Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HFR Wealth Management, LLC (CIK 1877822) reported $407.4M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TJX ($21.6M, 5.30%), AAPL ($20.3M, 4.98%), AMZN ($19.6M, 4.81%), COST ($18.2M, 4.48%), APH ($16.6M, 4.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TJX | TJX COS INC NEW | $21.6M | 5.30% | 135,232 | Trimmed |
| 2 | AAPL | APPLE INC | $20.3M | 4.98% | 79,909 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $19.6M | 4.81% | 94,022 | Trimmed |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $18.2M | 4.48% | 18,307 | Trimmed |
| 5 | APH | AMPHENOL CORP | $16.6M | 4.08% | 131,692 | Trimmed |
| 6 | CTAS | CINTAS CORP | $16.5M | 4.04% | 97,410 | Trimmed |
| 7 | SCHW | SCHWAB CHARLES CORP | $16.0M | 3.93% | 170,266 | Trimmed |
| 8 | PG | PROCTER & GAMBLE CO | $14.5M | 3.55% | 100,177 | Trimmed |
| 9 | ROL | ROLLINS INC | $14.3M | 3.52% | 268,608 | Trimmed |
| 10 | V | VISA INC | $13.7M | 3.36% | 45,287 | Trimmed |
| 11 | INTU | INTUIT | $13.5M | 3.32% | 31,277 | Added |
| 12 | AMGN | AMGEN INC | $13.4M | 3.28% | 38,020 | Trimmed |
| 13 | DOV | DOVER CORP | $13.1M | 3.22% | 62,921 | Trimmed |
| 14 | WM | WASTE MGMT INC DEL | $13.1M | 3.21% | 56,945 | Trimmed |
| 15 | DUK | DUKE ENERGY CORP NEW | $12.8M | 3.14% | 97,721 | New |
| 16 | TR | TOOTSIE ROLL INDS INC | $12.4M | 3.04% | 289,709 | Trimmed |
| 17 | NEE | NEXTERA ENERGY INC | $12.2M | 3.00% | 131,580 | Trimmed |
| 18 | LII | LENNOX INTL INC | $12.1M | 2.97% | 26,040 | Trimmed |
| 19 | WEC | WEC ENERGY GROUP INC | $11.8M | 2.89% | 101,596 | Trimmed |
| 20 | TSCO | TRACTOR SUPPLY CO | $11.8M | 2.89% | 259,514 | Trimmed |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.7M | 2.88% | 24,498 | Trimmed |
| 22 | PKG | PACKAGING CORP AMER | $11.4M | 2.81% | 53,941 | Trimmed |
| 23 | UNP | UNION PAC CORP | $11.4M | 2.79% | 46,804 | Trimmed |
| 24 | APD | AIR PRODUCTS AND CHEMICALS I | $10.6M | 2.60% | 36,490 | Trimmed |
| 25 | VLTO | VERALTO CORP | $9.8M | 2.40% | 110,351 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31