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CIK: 0001877822
Total reported value
$409.7M
$409.7M
50 檔
27.6%
In Q4 2025, HFR Wealth Management, LLC's U.S. equity holdings reached a combined market value of $409.7M, distributed across 50 disclosed stock positions.
HFR Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | Stock-Tech | 6.85% | +1.43% | -5.70% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.23% | +0.56% | -0.37% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.21% | +0.47% | -0.59% | |
| 4 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 5.04% | -0.51% | -0.61% | |
| 5 | CTAS | Cintas CORP | Stock-Industrials | 4.39% | -0.04% | -0.10% | |
| 6 | SCHW | Schwab (charles) CORP | Stock-Financials | 4.11% | -0.15% | -0.35% | |
| 7 | ROL | Rollins Inc | Stock-Consumer Disc | 3.88% | -0.80% | -0.04% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.81% | +0.38% | +0.26% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.81% | -0.40% | -0.14% | |
| 10 | INTU | Intuit Inc | Stock-Tech | 3.66% | -1.39% | +0.16% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.46% | -0.05% | +42.49% | |
| 12 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 3.10% | -0.88% | +0.45% | |
| 13 | LII | Lennox International Inc | Stock-Industrials | 3.04% | +0.64% | +0.67% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 3.00% | -0.17% | +0.44% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 2.99% | +0.04% | +0.56% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.97% | +0.07% | +0.02% | |
| 17 | DOV | Dover CORP | Stock-Industrials | 2.95% | +0.16% | +0.84% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 2.93% | +0.22% | +0.68% | |
| 19 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 2.67% | +0.29% | -0.01% | |
| 20 | VLTO | Veralto CORP | Stock-Industrials | 2.66% | -0.09% | -3.64% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 2.59% | +0.29% | +1.06% | |
| 22 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.57% | -0.02% | +0.71% | |
| 23 | TR | Tootsie Roll Inds | Stock-Other | 2.54% | -0.19% | -0.16% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 2.54% | -0.21% | +0.88% | |
| 25 | STE | STERIS plc | Stock-Healthcare | 2.47% | -0.18% | +0.14% | |
| 26 | RPM | Rpm International Inc | Stock-Materials | 2.45% | +0.26% | +0.46% | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 2.31% | — | +0.45% | |
| 28 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.16% | — | +0.31% | |
| 29 | HSIC | Henry Schein Inc | Stock-Healthcare | 2.09% | +0.23% | +0.56% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | +0.02% | — | |
| 31 | B | Barrick Mining CORP | Stock-Materials | 0.21% | -0.02% | — | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.20% | -0.01% | -2.11% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | +0.01% | — | |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.14% | — | -93.39% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | +0.01% | — | |
| 36 | SXI | Standex International CORP | Stock-Other | 0.11% | +0.05% | -0.46% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | +0.01% | — | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.10% | +0.01% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.09% | -0.03% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.03% | — | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.08% | +0.03% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | +0.01% | — | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.08% | +0.01% | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.06% | +0.01% | +0.13% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.06% | +0.01% | — | |
| 46 | SR | Spire Inc | Stock-Utilities | 0.06% | -0.01% | — | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.06% | +0.01% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.05% | +0.05% | NEW | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.05% | +0.05% | NEW | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.05% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +0.9% | +42.49% | Add |
| 2 | DOV | Dover CORP | +0.5% | +0.84% | Add |
| 3 | AMGN | Amgen Inc | +0.5% | +0.56% | Add |
| 4 | AAPL | Apple Inc | +0.4% | -0.59% | Trim |
| 5 | TJX | Tjx Companies Inc | +0.4% | -0.61% | Trim |
| 6 | APH | Amphenol Corp-cl A | +0.4% | -5.70% | Trim |
| 7 | DHR | Danaher CORP | +0.4% | +0.45% | Add |
| 8 | AMZN | Amazon.com Inc | +0.4% | -0.37% | Trim |
| 9 | HSIC | Henry Schein Inc | +0.3% | +0.56% | Add |
| 10 | SCHW | Schwab (charles) CORP | +0.3% | -0.35% | Trim |
| 11 | NEE | Nextera Energy Inc | +0.3% | +0.88% | Add |
| 12 | V | Visa Inc-class A Shares | +0.2% | +0.26% | Add |
| 13 | ROL | Rollins Inc | +0.2% | -0.04% | Trim |
| 14 | STE | STERIS plc | +0.1% | +0.14% | Add |
| 15 | WM | Waste Management Inc | +0.1% | +0.44% | Add |
| 16 | B | Barrick Mining CORP | +0.1% | — | Unchanged |
| 17 | UNP | Union Pacific CORP | +0.1% | +1.06% | Add |
| 18 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 19 | RTX | Rtx CORP | 0% | -2.11% | Trim |
| 20 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 21 | INTU | Intuit Inc | — | +0.16% | Add |
| 22 | XOM | Exxon Mobil CORP | — | — | Unchanged |
| 23 | VZ | Verizon Communications Inc | — | — | Unchanged |
| 24 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 25 | AVGO | Broadcom Inc | — | +0.13% | Add |
| 26 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 27 | SXI | Standex International CORP | — | -0.46% | Trim |
| 28 | CVX | Chevron CORP | — | — | Unchanged |
| 29 | DE | Deere & Co | — | — | Unchanged |
| 30 | ABBV | Abbvie Inc | — | — | Unchanged |
| 31 | SR | Spire Inc | — | — | Unchanged |
| 32 | PM | Philip Morris International | — | — | Unchanged |
| 33 | HD | Home Depot Inc | 0% | — | Unchanged |
| 34 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 35 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 36 | PKG | Packaging CORP Of America | -0.1% | -0.01% | Trim |
| 37 | WEC | Wec Energy Group Inc | -0.1% | +0.71% | Add |
| 38 | APD | Air Products & Chemicals Inc | -0.2% | +0.31% | Add |
| 39 | LII | Lennox International Inc | -0.2% | +0.67% | Add |
| 40 | COST | Costco Wholesale CORP | -0.2% | -0.14% | Trim |
| 41 | VLTO | Veralto CORP | -0.2% | -3.64% | Trim |
| 42 | RPM | Rpm International Inc | -0.2% | +0.46% | Add |
| 43 | CTAS | Cintas CORP | -0.3% | -0.10% | Trim |
| 44 | TR | Tootsie Roll Inds | -0.3% | -0.16% | Trim |
| 45 | ADP | Automatic Data Processing | -0.3% | +0.68% | Add |
| 46 | TSCO | Tractor Supply Company | -0.3% | +0.45% | Add |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | -1.9% | -93.39% | Trim |
| 48 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
| 49 | CLX | Clorox Company | — | EXIT | Sold out |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | 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 50 disclosed positions in Q4 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 27.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPY
市值: $204.6K
Top Position Liquidated / Trimmed
BDX
前期市值: $6.4M
During Q4 2025, HFR Wealth Management, LLC's top holdings by market value included APH (6.8%)、AMZN (5.2%)、AAPL (5.2%). The largest single position, APH, represented 6.8% of total portfolio value.
In Q4 2025, HFR Wealth Management, LLC made 35 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 14 holdings, and fully liquidating 2 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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