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 201–250 of 1,354
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 2K | $100K–$500K | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 1K | $100K–$500K | SH |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 3K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V COM | 25K | $100K–$500K | SH |
| IOO | ISHARES GLOBAL 100 ETF | 1K | $100K–$500K | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 3K | $100K–$500K | SH |
| FORM | FORMFACTOR INC COM | 3K | $100K–$500K | SH |
| OSK | OSHKOSH CORP COM | 1K | $100K–$500K | SH |
| DKS | DICKS SPORTING GOODS INC COM | 800 | $100K–$500K | SH |
| GIS | GENERAL MLS INC COM | 3K | $100K–$500K | SH |
| NTRA | NATERA INC COM | 683 | $100K–$500K | SH |
| WFC | WELLS FARGO & CO COM | 2K | $100K–$500K | SH |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 1K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO COM | 599 | $100K–$500K | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | 10K | $100K–$500K | SH |
| KHC | KRAFT HEINZ CO COM | 6K | $100K–$500K | SH |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | 4K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. COM | 473 | $100K–$500K | SH |
| BHP | BHP GROUP LTD SPONSORED ADS | 3K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 294 | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 3K | $100K–$500K | SH |
| EFX | EQUIFAX INC COM | 676 | $100K–$500K | SH |
| DOC | HEALTHPEAK PROPERTIES INC COM | 9K | $100K–$500K | SH |
| NEM | NEWMONT CORP COM | 1K | $100K–$500K | SH |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS SHS | 2K | $100K–$500K | SH |
| BA | BOEING CO COM | 638 | $100K–$500K | SH |
| DOL | WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | 2K | $100K–$500K | SH |
| HLMN | HILLMAN SOLUTIONS CORP COM | 16K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC COM | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP COM | 1K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC COM | 648 | $100K–$500K | SH |
| LNTH | LANTHEUS HLDGS INC COM | 2K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 150 | $100K–$500K | SH |
| DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | 3K | $100K–$500K | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 686 | $100K–$500K | SH |
| WRB | BERKLEY W R CORP COM | 2K | $100K–$500K | SH |
| MOD | MODINE MFG CO COM | 975 | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC COM | 413 | $100K–$500K | SH |
| YUM | YUM BRANDS INC COM | 841 | $100K–$500K | SH |
| FAF | FIRST AMERN FINL CORP COM | 2K | $100K–$500K | SH |
| ALLE | ALLEGION PLC ORD SHS | 793 | $100K–$500K | SH |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | 4K | $100K–$500K | SH |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 2K | $100K–$500K | SH |
| EL | LAUDER ESTEE COS INC CL A | 6K | $100K–$500K | SH |
| TRGP | TARGA RES CORP COM | 676 | $100K–$500K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 588 | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW COM | 953 | $100K–$500K | SH |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | 1K | $100K–$500K | SH |
| FTDR | FRONTDOOR INC COM | 2K | $100K–$500K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 678 | $100K–$500K | SH |