Hfr Wealth Management, LLC Top Holdings and 13F Report (2026) About Hfr Wealth Management, LLCInvestment ActivityHfr Wealth Management, LLC has $407.35 million in total holdings as of March 31, 2026.Hfr Wealth Management, LLC owns shares of 49 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 3.98% of the portfolio was purchased this quarter.About 4.35% of the portfolio was sold this quarter.This quarter, Hfr Wealth Management, LLC has purchased 50 new stocks and bought additional shares in 2 stocks.Hfr Wealth Management, LLC sold shares of 37 stocks and completely divested from 2 stocks this quarter.Largest Holdings TJX Companies $21,596,572Apple $20,280,201Amazon.com $19,582,018Costco Wholesale $18,241,460Amphenol $16,639,335 Largest New Holdings this Quarter 26441C204 - Duke Energy $12,795,588 Holding Largest Purchases this Quarter Duke Energy 97,721 shares (about $12.80M)Intuit 7,888 shares (about $3.41M)iShares Core S&P Mid-Cap ETF 224 shares (about $15.13K) Largest Sales this Quarter Amphenol 83,101 shares (about $10.50M)TJX Companies 3,677 shares (about $587.22K)Amazon.com 1,958 shares (about $407.79K)Costco Wholesale 402 shares (about $400.56K)Charles Schwab 3,841 shares (about $360.98K) 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 PortfolioSectorTJXTJX Companies$21,596,572$587,217 ▼-2.6%135,2325.3%Retail/WholesaleAAPLApple$20,280,201$336,020 ▼-1.6%79,9095.0%Computer and TechnologyAMZNAmazon.com$19,582,018$407,794 ▼-2.0%94,0224.8%Retail/WholesaleCOSTCostco Wholesale$18,241,460$400,561 ▼-2.1%18,3074.5%Retail/WholesaleAPHAmphenol$16,639,335$10,499,843 ▼-38.7%131,6924.1%Computer and TechnologyCTASCintas$16,475,936$247,959 ▼-1.5%97,4104.0%Business ServicesSCHWCharles Schwab$16,001,605$360,977 ▼-2.2%170,2663.9%FinancePGProcter & Gamble$14,469,581$311,557 ▼-2.1%100,1773.6%Consumer StaplesROLRollins$14,346,336$281,684 ▼-1.9%268,6083.5%ConstructionVVisa$13,687,412$227,887 ▼-1.6%45,2873.4%Business ServicesINTUIntuit$13,523,708$3,410,653 ▲33.7%31,2773.3%Computer and TechnologyAMGNAmgen$13,377,466$226,594 ▼-1.7%38,0203.3%MedicalDOVDover$13,115,861$246,387 ▼-1.8%62,9213.2%IndustrialsWMWaste Management$13,085,390$219,679 ▼-1.7%56,9453.2%Business ServicesDUKDuke Energy$12,795,588$12,795,588 ▲New Holding97,7213.1%UtilitiesTRTootsie Roll Industries$12,376,379$171,735 ▼-1.4%289,7093.0%Consumer StaplesNEENextEra Energy$12,221,121$203,407 ▼-1.6%131,5803.0%UtilitiesLIILennox International$12,086,139$237,174 ▼-1.9%26,0403.0%ConstructionWECWEC Energy Group$11,761,747$207,459 ▼-1.7%101,5962.9%UtilitiesTSCOTractor Supply$11,756,003$138,981 ▼-1.2%259,5142.9%Retail/WholesaleBRK.BBerkshire Hathaway$11,739,500$261,165 ▼-2.2%24,4982.9%FinancePKGPackaging Corporation of America$11,447,376$203,095 ▼-1.7%53,9412.8%IndustrialsUNPUnion Pacific$11,355,661$149,698 ▼-1.3%46,8042.8%TransportationAPDAir Products and Chemicals$10,599,886$148,149 ▼-1.4%36,4902.6%Basic MaterialsRPMRPM International$9,784,749$144,826 ▼-1.5%98,4382.4%Basic MaterialsVERALTO CORP$9,757,238$233,429 ▼-2.3%110,3512.4%COM SHSADPAutomatic Data Processing$9,696,024$120,080 ▼-1.2%47,7212.4%Computer and TechnologySTESTERIS$8,937,190$193,268 ▼-2.1%40,4162.2%MedicalHSICHenry Schein$8,484,934$135,240 ▼-1.6%115,1282.1%MedicalDHRDanaher$7,991,518$103,712 ▼-1.3%42,1492.0%MedicalBRK.ABerkshire Hathaway$2,154,4200.0%30.5%FinanceRTXRTX$895,2490.0%4,6410.2%AerospaceBARRICK MNG CORP$784,351$48,948 ▼-5.9%19,2290.2%COM SHSJNJJohnson & Johnson$704,4760.0%2,8820.2%MedicalJPMJPMorgan Chase & Co.$554,786$1,177 ▼-0.2%1,8860.1%FinanceSXIStandex International$553,3010.0%2,1710.1%IndustrialsXOMExxonMobil$551,565$7,126 ▼-1.3%3,2510.1%EnergyCVXChevron$517,664$21,104 ▼-3.9%2,5020.1%EnergyETNEaton$458,8910.0%1,2830.1%IndustrialsHDHome Depot$440,0970.0%1,3380.1%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$348,455$15,127 ▲4.5%5,1600.1%ETFABBVAbbVie$311,6480.0%1,4330.1%MedicalDEDeere & Company$298,244$16,914 ▼-5.4%5290.1%IndustrialsUNHUnitedHealth Group$294,9430.0%1,0900.1%MedicalMKCMcCormick & Company, Incorporated$288,265$161,408 ▼-35.9%5,7150.1%Consumer StaplesSRSpire$275,061$724 ▼-0.3%3,0380.1%UtilitiesVZVerizon Communications$250,6490.0%4,9930.1%Computer and TechnologyPMPhilip Morris International$244,373$827 ▼-0.3%1,4780.1%Consumer StaplesAVGOBroadcom$210,047$30,625 ▼-12.7%6790.1%Computer and TechnologyIBMInternational Business Machines$0$231,932 ▼-100.0%00.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$0$204,576 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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