HFR Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, HFR Wealth Management, LLC held in its portfolio 50 assets valued at $423,604,262 (i.e. $423.60M).
The most valuable assets in the portfolio included: AMPHENOL CORP NEW ($29.03M), AMAZON COM INC ($22.15M), and APPLE INC ($22.08M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HFR Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMPHENOL CORP NEW | 214793 | 29027187 | CL A |
| AMAZON COM INC | 95980 | 22154165 | COM |
| APPLE INC | 81233 | 22083909 | COM |
| TJX COS INC NEW | 138909 | 21337749 | COM |
| CINTAS CORP | 98876 | 18595519 | COM |
| SCHWAB CHARLES CORP | 174107 | 17395064 | COM |
| ROLLINS INC | 273882 | 16438377 | COM |
| VISA INC | 46041 | 16147039 | COM CL A |
| COSTCO WHSL CORP NEW | 18709 | 16133200 | COM |
| INTUIT | 23389 | 15493341 | COM |
| PROCTER AND GAMBLE CO | 102334 | 14665486 | COM |
| TRACTOR SUPPLY CO | 262582 | 13131717 | COM |
| LENNOX INTL INC | 26551 | 12892635 | COM |
| WASTE MGMT INC DEL | 57901 | 12721335 | COM |
| AMGEN INC | 38664 | 12655133 | COM |
| BERKSHIRE HATHAWAY INC DEL | 25043 | 12587925 | CL B NEW |
| DOVER CORP | 64103 | 12515457 | COM |
| AUTOMATIC DATA PROCESSING IN | 48312 | 12427180 | COM |
| PACKAGING CORP AMER | 54898 | 11321615 | COM |
| VERALTO CORP | 112991 | 11274242 | COM SHS |
| UNION PAC CORP | 47421 | 10969380 | COM |
| WEC ENERGY GROUP INC | 103388 | 10903284 | COM |
| TOOTSIE ROLL INDS INC | 293729 | 10759293 | COM |
| NEXTERA ENERGY INC | 133770 | 10739052 | COM |
| STERIS PLC | 41290 | 10467841 | SHS USD |
| RPM INTL INC | 99895 | 10389080 | COM |
| DANAHER CORPORATION | 42696 | 9773968 | COM |
| AIR PRODS & CHEMS INC | 37000 | 9139809 | COM |
| HENRY SCHEIN INC | 116963 | 8840064 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| BARRICK MNG CORP | 20429 | 889683 | COM SHS |
| RTX CORPORATION | 4641 | 851159 | COM |
| JPMORGAN CHASE & CO. | 1890 | 608996 | COM |
| MCCORMICK & CO INC | 8915 | 607201 | COM NON VTG |
| JOHNSON & JOHNSON | 2882 | 596430 | COM |
| STANDEX INTL CORP | 2171 | 471715 | COM |
| HOME DEPOT INC | 1338 | 460450 | COM |
| EATON CORP PLC | 1283 | 408648 | SHS |
| CHEVRON CORP NEW | 2604 | 396876 | COM |
| EXXON MOBIL CORP | 3293 | 396280 | COM |
| UNITEDHEALTH GROUP INC | 1090 | 359820 | COM |
| ABBVIE INC | 1433 | 327410 | COM |
| ISHARES TR | 4936 | 325776 | CORE S&P MCP ETF |
| BROADCOM INC | 778 | 269255 | COM |
| DEERE & CO | 559 | 260467 | COM |
| SPIRE INC | 3046 | 251904 | COM |
| PHILIP MORRIS INTL INC | 1483 | 237873 | COM |
| INTERNATIONAL BUSINESS MACHS | 783 | 231932 | COM |
| SPDR S&P 500 ETF TR | 300 | 204576 | TR UNIT |
| VERIZON COMMUNICATIONS INC | 4993 | 203365 | COM |
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