HFR Wealth Management as of Sept. 30, 2025
Portfolio Holdings for HFR Wealth Management
HFR Wealth Management holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amphenol Corp Cl A (APH) | 6.5 | $28M | 228k | 123.75 | |
| Amazon (AMZN) | 4.8 | $21M | 96k | 219.57 | |
| Apple (AAPL) | 4.8 | $21M | 82k | 254.63 | |
| Cintas Corporation (CTAS) | 4.7 | $20M | 99k | 205.26 | |
| TJX Companies (TJX) | 4.6 | $20M | 140k | 144.54 | |
| Costco Wholesale Corporation (COST) | 4.0 | $17M | 19k | 925.65 | |
| Charles Schwab Corporation (SCHW) | 3.8 | $17M | 175k | 95.47 | |
| Rollins (ROL) | 3.7 | $16M | 274k | 58.74 | |
| Intuit (INTU) | 3.7 | $16M | 23k | 682.91 | |
| Visa Com Cl A (V) | 3.6 | $16M | 46k | 341.38 | |
| Tractor Supply Company (TSCO) | 3.4 | $15M | 261k | 56.87 | |
| Automatic Data Processing (ADP) | 3.2 | $14M | 48k | 293.50 | |
| Lennox International (LII) | 3.2 | $14M | 26k | 529.36 | |
| Waste Management (WM) | 2.9 | $13M | 58k | 220.83 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $13M | 25k | 502.74 | |
| Veralto Corp Com Shs (VLTO) | 2.9 | $13M | 117k | 106.61 | |
| Tootsie Roll Industries (TR) | 2.8 | $12M | 294k | 41.92 | |
| Packaging Corporation of America (PKG) | 2.7 | $12M | 55k | 217.93 | |
| Wec Energy Group (WEC) | 2.7 | $12M | 103k | 114.59 | |
| RPM International (RPM) | 2.7 | $12M | 99k | 117.88 | |
| Union Pacific Corporation (UNP) | 2.5 | $11M | 47k | 236.37 | |
| Procter & Gamble Company (PG) | 2.5 | $11M | 72k | 153.65 | |
| Amgen (AMGN) | 2.5 | $11M | 39k | 282.20 | |
| Dover Corporation (DOV) | 2.4 | $11M | 64k | 166.83 | |
| Steris Shs Usd (STE) | 2.3 | $10M | 41k | 247.44 | |
| Air Products & Chemicals (APD) | 2.3 | $10M | 37k | 272.72 | |
| Nextera Energy (NEE) | 2.3 | $10M | 133k | 75.49 | |
| Mccormick & Co Com Non Vtg (MKC) | 2.1 | $9.0M | 135k | 66.91 | |
| Danaher Corporation (DHR) | 1.9 | $8.4M | 43k | 198.26 | |
| Henry Schein (HSIC) | 1.8 | $7.7M | 116k | 66.37 | |
| Becton, Dickinson and (BDX) | 1.5 | $6.4M | 34k | 187.17 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $2.3M | 3.00 | 754200.00 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $793k | 4.7k | 167.33 | |
| Barrick Mng Corp Com Shs (B) | 0.2 | $670k | 20k | 32.77 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $596k | 1.9k | 315.43 | |
| Home Depot (HD) | 0.1 | $542k | 1.3k | 405.23 | |
| Johnson & Johnson (JNJ) | 0.1 | $534k | 2.9k | 185.42 | |
| Eaton Corp SHS (ETN) | 0.1 | $480k | 1.3k | 374.25 | |
| Standex Int'l (SXI) | 0.1 | $462k | 2.2k | 211.90 | |
| Chevron Corporation (CVX) | 0.1 | $404k | 2.6k | 155.29 | |
| UnitedHealth (UNH) | 0.1 | $376k | 1.1k | 345.30 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $371k | 3.3k | 112.75 | |
| Abbvie (ABBV) | 0.1 | $332k | 1.4k | 231.53 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $322k | 4.9k | 65.26 | |
| Clorox Company (CLX) | 0.1 | $273k | 2.2k | 123.30 | |
| Broadcom (AVGO) | 0.1 | $257k | 777.00 | 330.07 | |
| Deere & Company (DE) | 0.1 | $256k | 559.00 | 457.64 | |
| Spire (SR) | 0.1 | $248k | 3.0k | 81.52 | |
| Philip Morris International (PM) | 0.1 | $241k | 1.5k | 162.20 | |
| International Business Machines (IBM) | 0.1 | $221k | 783.00 | 282.16 | |
| Verizon Communications (VZ) | 0.1 | $219k | 5.0k | 43.95 |
