Position in BDC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,834
+$174 QoQ
Shares Held
57
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#322
of 371 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BDC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026LRI Investments, LLC holds $3,180,225 across 15 Communication Equipment names. BDC ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
16,476 | $1,935,270 | |
| 2 | LITE |
Lumentum Holdings Inc.
|
517 | $443,616 | |
| 3 | CIEN |
Ciena Corp
|
585 | $286,977 | |
| 4 | NOK |
Nokia Corp
|
18,956 | $251,735 | |
| 5 | MSI |
Motorola Solutions, Inc.
|
392 | $162,793 | |
| 6 | VIAV |
Viavi Solutions Inc.
|
985 | $47,033 | |
| 7 | HPE |
Hewlett Packard Enterprise Co
|
389 | $17,547 | |
| 8 | EXTR |
Extreme Networks Inc
|
513 | $16,605 |
All Filings in BDC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,834 | 57 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,660 | 58 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,759 | 58 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,975 | 58 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,716 | 58 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,814 | 58 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,531 | 58 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,793 | 58 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,440 | 58 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||