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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 88 of 98  ·  1,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 BSAC BANCO SANTANDER CHILE NEW SP ADR REP COM Financial Services 6.0 $198.0 NEW $33.00 +4.4%
1742 SHC SOTERA HEALTH CO COM Healthcare 11.0 $195.0 NEW $17.73 +4.4%
1743 BROWN FORMAN CORP CL A 7.0 $192.0 NEW $27.43
1744 FTRE FORTREA HLDGS INC COMMON STOCK Healthcare 11.0 $191.0 NEW $17.36 +1.4%
1745 JOE ST JOE CO COM Real Estate 3.0 $188.0 NEW $62.67 +7.4%
1746 AVNT AVIENT CORPORATION COM Basic Materials 5.0 $185.0 NEW $37.00 +17.5%
1747 RDNT RADNET INC COM Healthcare 3.0 $185.0 NEW $61.67 +19.7%
1748 TRMK TRUSTMARK CORP COM Financial Services 4.0 $184.0 NEW $46.00 +3.7%
1749 PRK PARK NATL CORP COM Financial Services 1.0 $183.0 NEW $183.00 +11.7%
1750 AGI ALAMOS GOLD INC COM CL A Basic Materials 6.0 $182.0 NEW $30.33 +8.5%
1751 NICE NICE LTD SPONSORED ADR Technology 2.0 $182.0 NEW $91.00 +9.4%
1752 BILL BILL HOLDINGS INC COM Technology 5.0 $181.0 NEW $36.20 +35.8%
1753 SFNC SIMMONS FIRST NATL CORP CL A $1 PAR Financial Services 8.0 $181.0 NEW $22.62 +4.7%
1754 OTTR OTTER TAIL CORP COM Utilities 2.0 $180.0 NEW $90.00 +1.4%
1755 MIR MIRION TECHNOLOGIES INC COM CL A Industrials 10.0 $179.0 NEW $17.90 -14.4%
1756 GAMESTOP CORP CL A 8.0 $177.0 NEW $22.12
1757 LI LI AUTO INC SPONSORED ADS Consumer Cyclical 15.0 $176.0 NEW $11.73 +3.3%
1758 LTM LATAM AIRLINES GROUP SA SPONSORED ADR Industrials 3.0 $175.0 NEW $58.33 -13.4%
1759 PHI PLDT INC SPONSORED ADR Communication Services 10.0 $175.0 NEW $17.50 +7.8%
1760 HAYW HAYWARD HLDGS INC COM Industrials 10.0 $173.0 NEW $17.30 -15.5%
Page 88 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%