test

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
DFAUDimensional Us Core Equity Market Etf
Recent Activity
Increased 0.18%
0.22%
$2.217M
53,748 shares@ $41.25 avg price
MCDMcdonalds Corp Com
Recent Activity
Increased 30.42%
0.22%
$2.215M
7,418 shares@ $298.57 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -1.15%
0.21%
$2.158M
13,336 shares@ $161.81 avg price
PGProcter And Gamble Co Com
Recent Activity
Decreased -3.89%
0.2%
$2.018M
12,077 shares@ $167.09 avg price
HONHoneywell Intl Inc Com
Recent Activity
Increased 22.44%
0.2%
$1.994M
8,644 shares@ $230.67 avg price
LMTLockheed Martin Corp Com
Recent Activity
Increased 37.85%
0.2%
$1.983M
3,679 shares@ $538.92 avg price
VIGVanguard Dividend Appreciation Etf
Recent Activity
0.19%
$1.947M
9,722 shares@ $200.23 avg price
VEUVanguard Ftse All-world Ex-us Index Fund
Recent Activity
Increased 4362.18%
0.19%
$1.909M
32,440 shares@ $58.87 avg price
JNJJohnson & Johnson Com
Recent Activity
Increased 1.4%
0.19%
$1.89M
12,442 shares@ $151.88 avg price
GBDCGolub Cap Bdc Inc Com
Recent Activity
New Position
0.18%
$1.802M
117,005 shares@ $15.41 avg price