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