LRI Investments, LLC

Position in BHP — BHP Group Ltd

CIK 2023325 PALM BEACH GARDENS, FL

Position in BHP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$217,189

+$33,739 QoQ

Shares Held

2,607

+3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#574

of 814 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

LRI Investments, LLC holds $795,962 across 6 Other Industrial Metals & Mining names. BHP ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RIO	Rio Tinto PLC	4,337	$411,711
2	BHP	BHP Group Ltd This page	2,607	$217,189
3	VALE	Vale S.A.	5,081	$76,418
4	ALOY	Realloys Inc.	5,000	$72,250
5	MP	MP Materials Corp. / DE	201	$11,257
6	MTRN	MATERION Corp	24	$7,137

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,189	2,607	+3.4%	Shares	Sole	2026-07-14
2026-03-31	$183,450	2,522	0.0%	Shares	Sole	2026-04-30
2025-12-31	$152,253	2,522	-5.4%	Shares	Sole	2026-02-04
2025-09-30	$148,685	2,667	0.0%	Shares	Sole	2025-11-03
2025-06-30	$128,256	2,667	0.0%	Shares	Sole	2025-07-25
2025-03-31	$129,456	2,667	0.0%	Shares	Sole	2025-05-01
2024-12-31	$130,229	2,667	0.0%	Shares	Sole	2025-02-14
2024-09-30	$165,647	2,667	+1739.3%	Shares	Sole	2024-11-15
2024-06-30	$8,278	145	—	Shares	Sole	2024-07-24
No filing history on record for this holder in this stock.