HFR Wealth Management
Latest statistics and disclosures from HFR Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APH, AMZN, AAPL, TJX, CTAS, and represent 26.72% of HFR Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: PG, SPY, UNP, DOV, NEE, LII, ADP, WEC, AMGN, TSCO.
- Started 1 new stock position in SPY.
- Reduced shares in these 10 stocks: MKC (-$8.6M), BDX (-$6.4M), APH, VLTO, CLX, TJX, AAPL, AMZN, SCHW, COST.
- Sold out of its positions in BDX, CLX.
- HFR Wealth Management was a net seller of stock by $-12M.
- HFR Wealth Management has $424M in assets under management (AUM), dropping by -2.89%.
- Central Index Key (CIK): 0001877822
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Portfolio Holdings for HFR Wealth Management
HFR Wealth Management holds 50 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amphenol Corp Cl A (APH) | 6.9 | $29M | -5% | 215k | 135.14 |
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| Amazon (AMZN) | 5.2 | $22M | 96k | 230.82 |
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| Apple (AAPL) | 5.2 | $22M | 81k | 271.86 |
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| TJX Companies (TJX) | 5.0 | $21M | 139k | 153.61 |
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| Cintas Corporation (CTAS) | 4.4 | $19M | 99k | 188.07 |
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| Charles Schwab Corporation (SCHW) | 4.1 | $17M | 174k | 99.91 |
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| Rollins (ROL) | 3.9 | $16M | 274k | 60.02 |
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| Visa Com Cl A (V) | 3.8 | $16M | 46k | 350.71 |
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| Costco Wholesale Corporation (COST) | 3.8 | $16M | 19k | 862.32 |
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| Intuit (INTU) | 3.7 | $16M | 23k | 662.42 |
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| Procter & Gamble Company (PG) | 3.5 | $15M | +42% | 102k | 143.31 |
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| Tractor Supply Company (TSCO) | 3.1 | $13M | 263k | 50.01 |
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| Lennox International (LII) | 3.0 | $13M | 27k | 485.58 |
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| Waste Management (WM) | 3.0 | $13M | 58k | 219.71 |
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| Amgen (AMGN) | 3.0 | $13M | 39k | 327.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $13M | 25k | 502.65 |
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| Dover Corporation (DOV) | 3.0 | $13M | 64k | 195.24 |
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| Automatic Data Processing (ADP) | 2.9 | $12M | 48k | 257.23 |
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| Packaging Corporation of America (PKG) | 2.7 | $11M | 55k | 206.23 |
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| Veralto Corp Com Shs (VLTO) | 2.7 | $11M | -3% | 113k | 99.78 |
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| Union Pacific Corporation (UNP) | 2.6 | $11M | 47k | 231.32 |
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| Wec Energy Group (WEC) | 2.6 | $11M | 103k | 105.46 |
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| Tootsie Roll Industries (TR) | 2.5 | $11M | 294k | 36.63 |
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| Nextera Energy (NEE) | 2.5 | $11M | 134k | 80.28 |
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| Steris Shs Usd (STE) | 2.5 | $11M | 41k | 253.52 |
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| RPM International (RPM) | 2.5 | $10M | 100k | 104.00 |
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| Danaher Corporation (DHR) | 2.3 | $9.8M | 43k | 228.92 |
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| Air Products & Chemicals (APD) | 2.2 | $9.1M | 37k | 247.02 |
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| Henry Schein (HSIC) | 2.1 | $8.8M | 117k | 75.58 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $2.3M | 3.00 | 754800.00 |
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| Barrick Mng Corp Com Shs (B) | 0.2 | $890k | 20k | 43.55 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $851k | -2% | 4.6k | 183.40 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $609k | 1.9k | 322.22 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $607k | -93% | 8.9k | 68.11 |
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| Johnson & Johnson (JNJ) | 0.1 | $596k | 2.9k | 206.95 |
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| Standex Int'l (SXI) | 0.1 | $472k | 2.2k | 217.28 |
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| Home Depot (HD) | 0.1 | $460k | 1.3k | 344.13 |
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| Eaton Corp SHS (ETN) | 0.1 | $409k | 1.3k | 318.51 |
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| Chevron Corporation (CVX) | 0.1 | $397k | 2.6k | 152.41 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $396k | 3.3k | 120.34 |
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| UnitedHealth (UNH) | 0.1 | $360k | 1.1k | 330.11 |
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| Abbvie (ABBV) | 0.1 | $327k | 1.4k | 228.48 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $326k | 4.9k | 66.00 |
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| Broadcom (AVGO) | 0.1 | $269k | 778.00 | 346.09 |
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| Deere & Company (DE) | 0.1 | $261k | 559.00 | 465.95 |
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| Spire (SR) | 0.1 | $252k | 3.0k | 82.70 |
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| Philip Morris International (PM) | 0.1 | $238k | 1.5k | 160.40 |
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| International Business Machines (IBM) | 0.1 | $232k | 783.00 | 296.21 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $205k | NEW | 300.00 | 681.92 |
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| Verizon Communications (VZ) | 0.0 | $203k | 5.0k | 40.73 |
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Past Filings by HFR Wealth Management
SEC 13F filings are viewable for HFR Wealth Management going back to 2021
- HFR Wealth Management 2025 Q4 filed Feb. 11, 2026
- HFR Wealth Management 2025 Q3 filed Nov. 10, 2025
- HFR Wealth Management 2025 Q2 filed Aug. 12, 2025
- HFR Wealth Management 2025 Q1 filed May 13, 2025
- HFR Wealth Management 2024 Q4 filed Feb. 6, 2025
- HFR Wealth Management 2024 Q3 filed Nov. 12, 2024
- HFR Wealth Management 2024 Q1 filed May 13, 2024
- HFR Wealth Management 2023 Q3 filed Nov. 13, 2023
- HFR Wealth Management 2023 Q2 filed Aug. 7, 2023
- HFR Wealth Management 2023 Q1 filed May 12, 2023
- HFR Wealth Management 2022 Q4 filed Feb. 13, 2023
- HFR Wealth Management 2022 Q3 filed Nov. 7, 2022
- HFR Wealth Management 2022 Q2 filed Aug. 11, 2022
- HFR Wealth Management 2022 Q1 filed May 10, 2022
- HFR Wealth Management 2021 Q4 filed Feb. 7, 2022
- HFR Wealth Management 2021 Q3 filed Nov. 10, 2021