LRI INVESTMENTS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARES | 2.39M | $344.29M |
 | AGO | 297K | $26.67M |
 | GBDC | 119K | $1.61M |
 | RTX | 76K | $14.01M |
 | AAPL | 75K | $20.40M |
 | NVDA | 70K | $13.11M |
 | AMZN | 68K | $10.82M |
 | GOOGL | 57K | $5.77M |
 | CARR | 57K | $2.99M |
 | MSFT | 54K | $13.38M |
 | KO | 51K | $3.59M |
 | EPD | 43K | $1.37M |
 | TT | 40K | $92.34K |
 | JPM | 40K | $5.53M |
 | BAC | 40K | $2.19M |
 | XOM | 35K | $4.23M |
 | META | 34K | $4.77M |
 | NU | 33K | $555.92K |
 | NUE | 33K | $5.40M |
 | KEY | 32K | $655.09K |
Ares Management Corporation
ARES
Shares Held
2.39M
Value
$344.29M
Assured Guaranty Ltd.
AGO
Shares Held
297K
Value
$26.67M
Golub Capital BDC, Inc.
GBDC
Shares Held
119K
Value
$1.61M
RTX Corporation
RTX
Shares Held
76K
Value
$14.01M
Apple Inc.
AAPL
Shares Held
75K
Value
$20.40M
NVIDIA Corporation
NVDA
Shares Held
70K
Value
$13.11M
Amazon.com, Inc.
AMZN
Shares Held
68K
Value
$10.82M
Alphabet Inc.
GOOGL
Shares Held
57K
Value
$5.77M
Carrier Global Corporation
CARR
Shares Held
57K
Value
$2.99M
Microsoft Corporation
MSFT
Shares Held
54K
Value
$13.38M
The Coca-Cola Company
KO
Shares Held
51K
Value
$3.59M
Enterprise Products Partners L.P.
EPD
Shares Held
43K
Value
$1.37M
Trane Technologies plc
TT
Shares Held
40K
Value
$92.34K
JPMorgan Chase & Co.
JPM
Shares Held
40K
Value
$5.53M
Bank of America Corporation
BAC
Shares Held
40K
Value
$2.19M
Exxon Mobil Corporation
XOM
Shares Held
35K
Value
$4.23M
Meta Platforms, Inc.
META
Shares Held
34K
Value
$4.77M
Nu Holdings Ltd.
NU
Shares Held
33K
Value
$555.92K
Nucor Corporation
NUE
Shares Held
33K
Value
$5.40M
KeyCorp
KEY
Shares Held
32K
Value
$655.09K