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 9 of 98  ·  1,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PAPI PARAMETRIC EQUITY PREMIUM INCOME ETF 25,000.0 $668K 0.05% NEW $26.70 +4.9%
162 VGSH VANGUARD SHORT-TERM TREASURY ETF 11,315.0 $659K 0.05% NEW $58.20 -0.1%
163 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 12,208.0 $648K 0.05% NEW $53.11 +19.9%
164 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 6,772.0 $648K 0.05% NEW $95.62 +3.6%
165 UBER UBER TECHNOLOGIES INC COM Technology 8,962.0 $647K 0.05% NEW $72.16 +3.5%
166 CL COLGATE PALMOLIVE CO COM Consumer Defensive 6,998.0 $642K 0.05% NEW $91.68 -0.2%
167 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 12,638.0 $640K 0.05% NEW $50.63 -0.1%
168 MA MASTERCARD INCORPORATED CL A Financial Services 1,232.0 $633K 0.05% NEW $513.70 +11.8%
169 DHR DANAHER CORP DEL COM Healthcare 3,317.0 $632K 0.05% NEW $190.48 +4.8%
170 VWO VANGUARD FTSE EMERGING MARKETS ETF 10,548.0 $630K 0.05% NEW $59.69 -0.1%
171 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 4,308.0 $611K 0.05% NEW $141.89 +3.5%
172 MO ALTRIA GROUP INC COM Consumer Defensive 8,326.0 $599K 0.05% NEW $71.95 -9.4%
173 ESGV VANGUARD ESG U.S. STOCK ETF 4,485.0 $593K 0.05% NEW $132.24 +2.5%
174 WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 5,792.0 $589K 0.05% NEW $101.72 +5.5%
175 DAL DELTA AIR LINES INC COM NEW Industrials 6,194.0 $580K 0.05% NEW $93.66 -8.5%
176 NEE NEXTERA ENERGY INC COM Utilities 6,518.0 $572K 0.05% NEW $87.77 -1.8%
177 HONEYWELL INTL INC COM 2,555.0 $572K 0.05% NEW $223.90
178 SDY STATE STREET SPDR S&P DIVIDEND ETF 3,743.0 $570K 0.05% NEW $152.18 +3.6%
179 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 608.0 $569K 0.05% NEW $935.47 +2.8%
180 HONEYWELL AEROSPACE INC COM 2,555.0 $565K 0.04% NEW $221.08
Page 9 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%