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HFR Wealth Management, LLC

All holdings · as of Jun 30, 2026

53 positions

CompanyClassValueShares% of portfolio
AMPHENOL CORP /DE—$22.56M127,9775.5%
Apple Inc.—$22.35M77,2265.5%
Amazon.com Inc—$22.02M92,3875.4%
TJX Cos Inc/The—$19.62M129,4854.8%
COSTCO WHOLESALE CORP /NEW—$16.70M17,8504.1%
CINTAS CORP—$16.39M96,3784.0%
SCHWAB CHARLES CORP—$15.47M167,6343.8%
Visa Inc—$15.32M44,6663.7%
Lennox International Inc—$14.80M25,8253.6%
PROCTER & GAMBLE Co—$14.33M97,7343.5%
DOVER Corp—$13.86M61,7773.4%
AMGEN INC—$13.61M37,5963.3%
PACKAGING CORP OF AMERICA—$12.70M53,2843.1%
Union Pacific Corp—$12.60M46,3253.1%
WASTE MANAGEMENT INC—$12.47M55,9353.0%
Warren E. Buffett—$12.08M24,1442.9%
Duke Energy Corp—$11.89M93,9012.9%
WEC ENERGY GROUP, INC.—$11.74M100,5422.9%
TOOTSIE ROLL INDUSTRIES INC—$11.68M295,2632.9%
NEXTERA ENERGY INC—$11.45M130,4272.8%
ROLLINS INC—$11.13M266,5802.7%
RPM International Inc—$10.90M98,1082.7%
Air Products & Chemicals, Inc.—$10.65M36,3342.6%
AUTOMATIC DATA PROCESSING INC—$10.65M47,5512.6%
Veralto Corp—$9.47M106,7822.3%
Henry Schein Inc—$9.45M113,2062.3%
STERIS plc—$8.24M39,1352.0%
TRACTOR SUPPLY CO /DE—$8.24M260,5322.0%
DANAHER CORP /DE—$8.04M42,2052.0%
INTUIT INC.—$7.91M30,2891.9%
BERKSHIRE HATHAWAY INC DEL—$2.25M30.5%
RTX Corp—$879.3K4,6340.2%
STANDEX INTERNATIONAL CORP/DE—$765.8K2,1410.2%
JOHNSON & JOHNSON—$731.9K2,8820.2%
BARRICK MNG CORP—$706.3K19,2290.2%
JPMORGAN CHASE & CO—$617.3K1,8860.2%
Eaton Corp plc—$506.7K1,1890.1%
HOME DEPOT, INC.—$471.9K1,3380.1%
EXXON MOBIL CORP—$444.5K3,2510.1%
CHEVRON CORP—$414.7K2,5020.1%
UNITEDHEALTH GROUP INC—$409.4K9850.1%
ISHARES TR—$397.9K5,1600.1%
AbbVie Inc.—$355.6K1,4130.1%
DEERE & CO—$335.9K5290.1%
MCCORMICK & CO INC—$288.1K5,7150.1%
Philip Morris International Inc.—$267.4K1,4780.1%
Broadcom Inc.—$241.5K6390.1%
Spire Inc—$237.2K3,0380.1%
STATE STR SPDR S&P 500 ETF T—$224.0K3000.1%
INTERNATIONAL BUSINESS MACHINES CORP—$220.2K7830.1%
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