HFR Wealth Management, LLC
Top Portfolio Positions
47 positions ·
$404,846,776 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
135,232 | $21,596,550 | 5.33% | |
| AAPL |
Apple Inc.
Technology
|
79,909 | $20,280,105 | 5.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
94,022 | $19,581,961 | 4.84% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
18,307 | $18,241,644 | 4.51% | |
| APH |
Amphenol Corp /De/
Technology
|
131,692 | $16,639,284 | 4.11% | |
| CTAS |
Cintas Corp
Industrials
|
97,410 | $16,475,927 | 4.07% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
170,266 | $16,001,598 | 3.95% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
100,177 | $14,469,565 | 3.57% | |
| ROL |
Rollins Inc
Consumer Cyclical
|
268,608 | $14,346,353 | 3.54% | |
| V |
Visa Inc.
Financial Services
|
45,287 | $13,687,542 | 3.38% |
Portfolio Trend
20 quarters · across all stocks
Holdings in TR
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,376,368 | 289,709 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,445,913 | 293,729 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,973,157 | 294,188 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,514,373 | 292,969 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,742,880 | 286,060 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,572,760 | 281,313 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $8,164,941 | 279,696 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,884,731 | 273,631 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,926,031 | 262,527 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,817,486 | 256,991 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,938,315 | 253,908 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,208,075 | 253,295 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $12,882,234 | 313,444 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,557,164 | 331,999 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,163,417 | 343,721 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,973,421 | 349,383 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,274,827 | 362,984 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,112,692 | 355,580 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $9,276,651 | 353,407 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $10,178,446 | 347,968 | Shares | Sole | 2021-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||