StockDriftsStockDriftsTop 50 HFR Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | 5.51% | 128.0K | $22.6M | -2.82%(-3.71K) | $33.76(+398.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.45% | 77.2K | $22.3M | -3.36%(-2.68K) | $132.08(+131.21%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.37% | 92.4K | $22.0M | -1.74%(-1.64K) | $137.29(+91.23%) | 2026-06-30 | |
| TJX | TJX COS INC NEW | 4.79% | 129.5K | $19.6M | -4.25%(-5.75K) | $65.93(+130.43%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.08% | 17.9K | $16.7M | -2.50%(-457) | $377.42(+152.73%) | 2026-06-30 | |
| CTAS | CINTAS CORP | 4% | 96.4K | $16.4M | -1.06%(-1.03K) | $90.37(+120.78%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CORP | 3.78% | 167.6K | $15.5M | -1.55%(-2.63K) | $69.80(+59.34%) | 2026-06-30 | |
| V | VISA INC | 3.74% | 44.7K | $15.3M | -1.37%(-621) | $224.06(+61.54%) | 2026-06-30 | |
| LII | LENNOX INTL INC | 3.61% | 25.8K | $14.8M | -0.83%(-215) | $330.45(+27.71%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 3.5% | 97.7K | $14.3M | -2.44%(-2.44K) | $140.58(+1.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.18% | +33.75% | +6.56% | +37.39% |
| Top 20 Holdings Unweighted | +9.12% | +29.94% | +6.01% | +33.90% |
HFR Wealth Management, LLC reports $409.69M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are APH (5.5%), AAPL (5.5%) and AMZN (5.4%). The top 20 holdings account for 74.11% of reported assets. Its disclosed equity book has returned +33.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from HFR Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1877822). View HFR Wealth Management, LLC’s 13F filings on SEC