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Latest HFR Wealth Management, LLC Stock Portfolio

HFR Wealth Management, LLC Performance:
2025 Q4: -0.13%YTD: 38.66%2024: -23.11%
Performance for 2025 Q4 is -0.13%, and YTD is 38.66%, and 2024 is -23.11%.

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

On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, HFR Wealth Management, LLC reported an equity portfolio of $423.6 Millions as of 31 Dec, 2025.

The top stock holdings of HFR Wealth Management, LLC are APH, AMZN, AAPL. The fund has invested 6.8% of it's portfolio in AMPHENOL CORP NEW and 5.2% of portfolio in AMAZON COM INC.

The fund managers got completely rid off BECTON DICKINSON & CO (BDX) and CLOROX CO DEL (CLX) stocks. They significantly reduced their stock positions in MCCORMICK & CO INC (MKC), AMPHENOL CORP NEW (APH) and VERALTO CORP. HFR Wealth Management, LLC opened new stock positions in SPDR S&P 500 ETF TR (SPY). The fund showed a lot of confidence in some stocks as they added substantially to PROCTER AND GAMBLE CO (PG), UNION PAC CORP (UNP) 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 -0.13% in the last quarter. In trailing 12 months, it's portfolio return was 38.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr s&p 500 etf tr204,576
New stocks bought by HFR Wealth Management, LLC

Additions

Ticker% Inc.
procter and gamble co42.49
union pac corp1.06
nextera energy inc0.88
dover corp0.84
wec energy group inc0.71
automatic data processing in0.68
lennox intl inc0.67
amgen inc0.56
Additions to existing portfolio by HFR Wealth Management, LLC

Reductions

Ticker% Reduced
mccormick & co inc-93.39
amphenol corp new-5.7
veralto corp-3.64
rtx corporation-2.11
tjx cos inc new-0.61
apple inc-0.59
standex intl corp-0.46
amazon com inc-0.37
HFR Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
becton dickinson & co-6,417,120
clorox co del-273,356
HFR Wealth Management, LLC got rid off the above stocks

Sector Distribution

HFR Wealth Management, LLC has about 20% of it's holdings in Consumer Cyclical sector.

Sector%
Consumer Cyclical20
Industrials19.4
Technology15.8
Healthcare10.2
Consumer Defensive10
Financial Services8.1
Others6.5
Utilities5.2
Basic Materials4.6

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-CAP63.7
MEGA-CAP25
UNALLOCATED6.5
MID-CAP4.8

Stocks belong to which Index?

About 85.3% of the stocks held by HFR Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50085.3
Others14.5
Top 5 Winners (%)%
barrick mng corp
32.9 %
DOV
dover corp
16.9 %
AMGN
amgen inc
15.9 %
DHR
danaher corporation
15.4 %
HSIC
henry schein inc
13.8 %
Top 5 Winners ($)$
APH
amphenol corp new
2.5 M
DOV
dover corp
1.8 M
AMGN
amgen inc
1.7 M
AAPL
apple inc
1.4 M
DHR
danaher corporation
1.3 M
Top 5 Losers (%)%
HD
home depot inc
-15.1 %
ETN
eaton corp plc
-14.9 %
TR
tootsie roll inds inc
-12.6 %
ADP
automatic data processing in
-12.3 %
TSCO
tractor supply co
-12.0 %
Top 5 Losers ($)$
TSCO
tractor supply co
-1.8 M
ADP
automatic data processing in
-1.7 M
CTAS
cintas corp
-1.7 M
TR
tootsie roll inds inc
-1.6 M
RPM
rpm intl inc
-1.4 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 50 stocks in it's portfolio. About 46% of the portfolio is in top 10 stocks. TSCO 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: 11 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions