HFR Wealth Management, LLC
HFR Wealth Management, LLC reported 53 holdings worth US$410M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
HFR Wealth Management, LLC reported 53 holdings worth US$410M as of Jun 30, 2026. Largest: Amphenol Corporation, Apple Inc and Amazon.com, Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 53
- Value as reported
- US$410M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amphenol Corporation | 128K | US$22.6M | 5.5% |
| Apple Inc | 77,226 | US$22.3M | 5.5% |
| Amazon.com, Inc. | 92,387 | US$22M | 5.4% |
| Tjx Companies, Inc. (the) | 129K | US$19.6M | 4.8% |
| Costco Wholesale Corporation | 17,850 | US$16.7M | 4.1% |
| Cintas Corporation | 96,378 | US$16.4M | 4.0% |
| Charles Schwab Corporation (the) | 168K | US$15.5M | 3.8% |
| Visa Inc. | 44,666 | US$15.3M | 3.7% |
| Lennox International, Inc. | 25,825 | US$14.8M | 3.6% |
| Procter & Gamble Company (the) | 97,734 | US$14.3M | 3.5% |
| Berkshire Hathaway Inc. | 28,634 | US$14.3M | 3.5% |
| Dover Corporation | 61,777 | US$13.9M | 3.4% |
| Amgen Inc. | 37,596 | US$13.6M | 3.3% |
| Packaging Corporation Of America | 53,284 | US$12.7M | 3.1% |
| Union Pacific Corporation | 46,325 | US$12.6M | 3.1% |
| Waste Management, Inc. | 55,935 | US$12.5M | 3.0% |
| Duke Energy Corporation (holding Company) | 93,901 | US$11.9M | 2.9% |
| Wec Energy Group, Inc. | 101K | US$11.7M | 2.9% |
| Tootsie Roll Industries, Inc. | 295K | US$11.7M | 2.9% |
| Nextera Energy, Inc. | 130K | US$11.4M | 2.8% |
| Rollins, Inc. | 267K | US$11.1M | 2.7% |
| Rpm International Inc. | 98,108 | US$10.9M | 2.7% |
| Air Products And Chemicals, Inc. | 36,334 | US$10.7M | 2.6% |
| Automatic Data Processing, Inc. | 47,551 | US$10.6M | 2.6% |
| Veralto Corp | 107K | US$9.47M | 2.3% |
| Henry Schein, Inc. | 113K | US$9.45M | 2.3% |
| Tractor Supply Company | 261K | US$8.24M | 2.0% |
| Danaher Corporation | 42,205 | US$8.04M | 2.0% |
| Intuit Inc. | 30,289 | US$7.91M | 1.9% |
| Rtx Corporation | 4,634 | US$879K | 0.21% |
| Standex International Corporation | 2,141 | US$766K | 0.19% |
| Johnson & Johnson | 2,882 | US$732K | 0.18% |
| Barrick Mining Corporation | 19,229 | US$706K | 0.17% |
| Jp Morgan Chase & Co. | 1,886 | US$617K | 0.15% |
| Home Depot, Inc. (the) | 1,338 | US$472K | 0.12% |
| Exxon Mobil Corporation | 3,251 | US$444K | 0.11% |
| Chevron Corporation | 2,502 | US$415K | 0.10% |
| Unitedhealth Group Incorporated | 985 | US$409K | 0.10% |
| Abbvie Inc. | 1,413 | US$356K | 0.09% |
| Deere & Company | 529 | US$336K | 0.08% |
| Mccormick & Company, Incorporated | 5,715 | US$288K | 0.07% |
| Philip Morris International Inc | 1,478 | US$267K | 0.07% |
| Broadcom Inc. | 639 | US$241K | 0.06% |
| Spire Inc. | 3,038 | US$237K | 0.06% |
| International Business Machines Corporation | 783 | US$220K | 0.05% |
| Tesla, Inc. | 506 | US$213K | 0.05% |
| Verizon Communications Inc. | 4,993 | US$211K | 0.05% |
| Microsoft Corp. | 544 | US$203K | 0.05% |
Source
View original at SEC
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