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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
NKENike Inc Cl B
Recent Activity
Decreased -3.38%
0.05%
$466,037
6,158 shares@ $75.68 avg price
FCNCAFirst Ctzns Bancshares Inc N C Cl A
Recent Activity
Decreased -2.71%
0.05%
$462,990
215 shares@ $2153.45 avg price
CMCSAComcast Corp New Cl A
Recent Activity
Decreased -4.03%
0.05%
$449,830
10,346 shares@ $43.48 avg price
MOAltria Group Inc Com
Recent Activity
Decreased -10.3%
0.05%
$426,411
7,698 shares@ $55.4 avg price
DISDisney Walt Co Com
Recent Activity
Decreased -17.81%
0.05%
$419,245
3,842 shares@ $109.13 avg price
TSLATesla Inc Com
Recent Activity
Decreased -26.97%
0.04%
$411,076
1,321 shares@ $311.19 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
Decreased -2.44%
0.04%
$410,253
5,662 shares@ $72.46 avg price
RACEFerrari N V Com
Recent Activity
Decreased -4.8%
0.04%
$402,092
912 shares@ $440.9 avg price
NOCNorthrop Grumman Corp Com
Recent Activity
Decreased -3.84%
0.04%
$387,764
775 shares@ $500.35 avg price
ABTAbbott Labs Com
Recent Activity
Decreased -2.06%
0.04%
$375,723
3,266 shares@ $115.05 avg price