Hfr Wealth Management, LLC Top Holdings and 13F Report (2026) About Hfr Wealth Management, LLCInvestment ActivityHfr Wealth Management, LLC has $409.69 million in total holdings as of June 30, 2026.Hfr Wealth Management, LLC owns shares of 53 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 0.27% of the portfolio was purchased this quarter.About 1.80% of the portfolio was sold this quarter.This quarter, Hfr Wealth Management, LLC has purchased 49 new stocks and bought additional shares in 3 stocks.Hfr Wealth Management, LLC sold shares of 33 stocks and completely divested from 0 stocks this quarter.Largest Holdings Amphenol $22,564,981Apple $22,346,064Amazon.com $22,019,629TJX Companies $19,616,966Costco Wholesale $16,698,152 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $224,031 Holding459200101 - International Business Machines $220,187 Holding88160R101 - Tesla $212,980 Holding594918104 - Microsoft $203,001 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 300 shares (about $224.03K)International Business Machines 783 shares (about $220.19K)Tootsie Roll Industries 5,554 shares (about $219.66K)Tesla 506 shares (about $212.98K)Microsoft 544 shares (about $203.00K) Largest Sales this Quarter TJX Companies 5,747 shares (about $870.67K)Apple 2,683 shares (about $776.35K)Amphenol 3,715 shares (about $655.03K)Duke Energy 3,820 shares (about $483.53K)Costco Wholesale 457 shares (about $427.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHfr Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPHAmphenol$22,564,981$655,031 â–¼-2.8%127,9775.5%TechnologyAAPLApple$22,346,064$776,351 â–¼-3.4%77,2265.5%TechnologyAMZNAmazon.com$22,019,629$389,688 â–¼-1.7%92,3875.4%Consumer DiscretionaryTJXTJX Companies$19,616,966$870,670 â–¼-4.2%129,4854.8%Consumer DiscretionaryCOSTCostco Wholesale$16,698,152$427,510 â–¼-2.5%17,8504.1%Consumer StaplesCTASCintas$16,391,921$175,522 â–¼-1.1%96,3784.0%IndustrialsSCHWCharles Schwab$15,467,577$242,854 â–¼-1.5%167,6343.8%FinanceVVisa$15,324,495$213,059 â–¼-1.4%44,6663.7%FinanceLIILennox International$14,796,344$123,184 â–¼-0.8%25,8253.6%IndustrialsPGProcter & Gamble$14,331,668$358,240 â–¼-2.4%97,7343.5%Consumer StaplesDOVDover$13,855,289$256,575 â–¼-1.8%61,7773.4%IndustrialsAMGNAmgen$13,614,212$153,538 â–¼-1.1%37,5963.3%HealthcarePKGPackaging Corporation of America$12,696,531$156,550 â–¼-1.2%53,2843.1%MaterialsUNPUnion Pacific$12,600,302$130,287 â–¼-1.0%46,3253.1%IndustrialsWMWaste Management$12,466,857$225,110 â–¼-1.8%55,9353.0%IndustrialsBRK.BBerkshire Hathaway$12,081,477$177,139 â–¼-1.4%24,1442.9%FinanceDUKDuke Energy$11,885,954$483,534 â–¼-3.9%93,9012.9%UtilitiesWECWEC Energy Group$11,740,289$123,076 â–¼-1.0%100,5422.9%UtilitiesTRTootsie Roll Industries$11,677,661$219,661 â–²1.9%295,2632.9%Consumer StaplesNEENextEra Energy$11,447,538$101,198 â–¼-0.9%130,4272.8%UtilitiesROLRollins$11,127,064$84,649 â–¼-0.8%266,5802.7%IndustrialsRPMRPM International$10,904,718$36,680 â–¼-0.3%98,1082.7%MaterialsAPDAir Products and Chemicals$10,652,391$45,736 â–¼-0.4%36,3342.6%MaterialsADPAutomatic Data Processing$10,649,050$38,072 â–¼-0.4%47,5512.6%IndustrialsVERALTO CORP$9,469,431$316,499 â–¼-3.2%106,7822.3%COM SHSHSICHenry Schein$9,454,965$160,525 â–¼-1.7%113,2062.3%HealthcareSTESTERIS$8,240,657$269,740 â–¼-3.2%39,1352.0%HealthcareTSCOTractor Supply$8,235,411$32,179 â–²0.4%260,5322.0%Consumer DiscretionaryDHRDanaher$8,039,262$10,667 â–²0.1%42,2052.0%HealthcareINTUIntuit$7,905,392$257,867 â–¼-3.2%30,2891.9%TechnologyBRK.ABerkshire Hathaway$2,246,5500.0%30.5%FinanceRTXRTX$879,257$1,328 â–¼-0.2%4,6340.2%IndustrialsSXIStandex International$765,771$10,730 â–¼-1.4%2,1410.2%TechnologyJNJJohnson & Johnson$731,9420.0%2,8820.2%HealthcareBARRICK MNG CORP$706,2810.0%19,2290.2%COM SHSJPMJPMorgan Chase & Co.$617,3440.0%1,8860.2%FinanceETNEaton$506,669$40,056 â–¼-7.3%1,1890.1%IndustrialsHDHome Depot$471,9320.0%1,3380.1%Consumer DiscretionaryXOMExxonMobil$444,4770.0%3,2510.1%EnergyCVXChevron$414,7320.0%2,5020.1%EnergyUNHUnitedHealth Group$409,437$43,646 â–¼-9.6%9850.1%HealthcareIJHiShares Core S&P Mid-Cap ETF$397,8880.0%5,1600.1%ETFABBVAbbVie$355,550$5,033 â–¼-1.4%1,4130.1%HealthcareDEDeere & Company$335,8520.0%5290.1%IndustrialsMKCMcCormick & Company, Incorporated$288,1500.0%5,7150.1%Consumer StaplesPMPhilip Morris International$267,3850.0%1,4780.1%Consumer StaplesAVGOBroadcom$241,454$15,114 â–¼-5.9%6390.1%TechnologySRSpire$237,2370.0%3,0380.1%UtilitiesSPYSPDR S&P 500 ETF Trust$224,031$224,031 â–²New Holding3000.1%ETFIBMInternational Business Machines$220,187$220,187 â–²New Holding7830.1%TechnologyTSLATesla$212,980$212,980 â–²New Holding5060.1%Consumer DiscretionaryVZVerizon Communications$211,4040.0%4,9930.1%Communication ServicesMSFTMicrosoft$203,001$203,001 â–²New Holding5440.0%TechnologyShowing largest 100 holdings. 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