LRI Investments, LLC
All 13F Filings
- Location
- Palm Beach Gardens, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,243,601
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 1,954 | 1,243,601 | 13F-HR | LRI Investments, LLC |
| Q1 2026 | 4/30/2026 | 1,415 | 1,128,959 | 13F-HR | LRI Investments, LLC |
| Q4 2025 | 2/4/2026 | 1,354 | 1,238,058 | 13F-HR | LRI Investments, LLC |
| Q3 2025 | 11/3/2025 | 1,309 | 1,221,619 | 13F-HR | LRI Investments, LLC |
| Q2 2025 | 7/25/2025 | 1,266 | 1,177,148 | 13F-HR | LRI Investments, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 543.8 K | 43.7% | 43.27 K | 0 | 43.27 K |
| ETFs | 699.7 K | 56.3% | 71.3 K | 0 | 71.3 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
1,243,601
Holdings
1954
QoQ value change ($000)
114,642
(10.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.