Hayley A. Snell
@Lri Investments, Llc
Latest period2024 - Q3ReportedManaged Assets$1.031BTotal holdings1146
Assets growth rate17.31%Assets growth rate (2-Q avg)69.61%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Lri Investments, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1146 positions.
Assets under management
The assets under management (AUM) of Lri Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.031B in assets, with a quarterly growth rate of 17.31% and a 2-quarter average growth rate of 69.61%. The portfolio is managed by Hayley A. Snell, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
WMTWalmart Inc Com
| 0.22% | $2.238M 26,495 shares@ $84.47 avg price | Decreased -0.04% |
CVXChevron Corp New Com
| 0.21% | $2.158M 13,336 shares@ $161.81 avg price | Decreased -1.15% |
PGProcter And Gamble Co Com
| 0.2% | $2.018M 12,077 shares@ $167.09 avg price | Decreased -3.89% |
PLDPrologis Inc. Com
| 0.12% | $1.229M 10,714 shares@ $114.76 avg price | Decreased -3.46% |
ADBEAdobe Inc Com
| 0.12% | $1.212M 2,287 shares@ $529.91 avg price | Decreased -9.53% |
ORCLOracle Corp Com
| 0.11% | $1.077M 5,759 shares@ $187.04 avg price | Decreased -1.08% |
WPCWp Carey Inc Com
| 0.11% | $1.07M 19,514 shares@ $54.86 avg price | Decreased -0.5% |
ETNEaton Corp Plc Shs
| 0.1% | $1.022M 2,825 shares@ $361.87 avg price | Decreased -7.83% |
ORealty Income Corp Com
| 0.1% | $984,309 17,555 shares@ $56.08 avg price | Decreased -0.55% |
CVSCvs Health Corp Com
| 0.1% | $980,574 17,799 shares@ $55.1 avg price | Decreased -1.61% |