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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GSGoldman Sachs Group Inc Com
Recent Activity
Decreased -4.6%
0.09%
$914,213
1,553 shares@ $588.68 avg price
GLWCorning Inc Com
Recent Activity
Decreased -1.07%
0.09%
$889,527
18,906 shares@ $47.05 avg price
APDAir Prods & Chems Inc Com
Recent Activity
Decreased -17.34%
0.08%
$761,587
2,411 shares@ $315.89 avg price
KEYKeycorp Com
Recent Activity
Decreased -0.33%
0.07%
$716,391
37,429 shares@ $19.14 avg price
FICOFair Isaac Corp Com
Recent Activity
Decreased -11.3%
0.07%
$711,359
306 shares@ $2324.71 avg price
AMGNAmgen Inc Com
Recent Activity
Decreased -4.58%
0.07%
$695,359
2,350 shares@ $295.9 avg price
PANWPalo Alto Networks Inc Com
Recent Activity
Decreased -52.2%
0.07%
$650,266
1,649 shares@ $394.34 avg price
KHCKraft Heinz Co Com
Recent Activity
Decreased -3.8%
0.06%
$561,984
17,678 shares@ $31.8 avg price
WFCWells Fargo Co New Com
Recent Activity
Decreased -11.43%
0.06%
$523,660
7,193 shares@ $72.81 avg price
BSXBoston Scientific Corp Com
Recent Activity
Decreased -0.67%
0.05%
$512,576
5,852 shares@ $87.59 avg price