HFR Wealth Management as of June 30, 2025
Portfolio Holdings for HFR Wealth Management
HFR Wealth Management holds 51 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amphenol Corp Cl A (APH) | 5.5 | $23M | 231k | 98.75 | |
| Cintas Corporation (CTAS) | 5.4 | $22M | 99k | 222.87 | |
| Amazon (AMZN) | 5.1 | $21M | 97k | 219.39 | |
| Costco Wholesale Corporation (COST) | 4.5 | $19M | 19k | 989.96 | |
| Intuit (INTU) | 4.5 | $19M | 23k | 787.63 | |
| Apple (AAPL) | 4.4 | $18M | 90k | 205.17 | |
| TJX Companies (TJX) | 4.2 | $17M | 141k | 123.49 | |
| Visa Com Cl A (V) | 3.9 | $16M | 46k | 355.05 | |
| Charles Schwab Corporation (SCHW) | 3.9 | $16M | 175k | 91.24 | |
| Rollins (ROL) | 3.7 | $15M | 274k | 56.42 | |
| Lennox International (LII) | 3.7 | $15M | 27k | 573.24 | |
| Automatic Data Processing (ADP) | 3.6 | $15M | 48k | 308.40 | |
| Tractor Supply Company (TSCO) | 3.3 | $14M | 261k | 52.77 | |
| Waste Management (WM) | 3.2 | $13M | 58k | 228.82 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $12M | 25k | 485.77 | |
| Dover Corporation (DOV) | 2.8 | $12M | 63k | 183.23 | |
| Procter & Gamble Company (PG) | 2.7 | $11M | 71k | 159.32 | |
| RPM International (RPM) | 2.6 | $11M | 99k | 109.84 | |
| Union Pacific Corporation (UNP) | 2.6 | $11M | 46k | 230.08 | |
| Amgen (AMGN) | 2.6 | $11M | 38k | 279.21 | |
| Wec Energy Group (WEC) | 2.6 | $11M | 102k | 104.20 | |
| Air Products & Chemicals (APD) | 2.5 | $10M | 37k | 282.06 | |
| Packaging Corporation of America (PKG) | 2.5 | $10M | 55k | 188.45 | |
| Mccormick & Co Com Non Vtg (MKC) | 2.5 | $10M | 134k | 75.82 | |
| Steris Shs Usd (STE) | 2.4 | $9.9M | 41k | 240.22 | |
| Tootsie Roll Industries (TR) | 2.4 | $9.8M | 293k | 33.45 | |
| Nextera Energy (NEE) | 2.2 | $9.1M | 131k | 69.42 | |
| Henry Schein (HSIC) | 2.0 | $8.5M | 116k | 73.05 | |
| Danaher Corporation (DHR) | 2.0 | $8.2M | 42k | 197.54 | |
| Becton, Dickinson and (BDX) | 1.4 | $5.9M | 34k | 172.25 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $2.2M | 3.00 | 728800.00 | |
| Veralto Corp Com Shs (VLTO) | 0.3 | $1.2M | 12k | 100.95 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $722k | 4.9k | 146.02 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $548k | 1.9k | 289.91 | |
| Home Depot (HD) | 0.1 | $491k | 1.3k | 366.68 | |
| Eaton Corp SHS (ETN) | 0.1 | $458k | 1.3k | 356.99 | |
| Johnson & Johnson (JNJ) | 0.1 | $451k | 3.0k | 152.75 | |
| Barrick Mng Corp Com Shs (B) | 0.1 | $425k | 20k | 20.82 | |
| Chevron Corporation (CVX) | 0.1 | $373k | 2.6k | 143.19 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $355k | 3.3k | 107.80 | |
| Standex Int'l (SXI) | 0.1 | $341k | 2.2k | 156.48 | |
| UnitedHealth (UNH) | 0.1 | $340k | 1.1k | 311.97 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $306k | 4.9k | 62.02 | |
| Deere & Company (DE) | 0.1 | $285k | 559.00 | 508.91 | |
| Philip Morris International (PM) | 0.1 | $270k | 1.5k | 182.13 | |
| Clorox Company (CLX) | 0.1 | $266k | 2.2k | 120.07 | |
| Abbvie (ABBV) | 0.1 | $266k | 1.4k | 185.61 | |
| International Business Machines (IBM) | 0.1 | $231k | 783.00 | 294.78 | |
| Spire (SR) | 0.1 | $222k | 3.0k | 72.99 | |
| Verizon Communications (VZ) | 0.1 | $216k | 5.0k | 43.27 | |
| Honeywell International (HON) | 0.0 | $200k | 860.00 | 232.88 |
