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Portfolio (Quarterly) Guide ↗

LRI Investments, LLC

· CIK 0002023325
13F Portfolio $1.2B AUM 2,406 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1954 New
Page 30 of 98  ·  1,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 IJH ISHARES CORE S&P MID-CAP ETF 549.0 $42K 0.00% NEW $77.11 -0.4%
582 GWW WW GRAINGER INC COM Industrials 31.0 $42K 0.00% NEW $1360.42 -3.5%
583 AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN Financial Services 1,197.0 $42K 0.00% NEW $35.22 +3.0%
584 SABA SABA CAPITAL INCOME & OPPORTUN COM NEW Financial Services 5,000.0 $42K 0.00% NEW $8.35 -2.2%
585 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 1,036.0 $42K 0.00% NEW $40.21 -1.8%
586 RACE FERRARI N V COM Consumer Cyclical 112.0 $42K 0.00% NEW $370.96 +17.7%
587 SON SONOCO PRODS CO COM Consumer Cyclical 731.0 $41K 0.00% NEW $56.35 +5.6%
588 SATS ECHOSTAR CORP CL A Technology 404.0 $41K 0.00% NEW $101.50 -8.9%
589 FEDEX FGHT HLDG CO INC COMMON STOCK 269.0 $41K 0.00% NEW $151.00
590 TKO TKO GROUP HOLDINGS INC CL A Communication Services 201.0 $40K 0.00% NEW $201.31 -4.1%
591 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 364.0 $40K 0.00% NEW $109.82 -0.5%
592 FNB F N B CORP COM Financial Services 2,092.0 $40K 0.00% NEW $19.08 -2.9%
593 GEO GEO GROUP INC COM Industrials 1,350.0 $40K 0.00% NEW $29.55 +10.7%
594 HAL HALLIBURTON CO COM Energy 14,871.0 $40K 0.00% NEW $2.68 +1221.1%
595 MTZ MASTEC INC COM Industrials 95.0 $40K 0.00% NEW $416.06 -36.0%
596 WEC WEC ENERGY GROUP INC COM Utilities 337.0 $39K 0.00% NEW $116.77 -9.2%
597 IWB ISHARES RUSSELL 1000 ETF 96.0 $39K 0.00% NEW $409.50 +2.5%
598 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 412.0 $39K 0.00% NEW $95.04 +9.6%
599 H HYATT HOTELS CORP COM CL A Consumer Cyclical 202.0 $39K 0.00% NEW $193.84 -6.8%
600 MET METLIFE INC COM Financial Services 460.0 $39K 0.00% NEW $84.61 +11.5%
Page 30 of 98  ·  1,954 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.1%
Technology 16.9%
Industrials 7.9%
Healthcare 4.7%
Consumer Cyclical 4.6%
Consumer Defensive 2.9%
Communication Services 2.6%
Basic Materials 2.0%
Real Estate 1.2%
Energy 1.2%