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LRI Investments’s CACI CACI Stock Holding History

LRI Investments’s Portfolio CACI Stock Details CACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$927 Buy
+2
New +$1.02K ﹤0.01% 1391
2025
Q1 		– Sell
-75
Closed -$30.4K – 1216
2024
Q4 		$30.4K Buy
75
+21
+39% +$10.2K ﹤0.01% 602
2024
Q3 		$26.3K Sell
54
-730
-93% -$338K ﹤0.01% 608
2024
Q2 		$337K Buy
+784
New +$320K 0.04% 159

Other funds holding CACI

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

LRI Investments's CACI Position: Q2 2026 in Review

LRI Investments opened a new position in CACI (CACI) in Q2 2026: 2 shares worth $927. The stake represents ﹤0.01% of the portfolio and ranks #1391 among its holdings. This is a return to the name: LRI Investments previously reported a position in CACI as recently as Q4 2024.

LRI Investments first reported a position in CACI in Q2 2024 and has held it in 4 quarters since. The position peaked at $337K in Q2 2024. 61 funds tracked by Wall St. Rank hold CACI as of Q2 2026.

  • LRI Investments held 2 shares of CACI worth $927 as of Q2 2026.
  • CACI was a new LRI Investments position in Q2 2026.
  • CACI made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1391 holding.
  • LRI Investments first reported a position in CACI in Q2 2024 and has held it in 4 quarters since.
  • LRI Investments's CACI position peaked at $337K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held CACI as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.