Stock Taper

LRI INVESTMENTS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Fortive CorporationFTV906$55.35K
SK Telecom Co.,LtdSKM901$28.98K
AppLovin CorporationAPP898$462.65K
Marathon Petroleum CorporationMPC895$228.79K
Energizer Holdings, Inc.ENR892$19.13K
UGI CorporationUGI892$30.81K
Solstice Advanced Materials Inc.SOLS863$76.46K
Packaging Corporation of AmericaPKG861$205.19K
Hope Bancorp, Inc.HOPE860$11.77K
Net Lease Office PropertiesNLOP848$9.44K
Constellation Energy CorporationCEG846$210.16K
GeneDx Holdings Corp.WGS837$57.46K
Twilio Inc.TWLO831$171.46K
Envista Holdings CorpNVST829$21.84K
NNN REIT, Inc.NNN821$38.2K
Paramount Skydance Corporation Class B Common StockPSKY815$8.04K
The Western Union CompanyWU811$6.25K
Viking Holdings LtdVIK810$84.78K
Northrop Grumman CorporationNOC795$404.9K
Sylvamo CorpSLVM794$30.01K