Position in OSCR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$199
-$16,730 QoQ
Shares Held
7
-99.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#394
of 401 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OSCR 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. OSCR ranks #9 (0.0% 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.
|
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 OSCR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199 | 7 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $16,929 | 1,476 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $17,717 | 1,233 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $23,340 | 1,233 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $26,435 | 1,233 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,382 | 258 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $5,429 | 256 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||