Holdings
HFR Wealth Management, LLC
As of Jun 30, 2026, HFR Wealth Management, LLC reported 48 positions worth US$400M. Largest: Amphenol Corporation, Apple Inc and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amphenol Corporation | 128K | US$22.6M | −3,715 | Jun 30, 2026 |
| Apple Inc | 77,226 | US$22.3M | −2,683 | Jun 30, 2026 |
| Amazon.com, Inc. | 92,387 | US$22M | −1,635 | Jun 30, 2026 |
| Tjx Companies, Inc. (the) | 129K | US$19.6M | −5,747 | Jun 30, 2026 |
| Costco Wholesale Corporation | 17,850 | US$16.7M | −457 | Jun 30, 2026 |
| Cintas Corporation | 96,378 | US$16.4M | −1,032 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 168K | US$15.5M | −2,632 | Jun 30, 2026 |
| Visa Inc. | 44,666 | US$15.3M | −621 | Jun 30, 2026 |
| Lennox International, Inc. | 25,825 | US$14.8M | −215 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 97,734 | US$14.3M | −2,443 | Jun 30, 2026 |