Stock Taper

LRI INVESTMENTS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amentum Holdings, Inc.AMTM338$6.99K
Invesco Ltd.IVZ340$8.97K
Moelis & CompanyMC343$22.44K
Constellation Brands, Inc.STZ343$47.71K
The Magnum Ice Cream Company N.V.MICC343$5.97K
Chunghwa Telecom Co., Ltd.CHT347$15.36K
Prestige Consumer Healthcare Inc.PBH349$16.5K
SM Energy CompanySM349$9.11K
Jacobs Solutions Inc.J356$44.86K
Martin Marietta Materials, Inc.MLM357$205.88K
CenterPoint Energy, Inc.CNP358$15.77K
TE Connectivity plcTEL358$72.18K
Navient CorporationNAVI358$3.05K
The Progressive CorporationPGR360$78.7K
Essential Properties Realty Trust, Inc.EPRT362$10.81K
Kimberly-Clark CorporationKMB364$39.97K
Norwegian Cruise Line Holdings Ltd.NCLH367$7.75K
Grifols, S.A.GRFS368$2.6K
Equifax Inc.EFX369$58.57K
Ferguson plcFERG370$87.86K