LRI Investments, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$1.2B
Holdings
1,266
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,266 positions)
| Stock | Value |
|---|---|
ACWIISHARES MSCI ACWI ETF | $383K |
INTUINTUIT COM | $382K |
NUNU HLDGS LTD ORD SHS CL A | $379K |
CDNSCADENCE DESIGN SYSTEM INC COM | $370K |
PHOINVESCO WATER RESOURCES ETF | $369K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $361K |
RACEFERRARI N V COM | $360K |
ENBENBRIDGE INC COM | $357K |
FCNCAFIRST CTZNS BANCSHARES INC DEL CL A | $354K |
IVVISHARES CORE S&P 500 ETF | $350K |
IUSVISHARES CORE S&P US VALUE ETF | $350K |
ADPAUTOMATIC DATA PROCESSING INC COM | $349K |
SHOPSHOPIFY INC CL A SUB VTG SHS | $348K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $347K |
SHWSHERWIN WILLIAMS CO COM | $343K |
ORLYOREILLY AUTOMOTIVE INC COM | $340K |
SCHWSCHWAB CHARLES CORP COM | $338K |
NVSNNOVARTIS AG SPONSORED ADR | $336K |
SPGSIMON PPTY GROUP INC NEW COM | $336K |
IPINTERNATIONAL PAPER CO COM | $333K |
CRMSALESFORCE INC COM | $329K |
PHPARKER-HANNIFIN CORP COM | $327K |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $326K |
PSXPHILLIPS 66 COM | $318K |
SNOWSNOWFLAKE INC COM SHS | $314K |
IBHEISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF | $307K |
IBITISHARES BITCOIN TRUST ETF | $306K |
CGWINVESCO S&P GLOBAL WATER INDEX ETF | $302K |
ALCALCON AG ORD SHS | $296K |
TJXTJX COS INC NEW COM | $292K |
NEMNEWMONT CORP COM | $290K |
AMGNAMGEN INC COM | $286K |
TDYTELEDYNE TECHNOLOGIES INC COM | $286K |
MGVVANGUARD MEGA CAP VALUE ETF | $283K |
APPAPPLOVIN CORP COM CL A | $281K |
AMDADVANCED MICRO DEVICES INC COM | $280K |
DC4DEXCOM INC COM | $278K |
MMYTMAKEMYTRIP LIMITED MAURITIUS SHS | $276K |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $274K |
CMCSACOMCAST CORP NEW CL A | $273K |
MPCMARATHON PETE CORP COM | $267K |
COPCONOCOPHILLIPS COM | $266K |
KVUEKENVUE INC COM | $265K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $259K |
SESEA LTD SPONSORD ADS | $259K |
XYLXYLEM INC COM | $259K |
ECLECOLAB INC COM | $256K |
VVVANGUARD LARGE-CAP ETF | $256K |
SOXXISHARES SEMICONDUCTOR ETF | $255K |
TPICQTPI COMPOSITES INC COM | $255K |
NTRSNORTHERN TR CORP COM | $254K |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $252K |
VRTXVERTEX PHARMACEUTICALS INC COM | $250K |
CSXCSX CORP COM | $250K |
ANETARISTA NETWORKS INC COM SHS | $249K |
QCOMQUALCOMM INC COM | $246K |
AZNASTRAZENECA PLC SPONSORED ADR | $236K |
SMHVANECK SEMICONDUCTOR ETF | $236K |
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $235K |
IBKRINTERACTIVE BROKERS GROUP INC COM CL A | $230K |
LENLENNAR CORP CL A | $227K |
ADMARCHER DANIELS MIDLAND CO COM | $225K |
LPLALPL FINL HLDGS INC COM | $224K |
RIORIO TINTO PLC SPONSORED ADR | $223K |
ETENERGY TRANSFER L P COM UT LTD PTN | $223K |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $221K |
IATISHARES U.S. REGIONAL BANKS ETF | $220K |
AXPAMERICAN EXPRESS CO COM | $220K |
SONYSONY GROUP CORP SPONSORED ADR | $219K |
AONAON PLC SHS CL A | $219K |
LRCXLAM RESEARCH CORP COM NEW | $218K |
USBUS BANCORP DEL COM NEW | $217K |
HDBHDFC BANK LTD SPONSORED ADS | $216K |
KHCKRAFT HEINZ CO COM | $213K |
SIMOSILICON MOTION TECHNOLOGY CORP SPONSORED ADR | $212K |
FTDRFRONTDOOR INC COM | $210K |
SPHSUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $209K |
AJGGALLAGHER ARTHUR J & CO COM | $208K |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $208K |
IHAKISHARES CYBERSECURITY & TECH ETF | $208K |
CAHCARDINAL HEALTH INC COM | $207K |
KMIKINDER MORGAN INC DEL COM | $206K |
THNQROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | $205K |
VCRBVANGUARD CORE BOND ETF | $203K |
A4SAMERIPRISE FINL INC COM | $203K |
MRVLMARVELL TECHNOLOGY INC COM | $201K |
SYKSTRYKER CORPORATION COM | $201K |
EFXEQUIFAX INC COM | $199K |
XLUUTILITIES SELECT SECTOR SPDR FUND | $198K |
FTVFORTIVE CORP COM | $196K |
MODMODINE MFG CO COM | $196K |
DTDWISDOMTREE U.S. TOTAL DIVIDEND FUND | $194K |
PCARPACCAR INC COM | $194K |
MCHPMICROCHIP TECHNOLOGY INC. COM | $192K |
LINLINDE PLC SHS | $192K |
ETHAISHARES ETHEREUM TRUST ETF | $191K |
IGPTINVESCO AI AND NEXT GEN SOFTWARE ETF | $189K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $187K |
DASHDOORDASH INC CL A | $187K |
DALDELTA AIR LINES INC DEL COM NEW | $186K |