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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 10 of 98  ·  1,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 562,679.0 $563K 0.04% NEW $1.00 +4482.0%
182 IHI ISHARES U.S. MEDICAL DEVICES ETF 11,241.0 $555K 0.04% NEW $49.41 +12.2%
183 GD GENERAL DYNAMICS CORP COM Industrials 1,555.0 $551K 0.04% NEW $354.24 +11.1%
184 IYF ISHARES U.S. FINANCIALS ETF 4,217.0 $538K 0.04% NEW $127.51 +7.6%
185 PH PARKER-HANNIFIN CORP COM Industrials 547.0 $535K 0.04% NEW $978.12 +6.5%
186 GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 11,699.0 $535K 0.04% NEW $45.70 +4.5%
187 CTVA CORTEVA INC COM Basic Materials 6,219.0 $527K 0.04% NEW $84.69 -8.0%
188 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 5,129.0 $525K 0.04% NEW $102.30 -7.3%
189 VGT VANGUARD INFORMATION TECHNOLOGY ETF 4,360.0 $521K 0.04% NEW $119.52 +0.2%
190 DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 11,931.0 $498K 0.04% NEW $41.73 +1.4%
191 FLCV FEDERATED HERMES MDT LARGE CAP VALUE ETF 13,631.0 $489K 0.04% NEW $35.86 +5.3%
192 IAU ISHARES GOLD TRUST Financial Services 6,290.0 $475K 0.04% NEW $75.51 +8.2%
193 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 485.0 $468K 0.04% NEW $964.88 -6.3%
194 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 24,290.0 $464K 0.04% NEW $19.12 +12.0%
195 APP APPLOVIN CORP COM CL A Technology 898.0 $463K 0.04% NEW $515.20 -40.4%
196 NVS NOVARTIS AG SPONSORED ADR Healthcare 2,933.0 $460K 0.04% NEW $156.72 -1.4%
197 ACWI ISHARES MSCI ACWI ETF 2,893.0 $454K 0.04% NEW $156.94 +2.0%
198 BLUEROCK PVT REAL ESTATE FD COM 34,388.0 $447K 0.04% NEW $13.01
199 LITE LUMENTUM HLDGS INC COM Technology 517.0 $443K 0.04% NEW $857.64 +1.8%
200 JCI JOHNSON CTLS INTL PLC SHS Industrials 2,973.0 $434K 0.04% NEW $146.11 +2.4%
Page 10 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%