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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 38.60% of LRI Investments's stock portfolio.
Added to shares of these 10 stocks: DCOR (+$19M), DFAX, DFAR, IWF, DSTL, META, LLY, VOO, JIRE, IWD.
Started 160 new stock positions in SPYM, SMCI, CRS, GWRE, SN, VYMI, ROP, KREF, APO, CHT.
Reduced shares in these 10 stocks: AGO (-$10M), ARES, AVGO, GOOG, AAPL, BRK.B, JPM, DFAC, GD, CGDG.
Sold out of its positions in AHCO, ALUR, ALT, APA, ACHR, AstraZeneca, BJ, BRBR, BSY, WRB.
LRI Investments was a net buyer of stock by $6.7M.
LRI Investments has $1.2B in assets under management (AUM), dropping by -9.07%.
Central Index Key (CIK): 0002023325

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Portfolio Holdings for LRI Investments

LRI Investments holds 1415 positions in its portfolio as reported in the March 2026 quarterly 13F filing

LRI Investments has 1415 total positions. Only the first 250 positions are shown.

Sign up to view all of the LRI Investments March 31, 2026 positions
Download the LRI Investments March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ares Management Corporation Cl A Com Stk Stock (ARES)	18.2	$227M	-2%	2.3M	96.97	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	7.2	$90M		2.3M	38.86	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	5.7	$71M	+37%	990k	72.08	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	4.3	$54M	+10%	1.6M	33.97	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	3.1	$39M		515k	75.10	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	2.6	$33M		844k	38.96	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	2.4	$30M		333k	89.33	View chart
Wisdomtree International Equity Fund Etf (DWM)	2.2	$27M		387k	69.89	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	2.1	$26M		544k	48.46	View chart
Meta Platforms Inc Cl A Stock (META)	1.6	$20M	+4%	35k	578.54	View chart
Dimensional International Value Etf Etf (DFIV)	1.6	$20M		386k	52.78	View chart
Microsoft Corp Stock (MSFT)	1.6	$19M	-2%	53k	367.85	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	1.4	$18M	+2%	252k	71.13	View chart
Apple Stock (AAPL)	1.4	$18M	-6%	70k	253.80	View chart
Trane Technologies Stock (TT)	1.3	$17M		40k	416.73	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	1.3	$17M		219k	75.65	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	1.3	$17M		419k	39.44	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.3	$16M	-2%	55k	287.56	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	1.3	$16M		193k	81.50	View chart
Vanguard Real Estate Etf Etf (VNQ)	1.2	$15M	-2%	165k	88.70	View chart
Rtx Corporation Stock (RTX)	1.1	$14M	-4%	73k	192.90	View chart
Assured Guaranty Stock (AGO)	1.1	$14M	-42%	170k	81.48	View chart
Amazon Stock (AMZN)	1.1	$14M	-2%	66k	208.27	View chart
Nvidia Corporation Stock (NVDA)	1.0	$12M		71k	174.40	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.9	$11M	+31%	462k	23.65	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$11M	-7%	37k	294.16	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.7	$8.8M		80k	111.18	View chart
Home Depot Stock (HD)	0.7	$8.7M		26k	328.89	View chart
Visa Inc Com Cl A Stock (V)	0.7	$8.6M	-5%	29k	301.23	View chart
S&p Global Stock (SPGI)	0.6	$7.6M		18k	425.33	View chart
Vanguard Materials Etf Etf (VAW)	0.5	$6.4M		29k	225.34	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.5	$6.3M		9.7k	650.37	View chart
Vanguard Energy Etf Etf (VDE)	0.5	$6.2M		36k	173.04	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	0.5	$5.9M	-6%	164k	35.71	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$5.8M	-3%	34k	169.66	View chart
Nucor Corp Stock (NUE)	0.5	$5.6M		33k	169.10	View chart
Unitedhealth Group Stock (UNH)	0.4	$5.2M	+2%	19k	270.57	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$5.1M	+10%	16k	320.80	View chart
Advanced Micro Devices Stock (AMD)	0.4	$5.1M	+2%	25k	203.43	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$4.6M	+22%	7.8k	597.54	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.4	$4.4M	+5%	94k	46.53	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	0.3	$4.3M	+29%	74k	57.88	View chart
Tjx Cos Stock (TJX)	0.3	$4.1M		26k	159.65	View chart
Iqvia Hldgs Stock (IQV)	0.3	$4.1M		24k	170.53	View chart
Intercontinental Exchange Stock (ICE)	0.3	$4.1M	+4%	26k	157.27	View chart
Steris Plc Shs Usd Stock (STE)	0.3	$3.7M		17k	221.09	View chart
Coca Cola Stock (KO)	0.3	$3.7M	-5%	49k	76.06	View chart
Broadcom Stock (AVGO)	0.3	$3.6M	-37%	12k	309.50	View chart
Diamondback Energy Stock (FANG)	0.3	$3.4M		17k	197.79	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.3	$3.4M		42k	80.61	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.3	$3.4M		128k	26.58	View chart
Walmart Stock (WMT)	0.3	$3.2M	+6%	26k	124.28	View chart
M & T Bk Corp Stock (MTB)	0.3	$3.1M		15k	206.75	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$3.1M	-35%	11k	286.12	View chart
Bitwise Crypto Industry Innovators Etf Etf (BITQ)	0.2	$3.1M	+23%	164k	18.86	View chart
Carrier Global Corporation Stock (CARR)	0.2	$3.1M	-3%	55k	56.31	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.9M	-14%	12k	244.45	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.9M	+234%	6.8k	426.39	View chart
Vanguard Value Etf Etf (VTV)	0.2	$2.8M		14k	196.19	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.2	$2.8M		40k	70.91	View chart
Caterpillar Stock (CAT)	0.2	$2.8M		3.9k	708.46	View chart
Eli Lilly & Co Stock (LLY)	0.2	$2.7M	+46%	3.0k	919.77	View chart
Abbvie Stock (ABBV)	0.2	$2.6M	-19%	12k	217.50	View chart
Ishares Morningstar Small-cap Growth Etf Etf (ISCG)	0.2	$2.5M	-2%	45k	54.80	View chart
Flexshares Morningstar Developed Markets Ex-us Factor Tilt Index Fund Etf (TLTD)	0.2	$2.5M		26k	93.99	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$2.4M	-33%	4.9k	479.20	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.2	$2.3M		30k	78.77	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.2	$2.3M	-2%	51k	45.12	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.2	$2.3M		13k	181.42	View chart
Corning Stock (GLW)	0.2	$2.2M	-5%	17k	135.97	View chart
Toronto Dominion Bk Ont Stock (TD)	0.2	$2.2M		24k	93.31	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$2.2M		10k	215.06	View chart
Ge Vernova Stock (GEV)	0.2	$2.2M	-4%	2.5k	872.91	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$2.1M	+56%	9.6k	213.67	View chart
Chevron Corporation Stock (CVX)	0.2	$2.1M	-19%	9.9k	206.90	View chart
Otis Worldwide Corp Stock (OTIS)	0.2	$2.0M	-10%	26k	77.08	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$2.0M	+3%	41k	48.67	View chart
Citigroup Stock (C)	0.2	$2.0M	+4%	18k	113.42	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.2	$2.0M	+19%	39k	50.71	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$2.0M	+23%	26k	77.11	View chart
Wells Fargo & Co Stock (WFC)	0.2	$2.0M	-5%	25k	79.61	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.2	$1.9M		23k	84.79	View chart
Travelers Companies Stock (TRV)	0.2	$1.9M	+3%	6.6k	291.68	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$1.9M		19k	99.86	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.1	$1.9M	-9%	40k	46.24	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.8M	-2%	3.0k	604.39	View chart
Merck & Co Stock (MRK)	0.1	$1.8M	+10%	15k	120.29	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.7M	-20%	5.4k	310.81	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.7M	-22%	8.4k	198.30	View chart
Tesla Stock (TSLA)	0.1	$1.7M	-4%	4.5k	371.76	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.6M	-2%	42k	37.84	View chart
Avantis International Large Cap Value Etf Etf (AVIV)	0.1	$1.6M		21k	74.83	View chart
Golub Cap Bdc Cef (GBDC)	0.1	$1.6M	+3%	123k	12.66	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.5M		28k	55.52	View chart
Prologis Reit (PLD)	0.1	$1.5M	+12%	12k	132.18	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.1	$1.5M	-3%	28k	55.16	View chart
Avantis International Equity Etf Etf (AVDE)	0.1	$1.5M		18k	84.84	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$1.4M	+19%	4.1k	337.94	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$1.4M		17k	80.58	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$1.4M	-6%	3.2k	436.74	View chart
The Cigna Group Stock (CI)	0.1	$1.4M		5.2k	266.75	View chart
Analog Devices Stock (ADI)	0.1	$1.3M	+15%	4.2k	318.15	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$1.3M	-7%	26k	50.81	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.3M		23k	56.68	View chart
Netflix Stock (NFLX)	0.1	$1.3M	+13%	14k	96.15	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$1.3M		17k	74.14	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.1	$1.3M		18k	71.73	View chart
Cisco Sys Stock (CSCO)	0.1	$1.3M	+4%	16k	77.59	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.1	$1.2M		18k	69.51	View chart
Selective Ins Group Stock (SIGI)	0.1	$1.2M		16k	75.39	View chart
Deere & Co Stock (DE)	0.1	$1.2M		2.2k	563.30	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$1.2M	+8%	911.00	1320.75	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$1.2M	+3%	15k	80.08	View chart
Procter & Gamble Stock (PG)	0.1	$1.2M	-11%	8.2k	144.44	View chart
Honeywell Intl Stock (HON)	0.1	$1.2M	-34%	5.2k	226.04	View chart
Philip Morris Intl Stock (PM)	0.1	$1.2M		7.0k	165.34	View chart
Ss&c Tech Hldgs Stock (SSNC)	0.1	$1.1M		17k	67.56	View chart
Fiserv Stock (FISV)	0.1	$1.1M		20k	55.81	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.0M	-2%	1.2k	845.99	View chart
Pepsico Stock (PEP)	0.1	$1.0M	-28%	6.7k	155.30	View chart
Chubb Ltd Switz Stock (CB)	0.1	$1.0M	+16%	3.1k	325.94	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.0M	-2%	2.2k	461.07	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$1.0M	-2%	6.9k	146.28	View chart
Texas Instrs Stock (TXN)	0.1	$1.0M	+11%	5.2k	194.13	View chart
Realty Income Corp Reit (O)	0.1	$977k		16k	61.18	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$969k	+21%	4.7k	208.09	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$960k	+37%	25k	38.42	View chart
General Mtrs Stock (GM)	0.1	$953k	+8%	13k	74.50	View chart
Oracle Corp Stock (ORCL)	0.1	$931k	+17%	6.3k	147.10	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.1	$930k	+21%	6.7k	138.37	View chart
Spdr Gold Shares Etf (GLD)	0.1	$923k		2.1k	430.29	View chart
Wp Carey Reit (WPC)	0.1	$920k	-4%	14k	67.96	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$920k		6.3k	145.79	View chart
Cvs Health Corp Stock (CVS)	0.1	$889k		12k	71.82	View chart
Vanguard Communication Services Etf Etf (VOX)	0.1	$863k		4.8k	179.84	View chart
Verizon Communications Stock (VZ)	0.1	$860k	+28%	17k	50.28	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.1	$844k	NEW	11k	75.74	View chart
Blackstone Stock (BX)	0.1	$838k	+31%	7.3k	114.99	View chart
Welltower Reit (WELL)	0.1	$834k	-6%	4.2k	197.72	View chart
Emerson Elec Stock (EMR)	0.1	$829k	+26%	6.3k	131.02	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$821k	-3%	17k	49.37	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.1	$813k		17k	46.67	View chart
Medtronic Stock (MDT)	0.1	$799k	+10%	9.2k	86.65	View chart
Union Pac Corp Stock (UNP)	0.1	$792k	+21%	3.3k	242.62	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$772k	+702%	12k	64.08	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$756k	+8%	759.00	996.43	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$748k		12k	61.26	View chart
International Business Machs Stock (IBM)	0.1	$734k		3.0k	242.39	View chart
Danaher Corp Del Stock (DHR)	0.1	$733k	+6%	3.9k	189.62	View chart
Rockwell Automation Stock (ROK)	0.1	$720k		2.0k	358.88	View chart
Lowes Cos Stock (LOW)	0.1	$716k	+30%	3.0k	236.28	View chart
Amplify Blockchain Technology Etf Etf (BLOK)	0.1	$711k	NEW	14k	49.81	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$705k	-37%	1.4k	499.67	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$690k		7.2k	95.48	View chart
Ge Aerospace Stock (GE)	0.1	$690k		2.4k	283.76	View chart
Parametric Equity Premium Income Etf Etf (PAPI)	0.1	$684k		25k	27.36	View chart
Blackrock Stock (BLK)	0.1	$681k	+25%	708.00	961.75	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$672k		2.6k	261.92	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$662k		11k	58.54	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$662k		1.1k	577.18	View chart
Newmont Corp Stock (NEM)	0.1	$662k	+7%	6.1k	108.25	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.1	$653k	+3%	4.9k	132.10	View chart
Intel Corp Stock (INTC)	0.1	$642k	+2%	15k	44.13	View chart
Capital One Finl Corp Stock (COF)	0.1	$635k		3.5k	182.43	View chart
Vistra Corp Stock (VST)	0.1	$634k	+6%	4.2k	150.33	View chart
Keycorp Stock (KEY)	0.0	$618k	-2%	31k	20.05	View chart
Applied Matls Stock (AMAT)	0.0	$617k	+64%	1.8k	341.78	View chart
Servicenow Stock (NOW)	0.0	$608k	+67%	5.8k	104.56	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$606k		6.9k	87.84	View chart
Nextera Energy Stock (NEE)	0.0	$601k	-14%	6.5k	92.88	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$600k		11k	53.35	View chart
Colgate Palmolive Stock (CL)	0.0	$594k	+58%	7.0k	85.23	View chart
Micron Technology Stock (MU)	0.0	$591k	+2113%	1.7k	337.85	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$570k		11k	54.05	View chart
Bluerock Pvt Real Estate Cef (BPRE)	0.0	$564k	+5%	34k	16.61	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$563k	-9%	1.4k	398.00	View chart
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ)	0.0	$563k		563k	1.00	View chart
Mercadolibre Stock (MELI)	0.0	$563k	+17%	325.00	1730.72	View chart
Altria Group Stock (MO)	0.0	$562k		8.5k	65.99	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$561k	-4%	1.9k	292.78	View chart
Halliburton Stock (HAL)	0.0	$558k		14k	38.99	View chart
Ishares Gold Trust Etf (IAU)	0.0	$555k		6.3k	88.16	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	0.0	$549k		5.8k	94.73	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$546k		3.7k	145.94	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$546k	+314%	2.8k	191.92	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$546k		4.4k	125.13	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$540k	-2%	792.00	682.24	View chart
General Dynamics Corp Stock (GD)	0.0	$527k	-60%	1.5k	343.22	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$526k		12k	43.13	View chart
Lam Research Corp Stock (LRCX)	0.0	$523k	+65%	2.4k	213.65	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$511k		4.3k	117.66	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$510k	NEW	6.5k	78.66	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$504k		4.5k	112.27	View chart
Corteva Stock (CTVA)	0.0	$497k	-11%	5.9k	83.71	View chart
At&t Stock (T)	0.0	$495k	+8%	17k	28.99	View chart
Palo Alto Networks Stock (PANW)	0.0	$477k	+38%	3.0k	160.31	View chart
Parker-hannifin Corp Stock (PH)	0.0	$460k	+9%	514.00	895.24	View chart
Abbott Laboratories Stock (ABT)	0.0	$459k	+48%	4.5k	102.67	View chart
Uber Technologies Stock (UBER)	0.0	$457k	-30%	6.3k	71.93	View chart
Novartis Adr (NVS)	0.0	$448k	+5%	2.9k	152.75	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$438k	+39%	4.7k	93.98	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.0	$437k	+2%	12k	36.76	View chart
Western Digital Corp Stock (WDC)	0.0	$436k	+173%	1.6k	270.45	View chart
Federated Hermes Mdt Large Cap Value Etf Etf (FLCV)	0.0	$429k	NEW	14k	31.50	View chart
Enbridge Stock (ENB)	0.0	$427k		7.9k	54.12	View chart
L3harris Technologies Stock (LHX)	0.0	$423k		18k	23.54	View chart
Csx Corp Stock (CSX)	0.0	$421k	+8%	10k	41.05	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$420k	NEW	2.2k	193.67	View chart
Phillips 66 Stock (PSX)	0.0	$417k	+11%	2.3k	182.18	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$409k	+12%	1.8k	229.78	View chart
Disney Walt Stock (DIS)	0.0	$408k	+44%	4.2k	96.38	View chart
Amgen Stock (AMGN)	0.0	$399k	+18%	1.1k	351.73	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$387k		3.0k	130.97	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$383k		1.1k	359.03	View chart
Nu Hldgs Ltd Ord Shs Cl A Stock (NU)	0.0	$381k	-20%	27k	14.37	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$380k		545.00	697.72	View chart
American Intl Group Stock (AIG)	0.0	$380k	+34%	5.0k	75.25	View chart
3M Stock (MMM)	0.0	$380k	+5%	2.6k	145.23	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$379k		3.7k	102.25	View chart
Global X Uranium Etf Etf (URA)	0.0	$373k	+3750%	7.7k	48.43	View chart
Dimensional World Equity Etf Etf (DFAW)	0.0	$373k	+105%	5.1k	73.78	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$369k		565.00	653.17	View chart
Rio Tinto Adr (RIO)	0.0	$358k		3.8k	93.29	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$355k		4.8k	73.64	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$351k		1.1k	328.66	View chart
Gilead Sciences Stock (GILD)	0.0	$348k	+42%	2.5k	138.02	View chart
Simon Ppty Group Reit (SPG)	0.0	$348k	+3%	1.9k	185.76	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.0	$347k	+604%	3.3k	103.76	View chart
Adobe Stock (ADBE)	0.0	$342k	-24%	1.4k	243.08	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$334k	+27%	5.5k	60.65	View chart
Delta Air Lines Stock (DAL)	0.0	$316k	+2%	4.8k	66.48	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$313k		2.2k	144.95	View chart
American Express Stock (AXP)	0.0	$309k	+72%	1.0k	305.57	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.0	$309k		4.8k	63.94	View chart
Sherwin Williams Stock (SHW)	0.0	$305k	+2%	950.00	320.55	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$302k		1.8k	164.10	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$301k		613.00	491.53	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$301k	+87%	5.9k	51.39	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$301k		2.4k	128.12	View chart
Ecolab Stock (ECL)	0.0	$296k	+44%	1.1k	266.02	View chart
Fedex Corp Stock (FDX)	0.0	$293k	+30%	822.00	356.04	View chart
Conocophillips Stock (COP)	0.0	$293k	-31%	2.2k	132.00	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$292k		6.2k	47.47	View chart
Vanguard Core Bond Etf Etf (VCRB)	0.0	$290k	+2%	3.7k	77.37	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$288k	+33%	8.6k	33.53	View chart
Apollo Global Mgmt Stock (APO)	0.0	$287k	NEW	2.6k	111.42	View chart
Archer Daniels Midland Stock (ADM)	0.0	$283k	-8%	3.9k	72.69	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$282k	+7%	11k	25.07	View chart
Northern Tr Corp Stock (NTRS)	0.0	$279k		2.0k	139.57	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$279k		4.2k	66.86	View chart

Past Filings by LRI Investments

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

LRI Investments 2026 Q1 filed April 30, 2026
LRI Investments 2025 Q4 filed Feb. 4, 2026
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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