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LRI Investments’s Loar Holdings LOAR Stock Holding History

LRI Investments’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$161 Buy
+2
New +$127 ﹤0.01% 1780

Other funds holding LOAR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
OAP
One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

LRI Investments's LOAR Position: Q2 2026 in Review

LRI Investments opened a new position in Loar Holdings (LOAR) in Q2 2026: 2 shares worth $161. The stake represents ﹤0.01% of the portfolio and ranks #1780 among its holdings.

66 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • LRI Investments held 2 shares of Loar Holdings worth $161 as of Q2 2026.
  • Loar Holdings was a new LRI Investments position in Q2 2026.
  • Loar Holdings made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1780 holding.
  • 66 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

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