$13M		77k	167.33	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$13M		40k	315.43	View chart
Home Depot Stock (HD)	0.8	$11M		27k	405.19	View chart
Visa Inc Com Cl A Stock (V)	0.8	$10M		31k	338.82	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.6	$8.8M		81k	108.70	View chart
S&p Global Stock (SPGI)	0.6	$8.5M		18k	486.75	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$6.5M		9.7k	666.15	View chart
Unitedhealth Group Stock (UNH)	0.5	$6.4M		19k	345.29	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	0.5	$6.2M	-3%	190k	32.90	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.5	$6.2M	+75%	261k	23.85	View chart
Broadcom Stock (AVGO)	0.4	$6.1M	-3%	18k	329.89	View chart
Vanguard Materials Etf Etf (VAW)	0.4	$5.2M	+7%	26k	204.86	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$4.6M		14k	328.17	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$4.6M		41k	112.75	View chart
Iqvia Hldgs Stock (IQV)	0.3	$4.5M		24k	189.94	View chart
Nucor Corp Stock (NUE)	0.3	$4.5M		33k	135.43	View chart
Intercontinental Exchange Stock (ICE)	0.3	$4.3M		26k	168.48	View chart
Steris Plc Shs Usd Stock (STE)	0.3	$4.2M		17k	247.45	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$4.1M		17k	242.59	View chart
Vanguard Energy Etf Etf (VDE)	0.3	$4.1M	+10%	33k	125.86	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.3	$4.1M	-9%	89k	45.78	View chart
Advanced Micro Devices Stock (AMD)	0.3	$3.9M		24k	161.79	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$3.8M		6.3k	612.34	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.3	$3.8M		139k	27.31	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$3.8M		7.5k	502.74	View chart
Tjx Cos Stock (TJX)	0.3	$3.7M		26k	143.71	View chart
Allstate Corp Stock (ALL)	0.3	$3.7M		17k	214.65	View chart
Carrier Global Corporation Stock (CARR)	0.3	$3.6M	+6%	61k	59.70	View chart
Abbvie Stock (ABBV)	0.3	$3.5M		15k	231.54	View chart
Coca Cola Stock (KO)	0.3	$3.4M		52k	66.31	View chart
Bitwise Crypto Industry Innovators Etf Etf (BITQ)	0.2	$3.2M	+510%	128k	25.07	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.2	$3.1M		42k	72.26	View chart
M & T Bk Corp Stock (MTB)	0.2	$3.0M	+33%	15k	197.62	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.2	$3.0M		41k	72.44	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	0.2	$2.9M	+410%	50k	57.96	View chart
Vanguard Value Etf Etf (VTV)	0.2	$2.7M		15k	186.50	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$2.7M		11k	246.60	View chart
Otis Worldwide Corp Stock (OTIS)	0.2	$2.7M		29k	91.43	View chart
Fiserv Stock (FI)	0.2	$2.6M		21k	128.94	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.6M		14k	185.41	View chart
Ishares Morningstar Small-cap Growth Etf Etf (ISCG)	0.2	$2.5M		47k	54.31	View chart
Diamondback Energy Stock (FANG)	0.2	$2.5M		18k	143.10	View chart
Walmart Stock (WMT)	0.2	$2.5M	-7%	24k	103.06	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.2	$2.5M		30k	82.73	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.2	$2.4M		13k	195.86	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.2	$2.4M		53k	45.76	View chart
Flexshares Morningstar Developed Markets Ex-us Factor Tilt Index Fund Etf (TLTD)	0.2	$2.3M		26k	88.74	View chart
Wells Fargo Stock (WFC)	0.2	$2.2M	+243%	26k	83.82	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$2.2M		10k	215.79	View chart
Chevron Corp Stock (CVX)	0.2	$2.1M	+4%	14k	155.29	View chart
Bank America Corp Stock (BAC)	0.2	$2.1M	+15%	40k	51.47	View chart
Mcdonalds Corp Stock (MCD)	0.2	$2.1M	-2%	6.8k	303.88	View chart
Eli Lilly & Co Stock (LLY)	0.1	$2.0M	+32%	2.6k	763.00	View chart
Oracle Corp Stock (ORCL)	0.1	$1.9M	+31%	6.9k	281.23	View chart
Caterpillar Stock (CAT)	0.1	$1.9M	+3%	4.0k	477.15	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$1.9M	+3%	24k	79.95	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.1	$1.8M		23k	80.35	View chart
Citigroup Stock (C)	0.1	$1.8M	+102%	18k	101.50	View chart
Tesla Stock (TSLA)	0.1	$1.8M	+6%	4.0k	444.70	View chart
Travelers Companies Stock (TRV)	0.1	$1.7M		6.3k	279.23	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.1	$1.7M		44k	39.62	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.1	$1.7M		19k	89.03	View chart
Honeywell Intl Stock (HON)	0.1	$1.7M		7.9k	210.50	View chart
Golub Cap Bdc Cef (GBDC)	0.1	$1.6M		119k	13.69	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.6M		28k	57.52	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$1.6M		3.3k	479.64	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.5M	-2%	3.1k	499.21	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.5M	+16%	27k	57.10	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.5M		21k	73.46	View chart
The Cigna Group Stock (CI)	0.1	$1.5M	+2%	5.3k	288.25	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$1.5M		17k	88.78	View chart
Procter And Gamble Stock (PG)	0.1	$1.4M		9.4k	153.65	View chart
Corning Stock (GLW)	0.1	$1.4M		17k	82.03	View chart
Avantis International Large Cap Value Etf Etf (AVIV)	0.1	$1.4M		21k	67.44	View chart
Avantis International Equity Etf Etf (AVDE)	0.1	$1.4M		18k	78.90	View chart
Mercadolibre Stock (MELI)	0.1	$1.4M		586.00	2338.50	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.4M		44k	31.27	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$1.4M		29k	47.63	View chart
Selective Ins Group Stock (SIGI)	0.1	$1.4M	+12%	17k	81.07	View chart
Webster Finl Corp Stock (WBS)	0.1	$1.4M		23k	59.44	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.1	$1.3M		19k	69.37	View chart
Pepsico Stock (PEP)	0.1	$1.3M		9.4k	140.43	View chart
Philip Morris Intl Stock (PM)	0.1	$1.3M		8.0k	162.20	View chart
General Dynamics Corp Stock (GD)	0.1	$1.3M		3.8k	341.00	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$1.3M	-2%	2.3k	568.78	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$1.3M		17k	75.11	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.1	$1.2M	+106%	24k	50.78	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.1	$1.2M		24k	49.39	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.1	$1.2M		18k	66.64	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$1.2M		17k	67.97	View chart
Prologis Reit (PLD)	0.1	$1.2M		10k	114.52	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.1	$1.2M		27k	43.78	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.2M	-7%	1.5k	796.35	View chart
Merck & Co Stock (MRK)	0.1	$1.2M	+8%	14k	83.93	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$1.1M		15k	77.77	View chart
Cisco Sys Stock (CSCO)	0.1	$1.1M		16k	68.42	View chart
Blackstone Stock (BX)	0.1	$1.0M	-10%	6.0k	170.84	View chart
Uber Technologies Stock (UBER)	0.1	$1.0M		10k	97.97	View chart
Realty Income Corp Reit (O)	0.1	$1000k	-3%	16k	60.79	View chart
Ge Vernova Stock (GEV)	0.1	$992k	+4%	1.6k	614.88	View chart
Cvs Health Corp Stock (CVS)	0.1	$990k	-3%	13k	75.39	View chart
Deere & Co Stock (DE)	0.1	$989k	-3%	2.2k	457.30	View chart
Servicenow Stock (NOW)	0.1	$980k	-9%	1.1k	920.39	View chart
Wp Carey Reit (WPC)	0.1	$967k	-4%	14k	67.57	View chart
International Business Machs Stock (IBM)	0.1	$955k	-20%	3.4k	282.16	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$941k		18k	53.87	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$933k	+525%	5.1k	182.42	View chart
At&t Stock (T)	0.1	$915k	+6%	32k	28.24	View chart
Analog Devices Stock (ADI)	0.1	$905k		3.7k	245.70	View chart
Vanguard Communication Services Etf Etf (VOX)	0.1	$901k		4.8k	187.73	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$899k		6.3k	142.55	View chart
Intuitive Surgical Stock (ISRG)	0.1	$893k	+24%	2.0k	447.23	View chart
Verizon Communications Stock (VZ)	0.1	$887k	+3%	20k	43.99	View chart
Medtronic Stock (MDT)	0.1	$860k	-19%	9.0k	95.24	View chart
Air Prods & Chems Stock (APD)	0.1	$846k		3.1k	272.75	View chart
Netflix Stock (NFLX)	0.1	$843k	-22%	703.00	1198.92	View chart
Capital One Finl Corp Stock (COF)	0.1	$827k		3.9k	212.60	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$823k	+5%	2.9k	279.29	View chart
Welltower Reit (WELL)	0.1	$806k	-3%	4.5k	178.17	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$799k		3.1k	254.28	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$791k		817.00	968.00	View chart
Nextera Energy Stock (NEE)	0.1	$781k	+2%	10k	75.49	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$780k		1.3k	600.37	View chart
Applovin Corp Com Cl A Stock (APP)	0.1	$777k	+34%	1.1k	718.54	View chart
Parametric Equity Premium Income Etf Etf (PAPI)	0.1	$776k	-44%	30k	26.05	View chart
Chubb Stock (CB)	0.1	$775k		2.7k	282.24	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$773k		3.8k	200.93	View chart
Eaton Corp Stock (ETN)	0.1	$770k	-4%	2.1k	374.25	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	0.1	$762k		22k	34.65	View chart
General Mtrs Stock (GM)	0.1	$757k	-5%	12k	60.97	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$754k		7.2k	104.30	View chart
Spdr Gold Shares Etf (GLD)	0.1	$752k	-8%	2.1k	355.47	View chart
Texas Instrs Stock (TXN)	0.1	$743k		4.0k	183.74	View chart
Danaher Corporation Stock (DHR)	0.1	$727k	-15%	3.7k	198.27	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.1	$721k	-2%	5.3k	135.65	View chart
Emerson Elec Stock (EMR)	0.1	$720k	+6%	5.5k	131.18	View chart
Ge Aerospace Stock (GE)	0.1	$709k	+15%	2.4k	300.81	View chart
Rockwell Automation Stock (ROK)	0.1	$701k		2.0k	349.60	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$698k	-30%	3.4k	203.58	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.1	$690k	+40%	14k	49.31	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$684k		11k	60.08	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$678k		4.8k	141.76	View chart
Adobe Stock (ADBE)	0.0	$671k		1.9k	352.75	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$666k		11k	58.85	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$662k	-7%	2.7k	241.99	View chart
Blackrock Stock (BLK)	0.0	$658k	-3%	564.00	1165.83	View chart
Costco Whsl Corp Stock (COST)	0.0	$656k		709.00	925.63	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$632k		4.9k	130.28	View chart
Boston Scientific Corp Stock (BSX)	0.0	$631k		6.5k	97.63	View chart
Altria Group Stock (MO)	0.0	$630k	+3%	9.5k	66.06	View chart
Keycorp Stock (KEY)	0.0	$619k	-3%	33k	18.69	View chart
Union Pac Corp Stock (UNP)	0.0	$613k	+3%	2.6k	236.38	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$602k		6.8k	88.96	View chart
Lowes Cos Stock (LOW)	0.0	$587k	+13%	2.3k	251.31	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$578k	-18%	1.2k	468.55	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$575k	+28%	3.9k	148.62	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$573k	+21%	940.00	609.30	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$572k		11k	54.18	View chart
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ)	0.0	$563k		563k	1.00	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$550k		4.3k	126.64	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$545k	-4%	6.1k	89.34	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$545k	+4%	1.7k	323.11	View chart
Booking Holdings Stock (BKNG)	0.0	$540k		100.00	5399.50	View chart
Intel Corp Stock (INTC)	0.0	$539k	-8%	16k	33.55	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	0.0	$527k		5.8k	91.01	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$527k		4.4k	118.44	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$524k		3.7k	140.05	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.0	$517k	-64%	7.5k	68.96	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$512k	-21%	6.1k	83.46	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$507k		8.1k	62.47	View chart
L3harris Technologies Stock (LHX)	0.0	$478k		18k	26.13	View chart
Newmont Corp Stock (NEM)	0.0	$477k	+13%	5.7k	84.31	View chart
Ishares Gold Trust Etf (IAU)	0.0	$477k		6.5k	72.77	View chart
Palo Alto Networks Stock (PANW)	0.0	$465k	-39%	2.3k	203.62	View chart
3M Stock (MMM)	0.0	$460k	-15%	3.0k	155.17	View chart
Colgate Palmolive Stock (CL)	0.0	$451k		5.6k	79.94	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$449k		11k	41.11	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$446k	+53%	2.5k	178.72	View chart
Nike Inc Cl B Stock (NKE)	0.0	$445k		6.4k	69.73	View chart
Abbott Labs Stock (ABT)	0.0	$445k	-14%	3.3k	133.94	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.0	$440k	+2%	12k	37.77	View chart
Nu Hldgs Ltd Ord Shs Cl A Stock (NU)	0.0	$436k		27k	16.01	View chart
Diageo Adr (DEO)	0.0	$428k	+11%	4.5k	95.43	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$423k		1.1k	396.15	View chart
Enbridge Stock (ENB)	0.0	$413k	+3%	8.2k	50.46	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$407k		545.00	746.63	View chart
Oreilly Automotive Stock (ORLY)	0.0	$407k		3.8k	107.81	View chart
Simon Ppty Group Reit (SPG)	0.0	$397k		2.1k	190.12	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$395k	-3%	2.2k	178.73	View chart
Corteva Stock (CTVA)	0.0	$392k	+4%	5.8k	67.63	View chart
Kellanova Stock (K)	0.0	$388k	-2%	4.7k	82.02	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$385k	+2%	576.00	668.81	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$382k		5.3k	72.11	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$376k	-9%	766.00	490.47	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$375k	-5%	5.0k	74.37	View chart
Cadence Design System Stock (CDNS)	0.0	$373k	-11%	1.1k	351.26	View chart
Novartis Adr (NVS)	0.0	$371k	+4%	2.9k	128.23	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$370k		3.7k	99.95	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$369k	-19%	1.7k	220.83	View chart
Disney Walt Stock (DIS)	0.0	$367k	-3%	3.2k	114.50	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$356k	+100%	2.5k	143.16	View chart
Teledyne Technologies Stock (TDY)	0.0	$356k	+8%	607.00	586.08	View chart
Parker-hannifin Corp Stock (PH)	0.0	$355k		468.00	758.27	View chart
Arista Networks Stock (ANET)	0.0	$354k		2.4k	145.71	View chart
Halliburton Stock (HAL)	0.0	$352k		14k	24.60	View chart
Phillips 66 Stock (PSX)	0.0	$348k	-4%	2.6k	136.02	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$335k		2.4k	142.41	View chart
Automatic Data Processing Stock (ADP)	0.0	$333k		1.1k	293.50	View chart
Salesforce Stock (CRM)	0.0	$330k		25k	13.44	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$330k	+47%	680.00	485.03	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$329k	+14%	553.00	595.68	View chart
American Intl Group Stock (AIG)	0.0	$329k	-9%	4.2k	78.54	View chart
International Paper Stock (IP)	0.0	$326k		7.0k	46.40	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$325k		5.0k	65.00	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$322k	-20%	2.9k	109.97	View chart
Sherwin Williams Stock (SHW)	0.0	$321k	-7%	926.00	346.27	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.0	$315k		10k	31.51	View chart
Vanguard Core Bond Etf Etf (VCRB)	0.0	$315k	+53%	4.0k	78.41	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$312k	-11%	3.3k	95.47	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.0	$311k		4.8k	64.24	View chart
Snowflake Stock (SNOW)	0.0	$310k		1.4k	225.54	View chart
Ferrari N V Stock (RACE)	0.0	$310k	-13%	638.00	485.22	View chart
Ishares Ibonds 2025 Term High Yield & Income Etf Etf (IBHE)	0.0	$307k		13k	23.22	View chart
Intuit Stock (INTU)	0.0	$306k	-7%	448.00	682.86	View chart
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA)	0.0	$304k	-6%	170.00	1789.00	View chart
Csx Corp Stock (CSX)	0.0	$302k	+10%	8.5k	35.51	View chart
Novo-nordisk A S Adr (NVO)	0.0	$299k	-53%	5.4k	55.48	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$297k		2.2k	137.74	View chart

Past Filings by LRI Investments

SEC 13F filings are viewable for LRI Investments going back to 2024

LRI Investments 2025 Q3 filed Nov. 3, 2025
LRI Investments 2025 Q2 filed July 25, 2025
LRI Investments 2025 Q1 filed May 1, 2025
LRI Investments 2024 Q4 filed Feb. 14, 2025
LRI Investments 2024 Q3 filed Nov. 15, 2024
LRI Investments 2024 Q2 filed July 24, 2024
LRI Investments 2024 Q1 restated filed May 21, 2024

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