Lri Investments, LLC Portfolio Holdings

Lri Investments, LLC

  • $1.22 Trillion
  • Q3 2025

Lri Investments, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.22 Trillion distributed in 1677 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ares Management Corp with a value of $372B, Dimensional ETF Tr U S Core Eq with a value of $91.8B, Dimensional Us Core Equity 1 ETF with a value of $45.4B, Dimensional ETF Tr with a value of $43.3B, and Vanguard Ftse All World Ex Us with a value of $35B.

Examining the 13F form we can see an increase of $44.5B in the current position value, from $1.18T to 1.22T.

Lri Investments, LLC is based out at Palm Beach Gardens, FL

Below you can find more details about Lri Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.22 Trillion
Financial Services: $441 Billion
ETFs: $437 Billion
Technology: $80.9 Billion
Industrials: $39 Billion
Consumer Cyclical: $26.3 Billion
Healthcare: $21.7 Billion
Communication Services: $18.6 Billion
Consumer Defensive: $15.1 Billion
Other: $29.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.2B
$407 Million 0.03% of portfolio
3,773
Q2 2025 Added 2,303.18%
$182B
$306 Million 0.03% of portfolio
448
Q3 2025 Reduced 7.63%
$59.8B
$392 Million 0.03% of portfolio
2,089
Q2 2025 Reduced 7.61%
$0
$407 Million 0.03% of portfolio
545
Q1 2024 New
$0
$329 Million 0.03% of portfolio
553
Q3 2025 Added 14.26%
$47.4B
$392 Million 0.03% of portfolio
5,789
Q3 2025 Added 4.7%
$115B
$376 Million 0.03% of portfolio
766
Q3 2025 Reduced 9.78%
$0
$307 Million 0.03% of portfolio
13,209
Q2 2025 Added 139.42%
$0
$335 Million 0.03% of portfolio
2,350
Q1 2024 New
$82.2B
$310 Million 0.03% of portfolio
1,375
Q3 2025 Reduced 1.93%
$102B
$356 Million 0.03% of portfolio
2,488
Q3 2025 Added 100.48%
$28.3B
$388 Million 0.03% of portfolio
4,735
Q3 2025 Reduced 2.85%
$68.5B
$348 Million 0.03% of portfolio
2,560
Q3 2025 Reduced 4.05%
$81.8B
$322 Million 0.03% of portfolio
2,927
Q3 2025 Reduced 20.44%
$283B
$371 Million 0.03% of portfolio
2,894
Q3 2025 Added 4.18%
$96.7B
$413 Million 0.03% of portfolio
8,185
Q3 2025 Added 3.82%
$0
$375 Million 0.03% of portfolio
5,038
Q3 2025 Reduced 5.28%
$84.9B
$344 Million 0.03% of portfolio
25,543
Q3 2025 Added 0.54%
Vanguard Core Bond ETF
-
$315 Million 0.03% of portfolio
-
Q3 2025 Added 53.56%
$388B
$334 Million 0.03% of portfolio
24,322
Q3 2025 Added 0.45%
Ishares Bitcoin Trust ETF
-
$325 Million 0.03% of portfolio
-
Q4 2024 New
Ishares Ethereum Trust ETF
-
$315 Million 0.03% of portfolio
-
Q4 2024 New
$0
$385 Million 0.03% of portfolio
576
Q3 2025 Added 2.13%
$237B
$330 Million 0.03% of portfolio
24,588
Q3 2025 Added 0.72%
$222B
$330 Million 0.03% of portfolio
680
Q3 2025 Added 47.19%
$13.3B
$326 Million 0.03% of portfolio
7,016
Q3 2025 Reduced 1.29%
$170B
$345 Million 0.03% of portfolio
25,957
Q3 2025 Added 0.2%
$0
$423 Million 0.03% of portfolio
1,068
Q3 2024 New
Arista Networks Inc Com Shs
-
$354 Million 0.03% of portfolio
-
Q3 2025 Added 0.04%
$0
$370 Million 0.03% of portfolio
3,703
Q1 2024 New
$418B
$395 Million 0.03% of portfolio
2,209
Q3 2025 Reduced 3.41%
$107B
$355 Million 0.03% of portfolio
468
Q1 2025 Reduced 32.27%
$86.4B
$373 Million 0.03% of portfolio
1,062
Q3 2025 Reduced 11.57%
$59.1B
$329 Million 0.03% of portfolio
4,186
Q3 2025 Reduced 9.08%
$167B
$312 Million 0.03% of portfolio
3,271
Q3 2025 Reduced 11.79%
$193B
$367 Million 0.03% of portfolio
3,201
Q3 2025 Reduced 3.84%
$76.2B
$309 Million 0.03% of portfolio
638
Q3 2025 Reduced 13.2%
$10.1B
$229 Million 0.02% of portfolio
662
Q3 2025 Reduced 9.69%
$22.4B
$216 Million 0.02% of portfolio
10,890
Q2 2025 Added 30.72%
$59.5B
$204 Million 0.02% of portfolio
4,461
Q3 2025 Added 6.75%
$6.87B
$212 Million 0.02% of portfolio
1,490
Q3 2025 Reduced 25.13%
$18.3B
$184 Million 0.02% of portfolio
3,761
Q3 2024 Added 24.91%
$2.87B
$238 Million 0.02% of portfolio
2,506
Q3 2025 Reduced 10.95%
$33.2B
$201 Million 0.02% of portfolio
2,042
Q1 2025 Added 0.94%
$74.9B
$193 Million 0.02% of portfolio
739
Q2 2025 Reduced 0.81%
$0
$208 Million 0.02% of portfolio
3,855
Q3 2024 New
$73.7B
$214 Million 0.02% of portfolio
2,540
Q3 2025 Reduced 2.27%
Te Connectivity PLC Ord Shs
-
$209 Million 0.02% of portfolio
-
Q3 2025 Reduced 8.38%
$67.6B
$237 Million 0.02% of portfolio
4,900
Q3 2025 Added 2.02%

Summary

  • Portfolio
  • No. of Stocks 1,677
  • Current Value $1.22 Trillion
  • Prior Value $1.18 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 108 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 278 stocks
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