StockDriftsStockDriftsTop 49 HFR Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | 5.3% | 135.2K | $21.6M | -2.65%(-3.68K) | $65.93(+123.02%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.98% | 79.9K | $20.3M | -1.63%(-1.32K) | $132.08(+126.29%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.81% | 94.0K | $19.6M | -2.04%(-1.96K) | $137.29(+96.76%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.48% | 18.3K | $18.2M | -2.15%(-402) | $377.42(+173.72%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 4.08% | 131.7K | $16.6M | -38.69%(-83.10K) | $33.76(+269.14%) | 2026-03-31 | |
| CTAS | CINTAS CORP | 4.04% | 97.4K | $16.5M | -1.48%(-1.47K) | $90.37(+80.98%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 3.93% | 170.3K | $16.0M | -2.21%(-3.84K) | $69.80(+30.61%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 3.55% | 100.2K | $14.5M | -2.11%(-2.16K) | $140.58(+1.18%) | 2026-03-31 | |
| ROL | ROLLINS INC | 3.52% | 268.6K | $14.3M | -1.93%(-5.27K) | $34.50(+53.12%) | 2026-03-31 | |
| V | VISA INC | 3.36% | 45.3K | $13.7M | -1.64%(-754) | $224.06(+42.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.81% | +36.08% |
| Top 20 Holdings Unweighted | +10.34% | +34.35% |
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