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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 39 of 98  ·  1,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 519.0 $20K 0.00% NEW $38.97 +10.2%
762 SAN BANCO SANTANDER SA ADR Financial Services 1,461.0 $20K 0.00% NEW $13.80 +5.7%
763 WH WYNDHAM HOTELS & RESORTS INC COM Consumer Cyclical 239.0 $20K 0.00% NEW $84.36 -11.5%
764 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 175.0 $20K 0.00% NEW $115.00 +1.3%
765 LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 210.0 $20K 0.00% NEW $95.80 -0.4%
766 IEI ISHARES 3-7 YEAR TREASURY BOND ETF 171.0 $20K 0.00% NEW $117.45 -0.9%
767 MSA MSA SAFETY INC COM Industrials 115.0 $20K 0.00% NEW $174.58 +8.5%
768 PINNACLE FINL PARTNERS INC COM 198.0 $20K 0.00% NEW $100.88
769 DLR DIGITAL RLTY TR INC COM Real Estate 110.0 $20K 0.00% NEW $180.37 +5.7%
770 GNTX GENTEX CORP COM Consumer Cyclical 781.0 $20K 0.00% NEW $25.27 -6.5%
771 TTC TORO CO COM Industrials 202.0 $20K 0.00% NEW $97.56 +1.9%
772 FROG JFROG LTD ORD SHS Technology 214.0 $19K 0.00% NEW $90.88 +1.4%
773 GENI GENIUS SPORTS LIMITED SHARES CL A Communication Services 3,206.0 $19K 0.00% NEW $6.06 +33.0%
774 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 195.0 $19K 0.00% NEW $98.99 -1.7%
775 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 375.0 $19K 0.00% NEW $51.29 -2.1%
776 SR SPIRE INC COM Utilities 246.0 $19K 0.00% NEW $78.09 +3.6%
777 ES EVERSOURCE ENERGY COM Utilities 265.0 $19K 0.00% NEW $72.27 -2.9%
778 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 2,038.0 $19K 0.00% NEW $9.39 +20.0%
779 ENR ENERGIZER HLDGS INC COM Industrials 892.0 $19K 0.00% NEW $21.44 +0.1%
780 RB GLOBAL INC COM 163.0 $19K 0.00% NEW $116.45
Page 39 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%