LRI Investments’s Tootsie Roll Industries TR Stock Holding History

LRI Investments’s Portfolio TR Stock Details TR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$119	Buy	+3	New	+$121	﹤0.01%	1828

Other funds holding TR

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

LRI Investments's TR Position: Q2 2026 in Review

LRI Investments opened a new position in Tootsie Roll Industries (TR) in Q2 2026: 3 shares worth $119. The stake represents ﹤0.01% of the portfolio and ranks #1828 among its holdings.

60 funds tracked by Wall St. Rank hold TR as of Q2 2026.

LRI Investments held 3 shares of Tootsie Roll Industries worth $119 as of Q2 2026.
Tootsie Roll Industries was a new LRI Investments position in Q2 2026.
Tootsie Roll Industries made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1828 holding.
60 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2026.

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