HFR Wealth Management
Latest statistics and disclosures from HFR Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TJX, AAPL, AMZN, COST, APH, and represent 23.65% of HFR Wealth Management's stock portfolio.
- Added to shares of these 3 stocks: DUK (+$13M), INTU, IJH.
- Started 1 new stock position in DUK.
- Reduced shares in these 10 stocks: APH (-$11M), TJX, AMZN, COST, SCHW, AAPL, PG, ROL, BRK.B, CTAS.
- Sold out of its positions in IBM, SPY.
- HFR Wealth Management was a net seller of stock by $-1.5M.
- HFR Wealth Management has $407M in assets under management (AUM), dropping by -3.84%.
- Central Index Key (CIK): 0001877822
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Portfolio Holdings for HFR Wealth Management
HFR Wealth Management holds 49 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| TJX Companies (TJX) | 5.3 | $22M | -2% | 135k | 159.70 |
|
| Apple (AAPL) | 5.0 | $20M | 80k | 253.79 |
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| Amazon (AMZN) | 4.8 | $20M | -2% | 94k | 208.27 |
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| Costco Wholesale Corporation (COST) | 4.5 | $18M | -2% | 18k | 996.42 |
|
| Amphenol Corp Cl A (APH) | 4.1 | $17M | -38% | 132k | 126.35 |
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| Cintas Corporation (CTAS) | 4.0 | $17M | 97k | 169.14 |
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| Charles Schwab Corporation (SCHW) | 3.9 | $16M | -2% | 170k | 93.98 |
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| Procter & Gamble Company (PG) | 3.6 | $15M | -2% | 100k | 144.44 |
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| Rollins (ROL) | 3.5 | $14M | 269k | 53.41 |
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| Visa Com Cl A (V) | 3.4 | $14M | 45k | 302.24 |
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| Intuit (INTU) | 3.3 | $14M | +33% | 31k | 432.39 |
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| Amgen (AMGN) | 3.3 | $13M | 38k | 351.85 |
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| Dover Corporation (DOV) | 3.2 | $13M | 63k | 208.45 |
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| Waste Management (WM) | 3.2 | $13M | 57k | 229.79 |
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| Duke Energy Corp Com New (DUK) | 3.1 | $13M | NEW | 98k | 130.94 |
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| Tootsie Roll Industries (TR) | 3.0 | $12M | 290k | 42.72 |
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| Nextera Energy (NEE) | 3.0 | $12M | 132k | 92.88 |
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| Lennox International (LII) | 3.0 | $12M | 26k | 464.14 |
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| Wec Energy Group (WEC) | 2.9 | $12M | 102k | 115.77 |
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| Tractor Supply Company (TSCO) | 2.9 | $12M | 260k | 45.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $12M | -2% | 25k | 479.20 |
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| Packaging Corporation of America (PKG) | 2.8 | $11M | 54k | 212.22 |
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| Union Pacific Corporation (UNP) | 2.8 | $11M | 47k | 242.62 |
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| Air Products & Chemicals (APD) | 2.6 | $11M | 37k | 290.49 |
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| RPM International (RPM) | 2.4 | $9.8M | 98k | 99.40 |
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| Veralto Corp Com Shs (VLTO) | 2.4 | $9.8M | -2% | 110k | 88.42 |
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| Automatic Data Processing (ADP) | 2.4 | $9.7M | 48k | 203.18 |
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| Steris Shs Usd (STE) | 2.2 | $8.9M | -2% | 40k | 221.13 |
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| Henry Schein (HSIC) | 2.1 | $8.5M | 115k | 73.70 |
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| Danaher Corporation (DHR) | 2.0 | $8.0M | 42k | 189.60 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $2.2M | 3.00 | 718140.00 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $895k | 4.6k | 192.90 |
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| Barrick Mng Corp Com Shs (B) | 0.2 | $784k | -5% | 19k | 40.79 |
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| Johnson & Johnson (JNJ) | 0.2 | $705k | 2.9k | 244.44 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $555k | 1.9k | 294.16 |
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| Standex Int'l (SXI) | 0.1 | $553k | 2.2k | 254.86 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $552k | 3.3k | 169.66 |
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| Chevron Corporation (CVX) | 0.1 | $518k | -3% | 2.5k | 206.90 |
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| Eaton Corp SHS (ETN) | 0.1 | $459k | 1.3k | 357.67 |
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| Home Depot (HD) | 0.1 | $440k | 1.3k | 328.92 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $349k | +4% | 5.2k | 67.53 |
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| Abbvie (ABBV) | 0.1 | $312k | 1.4k | 217.48 |
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| Deere & Company (DE) | 0.1 | $298k | -5% | 529.00 | 563.79 |
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| UnitedHealth (UNH) | 0.1 | $295k | 1.1k | 270.59 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $288k | -35% | 5.7k | 50.44 |
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| Spire (SR) | 0.1 | $275k | 3.0k | 90.54 |
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| Verizon Communications (VZ) | 0.1 | $251k | 5.0k | 50.20 |
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| Philip Morris International (PM) | 0.1 | $244k | 1.5k | 165.34 |
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| Broadcom (AVGO) | 0.1 | $210k | -12% | 679.00 | 309.35 |
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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 2026 Q1 filed May 4, 2026
- 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