13F Filings History of LRI Investments, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$1,201,483,399
Signature - Title
Hayley A. Snell - Chief Compliance Officer
Location
Palm Beach Gardens, FL
Summary
This page shows a list of all the recent 13F filings made by LRI Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LRI Investments, LLC reported 1371 stock holdings with total value $1,201,483,399 as of Q4 2025. Top holdings included ARES, DFAC, DCOR, DFAX, and VEU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,371 $1,201,483,399 +$49,820,696 -$82,350,245 -$32,529,549 ARES, DFAC, DCOR, DFAX, VEU 13F-HR 03 Feb 2026, 17:41
Q3 2025 1,326 $1,198,305,989 +$79,255,262 -$15,236,579 +$64,018,683 ARES, DFAC, DCOR, DFAX, VEU 13F-HR 03 Nov 2025, 13:23
Q2 2025 1,283 $1,156,180,150 +$46,076,740 -$19,578,327 +$26,498,413 ARES, DFAC, DFAX, VEU, DFAI 13F-HR 25 Jul 2025, 12:48
Q1 2025 1,229 $1,015,630,077 +$149,943,167 -$57,962,649 +$91,980,518 ARES, DFAC, DFAX, DFAI, DLN 13F-HR 01 May 2025, 15:16
Q4 2024 1,171 $1,007,782,665 +$14,105,595 -$12,330,333 +$1,775,262 ARES, DFAC, AGO, DLN, DFAI 13F-HR 14 Feb 2025, 16:16
Q3 2024 1,161 $997,107,464 +$67,432,870 -$80,350,330 -$12,917,460 ARES, DFAC, DLN, AGO, DFAI 13F-HR 15 Nov 2024, 11:49
Q2 2024 1,134 $878,662,027 +$491,953,256 -$4,220,585 +$487,732,671 ARES, DFAC, DFAX, DLN, DFAI 13F-HR 24 Jul 2024, 13:29
Q1 2024 841 $395,959,430 $0 $0 $0 DFAC, DFAX, AGO, DLN, DFAI Restatement 21 May 2024, 11:30