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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 22 of 98  ·  1,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 RRX REGAL REXNORD CORPORATION COM Industrials 503.0 $120K 0.01% NEW $238.12 -29.9%
422 STT STATE STR CORP COM Financial Services 700.0 $119K 0.01% NEW $169.60 +9.4%
423 VT VANGUARD TOTAL WORLD STOCK ETF 756.0 $119K 0.01% NEW $156.94 +2.0%
424 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 1,362.0 $117K 0.01% NEW $86.09 +15.9%
425 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 2,217.0 $117K 0.01% NEW $52.65 +30.7%
426 COWZ PACER US CASH COWS 100 ETF 1,874.0 $117K 0.01% NEW $62.20 +14.9%
427 UNIT UNITI GROUP LLC COM SHS Real Estate 10,000.0 $115K 0.01% NEW $11.47 -12.1%
428 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 1,401.0 $113K 0.01% NEW $80.38 +16.9%
429 ED CONSOLIDATED EDISON INC COM Utilities 1,010.0 $112K 0.01% NEW $110.61 -1.8%
430 BIIB BIOGEN INC COM Healthcare 514.0 $111K 0.01% NEW $216.00 +0.4%
431 DVN DEVON ENERGY CORP NEW COM Energy 2,683.0 $111K 0.01% NEW $41.32 +19.1%
432 AMCOR PLC COM NEW 2,530.0 $110K 0.01% NEW $43.35
433 FLS FLOWSERVE CORP COM Industrials 1,469.0 $109K 0.01% NEW $74.16 +5.0%
434 POWR ISHARES U.S. POWER INFRASTRUCTURE ETF 3,883.0 $109K 0.01% NEW $27.96 -6.5%
435 DOV DOVER CORP COM Industrials 481.0 $108K 0.01% NEW $224.18 -9.9%
436 VXF VANGUARD EXTENDED MARKET ETF 437.0 $108K 0.01% NEW $246.21 -1.1%
437 AKAM AKAMAI TECHNOLOGIES INC COM Technology 907.0 $107K 0.01% NEW $118.27 -6.4%
438 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 1,226.0 $107K 0.01% NEW $87.07 +4.4%
439 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 3,143.0 $106K 0.01% NEW $33.88 +9.0%
440 FISV FISERV INC COM Technology 21,374.0 $105K 0.01% NEW $4.93 +943.8%
Page 22 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%