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 151–200 of 1,354
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 10K | $100K–$500K | SH |
| AIZ | ASSURANT INC COM | 1K | $100K–$500K | SH |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | 4K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND CO COM | 4K | $100K–$500K | SH |
| THNQ | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | 4K | $100K–$500K | SH |
| SONY | SONY GROUP CORP SPONSORED ADR | 9K | $100K–$500K | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 5K | $100K–$500K | SH |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | 4K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 2K | $100K–$500K | SH |
| DXCM | DEXCOM INC COM | 11K | $100K–$500K | SH |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 2K | $100K–$500K | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 2K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC COM | 3K | $100K–$500K | SH |
| CAT | CATERPILLAR INC COM | 377 | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC COM | 337 | $100K–$500K | SH |
| SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | 11K | $100K–$500K | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 5K | $100K–$500K | SH |
| HDB | HDFC BANK LTD SPONSORED ADS | 6K | $100K–$500K | SH |
| KVUE | KENVUE INC COM | 12K | $100K–$500K | SH |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | 2K | $100K–$500K | SH |
| IP | INTERNATIONAL PAPER CO COM | 5K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC COM | 432 | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 12K | $100K–$500K | SH |
| B | BARRICK MNG CORP COM SHS | 5K | $100K–$500K | SH |
| ALC | ALCON AG ORD SHS | 3K | $100K–$500K | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 546 | $100K–$500K | SH |
| TTE | TOTALENERGIES SE ACT | 3K | $100K–$500K | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 3K | $100K–$500K | SH |
| IDCC | INTERDIGITAL INC COM | 592 | $100K–$500K | SH |
| CTRA | COTERRA ENERGY INC COM | 7K | $100K–$500K | SH |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | 4K | $100K–$500K | SH |
| INSM | INSMED INC COM PAR $.01 | 1K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC COM | 380 | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORP COM | 1K | $100K–$500K | SH |
| FDX | FEDEX CORP COM | 632 | $100K–$500K | SH |
| RPM | RPM INTL INC COM | 2K | $100K–$500K | SH |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | 2K | $100K–$500K | SH |
| ABNB | AIRBNB INC COM CL A | 1K | $100K–$500K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 1K | $100K–$500K | SH |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | 2K | $100K–$500K | SH |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | 2K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 770 | $100K–$500K | SH |
| YETI | YETI HLDGS INC COM | 4K | $100K–$500K | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 615 | $100K–$500K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | 2K | $100K–$500K | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 198 | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 374 | $100K–$500K | SH |
| VFMF | VANGUARD U.S. MULTIFACTOR ETF | 1K | $100K–$500K | SH |
| SKWD | SKYWARD SPECIALTY INS GROUP IN COM | 3K | $100K–$500K | SH |
| WTM | WHITE MTNS INS GROUP LTD COM | 79 | $100K–$500K | SH |