LRI Investments, LLC
CIK
2023325
City
PALM BEACH GARDENS
State / Country
FL
Top Portfolio Positions
1,158 positions ·
$669,098,795 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ARES |
Ares Management Corp
Financial Services
|
2,342,199 | $255,533,910 | 38.19% | |
| META |
Meta Platforms, Inc.
Communication Services
|
35,315 | $20,204,770 | 3.02% | |
| MSFT |
Microsoft Corp
Technology
|
52,725 | $19,517,212 | 2.92% | |
| AAPL |
Apple Inc.
Technology
|
69,914 | $17,743,472 | 2.65% | |
| TT |
Trane Technologies plc
Industrials
|
40,226 | $16,763,782 | 2.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
55,368 | $15,921,621 | 2.38% | |
| RTX |
RTX Corp
Industrials
|
72,816 | $14,046,206 | 2.10% | |
| AGO |
Assured Guaranty Ltd
Financial Services
|
170,065 | $13,856,896 | 2.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
66,098 | $13,766,230 | 2.06% | |
| NVDA |
Nvidia Corp
Technology
|
71,105 | $12,400,711 | 1.85% |
Portfolio Trend
9 quarters · across all stocks
Holdings in LOMA
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,374 | 665 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,122 | 550 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,053 | 550 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,032 | 550 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,208 | 110 | Shares | Sole | 2025-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||