Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

LRI Investments

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

Central Index Key (CIK): 0002023325

Tip: Access up to 7 years of quarterly data

Positions held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for LRI Investments

LRI Investments holds 848 positions in its portfolio as reported in the March 2024 quarterly 13F filing

LRI Investments has 848 total positions. Only the first 250 positions are shown.

Sign up to view all of the LRI Investments March 31, 2024 positions
Download the LRI Investments March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	19.1	$76M	2.4M	31.95	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	6.4	$25M	997k	25.44	View chart
Assured Guaranty Stock (AGO)	6.2	$25M	283k	87.25	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	6.2	$25M	339k	72.19	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	6.1	$24M	800k	30.22	View chart
Wisdomtree International Equity Fund Etf (DWM)	5.5	$22M	399k	54.80	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	3.4	$14M	207k	65.21	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	3.1	$12M	450k	27.19	View chart
Vanguard Real Estate Etf Etf (VNQ)	2.9	$12M	135k	86.48	View chart
Amazon Stock (AMZN)	2.8	$11M	61k	180.38	View chart
Microsoft Corp Stock (MSFT)	1.8	$7.2M	17k	420.72	View chart
Rtx Corporation Stock (RTX)	1.7	$6.6M	67k	97.54	View chart
Apple Stock (AAPL)	1.5	$5.9M	35k	171.48	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	1.3	$5.1M	170k	29.99	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.2	$4.9M	9.3k	523.07	View chart
Exxon Mobil Corp Stock (XOM)	1.0	$4.1M	35k	116.24	View chart
Shopify Inc Cl A Stock (SHOP)	0.9	$3.6M	47k	77.17	View chart
Carrier Global Corporation Stock (CARR)	0.8	$3.3M	57k	58.13	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.8	$3.0M	119k	25.53	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.8	$3.0M	6.2k	480.73	View chart
Otis Worldwide Corp Stock (OTIS)	0.7	$2.8M	28k	99.27	View chart
Nvidia Corporation Stock (NVDA)	0.7	$2.7M	2.9k	903.56	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.6	$2.4M	6.8k	346.61	View chart
Dimensional U.s. Equity Etf Etf (DFUS)	0.6	$2.3M	41k	56.98	View chart
Ishares Morningstar Small-cap Growth Etf Etf (ISCG)	0.6	$2.3M	49k	46.57	View chart
Coca Cola Stock (KO)	0.6	$2.2M	36k	61.18	View chart
M & T Bk Corp Stock (MTB)	0.6	$2.2M	15k	145.50	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.5	$2.1M	30k	70.68	View chart
Chevron Corp Stock (CVX)	0.5	$2.0M	13k	157.74	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$2.0M	10k	200.30	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.5	$2.0M	54k	36.54	View chart
The Cigna Group Stock (CI)	0.5	$1.9M	5.2k	363.19	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.4	$1.8M	9.7k	182.61	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.4	$1.7M	23k	72.55	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$1.6M	6.3k	259.88	View chart
Walmart Stock (WMT)	0.4	$1.6M	27k	60.17	View chart
Johnson & Johnson Stock (JNJ)	0.4	$1.6M	9.9k	158.21	View chart
Toronto Dominion Bk Ont Stock (TD)	0.4	$1.4M	23k	60.38	View chart
Webster Finl Corp Stock (WBS)	0.3	$1.2M	23k	50.77	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.3	$1.1M	18k	61.20	View chart
Cvs Health Corp Stock (CVS)	0.3	$1.1M	14k	79.76	View chart
Wp Carey Reit (WPC)	0.3	$1.1M	19k	56.44	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$1.0M	3.0k	344.20	View chart
Procter And Gamble Stock (PG)	0.2	$990k	6.1k	162.25	View chart
Mcdonalds Corp Stock (MCD)	0.2	$969k	3.4k	281.95	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$964k	2.1k	454.76	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$957k	2.3k	420.52	View chart
Realty Income Corp Reit (O)	0.2	$955k	18k	54.10	View chart
Abbvie Stock (ABBV)	0.2	$949k	5.2k	182.10	View chart
Deere & Co Stock (DE)	0.2	$901k	2.2k	410.74	View chart
Tpi Composites Stock (TPIC)	0.2	$863k	297k	2.91	View chart
Travelers Companies Stock (TRV)	0.2	$859k	3.7k	230.14	View chart
Unitedhealth Group Stock (UNH)	0.2	$850k	1.7k	494.70	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	0.2	$843k	14k	58.65	View chart
Elevance Health Stock (ELV)	0.2	$833k	1.6k	518.56	View chart
International Business Machs Stock (IBM)	0.2	$762k	4.0k	190.96	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$716k	4.7k	150.93	View chart
Home Depot Stock (HD)	0.2	$713k	1.9k	383.60	View chart
Caterpillar Stock (CAT)	0.2	$678k	1.9k	366.43	View chart
Kraft Heinz Stock (KHC)	0.2	$678k	18k	36.90	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.2	$660k	11k	58.07	View chart
Honeywell Intl Stock (HON)	0.2	$656k	3.2k	205.25	View chart
Corning Stock (GLW)	0.2	$643k	20k	32.96	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$635k	1.3k	485.58	View chart
Blackstone Stock (BX)	0.2	$632k	4.8k	131.37	View chart
Verizon Communications Stock (VZ)	0.2	$615k	15k	41.96	View chart
Emerson Elec Stock (EMR)	0.2	$610k	5.4k	113.42	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$594k	1.3k	444.01	View chart
Philip Morris Intl Stock (PM)	0.1	$568k	6.2k	91.62	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$565k	7.5k	75.48	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$564k	19k	29.18	View chart
Visa Inc Com Cl A Stock (V)	0.1	$562k	2.0k	279.08	View chart
Keycorp Stock (KEY)	0.1	$539k	34k	15.81	View chart
Oracle Corp Stock (ORCL)	0.1	$530k	4.2k	125.61	View chart
Pepsico Stock (PEP)	0.1	$504k	2.9k	175.03	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$491k	3.7k	131.24	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$470k	3.1k	152.26	View chart
Welltower Reit (WELL)	0.1	$463k	5.0k	93.44	View chart
Broadcom Stock (AVGO)	0.1	$453k	342.00	1325.41	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$449k	6.2k	72.63	View chart
Bank America Corp Stock (BAC)	0.1	$440k	12k	37.92	View chart
Intel Corp Stock (INTC)	0.1	$432k	9.8k	44.17	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$431k	2.4k	179.11	View chart
Cisco Sys Stock (CSCO)	0.1	$423k	8.5k	49.91	View chart
Vanguard Value Etf Etf (VTV)	0.1	$418k	2.6k	162.87	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	0.1	$411k	5.4k	75.60	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$404k	1.2k	337.05	View chart
Disney Walt Stock (DIS)	0.1	$385k	3.1k	122.36	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$384k	803.00	478.67	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$371k	1.7k	213.15	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.1	$365k	5.7k	64.26	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$365k	8.4k	43.35	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$364k	5.7k	64.39	View chart
Diageo Adr (DEO)	0.1	$362k	2.4k	148.74	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$361k	8.8k	40.90	View chart
Simon Ppty Group Reit (SPG)	0.1	$352k	2.3k	156.48	View chart
Archer Daniels Midland Stock (ADM)	0.1	$342k	5.5k	62.82	View chart
Pfizer Stock (PFE)	0.1	$342k	12k	27.75	View chart
At&t Stock (T)	0.1	$338k	19k	17.60	View chart
Merck & Co Stock (MRK)	0.1	$335k	2.5k	131.96	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$335k	3.7k	90.44	View chart
Medtronic Stock (MDT)	0.1	$327k	3.8k	87.15	View chart
Ge Aerospace Stock (GE)	0.1	$325k	1.9k	175.53	View chart
Tjx Cos Stock (TJX)	0.1	$323k	3.2k	101.42	View chart
Abbott Labs Stock (ABT)	0.1	$322k	2.8k	113.66	View chart
Kellanova Stock (K)	0.1	$314k	5.5k	57.29	View chart
Sherwin Williams Stock (SHW)	0.1	$308k	887.00	347.33	View chart
Altria Group Stock (MO)	0.1	$293k	6.7k	43.62	View chart
General Dynamics Corp Stock (GD)	0.1	$292k	1.0k	282.49	View chart
Nucor Corp Stock (NUE)	0.1	$288k	1.5k	197.90	View chart
Automatic Data Processing Stock (ADP)	0.1	$287k	1.2k	249.74	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$286k	545.00	524.34	View chart
Public Svc Enterprise Grp Stock (PEG)	0.1	$277k	4.1k	66.78	View chart
Chubb Stock (CB)	0.1	$274k	1.1k	259.13	View chart
Wells Fargo Stock (WFC)	0.1	$272k	4.7k	57.96	View chart
Omnicom Group Stock (OMC)	0.1	$270k	2.8k	96.76	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$268k	2.4k	114.14	View chart
Clorox Co Del Stock (CLX)	0.1	$268k	1.8k	153.11	View chart
Colgate Palmolive Stock (CL)	0.1	$264k	2.9k	90.05	View chart
Lowes Cos Stock (LOW)	0.1	$264k	1.0k	254.72	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.1	$256k	2.1k	119.51	View chart
Suburban Propane Partners L P Unit Ltd Partn Stock (SPH)	0.1	$255k	13k	20.43	View chart
3M Stock (MMM)	0.1	$244k	2.3k	106.09	View chart
General Mls Stock (GIS)	0.1	$237k	3.4k	69.96	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.1	$226k	3.4k	65.65	View chart
Astrazeneca Adr (AZN)	0.1	$225k	3.3k	67.76	View chart
Csx Corp Stock (CSX)	0.1	$220k	5.9k	37.07	View chart
Costco Whsl Corp Stock (COST)	0.1	$217k	296.00	732.62	View chart
Cadence Design System Stock (CDNS)	0.1	$215k	691.00	311.28	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$215k	896.00	239.76	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$213k	1.1k	191.88	View chart
Dow Stock (DOW)	0.1	$211k	3.6k	57.92	View chart
Adobe Stock (ADBE)	0.0	$190k	376.00	504.60	View chart
Union Pac Corp Stock (UNP)	0.0	$190k	771.00	245.93	View chart
Nextera Energy Stock (NEE)	0.0	$184k	2.9k	63.91	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$181k	790.00	228.59	View chart
Marvell Technology Stock (MRVL)	0.0	$180k	2.5k	70.88	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$176k	2.4k	72.37	View chart
Pinnacle West Cap Corp Stock (PNW)	0.0	$175k	2.3k	74.73	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$173k	3.4k	50.60	View chart
Lam Research Corp Stock (LRCX)	0.0	$173k	178.00	971.57	View chart
Illinois Tool Wks Stock (ITW)	0.0	$172k	639.00	268.34	View chart
Danaher Corporation Stock (DHR)	0.0	$170k	681.00	249.72	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$165k	2.5k	65.31	View chart
Linde Stock (LIN)	0.0	$164k	354.00	464.32	View chart
L3harris Technologies Stock (LHX)	0.0	$162k	760.00	213.10	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$161k	1.5k	110.23	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$157k	2.9k	54.23	View chart
Manulife Finl Corp Stock (MFC)	0.0	$157k	6.3k	24.99	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$155k	1.3k	123.18	View chart
Dupont De Nemours Stock (DD)	0.0	$155k	2.0k	76.67	View chart
Prologis Reit (PLD)	0.0	$153k	1.2k	130.22	View chart
Amgen Stock (AMGN)	0.0	$152k	534.00	284.31	View chart
Gladstone Ld Corp Reit (LAND)	0.0	$152k	11k	13.34	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$146k	1.1k	129.35	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$145k	615.00	235.79	View chart
Walgreens Boots Alliance Stock (WBA)	0.0	$145k	6.7k	21.69	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$144k	1.3k	115.30	View chart
Texas Instrs Stock (TXN)	0.0	$140k	803.00	174.21	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$140k	1.2k	118.29	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.0	$138k	3.4k	40.93	View chart
Boeing Stock (BA)	0.0	$138k	715.00	193.00	View chart
Dollar Tree Stock (DLTR)	0.0	$137k	1.0k	133.16	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$137k	1.5k	89.50	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$135k	1.9k	70.00	View chart
Avangrid Stock (AGR)	0.0	$132k	3.6k	36.44	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.0	$131k	1.7k	76.86	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$131k	763.00	171.98	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$130k	1.3k	102.76	View chart
Nike Inc Cl B Stock (NKE)	0.0	$129k	1.4k	93.98	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$128k	509.00	252.31	View chart
Monolithic Pwr Sys Stock (MPWR)	0.0	$127k	188.00	677.38	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$127k	218.00	581.22	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$125k	919.00	135.98	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$125k	374.00	333.72	View chart
Corteva Stock (CTVA)	0.0	$125k	2.2k	57.67	View chart
Citigroup Stock (C)	0.0	$124k	2.0k	63.24	View chart
Moderna Stock (MRNA)	0.0	$124k	1.2k	106.56	View chart
Air Prods & Chems Stock (APD)	0.0	$124k	511.00	242.25	View chart
Scotts Miracle-gro Co Cl A Stock (SMG)	0.0	$123k	1.7k	74.59	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$123k	1.5k	84.09	View chart
Yum Brands Stock (YUM)	0.0	$122k	877.00	138.65	View chart
Fedex Corp Stock (FDX)	0.0	$121k	419.00	289.74	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$120k	758.00	158.81	View chart
Hillenbrand Stock (HI)	0.0	$117k	2.3k	50.29	View chart
Enbridge Stock (ENB)	0.0	$114k	3.1k	36.18	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$113k	537.00	210.30	View chart
Oneok Stock (OKE)	0.0	$111k	1.4k	80.17	View chart
Watts Water Technologies Inc Cl A Stock (WTS)	0.0	$111k	521.00	212.55	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$110k	1.4k	80.64	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$109k	1.9k	58.11	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$109k	1.7k	65.86	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$108k	1.1k	95.65	View chart
Wisdomtree International Largecap Dividend Fund Etf (DOL)	0.0	$108k	2.1k	51.71	View chart
Kenvue Stock (KVUE)	0.0	$106k	5.0k	21.46	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$105k	832.00	125.96	View chart
T-mobile Us Stock (TMUS)	0.0	$105k	642.00	163.22	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.0	$105k	3.0k	34.41	View chart
Skechers U S A Inc Cl A Stock (SKX)	0.0	$103k	1.7k	61.26	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$101k	2.8k	36.19	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$101k	182.00	556.40	View chart
Tesla Stock (TSLA)	0.0	$100k	570.00	175.79	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$100k	2.0k	51.06	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$100k	2.4k	42.12	View chart
American Tower Corp Reit (AMT)	0.0	$99k	502.00	197.59	View chart
M D C HLDGS Stock (MDC)	0.0	$98k	1.6k	62.91	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$97k	1.6k	60.28	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	0.0	$97k	2.0k	49.22	View chart
Oreilly Automotive Stock (ORLY)	0.0	$96k	85.00	1128.88	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$94k	1.5k	61.90	View chart
Whirlpool Corp Stock (WHR)	0.0	$92k	771.00	119.61	View chart
American Express Stock (AXP)	0.0	$91k	401.00	227.69	View chart
Nu Hldgs Ltd Ord Shs Cl A Stock (NU)	0.0	$91k	7.6k	11.93	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$91k	189.00	481.58	View chart
Marathon Pete Corp Stock (MPC)	0.0	$88k	437.00	201.50	View chart
Servicenow Stock (NOW)	0.0	$88k	115.00	762.40	View chart
Ferrari N V Stock (RACE)	0.0	$87k	200.00	436.28	View chart
Uber Technologies Stock (UBER)	0.0	$87k	1.1k	76.99	View chart
West Pharmaceutical Svsc Stock (WST)	0.0	$86k	218.00	395.71	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$85k	2.1k	41.08	View chart
Taro Pharmaceutical Inds Stock (TARO)	0.0	$85k	2.0k	42.34	View chart
Campbell Soup Stock (CPB)	0.0	$83k	1.9k	44.45	View chart
Ppl Corp Stock (PPL)	0.0	$83k	3.0k	27.53	View chart
Eli Lilly & Co Stock (LLY)	0.0	$81k	104.00	777.96	View chart
Southern Stock (SO)	0.0	$81k	1.1k	71.74	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.0	$80k	1.5k	54.83	View chart
Goldman Sachs Group Stock (GS)	0.0	$80k	192.00	417.69	View chart
Applied Matls Stock (AMAT)	0.0	$79k	382.00	206.08	View chart
Target Corp Stock (TGT)	0.0	$77k	434.00	177.21	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$77k	757.00	101.36	View chart
Starbucks Corp Stock (SBUX)	0.0	$77k	839.00	91.43	View chart
Wisdomtree U.s. High Dividend Fund Etf (DHS)	0.0	$77k	885.00	86.66	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$77k	437.00	175.27	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$75k	1.1k	66.57	View chart
Iqvia Hldgs Stock (IQV)	0.0	$75k	296.00	252.89	View chart
Consolidated Edison Stock (ED)	0.0	$75k	821.00	90.86	View chart
Medpace Hldgs Stock (MEDP)	0.0	$74k	184.00	404.15	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$74k	929.00	79.86	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$74k	400.00	183.89	View chart
Diamondback Energy Stock (FANG)	0.0	$73k	366.00	198.17	View chart
Blackrock Stock (BLK)	0.0	$70k	84.00	833.70	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$70k	1.1k	63.74	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$68k	515.00	131.98	View chart
Cdw Corp Stock (CDW)	0.0	$68k	265.00	255.78	View chart
Teradyne Stock (TER)	0.0	$68k	600.00	112.83	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$68k	300.00	224.99	View chart
Ford Mtr Co Del Stock (F)	0.0	$67k	5.0k	13.28	View chart
Eaton Corp Stock (ETN)	0.0	$66k	210.00	312.68	View chart
Paccar Stock (PCAR)	0.0	$65k	523.00	123.89	View chart
Intuit Stock (INTU)	0.0	$64k	99.00	650.00	View chart

Past Filings by LRI Investments

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

LRI Investments 2024 Q1 restated filed May 21, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z