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CIK: 0001877822
Total reported value
$409.7M
$409.7M
51 檔
27.0%
At the close of Q3 2025, HFR Wealth Management, LLC disclosed equity holdings valued at approximately $409.7M, spread across 51 reported holdings.
In Q3 2025, HFR Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | Stock-Tech | 6.46% | +1.43% | -1.59% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.85% | +0.56% | -0.73% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.77% | +0.47% | -8.78% | |
| 4 | CTAS | Cintas CORP | Stock-Industrials | 4.66% | -0.04% | -0.47% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.63% | -0.51% | -0.61% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.98% | -0.40% | -0.44% | |
| 7 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.82% | -0.15% | -0.25% | |
| 8 | ROL | Rollins Inc | Stock-Consumer Disc | 3.69% | -0.80% | +0.07% | |
| 9 | INTU | Intuit Inc | Stock-Tech | 3.66% | -1.39% | -0.32% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 3.59% | +0.38% | +0.15% | |
| 11 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 3.41% | -0.88% | +0.04% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 3.23% | +0.22% | +0.11% | |
| 13 | LII | Lennox International Inc | Stock-Industrials | 3.20% | +0.64% | -0.29% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 2.92% | -0.17% | +0.13% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.89% | +0.07% | -0.45% | |
| 16 | VLTO | Veralto CORP | Stock-Industrials | 2.87% | -0.09% | +906.65% | |
| 17 | TR | Tootsie Roll Inds | Stock-Other | 2.83% | -0.19% | +0.42% | |
| 18 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 2.74% | +0.29% | +0.48% | |
| 19 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.70% | -0.02% | +0.78% | |
| 20 | RPM | Rpm International Inc | Stock-Materials | 2.69% | +0.26% | +0.42% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 2.54% | +0.29% | +1.05% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.53% | -0.05% | +0.95% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 2.49% | +0.04% | +0.89% | |
| 24 | DOV | Dover CORP | Stock-Industrials | 2.43% | +0.16% | +0.55% | |
| 25 | STE | STERIS plc | Stock-Healthcare | 2.34% | -0.18% | +0.27% | |
| 26 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.31% | — | +1.02% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 2.29% | -0.21% | +1.32% | |
| 28 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 2.07% | — | +0.73% | |
| 29 | DHR | Danaher CORP | Stock-Healthcare | 1.93% | — | +1.85% | |
| 30 | HSIC | Henry Schein Inc | Stock-Healthcare | 1.77% | +0.23% | +0.37% | |
| 31 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.47% | — | -0.22% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.52% | +0.02% | — | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.18% | -0.01% | -4.05% | |
| 34 | B | Barrick Mining CORP | Stock-Materials | 0.15% | -0.02% | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | +0.01% | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.12% | +0.01% | — | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | +0.01% | -2.37% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.11% | +0.01% | — | |
| 39 | SXI | Standex International CORP | Stock-Other | 0.11% | +0.05% | — | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.09% | -0.03% | — | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.09% | +0.03% | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.03% | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | +0.01% | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.07% | +0.01% | — | |
| 45 | CLX | Clorox Company | Stock-Consumer Staples | 0.06% | — | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.06% | +0.01% | — | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.06% | +0.01% | — | |
| 48 | SR | Spire Inc | Stock-Utilities | 0.06% | -0.01% | — | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.06% | +0.01% | — | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.05% | +0.05% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | +2.8% | -1.59% | Trim |
| 2 | VLTO | Veralto CORP | +2.6% | +906.65% | Add |
| 3 | TR | Tootsie Roll Inds | +0.6% | +0.42% | Add |
| 4 | SCHW | Schwab (charles) CORP | +0.5% | -0.25% | Add |
| 5 | TJX | Tjx Companies Inc | +0.4% | -0.61% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.4% | -0.73% | Trim |
| 7 | INTU | Intuit Inc | +0.2% | -0.32% | Trim |
| 8 | PKG | Packaging CORP Of America | +0.1% | +0.48% | Add |
| 9 | ROL | Rollins Inc | +0.1% | +0.07% | Add |
| 10 | STE | STERIS plc | +0.1% | +0.27% | Add |
| 11 | NEE | Nextera Energy Inc | +0.1% | +1.32% | Add |
| 12 | WEC | Wec Energy Group Inc | 0% | +0.78% | Add |
| 13 | JPM | Jpmorgan Chase & Co | 0% | — | Add |
| 14 | RTX | Rtx CORP | 0% | -4.05% | Trim |
| 15 | SXI | Standex International CORP | 0% | — | Trim |
| 16 | ETN | Eaton Corporation plc | 0% | — | Trim |
| 17 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 18 | IJH | Ishares Core S&p Midcap ETF | — | — | Unchanged |
| 19 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 20 | CLX | Clorox Company | 0% | — | Unchanged |
| 21 | CVX | Chevron CORP | 0% | — | Trim |
| 22 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 23 | RPM | Rpm International Inc | -0.1% | +0.42% | Add |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 25 | TSCO | Tractor Supply Company | -0.1% | +0.04% | Add |
| 26 | UNP | Union Pacific CORP | -0.1% | +1.05% | Add |
| 27 | DHR | Danaher CORP | -0.1% | +1.85% | Add |
| 28 | HSIC | Henry Schein Inc | -0.1% | +0.37% | Add |
| 29 | DOV | Dover CORP | -0.2% | +0.55% | Add |
| 30 | APD | Air Products & Chemicals Inc | -0.3% | +1.02% | Add |
| 31 | WM | Waste Management Inc | -0.3% | +0.13% | Add |
| 32 | ADP | Automatic Data Processing | -0.3% | +0.11% | Add |
| 33 | V | Visa Inc-class A Shares | -0.3% | +0.15% | Add |
| 34 | CTAS | Cintas CORP | -0.3% | -0.47% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -0.45% | Add |
| 36 | COST | Costco Wholesale CORP | -0.4% | -0.44% | Trim |
| 37 | AMGN | Amgen Inc | -0.4% | +0.89% | Add |
| 38 | LII | Lennox International Inc | -0.4% | -0.29% | Add |
| 39 | BDX | Becton Dickinson And Co | -0.4% | -0.22% | Add |
| 40 | PG | Procter & Gamble Co/the | -0.4% | +0.95% | Add |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | -0.6% | +0.73% | Add |
| 42 | JNJ | Johnson & Johnson | -2.1% | -2.37% | Trim |
| 43 | B | Barrick Mining CORP | — | NEW | New buy |
| 44 | GOOGL | Alphabet Inc-cl A | — | EXIT | Sold out |
| 45 | GOOG | Alphabet Inc-cl C | — | EXIT | Sold out |
| 46 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 47 | ABX | Barrick Gold CORP | — | EXIT | Sold out |
| 48 | IHI | Ishares U.s. Medical Devices | — | EXIT | Sold out |
| 49 | AVGO | Broadcom Inc | — | NEW | New buy |
| 50 | IBM | Intl Business Machines CORP | — | NEW | New buy |
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 Q3 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, AMZN, AAPL) accounted for 27.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
B
市值: $669.5K
Top Position Liquidated / Trimmed
GOOGL
前期市值: $634.0K
During Q3 2025, HFR Wealth Management, LLC's top holdings by market value included APH (6.5%)、AMZN (4.8%)、AAPL (4.8%). The largest single position, APH, represented 6.5% of total portfolio value.
In Q3 2025, HFR Wealth Management, LLC made 44 total portfolio adjustments, initiating 3 new buys, adding to 25 positions, trimming 11 holdings, and fully liquidating 5 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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