Position in ELV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$877,876
+$317,261 QoQ
Shares Held
2,270
+18.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#793
of 1,597 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ELV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026LRI Investments, LLC holds $11,663,733 across 9 Healthcare Plans names. ELV ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
19,360 | $8,046,596 | |
| 2 | CI |
Cigna Group
|
5,171 | $1,425,541 | |
| 3 | CVS |
CVS HEALTH Corp
|
12,441 | $1,287,021 | |
| 4 | ELV |
Elevance Health, Inc.
This page
|
2,270 | $877,876 | |
| 5 | HUM |
Humana Inc
|
58 | $23,038 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
6 | $1,372 | |
| 7 | CNC |
Centene Corp
|
20 | $1,283 | |
| 8 | PGNY |
Progyny, Inc.
|
28 | $807 |
All Filings in ELV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877,876 | 2,270 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $560,615 | 1,915 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $700,748 | 1,999 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $544,780 | 1,686 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $625,058 | 1,607 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $725,947 | 1,669 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $607,209 | 1,646 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $863,720 | 1,661 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $870,226 | 1,606 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $832,774 | 1,606 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||