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 $409.7M across 53 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: APH ($22.6M, 5.51%), AAPL ($22.3M, 5.45%), AMZN ($22.0M, 5.37%), TJX ($19.6M, 4.79%), COST ($16.7M, 4.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP | $22.6M | 5.51% | 127,977 | Trimmed |
| 2 | AAPL | APPLE INC | $22.3M | 5.45% | 77,226 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $22.0M | 5.37% | 92,387 | Trimmed |
| 4 | TJX | TJX COS INC NEW | $19.6M | 4.79% | 129,485 | Trimmed |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $16.7M | 4.08% | 17,850 | Trimmed |
| 6 | CTAS | CINTAS CORP | $16.4M | 4.00% | 96,378 | Trimmed |
| 7 | SCHW | SCHWAB CHARLES CORP | $15.5M | 3.78% | 167,634 | Trimmed |
| 8 | V | VISA INC | $15.3M | 3.74% | 44,666 | Trimmed |
| 9 | LII | LENNOX INTL INC | $14.8M | 3.61% | 25,825 | Trimmed |
| 10 | PG | PROCTER & GAMBLE CO | $14.3M | 3.50% | 97,734 | Trimmed |
| 11 | DOV | DOVER CORP | $13.9M | 3.38% | 61,777 | Trimmed |
| 12 | AMGN | AMGEN INC | $13.6M | 3.32% | 37,596 | Trimmed |
| 13 | PKG | PACKAGING CORP AMER | $12.7M | 3.10% | 53,284 | Trimmed |
| 14 | UNP | UNION PAC CORP | $12.6M | 3.08% | 46,325 | Trimmed |
| 15 | WM | WASTE MGMT INC DEL | $12.5M | 3.04% | 55,935 | Trimmed |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $12.1M | 2.95% | 24,144 | Trimmed |
| 17 | DUK | DUKE ENERGY CORP NEW | $11.9M | 2.90% | 93,901 | Trimmed |
| 18 | WEC | WEC ENERGY GROUP INC | $11.7M | 2.87% | 100,542 | Trimmed |
| 19 | TR | TOOTSIE ROLL INDS INC | $11.7M | 2.85% | 295,263 | Added |
| 20 | NEE | NEXTERA ENERGY INC | $11.4M | 2.79% | 130,427 | Trimmed |
| 21 | ROL | ROLLINS INC | $11.1M | 2.72% | 266,580 | Trimmed |
| 22 | RPM | RPM INTL INC | $10.9M | 2.66% | 98,108 | Trimmed |
| 23 | ADP | AUTOMATIC DATA PROCESSING IN | $10.6M | 2.60% | 47,551 | Trimmed |
| 24 | APD | AIR PRODUCTS AND CHEMICALS I | $10.7M | 2.60% | 36,334 | Trimmed |
| 25 | HSIC | SCHEIN HENRY INC | $9.5M | 2.31% | 113,206 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30