CIK 2023325
LRI Investments, LLC
Institutional 13F holdings & portfolio
Holdings
1,354
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 1,354
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 6K | $500K+ | SH |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 4K | $500K+ | SH |
| NOW | SERVICENOW INC COM | 3K | $500K+ | SH |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | 12K | $500K+ | SH |
| INTC | INTEL CORP COM | 14K | $500K+ | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 4K | $500K+ | SH |
| IAU | ISHARES GOLD TRUST | 6K | $500K+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | 32K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 811 | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 18K | $100K–$500K | SH |
| CTVA | CORTEVA INC COM | 7K | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 25K | $100K–$500K | SH |
| DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | 12K | $100K–$500K | SH |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | 1K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP COM | 468 | $100K–$500K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 545 | $100K–$500K | SH |
| MMM | 3M CO COM | 2K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 7K | $100K–$500K | SH |
| IVV | ISHARES CORE S&P 500 ETF | 572 | $100K–$500K | SH |
| T | AT&T INC COM | 16K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 826 | $100K–$500K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 3K | $100K–$500K | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 4K | $100K–$500K | SH |
| ENB | ENBRIDGE INC COM | 8K | $100K–$500K | SH |
| ABT | ABBOTT LABS COM | 3K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC COM CL A | 3K | $100K–$500K | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 5K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO COM | 4K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL COM NEW | 5K | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC COM NEW | 4K | $100K–$500K | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 2K | $100K–$500K | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 1K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 532 | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC COM SHS | 1K | $100K–$500K | SH |
| AMGN | AMGEN INC COM | 957 | $100K–$500K | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 2K | $100K–$500K | SH |
| DEO | DIAGEO PLC SPON ADR NEW | 4K | $100K–$500K | SH |
| RIO | RIO TINTO PLC SPONSORED ADR | 4K | $100K–$500K | SH |
| MGV | VANGUARD MEGA CAP VALUE ETF | 2K | $100K–$500K | SH |
| CGW | INVESCO S&P GLOBAL WATER INDEX ETF | 5K | $100K–$500K | SH |
| PHO | INVESCO WATER RESOURCES ETF | 4K | $100K–$500K | SH |
| BGRN | ISHARES TRUST ISHARES USD GREEN BOND ETF | 6K | $100K–$500K | SH |
| VCRB | VANGUARD CORE BOND ETF | 4K | $100K–$500K | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 907 | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC COM | 1K | $100K–$500K | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 3K | $100K–$500K | SH |
| VV | VANGUARD LARGE-CAP ETF | 896 | $100K–$500K | SH |
| NTRS | NORTHERN TR CORP COM | 2K | $100K–$500K | SH |
| XYL | XYLEM INC COM | 2K | $100K–$500K | SH |
| NET | CLOUDFLARE INC CL A COM | 1K | $100K–$500K | SH |