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Portfolio (Quarterly) Guide ↗

LRI Investments, LLC

· CIK 0002023325
13F Portfolio $1.2B AUM 2,406 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1954 New
Page 8 of 98  ·  1,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IBM INTERNATIONAL BUSINESS MACHS COM Technology 3,057.0 $860K 0.07% NEW $281.24 -15.7%
142 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 12,046.0 $858K 0.07% NEW $71.25 +2.2%
143 BX BLACKSTONE INC COM Financial Services 7,265.0 $855K 0.07% NEW $117.67 +23.3%
144 ILCG ISHARES MORNINGSTAR GROWTH ETF 7,230.0 $846K 0.07% NEW $117.02 -1.3%
145 NEBIUS GROUP N.V. SHS CLASS A 3,027.0 $836K 0.07% NEW $276.17
146 VZ VERIZON COMMUNICATIONS INC COM Communication Services 19,072.0 $808K 0.07% NEW $42.34 +16.6%
147 GLD SPDR GOLD SHARES Financial Services 2,145.0 $790K 0.06% NEW $368.38 +12.3%
148 EMR EMERSON ELEC CO COM Industrials 5,492.0 $786K 0.06% NEW $143.15 +10.1%
149 QQQ INVESCO QQQ TRUST SERIES I Financial Services 1,062.0 $782K 0.06% NEW $736.40 -2.8%
150 NEM NEWMONT CORP COM Basic Materials 8,347.0 $780K 0.06% NEW $93.40 +33.9%
151 VB VANGUARD SMALL-CAP ETF 2,566.0 $778K 0.06% NEW $303.12 +0.9%
152 MDT MEDTRONIC PLC SHS Healthcare 9,871.0 $772K 0.06% NEW $78.23 +20.3%
153 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 4,940.0 $762K 0.06% NEW $154.30 +2.6%
154 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 3,559.0 $757K 0.06% NEW $212.77 +4.4%
155 COF CAPITAL ONE FINL CORP COM Financial Services 3,618.0 $726K 0.06% NEW $200.64 +10.0%
156 PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 40,000.0 $714K 0.06% NEW $17.84 +0.8%
157 KEY KEYCORP COM Financial Services 30,497.0 $703K 0.06% NEW $23.05 -4.1%
158 SOXX ISHARES SEMICONDUCTOR ETF 1,068.0 $684K 0.06% NEW $640.76 -18.9%
159 BLK BLACKROCK INC COM Financial Services 711.0 $684K 0.06% NEW $961.56 +20.5%
160 LOW LOWES COS INC COM Consumer Cyclical 3,079.0 $679K 0.06% NEW $220.51 -0.2%
Page 8 of 98  ·  1,954 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 54.5%
Technology 16.7%
Industrials 7.8%
Healthcare 4.6%
Consumer Cyclical 4.5%
Communication Services 3.5%
Consumer Defensive 2.8%
Basic Materials 2.0%
Energy 1.4%
Real Estate 1.2%