HFR Wealth Management, LLC
CIK: 0001877822SEC EDGAR →
Portfolio Value
$424K
Holdings
50
As of
Q4 2025
New Positions
1
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMPHENOL CORP NEW | 214,793 | $29K | 6.85% |
| 2 | AMAZON COM INC | 95,980 | $22K | 5.23% |
| 3 | APPLE INC | 81,233 | $22K | 5.21% |
| 4 | TJX COS INC NEW | 138,909 | $21K | 5.04% |
| 5 | CINTAS CORP | 98,876 | $19K | 4.39% |
| 6 | SCHWAB CHARLES CORP | 174,107 | $17K | 4.11% |
| 7 | ROLLINS INC | 273,882 | $16K | 3.88% |
| 8 | VISA INC | 46,041 | $16K | 3.81% |
| 9 | COSTCO WHSL CORP NEW | 18,709 | $16K | 3.81% |
| 10 | INTUIT | 23,389 | $15K | 3.66% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 6 | $85K | 20.0% |
| Industrials | 10 | $75K | 17.7% |
| Technology | 5 | $67K | 15.8% |
| Healthcare | 7 | $43K | 10.2% |
| Consumer Defensive | 3 | $42K | 9.8% |
| Financial Services | 7 | $35K | 8.4% |
| Unknown | 4 | $34K | 8.0% |
| Utilities | 3 | $22K | 5.2% |
| Basic Materials | 3 | $20K | 4.8% |
| Energy | 2 | $792 | 0.2% |