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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 40 of 98  ·  1,954 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 197.0 $19K 0.00% NEW $96.34 +5.1%
782 NWL NEWELL BRANDS INC COM Consumer Defensive 3,050.0 $19K 0.00% NEW $6.14 -0.8%
783 WAFD WAFD INC COM Financial Services 485.0 $19K 0.00% NEW $38.37 -5.2%
784 JBHT HUNT J B TRANS SVCS INC COM Industrials 64.0 $19K 0.00% NEW $289.44 -4.8%
785 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 191.0 $19K 0.00% NEW $96.88 +2.0%
786 RALLIANT CORP COM 251.0 $18K 0.00% NEW $73.63
787 ILMN ILLUMINA INC COM Healthcare 105.0 $18K 0.00% NEW $175.83 +24.8%
788 BEACON FINANCIAL CORP. COM 605.0 $18K 0.00% NEW $30.45
789 REZI RESIDEO TECHNOLOGIES INC COM Industrials 591.0 $18K 0.00% NEW $31.10 -34.8%
790 TTD THE TRADE DESK INC COM CL A Technology 1,016.0 $18K 0.00% NEW $18.08 -27.1%
791 CDL VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF 233.0 $18K 0.00% NEW $77.58 +3.8%
792 AXS AXIS CAP HLDGS LTD SHS Financial Services 168.0 $18K 0.00% NEW $107.44 -8.1%
793 VGK VANGUARD FTSE EUROPE ETF 200.0 $18K 0.00% NEW $88.54 +4.7%
794 SAM BOSTON BEER INC CL A Consumer Defensive 100.0 $18K 0.00% NEW $177.03 +5.0%
795 ZTS ZOETIS INC CL A Healthcare 246.0 $18K 0.00% NEW $71.86 +8.2%
796 XRAY DENTSPLY SIRONA INC COM Healthcare 1,662.0 $18K 0.00% NEW $10.61 +2.9%
797 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 389.0 $18K 0.00% NEW $45.11 +18.5%
798 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 258.0 $18K 0.00% NEW $67.93 -6.3%
799 ULCC FRONTIER GROUP HLDGS INC COM Industrials 2,212.0 $17K 0.00% NEW $7.91 -24.7%
800 PTLC PACER TRENDPILOT US LARGE CAP ETF 300.0 $17K 0.00% NEW $58.26 +2.4%
Page 40 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%