Position in WIT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$393
New position
Shares Held
175
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#290
of 296 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Information Technology Services
Technology · as of Jun 30, 2026LRI Investments, LLC holds $2,108,033 across 25 Information Technology Services names. WIT ranks #19 (0.0% of the industry book) .
| # | 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 WIT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393 | 175 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||