HFR Wealth Management, LLC 13F Holdings

CIK 0001877822 · NISKAYUNA, NY

As of Sep 30, 2025, HFR Wealth Management, LLC reported 51 positions worth $436.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMPHENOL CORP-CL AAPHTechnology227,768$28.2M6.46%
AMAZON.COM INCAMZNEquity96,332$21.2M4.85%
APPLE INCAAPLTechnology81,712$20.8M4.77%
CINTAS CORPCTASIndustrials98,976$20.3M4.66%
TJX COMPANIES INCTJXConsumer Cyclical139,768$20.2M4.63%
COSTCO WHOLESALE CORPCOSTConsumer Defensive18,735 7.3M3.98%
SCHWAB CHARLES CORPSCHWEquity174,715 6.7M3.82%
ROLLINS INCROLEquity273,995 6.1M3.69%
INTUIT INCINTUTechnology23,351 5.9M3.66%
VISA INC-CLASS A SHARESVFinancial Services45,920 5.7M3.59%
TRACTOR SUPPLY COTSCOConsumer Cyclical261,406 4.9M3.41%
AUTOMATIC DATA PROCESSING INCADPIndustrials47,986 4.1M3.23%
LENNOX INTERNATIONAL INCLIIBasic Materials26,374 4.0M3.20%
WASTE MANAGEMENT INCWMIndustrials57,647 2.7M2.92%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services25,037 2.6M2.89%
VERALTO CORPVLTOIndustrials117,265 2.5M2.87%
TOOTSIE ROLL INDUSTRIES INCTRConsumer Defensive294,188 2.3M2.83%
PACKAGING CORP OF AMERICAPKGConsumer Cyclical54,905 2.0M2.74%
WEC ENERGY GROUP INCWECUtilities102,656 1.8M2.70%
RPM INTERNATIONAL INCRPMBasic Materials99,442 1.7M2.69%
UNION PACIFIC CORPUNPIndustrials46,924 1.1M2.54%
PROCTER & GAMBLE COPGConsumer Defensive71,817 1.0M2.53%
AMGEN INCAMGNHealthcare38,450 0.9M2.49%
DOVER CORPDOVIndustrials63,570 0.6M2.43%
STERIS PLCSTEHealthcare41,231 0.2M2.34%