LRI Investments, LLC

CIK 0002023325 · Q1 2026

13F Equity AUM

$1.1B

-8.8% QoQ

Positions

1,360

+68 QoQ

AUM Rank

#2,595

Top 21%

Skill Alpha (FF)

—

Building track record (7q)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 42.5%Top 10: 54.6%Top 20: 68.0%

ARES20.1%

VEU3.4%

DLN2.6%

DWM2.4%

Others (1350)45.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services80.2%

Technology6.2%

Industrials3.4%

Healthcare2.0%

Other8.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Holdings

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