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LRI Investments’s Helmerich & Payne HP Stock Holding History

LRI Investments’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$393 Buy
+12
New +$449 ﹤0.01% 1597

Other funds holding HP

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LRI Investments's HP Position: Q2 2026 in Review

LRI Investments opened a new position in Helmerich & Payne (HP) in Q2 2026: 12 shares worth $393. The stake represents ﹤0.01% of the portfolio and ranks #1597 among its holdings.

104 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • LRI Investments held 12 shares of Helmerich & Payne worth $393 as of Q2 2026.
  • Helmerich & Payne was a new LRI Investments position in Q2 2026.
  • Helmerich & Payne made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1597 holding.
  • 104 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

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