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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 38.85% of LRI Investments's stock portfolio.
Added to shares of these 10 stocks: DFAX (+$7.7M), DCOR (+$6.8M), Exxon Mobil Corp, IGV, DFAR, VUG, BKGI, SPCX, GOOG, VEU.
Started 608 new stock positions in OI, MTX, INSW, ZG, QSR, TDW, VNOM, SLM, LAUR, LTM.
Reduced shares in these 10 stocks: VBIL (-$8.0M), , AGO, ARTY, NUE, Honeywell International, IWD, BLOK, ARES, NFLX.
Sold out of its positions in AVAV, Air Lease Corp, ARE, BLOK, ASTH, ACLX, ARLO, ATRC, BBAI, CTRA.
LRI Investments was a net buyer of stock by $17M.
LRI Investments has $1.4B in assets under management (AUM), dropping by 9.72%.
Central Index Key (CIK): 0002023325

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Portfolio Holdings for LRI Investments

LRI Investments holds 1954 positions in its portfolio as reported in the June 2026 quarterly 13F filing

LRI Investments has 1954 total positions. Only the first 250 positions are shown.

Sign up to view all of the LRI Investments June 30, 2026 positions
Download the LRI Investments June 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)	16.9	$231M		2.3M	98.89	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	7.5	$102M		2.3M	44.36	View chart
Dimensional Us Core Equity 1 Etf Etf (DCOR)	6.4	$88M	+8%	1.1M	81.98	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	4.8	$66M	+13%	1.8M	36.84	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	3.2	$44M		525k	83.75	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	2.5	$35M		838k	41.25	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	2.3	$32M		331k	96.32	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	2.2	$30M		542k	55.01	View chart
Wisdomtree International Equity Fund Etf (DWM)	2.1	$28M		386k	73.21	View chart
Dimensional International Value Etf Etf (DFIV)	1.5	$21M		385k	54.02	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	1.5	$21M		252k	82.34	View chart
Meta Platforms Inc Cl A Stock (META)	1.5	$20M		35k	582.75	View chart
Microsoft Corp Stock (MSFT)	1.5	$20M	+2%	54k	373.45	View chart
Apple Stock (AAPL)	1.5	$20M		69k	289.36	View chart
Trane Technologies Stock (TT)	1.4	$20M		40k	491.17	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.4	$19M	-2%	54k	357.40	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	1.2	$17M		414k	40.13	View chart
Amazon Stock (AMZN)	1.2	$16M	+3%	69k	238.34	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	1.2	$16M		193k	83.79	View chart
Vanguard Real Estate Etf Etf (VNQ)	1.2	$16M		164k	96.43	View chart
Advanced Micro Devices Stock (AMD)	1.1	$15M	+3%	26k	580.91	View chart
Nvidia Corporation Stock (NVDA)	1.1	$15M	+2%	73k	200.09	View chart
Rtx Corporation Stock (RTX)	1.0	$14M		72k	189.72	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	1.0	$14M	+12%	519k	26.16	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$12M	+2%	38k	327.35	View chart
Assured Guaranty Stock (AGO)	0.9	$12M	-13%	147k	80.16	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.7	$10M		80k	128.08	View chart
Visa Inc Com Cl A Stock (V)	0.7	$9.9M		29k	344.39	View chart
Home Depot Stock (HD)	0.7	$9.3M		26k	352.68	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.6	$8.6M	-47%	114k	75.68	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.5	$7.3M		9.7k	746.75	View chart
S&p Global Stock (SPGI)	0.5	$7.2M		18k	407.25	View chart
Vanguard Materials Etf Etf (VAW)	0.5	$6.5M		28k	228.79	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	0.5	$6.2M	-4%	158k	39.54	View chart
Nucor Corp Stock (NUE)	0.4	$5.9M	-20%	26k	222.75	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$5.9M		16k	370.04	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.4	$5.4M	-24%	71k	76.16	View chart
Vanguard Energy Etf Etf (VDE)	0.4	$5.4M		36k	150.13	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$5.2M	-2%	7.6k	686.80	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$5.0M	+31%	14k	351.49	View chart
Iqvia Hldgs Stock (IQV)	0.3	$4.6M		24k	193.22	View chart
Bitwise Crypto Industry Innovators Etf Etf (BITQ)	0.3	$4.5M	+12%	185k	24.50	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	0.3	$4.5M		75k	59.90	View chart
Corning Stock (GLW)	0.3	$4.5M	+5%	18k	255.43	View chart
Exxonmobil Holdings Corp Stock	0.3	$4.5M	NEW	33k	136.72	View chart
Broadcom Stock (AVGO)	0.3	$4.2M	-4%	11k	377.77	View chart
Caterpillar Stock (CAT)	0.3	$4.1M	-2%	3.9k	1064.90	View chart
Carrier Global Corporation Stock (CARR)	0.3	$4.1M	+2%	56k	73.35	View chart
Coca Cola Stock (KO)	0.3	$4.1M	+2%	50k	81.27	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.3	$3.9M		42k	91.21	View chart
M & T Bk Corp Stock (MTB)	0.3	$3.6M		15k	238.00	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.3	$3.6M	-2%	125k	28.97	View chart
Eli Lilly & Co Stock (LLY)	0.3	$3.6M		3.0k	1199.42	View chart
Steris Plc Shs Usd Stock (STE)	0.3	$3.5M		17k	210.58	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.2	$3.3M		40k	81.94	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.2	$3.1M		13k	252.23	View chart
Diamondback Energy Stock (FANG)	0.2	$3.1M		18k	175.78	View chart
Johnson & Johnson Stock (JNJ)	0.2	$3.1M		12k	253.97	View chart
Vanguard Value Etf Etf (VTV)	0.2	$3.1M	-2%	14k	217.93	View chart
Intercontinental Exchange Stock (ICE)	0.2	$3.0M	-4%	25k	123.11	View chart
Ishares Morningstar Small-cap Growth Etf Etf (ISCG)	0.2	$3.0M		45k	65.54	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.2	$2.9M		30k	98.30	View chart
Toronto Dominion Bk Ont Stock (TD)	0.2	$2.9M		24k	121.43	View chart
Walmart Stock (WMT)	0.2	$2.8M		25k	113.26	View chart
Abbvie Stock (ABBV)	0.2	$2.8M	-4%	11k	251.64	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.2	$2.7M	+36%	54k	50.78	View chart
Flexshares Morningstar Developed Markets Ex-us Factor Tilt Index Fund Etf (TLTD)	0.2	$2.6M		26k	98.08	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.2	$2.6M		50k	51.69	View chart
Micron Technology Stock (MU)	0.2	$2.5M	+25%	2.2k	1154.29	View chart
Citigroup Stock (C)	0.2	$2.5M	+2%	18k	139.96	View chart
Tesla Stock (TSLA)	0.2	$2.5M	+33%	6.0k	420.59	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$2.4M		10k	236.62	View chart
Ge Vernova Stock (GEV)	0.2	$2.3M	-19%	2.0k	1174.82	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$2.3M		41k	56.90	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$2.3M	-7%	4.5k	500.39	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$2.2M		26k	85.49	View chart
Travelers Companies Stock (TRV)	0.2	$2.2M		6.6k	330.12	View chart
Wells Fargo & Co Stock (WFC)	0.2	$2.1M	+5%	26k	82.64	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.2	$2.1M		23k	91.38	View chart
Intel Corp Stock (INTC)	0.1	$2.0M		15k	139.63	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$2.0M		4.1k	477.57	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.1	$2.0M		19k	103.05	View chart
Merck & Co Stock (MRK)	0.1	$2.0M	+3%	15k	128.50	View chart
Cisco Sys Stock (CSCO)	0.1	$1.9M		17k	117.46	View chart
Otis Worldwide Corp Stock (OTIS)	0.1	$1.9M		26k	71.60	View chart
Analog Devices Stock (ADI)	0.1	$1.8M	+4%	4.4k	397.19	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.1	$1.7M		40k	43.30	View chart
Chevron Corporation Stock (CVX)	0.1	$1.7M	+4%	10k	165.76	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.7M		28k	61.46	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$1.7M	NEW	19k	90.60	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$1.7M		17k	96.49	View chart
Texas Instrs Stock (TXN)	0.1	$1.6M	+6%	5.5k	298.05	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$1.6M	+501%	19k	86.14	View chart
Avantis International Large Cap Value Etf Etf (AVIV)	0.1	$1.6M		21k	77.42	View chart
Golub Cap Bdc Cef (GBDC)	0.1	$1.6M		124k	12.88	View chart
Prologis Reit (PLD)	0.1	$1.6M		12k	135.47	View chart
Avantis International Equity Etf Etf (AVDE)	0.1	$1.6M		18k	89.20	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$1.6M		26k	58.92	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.5M		3.0k	509.46	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$1.5M	-16%	765.00	1989.33	View chart
Deere & Co Stock (DE)	0.1	$1.5M	+9%	2.4k	634.30	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.5M		41k	36.76	View chart
Philip Morris Intl Stock (PM)	0.1	$1.5M	+17%	8.2k	180.92	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.5M	+74%	12k	124.17	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$1.5M	+8%	16k	90.46	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.1	$1.5M		18k	82.34	View chart
Selective Ins Group Stock (SIGI)	0.1	$1.4M	-8%	15k	97.01	View chart
The Cigna Group Stock (CI)	0.1	$1.4M		5.2k	275.68	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.4M	-3%	5.2k	270.30	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.1	$1.4M		18k	78.32	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.4M	-41%	5.7k	242.43	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.1	$1.4M		28k	49.28	View chart
Bny Mellon Global Infrastructure Income Etf Etf (BKGI)	0.1	$1.3M	NEW	30k	44.97	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$1.3M		17k	76.80	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.1	$1.3M	NEW	7.7k	170.86	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.3M	+3%	1.3k	1011.37	View chart
Cvs Health Corp Stock (CVS)	0.1	$1.3M		12k	103.45	View chart
Western Digital Corp Stock (WDC)	0.1	$1.2M	+19%	1.9k	638.83	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.2M	-6%	22k	56.48	View chart
Applied Matls Stock (AMAT)	0.1	$1.2M	-8%	1.7k	722.88	View chart
Procter & Gamble Stock (PG)	0.1	$1.2M	-2%	8.0k	146.64	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$1.2M	+40%	35k	33.29	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$1.1M		4.7k	246.22	View chart
Sandisk Corp Stock (SNDK)	0.1	$1.1M	+238%	498.00	2273.80	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.1M		19k	57.79	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.1	$1.1M	-3%	17k	65.61	View chart
Rockwell Automation Stock (ROK)	0.1	$1.1M	+10%	2.2k	495.08	View chart
Palo Alto Networks Stock (PANW)	0.1	$1.1M	+4%	3.1k	341.03	View chart
Union Pac Corp Stock (UNP)	0.1	$1.0M	+15%	3.8k	272.00	View chart
Ss&c Tech Hldgs Stock (SSNC)	0.1	$1.0M		17k	62.06	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.0M	-2%	8.2k	124.45	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.0M	-3%	2.4k	433.40	View chart
Chubb Stock (CB)	0.1	$1.0M	-4%	3.0k	340.76	View chart
Verizon Communications Stock (VZ)	0.1	$992k	+11%	19k	52.00	View chart
General Mtrs Stock (GM)	0.1	$989k		13k	77.08	View chart
Realty Income Corp Reit (O)	0.1	$989k		16k	61.96	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$986k	+24%	2.3k	431.44	View chart
Marvell Technology Stock (MRVL)	0.1	$977k	+21%	3.3k	297.87	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$973k		6.3k	154.29	View chart
Ge Aerospace Stock (GE)	0.1	$953k	+4%	2.6k	373.74	View chart
Wp Carey Reit (WPC)	0.1	$940k	-2%	13k	71.50	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.1	$919k		11k	82.49	View chart
Pepsico Stock (PEP)	0.1	$917k		6.8k	135.39	View chart
Welltower Reit (WELL)	0.1	$907k	-5%	4.0k	226.94	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$892k		17k	53.61	View chart
Vanguard Communication Services Etf Etf (VOX)	0.1	$883k		4.8k	183.95	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$878k	+18%	2.3k	386.78	View chart
Oracle Corp Stock (ORCL)	0.1	$864k	-6%	5.9k	146.55	View chart
International Business Machs Stock (IBM)	0.1	$860k		3.1k	281.21	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$858k		12k	71.25	View chart
Blackstone Stock (BX)	0.1	$855k		7.3k	117.67	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$846k		7.2k	117.02	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.1	$836k	-9%	3.0k	276.17	View chart
Spdr Gold Shares Etf (GLD)	0.1	$790k		2.1k	368.38	View chart
Emerson Elec Stock (EMR)	0.1	$786k	-13%	5.5k	143.15	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$782k	-7%	1.1k	736.40	View chart
Newmont Corp Stock (NEM)	0.1	$780k	+36%	8.3k	93.40	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$778k		2.6k	303.12	View chart
Medtronic Stock (MDT)	0.1	$772k	+7%	9.9k	78.23	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.1	$762k		4.9k	154.30	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$757k	+25%	3.6k	212.77	View chart
Capital One Finl Corp Stock (COF)	0.1	$726k	+4%	3.6k	200.60	View chart
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)	0.1	$714k	NEW	40k	17.84	View chart
Keycorp Stock (KEY)	0.1	$703k		31k	23.05	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$684k		1.1k	640.76	View chart
Blackrock Stock (BLK)	0.1	$684k		711.00	961.58	View chart
Lowes Cos Stock (LOW)	0.0	$679k		3.1k	220.50	View chart
Parametric Equity Premium Income Etf Etf (PAPI)	0.0	$668k		25k	26.70	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$659k		11k	58.20	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$648k		12k	53.11	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$648k		6.8k	95.62	View chart
Uber Technologies Stock (UBER)	0.0	$647k	+41%	9.0k	72.16	View chart
Colgate Palmolive Stock (CL)	0.0	$642k		7.0k	91.68	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.0	$640k	NEW	13k	50.63	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$633k	-12%	1.2k	513.60	View chart
Danaher Corp Del Stock (DHR)	0.0	$632k	-14%	3.3k	190.48	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$630k		11k	59.69	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$611k		4.3k	141.89	View chart
Altria Group Stock (MO)	0.0	$599k	-2%	8.3k	71.95	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$593k		4.5k	132.24	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	0.0	$589k		5.8k	101.72	View chart
Delta Air Lines Stock (DAL)	0.0	$580k	+30%	6.2k	93.66	View chart
Nextera Energy Stock (NEE)	0.0	$572k		6.5k	87.77	View chart
Honeywell Intl Stock (HON)	0.0	$572k	NEW	2.6k	223.88	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$570k		3.7k	152.18	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$569k	-19%	608.00	935.47	View chart
Honeywell Aerospace Stock (HONA)	0.0	$565k	NEW	2.6k	221.06	View chart
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ)	0.0	$563k		563k	1.00	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$555k		11k	49.41	View chart
General Dynamics Corp Stock (GD)	0.0	$551k		1.6k	354.24	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$538k	-2%	4.2k	127.51	View chart
Parker-hannifin Corp Stock (PH)	0.0	$535k	+6%	547.00	978.12	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$535k	-4%	12k	45.70	View chart
Corteva Stock (CTVA)	0.0	$527k	+4%	6.2k	84.69	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$525k	-20%	5.1k	102.30	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$521k	+700%	4.4k	119.52	View chart
Halliburton Stock (HAL)	0.0	$505k	+3%	15k	33.95	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.0	$498k		12k	41.73	View chart
Federated Hermes Mdt Large Cap Value Etf Etf (FLCV)	0.0	$489k		14k	35.86	View chart
Ishares Gold Trust Etf (IAU)	0.0	$475k		6.3k	75.51	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$468k	+23%	485.00	965.00	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$464k	+97%	24k	19.12	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$463k	-36%	898.00	515.25	View chart
Novartis Adr (NVS)	0.0	$460k		2.9k	156.72	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$454k	-56%	2.9k	156.94	View chart
Bluerock Pvt Real Estate Cef (BPRE)	0.0	$447k		34k	13.01	View chart
Lumentum Hldgs Stock (LITE)	0.0	$444k	+56%	517.00	858.08	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$434k		3.0k	146.10	View chart
Natera Stock (NTRA)	0.0	$433k	+150%	1.6k	271.47	View chart
Enbridge Stock (ENB)	0.0	$429k		7.9k	54.21	View chart
Dimensional World Equity Etf Etf (DFAW)	0.0	$427k	+2%	5.2k	82.79	View chart
Pfizer Stock (PFE)	0.0	$426k	+82%	18k	24.08	View chart
Mercadolibre Stock (MELI)	0.0	$424k	-23%	250.00	1697.00	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$424k		1.1k	396.61	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$413k	-2%	551.00	749.07	View chart
Rio Tinto Adr (RIO)	0.0	$412k	+12%	4.3k	94.93	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$408k		3.7k	110.15	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$405k		795.00	509.31	View chart
At&t Stock (T)	0.0	$403k	+14%	20k	20.70	View chart
Invesco Ai And Next Gen Software Etf Etf (IGPT)	0.0	$401k		3.9k	104.10	View chart
Qxo Stock (QXO)	0.0	$400k	+1252%	23k	17.28	View chart
Howmet Aerospace Stock (HWM)	0.0	$389k	+232%	1.4k	268.86	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$387k	-2%	1.7k	222.88	View chart
Talen Energy Corp Stock (TLN)	0.0	$385k	+734%	1.0k	384.26	View chart
Amgen Stock (AMGN)	0.0	$383k	-6%	1.1k	362.21	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$380k	+23%	757.00	501.38	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$379k	+10%	2.1k	176.32	View chart
Kraft Heinz Stock (KHC)	0.0	$378k	+223%	16k	23.62	View chart
Booking Holdings Stock (BKNG)	0.0	$375k	+3522%	2.1k	178.24	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$373k	+35%	12k	31.97	View chart
Disney Walt Stock (DIS)	0.0	$368k	-9%	3.8k	96.26	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$363k	+219%	3.4k	107.50	View chart
Boeing Stock (BA)	0.0	$359k	+147%	1.7k	216.47	View chart
Dicks Sporting Goods Stock (DKS)	0.0	$358k	+14%	1.6k	226.81	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$358k		546.00	655.89	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$353k		2.2k	163.45	View chart
Northern Tr Corp Stock (NTRS)	0.0	$350k		2.0k	173.84	View chart
3M Stock (MMM)	0.0	$349k	-17%	2.2k	161.91	View chart
Vanguard Core Bond Etf Etf (VCRB)	0.0	$346k	+19%	4.5k	77.24	View chart
BP Adr (BP)	0.0	$345k	+632%	9.3k	36.95	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$344k		2.4k	146.41	View chart
Robo Global Artificial Intelligence Etf Etf (THNQ)	0.0	$341k		3.7k	91.21	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$340k	+24%	7.3k	46.49	View chart
Global X Uranium Etf Etf (URA)	0.0	$337k		7.7k	43.70	View chart
Csx Corp Stock (CSX)	0.0	$335k	-31%	7.0k	47.53	View chart
Sherwin Williams Stock (SHW)	0.0	$330k		959.00	344.33	View chart
Novo-nordisk A S Adr (NVO)	0.0	$330k	+97%	6.9k	47.93	View chart
Teradyne Stock (TER)	0.0	$329k	+18%	679.00	484.00	View chart
Us Bancorp Stock (USB)	0.0	$328k	+14%	5.4k	60.40	View chart
Cardinal Health Stock (CAH)	0.0	$326k	+18%	1.4k	237.56	View chart

Past Filings by LRI Investments

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

LRI Investments 2026 Q2 filed July 14, 2026
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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