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Latest HFR Wealth Management, LLC Stock Portfolio

HFR Wealth Management, LLC Performance:
2025 Q3: 2.91%YTD: 7.17%2024: 4.27%
Performance for 2025 Q3 is 2.91%, and YTD is 7.17%, and 2024 is 4.27%.

About HFR Wealth Management, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, HFR Wealth Management, LLC reported an equity portfolio of $436.2 Millions as of 30 Sep, 2025.

The top stock holdings of HFR Wealth Management, LLC are APH, AMZN, AAPL. The fund has invested 6.5% of it's portfolio in AMPHENOL CORP NEW and 4.8% of portfolio in AMAZON COM INC.

The fund managers got completely rid off HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), RTX CORPORATION (RTX) and JOHNSON & JOHNSON (JNJ). HFR Wealth Management, LLC opened new stock positions in BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to VERALTO CORP, DANAHER CORPORATION (DHR) and NEXTERA ENERGY INC (NEE).

HFR Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that HFR Wealth Management, LLC made a return of 2.91% in the last quarter. In trailing 12 months, it's portfolio return was 3.29%.

New Buys

Ticker$ Bought
broadcom inc256,465
New stocks bought by HFR Wealth Management, LLC

Additions

Ticker% Inc.
veralto corp906
danaher corporation1.85
nextera energy inc1.32
union pac corp1.05
air prods & chems inc1.02
procter and gamble co0.95
amgen inc0.89
wec energy group inc0.78
Additions to existing portfolio by HFR Wealth Management, LLC

Reductions

Ticker% Reduced
apple inc-8.78
rtx corporation-4.05
johnson & johnson-2.37
amphenol corp new-1.59
amazon com inc-0.73
tjx cos inc new-0.61
cintas corp-0.47
berkshire hathaway inc del-0.45
HFR Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
honeywell intl inc-200,277
HFR Wealth Management, LLC got rid off the above stocks

Sector Distribution

HFR Wealth Management, LLC has about 19.4% of it's holdings in Industrials sector.

Sector%
Industrials19.4
Consumer Cyclical19.4
Technology15
Consumer Defensive11.5
Healthcare10.3
Financial Services7.6
Others6.5
Utilities5
Basic Materials5

Market Cap. Distribution

HFR Wealth Management, LLC has about 88.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP65.5
MEGA-CAP23.2
UNALLOCATED6.5
MID-CAP4.8

Stocks belong to which Index?

About 84.6% of the stocks held by HFR Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50084.6
Others15.2
Top 5 Winners (%)%
SXI
standex intl corp
35.4 %
APH
amphenol corp new
25.3 %
TR
tootsie roll inds inc
25.2 %
ABBV
abbvie inc
24.7 %
AAPL
apple inc
24.1 %
Top 5 Winners ($)$
APH
amphenol corp new
5.8 M
AAPL
apple inc
4.4 M
TJX
tjx cos inc new
3.0 M
TR
tootsie roll inds inc
2.5 M
PKG
packaging corp amer
1.6 M
Top 5 Losers (%)%
INTU
intuit
-13.3 %
MKC
mccormick & co inc
-11.7 %
PM
philip morris intl inc
-10.9 %
DE
deere & co
-10.1 %
HSIC
henry schein inc
-9.1 %
Top 5 Losers ($)$
INTU
intuit
-2.5 M
CTAS
cintas corp
-1.8 M
COST
costco whsl corp new
-1.2 M
MKC
mccormick & co inc
-1.2 M
LII
lennox intl inc
-1.2 M

HFR Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of HFR Wealth Management, LLC

HFR Wealth Management, LLC has 51 stocks in it's portfolio. About 44.1% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. APH was the most profitable stock for HFR Wealth Management, LLC last quarter.

Last Reported on: 10 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions