Data as of Q4 2025 (Dec 31, 2025)

HFR Wealth Management, LLC

•CIK: 1877822•Filing: Q4 2025

**HFR Wealth Management, LLC** manages $424M across a diversified portfolio of 50 positions. The firm maintains significant exposure to technology and consumer staples, highlighted by top holdings including APH at $29.0M and AMZN at $22.2M. Further concentration is evident in mega-cap names such as AAPL ($22.1M), TJX ($21.3M), and CIT ($18.6M). This allocation suggests a core strategy focused on established market leaders across various sectors.

Total AUM
$423.6M
QoQ Performance
-2.9%
Positions
49
Top 10 Concentration
46.0%
Latest Filing
Q4 2025

Top Holdings Allocation

APH
AMZN
AAPL
TJX
APH6.9%
AMZN5.2%
AAPL5.2%
TJX5.0%
CIT4.4%
SCHW4.1%
ROL3.9%
V3.8%

📈 Biggest Buys

PG
PROCTER AND GAMBLE CO
+42.5%
3.5% of portfolio
SPY
SPDR S&P 500 ETF TR
NEW
0.0% of portfolio
UNP
UNION PAC CORP
+1.1%
2.6% of portfolio
DOV
DOVER CORP
+0.8%
3.0% of portfolio
NEE
NEXTERA ENERGY INC
+0.9%
2.5% of portfolio

📉 Biggest Sells

MCX
MCCORMICK & CO INC
-93.4%
0.1% of portfolio
APH
AMPHENOL CORP NEW
-5.7%
6.9% of portfolio
VLTO
VERALTO CORP
-3.6%
2.7% of portfolio
TJX
TJX COS INC NEW
-0.6%
5.0% of portfolio
AAPL
APPLE INC
-0.6%
5.2% of portfolio

Sector Breakdown

Other57.0%
Financial11.6%
Consumer9.1%
Technology9.0%
Healthcare5.6%
Industrial2.9%
Utilities2.5%
Materials2.2%

🚪 Exited Positionssold since Q3 2025

BDX
BECTON DICKINSON & CO
SOLD
$6.4M
CLX
CLOROX CO DEL
SOLD
$273.4K

Changes from Q3 2025

NEW1 new position
↑19 increased
↓14 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

APH6.9%
AMPHENOL CORP NEW
$29.0M
AMZN5.2%
AMAZON COM INC
$22.2M
AAPL5.2%
APPLE INC
$22.1M
TJX5.0%
TJX COS INC NEW
$21.3M
CIT4.4%
CINTAS CORP
$18.6M

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