HFR Wealth Management as of Dec. 31, 2025
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 | 215k | 135.14 | |
| Amazon (AMZN) | 5.2 | $22M | 96k | 230.82 | |
| Apple (AAPL) | 5.2 | $22M | 81k | 271.86 | |
| TJX Companies (TJX) | 5.0 | $21M | 139k | 153.61 | |
| Cintas Corporation (CTAS) | 4.4 | $19M | 99k | 188.07 | |
| Charles Schwab Corporation (SCHW) | 4.1 | $17M | 174k | 99.91 | |
| Rollins (ROL) | 3.9 | $16M | 274k | 60.02 | |
| Visa Com Cl A (V) | 3.8 | $16M | 46k | 350.71 | |
| Costco Wholesale Corporation (COST) | 3.8 | $16M | 19k | 862.32 | |
| Intuit (INTU) | 3.7 | $16M | 23k | 662.42 | |
| Procter & Gamble Company (PG) | 3.5 | $15M | 102k | 143.31 | |
| Tractor Supply Company (TSCO) | 3.1 | $13M | 263k | 50.01 | |
| Lennox International (LII) | 3.0 | $13M | 27k | 485.58 | |
| Waste Management (WM) | 3.0 | $13M | 58k | 219.71 | |
| Amgen (AMGN) | 3.0 | $13M | 39k | 327.31 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $13M | 25k | 502.65 | |
| Dover Corporation (DOV) | 3.0 | $13M | 64k | 195.24 | |
| Automatic Data Processing (ADP) | 2.9 | $12M | 48k | 257.23 | |
| Packaging Corporation of America (PKG) | 2.7 | $11M | 55k | 206.23 | |
| Veralto Corp Com Shs (VLTO) | 2.7 | $11M | 113k | 99.78 | |
| Union Pacific Corporation (UNP) | 2.6 | $11M | 47k | 231.32 | |
| Wec Energy Group (WEC) | 2.6 | $11M | 103k | 105.46 | |
| Tootsie Roll Industries (TR) | 2.5 | $11M | 294k | 36.63 | |
| Nextera Energy (NEE) | 2.5 | $11M | 134k | 80.28 | |
| Steris Shs Usd (STE) | 2.5 | $11M | 41k | 253.52 | |
| RPM International (RPM) | 2.5 | $10M | 100k | 104.00 | |
| Danaher Corporation (DHR) | 2.3 | $9.8M | 43k | 228.92 | |
| Air Products & Chemicals (APD) | 2.2 | $9.1M | 37k | 247.02 | |
| Henry Schein (HSIC) | 2.1 | $8.8M | 117k | 75.58 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $2.3M | 3.00 | 754800.00 | |
| Barrick Mng Corp Com Shs (B) | 0.2 | $890k | 20k | 43.55 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $851k | 4.6k | 183.40 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $609k | 1.9k | 322.22 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $607k | 8.9k | 68.11 | |
| Johnson & Johnson (JNJ) | 0.1 | $596k | 2.9k | 206.95 | |
| Standex Int'l (SXI) | 0.1 | $472k | 2.2k | 217.28 | |
| Home Depot (HD) | 0.1 | $460k | 1.3k | 344.13 | |
| Eaton Corp SHS (ETN) | 0.1 | $409k | 1.3k | 318.51 | |
| Chevron Corporation (CVX) | 0.1 | $397k | 2.6k | 152.41 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $396k | 3.3k | 120.34 | |
| UnitedHealth (UNH) | 0.1 | $360k | 1.1k | 330.11 | |
| Abbvie (ABBV) | 0.1 | $327k | 1.4k | 228.48 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $326k | 4.9k | 66.00 | |
| Broadcom (AVGO) | 0.1 | $269k | 778.00 | 346.09 | |
| Deere & Company (DE) | 0.1 | $261k | 559.00 | 465.95 | |
| Spire (SR) | 0.1 | $252k | 3.0k | 82.70 | |
| Philip Morris International (PM) | 0.1 | $238k | 1.5k | 160.40 | |
| International Business Machines (IBM) | 0.1 | $232k | 783.00 | 296.21 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $205k | 300.00 | 681.92 | |
| Verizon Communications (VZ) | 0.0 | $203k | 5.0k | 40.73 |
