LRI Investments, LLC

Position in ZBH — Zimmer Biomet Holdings, Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in ZBH

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$117,254

-$41,342 QoQ

Shares Held

1,362

-22.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#55

of 101 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Jun 30, 2026

LRI Investments, LLC holds $7,259,706 across 26 Medical Devices names. ZBH ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STE	STERIS plc	16,801	$3,537,785
2	EW	Edwards Lifesciences Corp	16,105	$1,456,858
3	MDT	Medtronic plc	9,871	$772,208
4	DXCM	Dexcom Inc	10,923	$735,664
5	ABT	Abbott Laboratories	2,712	$246,086
6	ZBH	Zimmer Biomet Holdings, Inc. This page	1,362	$117,254
7	SYK	Stryker Corp	278	$87,524
8	GMED	Globus Medical Inc	1,004	$79,326

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$117,254	1,362	-22.3%	Shares	Sole	2026-07-14
2026-03-31	$158,596	1,754	-8.1%	Shares	Sole	2026-04-30
2025-12-31	$171,567	1,908	+18.9%	Shares	Sole	2026-02-04
2025-09-30	$158,092	1,605	+4.4%	Shares	Sole	2025-11-03
2025-06-30	$140,280	1,538	+40.6%	Shares	Sole	2025-07-25
2025-03-31	$123,818	1,094	+29.3%	Shares	Sole	2025-05-01
2024-12-31	$89,362	846	-22.7%	Shares	Sole	2025-02-14
2024-09-30	$118,097	1,094	+112.4%	Shares	Sole	2024-11-15
2024-06-30	$55,892	515	0.0%	Shares	Sole	2024-07-24
2024-03-31	$67,969	515	—	Shares	Sole	2024-05-21
No filing history on record for this holder in this stock.