Position in V
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$8,634,693
-$2,007,250 QoQ
Shares Held
28,569
-5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026LRI Investments, LLC holds $10,567,431 across 14 Credit Services names. V ranks #1 (81.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
28,569 | $8,634,693 | |
| 2 | MA |
Mastercard Inc
|
1,410 | $704,519 | |
| 3 | COF |
Capital One Financial Corp
|
3,478 | $634,491 | |
| 4 | AXP |
American Express Co
|
1,012 | $306,108 | |
| 5 | ALLY |
Ally Financial Inc.
|
3,558 | $139,580 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
2,032 | $91,907 | |
| 7 | SYF |
Synchrony Financial
|
511 | $34,758 | |
| 8 | ENVA |
Enova International, Inc.
|
51 | $6,927 |
All Filings in V
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,634,693 | 28,569 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,641,943 | 30,344 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,410,382 | 30,495 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,010,454 | 31,011 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,978,859 | 31,327 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,628,158 | 30,465 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,488,256 | 30,872 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,413,925 | 5,387 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $561,508 | 2,012 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||