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CIK: 0001877822
Total reported value
$409.7M
$409.7M
51 檔
25.2%
During the Q2 2025 filing period, HFR Wealth Management, LLC (CIK: 0001877822) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $409.7M across 51 reported positions.
During Q2 2025, HFR Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | Stock-Tech | 5.52% | +1.43% | -0.23% | |
| 2 | CTAS | Cintas CORP | Stock-Industrials | 5.35% | -0.04% | -0.16% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.14% | +0.56% | +0.16% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.50% | -0.40% | -0.08% | |
| 5 | INTU | Intuit Inc | Stock-Tech | 4.46% | -1.39% | +0.27% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.44% | +0.47% | -4.45% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.20% | -0.51% | -0.51% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.93% | +0.38% | +0.05% | |
| 9 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.86% | -0.15% | +0.49% | |
| 10 | ROL | Rollins Inc | Stock-Consumer Disc | 3.73% | -0.80% | +0.32% | |
| 11 | LII | Lennox International Inc | Stock-Industrials | 3.66% | +0.64% | +0.72% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 3.57% | +0.22% | +0.61% | |
| 13 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 3.33% | -0.88% | +0.78% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 3.18% | -0.17% | +0.65% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.95% | +0.07% | +0.46% | |
| 16 | DOV | Dover CORP | Stock-Industrials | 2.80% | +0.16% | +1.26% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.74% | -0.05% | +1.07% | |
| 18 | RPM | Rpm International Inc | Stock-Materials | 2.63% | +0.26% | +1.30% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 2.58% | +0.29% | +1.29% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 2.57% | +0.04% | +1.19% | |
| 21 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.56% | -0.02% | +1.21% | |
| 22 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.49% | — | +1.41% | |
| 23 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 2.49% | +0.29% | +1.24% | |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 2.45% | — | +0.91% | |
| 25 | STE | STERIS plc | Stock-Healthcare | 2.39% | -0.18% | +1.31% | |
| 26 | TR | Tootsie Roll Inds | Stock-Other | 2.37% | -0.19% | +2.42% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 2.19% | -0.21% | +1.72% | |
| 28 | HSIC | Henry Schein Inc | Stock-Healthcare | 2.04% | +0.23% | +2.19% | |
| 29 | DHR | Danaher CORP | Stock-Healthcare | 1.99% | — | +2.18% | |
| 30 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.43% | — | +3.25% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | +0.02% | — | |
| 32 | VLTO | Veralto CORP | Stock-Industrials | 0.28% | -0.09% | -0.56% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.17% | -0.01% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | +0.01% | +0.53% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.12% | +0.01% | -8.98% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.11% | +0.01% | -8.94% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | +0.01% | -94.59% | |
| 38 | B | Barrick Mining CORP | Stock-Materials | 0.10% | -0.02% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.09% | -0.03% | -11.73% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.03% | — | |
| 41 | SXI | Standex International CORP | Stock-Other | 0.08% | +0.05% | -2.24% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.08% | +0.03% | — | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.07% | +0.01% | — | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.07% | +0.01% | — | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.07% | +0.01% | — | |
| 46 | CLX | Clorox Company | Stock-Consumer Staples | 0.06% | — | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.06% | +0.01% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.06% | +0.05% | NEW | |
| 49 | SR | Spire Inc | Stock-Utilities | 0.05% | -0.01% | — | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.05% | -0.01% | — |
According to official SEC Form 13F filings, HFR Wealth Management, LLC reported a total U.S. public equity portfolio value of $409.7M across 51 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including APH, CTAS, AMZN) accounted for 25.2% of total reported equity market value during Q2 2025.
During Q2 2025, HFR Wealth Management, LLC's top holdings by market value included APH (5.5%)、CTAS (5.3%)、AMZN (5.1%). The largest single position, APH, represented 5.5% of total portfolio value.
In Q2 2025, HFR Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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