account_balance
Investment manager · 13F filer · SEC CIK 1877822
HFR Wealth Management, LLC
Reported value$381Mas of Sep 30, 2026
Positions52 1 new, 2 sold out
Top 10 weight46.8%AAPL alone is 7%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.5%Trimmed −3%
AMZNAmazon.com Inc
5.8%Trimmed −4%
APHAmphenol Corp
5.4%Trimmed −4%
CTASCintas Corp
4.8%Trimmed −3%
TJXTJX Companies Inc
4.3%Trimmed −3%
COSTCostco Wholesale Corp
4.1%Trimmed −3%
SCHWCharles Schwab Corp
4.1%Trimmed −4%
AMGNAmgen Inc
4.0%Trimmed −3%
VVisa Inc.
4.0%Trimmed −4%
PGProcter & Gamble Co
3.6%Trimmed −2%
UNPUnion Pacific Corp
3.2%Trimmed −3%
ADPAutomatic Data Processing Inc
3.1%
AAPLApple Inc.
6.5%−3%
AMZNAmazon.com Inc
5.8%
APHAmphenol Corp
5.4%
CTASCintas Corp
4.8%−3%
TJXTJX Companies Inc
4.3%−3%
COSTCostco Wholesale Corp
4.1%−3%
SCHWCharles Schwab Corp
4.1%
AMGNAmgen Inc
4.0%
VVisa Inc.
4.0%−4%
PGProcter & Gamble Co
3.6%−2%
UNPUnion Pacific Corp
3.2%
ADPAutomatic Data Processing Inc
3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.5% Trimmed −3%AMZN Amazon.com Inc 5.8% Trimmed −4%APH Amphenol Corp 5.4% Trimmed −4%CTAS Cintas Corp 4.8% Trimmed −3%TJX TJX Companies Inc 4.3% Trimmed −3%COST Costco Wholesale Corp 4.1% Trimmed −3%SCHW Charles Schwab Corp 4.1% Trimmed −4%AMGN Amgen Inc 4.0% Trimmed −3%V Visa Inc. 4.0% Trimmed −4%PG Procter & Gamble Co 3.6% Trimmed −2%UNP Union Pacific Corp 3.2% Trimmed −3%ADP Automatic Data Processing Inc 3.1% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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