LRI Investments’s Toro Company TTC Stock Holding History

LRI Investments’s Portfolio TTC Stock Details TTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.7K	Buy	202 +52	+35%	+$4.84K	﹤0.01%	771
2026 Q1	$14K	Buy	150 +18	+14%	+$1.7K	﹤0.01%	792
2025 Q4	$10.4K	Hold	132	–	–	﹤0.01%	859
2025 Q3	$10K	Buy	132 +1	+0.8%	+$77	﹤0.01%	874
2025 Q2	$9.28K	Buy	+131	New	+$9.29K	﹤0.01%	861
2024 Q3	–	Sell	-12	Closed	-$1.12K	–	1205
2024 Q2	$1.12K	Hold	12	–	–	﹤0.01%	1091
2024 Q1	$1.1K	Buy	+12	New	+$1.11K	﹤0.01%	793

Other funds holding TTC

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return