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