Institutions / HFR Wealth Management, LLC
HFR Wealth Management, LLC
CIK 1877822 · Institution · as of Jun 30, 2026
Portfolio value
$409.69M
Positions
53
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$409.69M-3.3%Positions
53+6.0%Top holdings
Jun 30, 2026View all 53 →
| Company | Value | % of portfolio |
|---|---|---|
| Amphenol Corp /De | $22.56M | 5.5% |
| Apple Inc. | $22.35M | 5.5% |
| Amazon.com Inc | $22.02M | 5.4% |
| TJX Cos Inc/The | $19.62M | 4.8% |
| Costco Wholesale Corp /New | $16.70M | 4.1% |
| Cintas Corp | $16.39M | 4.0% |
| Schwab Charles Corp | $15.47M | 3.8% |
| Visa Inc | $15.32M | 3.7% |
| Lennox International Inc | $14.80M | 3.6% |
| PROCTER & GAMBLE Co | $14.33M | 3.5% |
| DOVER Corp | $13.86M | 3.4% |
| Amgen Inc | $13.61M | 3.3% |
| Packaging Corp of America | $12.70M | 3.1% |
| Union Pacific Corp | $12.60M | 3.1% |
| Waste Management Inc | $12.47M | 3.0% |
| Warren E. Buffett | $12.08M | 2.9% |
| Duke Energy Corp | $11.89M | 2.9% |
| Wec Energy Group, Inc. | $11.74M | 2.9% |
| Tootsie Roll Industries Inc | $11.68M | 2.9% |
| Nextera Energy Inc | $11.45M | 2.8% |
| Rollins Inc | $11.13M | 2.7% |
| RPM International Inc | $10.90M | 2.7% |
| Air Products & Chemicals, Inc. | $10.65M | 2.6% |
| Automatic Data Processing Inc | $10.65M | 2.6% |
| Veralto Corp | $9.47M | 2.3% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Amphenol Corp /De Common stock | $-15.31M | -87K -40.42% | 127,977 5.51% of portfolio | medium |
| Q2 2026 as of | New | Duke Energy Corp Common stock | $11.89M | +94K | 93,901 2.90% of portfolio | medium |
| Q2 2026 as of | Add | Intuit Inc. Common stock | $1.80M | +7K +29.50% | 30,289 1.93% of portfolio | low |
| Q2 2026 as of | Trim | TJX Cos Inc/The Common stock | $-1.43M | -9K -6.78% | 129,485 4.79% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-1.16M | -4K -4.93% | 77,226 5.45% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-856.4K | -4K -3.74% | 92,387 5.37% of portfolio | low |
| Q2 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-803.6K | -859 -4.59% | 17,850 4.08% of portfolio | low |
| Q2 2026 as of | Trim | PROCTER & GAMBLE Co Common stock | $-674.5K | -5K -4.50% | 97,734 3.50% of portfolio | low |
| Q2 2026 as of | Trim | Schwab Charles Corp Common stock | $-597.3K | -6K -3.72% | 167,634 3.78% of portfolio | low |
| Q2 2026 as of | Trim | Veralto Corp Common stock | $-550.6K | -6K -5.50% | 106,782 2.31% of portfolio | low |