EdgeMarket › What Lri Investments, Llc reported owning
What Lri Investments, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
1,415Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ARES Ares Management Corp | 227.1M | 20.1% | 2.3M | 141.25 | -21.1% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 89.8M | 8.0% | 2.3M | 45.61 | +22.8% |
| DCOR Dimensional US Core Equity 1 ETF | 71.3M | 6.3% | 989.5K | 84.54 | +22.0% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 53.5M | 4.7% | 1.6M | 38.16 | +24.9% |
| VEU Vanguard FTSE All World Ex US ETF | 38.7M | 3.4% | 515.3K | 85.69 | +23.3% |
| DFAI Dimensional International Core Equity Market E | 32.9M | 2.9% | 844.3K | 43.35 | +21.1% |
| DLN WisdomTree U.S. LargeCap Dividend Fund | 29.7M | 2.6% | 332.8K | 100.73 | +18.5% |
| DWM WisdomTree International Equity Fund | 27.0M | 2.4% | 386.5K | 76.60 | +15.6% |
| DFUV Dimensional US Marketwide Value ETF | 26.4M | 2.3% | 544.3K | 57.43 | +31.9% |
| DFIV Dimensional International Value ETF | 20.4M | 1.8% | 386.2K | 58.31 | +27.8% |
| DFAS Dimensional U.S. Small Cap ETF | 17.9M | 1.6% | 252.2K | 83.02 | +25.5% |
| AAPL Apple Inc. | 17.7M | 1.6% | 69.9K | 309.35 | +36.9% |
| VBIL Vanguard 0-3 Month Treasury Bill ETF | 16.6M | 1.5% | 219.1K | 75.66 | +0.2% |
| DISV Dimensional International Small Cap Value ETF | 16.5M | 1.5% | 418.6K | 44.49 | +28.9% |
| DLS WisdomTree International SmallCap Fund | 15.8M | 1.4% | 193.4K | 88.90 | +13.0% |
| VNQ Vanguard Real Estate ETF | 14.6M | 1.3% | 164.8K | 98.50 | +8.6% |
| RTX RTX Corp | 14.0M | 1.2% | 72.8K | 209.91 | +34.1% |
| AGO ASSURED GUARANTY LTD | 13.9M | 1.2% | 170.1K | 74.44 | -8.1% |
| NVDA NVIDIA CORP | 12.4M | 1.1% | 71.1K | 214.72 | +22.4% |
| DFAR Dimensional US Real Estate ETF | 10.9M | 1.0% | 462.4K | 26.48 | +12.6% |
| MSFT MICROSOFT CORP | 9.8M | 0.9% | 52.7K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 9.4M | 0.8% | 66.1K | 258.63 | +15.6% |
| AVUS Avantis U.S. Equity ETF | 8.8M | 0.8% | 79.6K | 130.59 | +25.1% |
| VAW Vanguard Materials ETF | 6.4M | 0.6% | 28.5K | 239.67 | +17.8% |
| SPY SPDR S&P 500 ETF TRUST | 6.3M | 0.6% | 9.7K | 765.72 | +20.0% |
| VDE Vanguard Energy ETF | 6.2M | 0.6% | 35.9K | 179.58 | +49.2% |
| DFLV Dimensional US Large Cap Value ETF | 5.9M | 0.5% | 164.2K | 42.01 | +31.1% |
| XOM ExxonMobil Holdings Corp | 5.8M | 0.5% | 34.1K | 165.11 | +52.1% |
| NUE NUCOR CORP | 5.6M | 0.5% | 33.1K | 243.63 | +69.8% |
| VTI Vanguard Morningstar Total Stock Market ETF | 5.1M | 0.4% | 15.8K | 378.24 | +20.5% |
| META Meta Platforms, Inc. | 5.0M | 0.4% | 35.3K | 549.90 | -26.5% |
| GOOGL Alphabet Inc. | 4.9M | 0.4% | 55.4K | 344.82 | +73.0% |
| VOO Vanguard S&P 500 ETF | 4.6M | 0.4% | 7.8K | 703.71 | +20.0% |
| ARTY iShares Future AI & Tech ETF | 4.4M | 0.4% | 94.4K | 74.17 | +79.4% |
| DSTL Distillate U.S. Fundamental Stability & Value | 4.3M | 0.4% | 74.1K | 69.81 | +23.1% |
| JPM JPMORGAN CHASE & CO | 4.1M | 0.4% | 36.9K | 351.58 | +20.3% |
| KO COCA COLA CO | 3.7M | 0.3% | 48.6K | 91.10 | +28.9% |
| AVGO Broadcom Inc. | 3.6M | 0.3% | 11.6K | 368.45 | +26.5% |
| AVLV Avantis U.S. Large Cap Value ETF | 3.4M | 0.3% | 42.4K | 94.64 | +34.1% |
| DFGR Dimensional Global Real Estate ETF | 3.4M | 0.3% | 127.8K | 29.46 | +8.5% |
| WMT Walmart Inc. | 3.2M | 0.3% | 25.5K | 103.70 | +1.1% |
| MTB M&T BANK CORP | 3.1M | 0.3% | 15.2K | 240.34 | +24.4% |
| GOOG Alphabet Inc. | 3.1M | 0.3% | 10.8K | 341.75 | +70.7% |
| BITQ Bitwise Crypto Industry Innovators ETF | 3.1M | 0.3% | 164.2K | 25.17 | +29.5% |
| CARR CARRIER GLOBAL Corp | 3.1M | 0.3% | 54.7K | 60.37 | -9.7% |
| JNJ JOHNSON & JOHNSON | 2.9M | 0.3% | 12.0K | 270.24 | +51.1% |
| IWF iShares Russell 1000 Growth Fund | 2.9M | 0.3% | 6.8K | 122.39 | +11.2% |
| VTV Vanguard Morningstar Value ETF | 2.8M | 0.3% | 14.4K | 226.40 | +24.6% |
| DFUS Dimensional U.S. Equity Market ETF | 2.8M | 0.3% | 39.8K | 83.64 | +20.8% |
| CAT CATERPILLAR INC | 2.8M | 0.2% | 3.9K | 827.90 | +96.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →