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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 64 of 98  ·  1,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 FDIF FIDELITY DISRUPTORS ETF 56.0 $2K NEW $40.48 +3.1%
1262 FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 51.0 $2K NEW $43.75 +0.3%
1263 MAT MATTEL INC COM Consumer Cyclical 158.0 $2K NEW $13.88 +4.5%
1264 FMDE FIDELITY ENHANCED MID CAP CORE ETF 54.0 $2K NEW $40.57 +4.5%
1265 FSS FEDERAL SIGNAL CORP COM Industrials 17.0 $2K NEW $128.47 -4.6%
1266 MTCH MATCH GROUP INC NEW COM Communication Services 57.0 $2K NEW $38.05 +7.4%
1267 KRMA GLOBAL X CONSCIOUS COMPANIES ETF 46.0 $2K NEW $46.98 +1.8%
1268 MDU MDU RES GROUP INC COM Industrials 101.0 $2K NEW $21.26 -6.2%
1269 HOMB HOME BANCSHARES INC COM Financial Services 75.0 $2K NEW $28.56 +6.0%
1270 FQAL FIDELITY QUALITY FACTOR ETF 26.0 $2K NEW $81.35 +4.0%
1271 CHH CHOICE HOTELS INTL INC COM Consumer Cyclical 19.0 $2K NEW $110.26 -0.6%
1272 HUT 8 CORP COM 18.0 $2K NEW $115.44
1273 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 25.0 $2K NEW $82.88 -3.8%
1274 BIDU BAIDU INC SPON ADR REP A Communication Services 18.0 $2K NEW $114.28 -18.4%
1275 CORPAY INC COM SHS 6.0 $2K NEW $333.33
1276 LX LEXINFINTECH HLDGS LTD ADR Financial Services 1,000.0 $2K NEW $1.97 -32.5%
1277 AFRM AFFIRM HLDGS INC COM CL A Technology 24.0 $2K NEW $81.54 -5.5%
1278 DJT TRUMP MEDIA & TECHNOLOGY GROUP COM Communication Services 250.0 $2K NEW $7.74 +17.6%
1279 FOX FOX CORP CL B COM 41.0 $2K NEW $47.15
1280 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 22.0 $2K NEW $87.86 +2.6%
Page 64 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%