HFR Wealth Management, LLC: 13F holdings
CIK 18778222026Q2
| Positions | 53 |
|---|
| Reported value | $409.7m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 53 (+4 vs prior quarter) |
|---|
| Reported value | $409.7m (+0.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APH AMPHENOL CORP | 127,977 | $22.6m | 5.5% |
| AAPL APPLE INC | 77,226 | $22.3m | 5.5% |
| AMZN AMAZON COM INC | 92,387 | $22.0m | 5.4% |
| TJX TJX COS INC NEW | 129,485 | $19.6m | 4.8% |
| COST COSTCO WHOLESALE CORPORATION | 17,850 | $16.7m | 4.1% |
| CTAS CINTAS CORP | 96,378 | $16.4m | 4.0% |
| SCHW SCHWAB CHARLES CORP | 167,634 | $15.5m | 3.8% |
| V VISA INC | 44,666 | $15.3m | 3.7% |
| LII LENNOX INTL INC | 25,825 | $14.8m | 3.6% |
| PG PROCTER & GAMBLE CO | 97,734 | $14.3m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1877822")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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