Stock Taper

LRI INVESTMENTS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
FMC CorporationFMC623$7.17K
Sensata Technologies Holding plcST622$29.69K
Synchrony FinancialSYF622$47.3K
Portland General Electric CompanyPOR616$31.93K
Arch Capital Group Ltd.ACGL613$59.5K
Costco Wholesale CorporationCOST608$568.76K
PAR Technology CorporationPAR608$10.59K
Masco CorporationMAS605$49.23K
Targa Resources Corp.TRGP600$160.88K
Resideo Technologies, Inc.REZI591$18.38K
CoStar Group, Inc.CSGP591$16.74K
Illinois Tool Works Inc.ITW590$159.58K
ADT Inc.ADT585$3.8K
Ciena CorporationCIEN585$287.01K
AerCap Holdings N.V.AER582$84.84K
Watts Water Technologies, Inc.WTS581$227.35K
Kura Oncology, Inc.KURA581$6.37K
Cadence Design Systems, Inc.CDNS574$215.43K
HEICO CorporationHEI-A574$147.95K
SharkNinja, Inc.SN570$86.79K