Holdings
LRI Investments, LLC
As of Jun 30, 2026, LRI Investments, LLC reported 1,552 positions worth US$527M. Largest: Ares Management Corporation, Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Ares Management Corporation | 2.34M | US$231M | −6,931 | Jun 30, 2026 |
| Apple Inc | 68,905 | US$19.9M | −1,009 | Jun 30, 2026 |
| Nvidia Corporation | 72,730 | US$14.6M | +1,625 | Jun 30, 2026 |
| Rtx Corporation | 72,271 | US$13.7M | −545 | Jun 30, 2026 |
| Assured Guaranty Ltd. | 147K | US$11.8M | −22,756 | Jun 30, 2026 |
| Amazon.com, Inc. | 68,711 | US$11.4M | +2,613 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 68,115 | US$10.6M | +1,939 | Jun 30, 2026 |
| Microsoft Corp. | 53,986 | US$10.3M | +1,261 | Jun 30, 2026 |
| Nucor Corporation | 26,341 | US$5.87M | −6,790 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 37,791 | US$4.87M | +924 | Jun 30, 2026 |