Stock Taper

LRI INVESTMENTS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lumentum Holdings Inc.LITE517$443.4K
Molson Coors Beverage CompanyTAP519$20.23K
Kemper CorporationKMPR520$14.02K
American Water Works Company, Inc.AWK524$68.95K
Onto Innovation Inc.ONTO525$198.69K
Celanese CorporationCE528$24.29K
Five9, Inc.FIVN529$11.28K
EOG Resources, Inc.EOG530$68.76K
Ryder System, Inc.R534$140.85K
Brown & Brown, Inc.BRO534$34.23K
Ares Capital CorporationARCC535$9.91K
FedEx CorporationFDX539$168.78K
Parker-Hannifin CorporationPH547$535.03K
Arthur J. Gallagher & Co.AJG550$126.26K
CNO Financial Group, Inc.CNO552$28.14K
NiSource IncNI558$26.53K
DTE Energy CompanyDTE568$86.55K
SharkNinja, Inc.SN570$86.79K
HEICO CorporationHEI-A574$147.95K
Cadence Design Systems, Inc.CDNS574$215.43K