BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 15 of 98  ·  1,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 COP CONOCOPHILLIPS COM Energy 2,499.0 $260K 0.02% NEW $103.94 +25.6%
282 TGT TARGET CORP COM Consumer Defensive 1,975.0 $258K 0.02% NEW $130.58 +21.8%
283 ATLC ATLANTICUS HOLDINGS CORP COM Financial Services 2,500.0 $256K 0.02% NEW $102.25 -3.1%
284 GILD GILEAD SCIENCES INC COM Healthcare 2,017.0 $255K 0.02% NEW $126.30 +16.9%
285 AEP AMERICAN ELEC PWR CO INC COM Utilities 1,858.0 $254K 0.02% NEW $136.81 -7.7%
286 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 1,134.0 $254K 0.02% NEW $223.95 +23.8%
287 NOK NOKIA CORP SPONSORED ADR Technology 18,956.0 $252K 0.02% NEW $13.28 -23.8%
288 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 2,722.0 $251K 0.02% NEW $92.09 -1.0%
289 PCAR PACCAR INC COM Industrials 2,064.0 $248K 0.02% NEW $120.12 +6.1%
290 FCX FREEPORT MCMORAN INC CL B Basic Materials 3,935.0 $248K 0.02% NEW $62.90 +9.8%
291 ABT ABBOTT LABORATORIES COM Healthcare 2,712.0 $246K 0.02% NEW $90.74 +26.1%
292 XYL XYLEM INC COM Industrials 2,081.0 $246K 0.02% NEW $118.21 -1.7%
293 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 9,095.0 $242K 0.02% NEW $26.66 +7.0%
294 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 646.0 $239K 0.02% NEW $370.59 -2.9%
295 EW EDWARDS LIFESCIENCES CORP COM Healthcare 16,105.0 $238K 0.02% NEW $14.81 +523.2%
296 IHAK ISHARES CYBERSECURITY & TECH ETF 3,900.0 $237K 0.02% NEW $60.71 +6.3%
297 WBS WEBSTER FINL CORP COM Financial Services 3,033.0 $232K 0.02% NEW $76.42 +1.5%
298 AON AON PLC SHS CL A Financial Services 693.0 $230K 0.02% NEW $331.64 +5.1%
299 MPC MARATHON PETE CORP COM Energy 895.0 $229K 0.02% NEW $255.64 +41.1%
300 VFMF VANGUARD U.S. MULTIFACTOR ETF 1,291.0 $229K 0.02% NEW $177.03 +5.3%
Page 15 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%