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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 62 of 98  ·  1,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CBSH COMMERCE BANCSHARES INC COM Financial Services 50.0 $3K NEW $57.76 +1.1%
1222 LGND LIGAND PHARMACEUTICALS INC COM NEW Healthcare 9.0 $3K NEW $316.11 -9.4%
1223 CRON CRONOS GROUP INC COM Healthcare 1,000.0 $3K NEW $2.78 +19.1%
1224 GOVT ISHARES U.S. TREASURY BOND ETF 122.0 $3K NEW $22.78 -1.4%
1225 VPL VANGUARD FTSE PACIFIC ETF 24.0 $3K NEW $115.71 -0.5%
1226 SSP SCRIPPS E W CO OHIO CL A NEW Communication Services 1,000.0 $3K NEW $2.77 +18.1%
1227 OLLI OLLIES BARGAIN OUTLET HLDGS COM Consumer Defensive 36.0 $3K NEW $76.89 -1.1%
1228 VOD VODAFONE GROUP PLC SPONSORED ADR Communication Services 208.0 $3K NEW $13.22 +20.8%
1229 AWR AMER STATES WTR CO COM Utilities 33.0 $3K NEW $82.52 +7.4%
1230 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 44.0 $3K NEW $61.75 -9.0%
1231 ATKR ATKORE INC COM Industrials 35.0 $3K NEW $76.03 +23.1%
1232 GRFS GRIFOLS S A SP ADR REP B NVT Healthcare 368.0 $3K NEW $7.08 +13.0%
1233 TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 66.0 $3K NEW $39.47 -1.8%
1234 ABRDN ASIA PACIFIC INCOME FUND COM NEW 176.0 $3K NEW $14.71
1235 TWO HARBORS INVENTMENT CORPOR COM 207.0 $3K NEW $12.43
1236 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 49.0 $3K NEW $52.41 -0.6%
1237 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 2.0 $3K NEW $1278.00 +9.2%
1238 FLUTTER ENTMT PLC SHS 25.0 $3K NEW $102.16
1239 EMD WESTERN ASSET EMERGING MKTS DE COM Financial Services 237.0 $3K NEW $10.76 -1.4%
1240 IDCC INTERDIGITAL INC COM Technology 9.0 $3K NEW $283.11 +20.9%
Page 62 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 55.1%
Technology 16.9%
Industrials 7.9%
Healthcare 4.7%
Consumer Cyclical 4.6%
Consumer Defensive 2.9%
Communication Services 2.6%
Basic Materials 2.0%
Real Estate 1.2%
Energy 1.2%