Hfr Wealth Management, LLC Portfolio Holdings

Hfr Wealth Management, LLC

  • $412 Million
  • Q2 2025

Hfr Wealth Management, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $412 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 $22.9M, Cintas Corp with a value of $22.2M, Amazon Com Inc with a value of $21.3M, Costco Wholesale Corp with a value of $18.6M, and Intuit Inc with a value of $18.5M.

Examining the 13F form we can see an increase of $2.65M in the current position value, from $410M to 412M.

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 $412 Million
Industrials: $89.5 Million
Consumer Cyclical: $78.7 Million
Technology: $59.9 Million
Consumer Defensive: $50.4 Million
Financial Services: $47.2 Million
Healthcare: $44.2 Million
Basic Materials: $21.2 Million
Utilities: $19.9 Million
Other: $1.25 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.26T
$21.3 Million 5.16% of portfolio
97,042
Q2 2025 Added 0.16%
$439B
$18.6 Million 4.52% of portfolio
18,817
Q2 2025 Reduced 0.08%
$201B
$18.5 Million 4.47% of portfolio
23,427
Q2 2025 Added 0.27%
$3.69T
$18.4 Million 4.46% of portfolio
89,574
Q2 2025 Reduced 4.45%
$551B
$16.3 Million 3.95% of portfolio
45,852
Q2 2025 Added 0.05%
$606B
$12.2 Million 2.96% of portfolio
25,150
Q2 2025 Added 0.46%
$368B
$11.3 Million 2.75% of portfolio
71,138
Q2 2025 Added 1.07%
$423B
$2.19 Million 0.53% of portfolio
3
Q1 2025 Reduced 99.0%
$229B
$721,000 0.17% of portfolio
4,941
Q3 2024 Reduced 24.68%
$859B
$547,000 0.13% of portfolio
1,890
Q2 2025 Added 0.53%
$405B
$490,000 0.12% of portfolio
1,338
Q2 2025 Reduced 8.98%
$452B
$450,000 0.11% of portfolio
2,952
Q2 2025 Reduced 94.59%
$442B
$354,000 0.09% of portfolio
3,293
Q4 2024 Reduced 9.43%
$302B
$372,000 0.09% of portfolio
2,604
Q2 2025 Reduced 11.73%
$245B
$340,000 0.08% of portfolio
1,090
Q1 2025 Reduced 4.39%
$261B
$270,000 0.07% of portfolio
1,483
Q1 2025 New
$210B
$230,000 0.06% of portfolio
783
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $412 Million
  • Prior Value $410 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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