Hfr Wealth Management, LLC Portfolio Holdings

Hfr Wealth Management, LLC

  • $423 Million
  • Q3 2025

Hfr Wealth Management, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $423 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amphenol Corp with a value of $28.2M, Amazon Com Inc with a value of $21.2M, Apple Inc. with a value of $20.8M, Cintas Corp with a value of $20.3M, and Tjx Companies Inc with a value of $20.2M.

Examining the 13F form we can see an increase of $10.7M in the current position value, from $412M to 423M.

Hfr Wealth Management, LLC is based out at Niskayuna, NY

Below you can find more details about Hfr Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $423 Million
Consumer Cyclical: $84.8 Million
Industrials: $84.8 Million
Technology: $65.4 Million
Consumer Defensive: $50.2 Million
Financial Services: $47.8 Million
Healthcare: $44.9 Million
Utilities: $22 Million
Basic Materials: $21.8 Million
Other: $1.32 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.6B
$28.2 Million 6.66% of portfolio
227,768
Q3 2025 Reduced 1.59%
$2.39T
$21.2 Million 5.0% of portfolio
96,332
Q3 2025 Reduced 0.73%
$4.3T
$20.8 Million 4.92% of portfolio
81,712
Q3 2025 Reduced 8.78%
$19B
$20.3 Million 4.8% of portfolio
98,976
Q3 2025 Reduced 0.47%
$170B
$20.2 Million 4.78% of portfolio
139,768
Q3 2025 Reduced 0.61%
$404B
$17.3 Million 4.1% of portfolio
18,735
Q3 2025 Reduced 0.44%
$167B
$16.7 Million 3.94% of portfolio
174,715
Q3 2025 Reduced 0.25%
$28.7B
$16.1 Million 3.8% of portfolio
273,995
Q3 2025 Added 0.07%
$182B
$15.9 Million 3.77% of portfolio
23,351
Q3 2025 Reduced 0.32%
$533B
$15.7 Million 3.71% of portfolio
45,920
Q3 2025 Added 0.15%
$6.15B
$14.9 Million 3.51% of portfolio
261,406
Q3 2025 Added 0.04%
$104B
$14.1 Million 3.33% of portfolio
47,986
Q3 2025 Added 0.11%
$16.7B
$14 Million 3.3% of portfolio
26,374
Q3 2025 Reduced 0.29%
$85.9B
$12.7 Million 3.01% of portfolio
57,647
Q3 2025 Added 0.13%
$662B
$12.6 Million 2.98% of portfolio
25,037
Q3 2025 Reduced 0.45%
$1.59B
$12.3 Million 2.92% of portfolio
294,188
Q3 2025 Added 0.42%
$35B
$11.8 Million 2.78% of portfolio
102,656
Q3 2025 Added 0.78%
$13.8B
$11.7 Million 2.77% of portfolio
99,442
Q3 2025 Added 0.42%
$136B
$11.1 Million 2.62% of portfolio
46,924
Q3 2025 Added 1.05%
$346B
$11 Million 2.61% of portfolio
71,817
Q3 2025 Added 0.95%
$183B
$10.9 Million 2.56% of portfolio
38,450
Q3 2025 Added 0.89%
$25.7B
$10.6 Million 2.51% of portfolio
63,570
Q3 2025 Added 0.55%
$25.8B
$10.2 Million 2.41% of portfolio
41,231
Q3 2025 Added 0.27%
$57.5B
$10.1 Million 2.38% of portfolio
36,884
Q3 2025 Added 1.02%
$168B
$10 Million 2.37% of portfolio
132,602
Q3 2025 Added 1.32%
$16.4B
$9.03 Million 2.13% of portfolio
134,909
Q3 2025 Added 0.73%
$160B
$8.43 Million 1.99% of portfolio
42,504
Q3 2025 Added 1.85%
$9.72B
$7.72 Million 1.82% of portfolio
116,316
Q3 2025 Added 0.37%
$54.5B
$6.42 Million 1.52% of portfolio
34,285
Q3 2025 Reduced 0.22%
$453B
$2.26 Million 0.53% of portfolio
3
Q1 2025 Reduced 99.0%
$258B
$793,000 0.19% of portfolio
4,741
Q3 2025 Reduced 4.05%
$881B
$596,000 0.14% of portfolio
1,890
Q2 2025 Added 0.53%
$522B
$534,000 0.13% of portfolio
2,882
Q3 2025 Reduced 2.37%
$367B
$542,000 0.13% of portfolio
1,338
Q2 2025 Reduced 8.98%
$2.79B
$462,000 0.11% of portfolio
2,181
Q2 2025 Reduced 2.24%
$140B
$480,000 0.11% of portfolio
1,283
Q2 2025 Reduced 8.94%
$303B
$404,000 0.1% of portfolio
2,604
Q2 2025 Reduced 11.73%
$490B
$371,000 0.09% of portfolio
3,293
Q4 2024 Reduced 9.43%
$300B
$376,000 0.09% of portfolio
1,090
Q1 2025 Reduced 4.39%
$414B
$331,000 0.08% of portfolio
1,433
Q3 2024 Reduced 6.52%
$0
$322,000 0.08% of portfolio
4,936
Q4 2024 New
$139B
$256,000 0.06% of portfolio
777
Q3 2025 New
$237B
$240,000 0.06% of portfolio
1,483
Q1 2025 New
$12.8B
$273,000 0.06% of portfolio
2,217
Q1 2025 Reduced 47.15%
$144B
$255,000 0.06% of portfolio
559
Q1 2024 Reduced 13.06%
$4.57B
$248,000 0.06% of portfolio
3,046
Q3 2024 New
$172B
$219,000 0.05% of portfolio
4,993
Q1 2025 New
$266B
$220,000 0.05% of portfolio
783
Q2 2025 New
Veralto Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 906.65%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $423 Million
  • Prior Value $412 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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