LRI Investments, LLC
Position in NOTE — FiscalNote Holdings, Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in NOTE
as of Dec 31, 2025
· filed Feb 4, 2026
Position Value
$36
-$79 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NOTE Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026LRI Investments, LLC holds $2,108,033 across 25 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
8,217 | $1,022,522 | |
| 2 | IBM |
International Business Machines Corp
|
3,057 | $859,658 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
1,607 | $62,480 | |
| 4 | CDW |
CDW Corp
|
383 | $53,865 | |
| 5 | SAIC |
Science Applications International Corp
|
228 | $25,173 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
167 | $22,870 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
91 | $12,533 | |
| 8 | CLVT |
Clarivate PLC
|
5,535 | $11,955 |
All Filings in NOTE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $36 | 25 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $115 | 25 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||