Filed: 11/10/2025ACC: 0001877822-25-000011
📋 What this filing means
HFR WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $436.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$436.22M
Total AUM (reported)
3.09M
Total Shares
Allocation by class
COM$344.31M78.9%
CL A$30.45M7.0%
COM CL A$15.68M3.6%
COM SHS$13.17M3.0%
CL B NEW$12.59M2.9%
SHS USD$10.20M2.3%
COM NON VTG$9.03M2.1%
Portfolio Concentration
Top 3$70.14M16.1%
4–10$122.26M28.0%
11–25$182.30M41.8%
Rest$61.52M14.1%
Top 3 weight
16.1%
Top 10 weight
44.1%
Voting Authority Distribution
Total shares with voting rights: 3.09M
Sole
Full voting authority
2.95M
shares
% of voting shares95.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
134.91K
shares
% of voting shares4.4%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeSole · 95.6% of voting shares
Institutional Holdings51
Rows:
AMPHENOL CORP NEW
SOLEShares227.77K
TypeSH
Market value$28.19M
6.46%
Sole
227.77K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares96.33K
TypeSH
Market value$21.15M
4.85%
Sole
96.33K
Shared
0.00
None
0.00
APPLE INC
SOLEShares81.71K
TypeSH
Market value$20.81M
4.77%
Sole
81.71K
Shared
0.00
None
0.00
CINTAS CORP
SOLEShares98.98K
TypeSH
Market value$20.32M
4.66%
Sole
98.98K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares139.77K
TypeSH
Market value$20.20M
4.63%
Sole
139.77K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares18.73K
TypeSH
Market value$17.34M
3.98%
Sole
18.73K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares174.72K
TypeSH
Market value$16.68M
3.82%
Sole
174.72K
Shared
0.00
None
0.00
ROLLINS INC
SOLEShares274K
TypeSH
Market value$16.09M
3.69%
Sole
274K
Shared
0.00
None
0.00
INTUIT
SOLEShares23.35K
TypeSH
Market value$15.95M
3.66%
Sole
23.35K
Shared
0.00
None
0.00
VISA INC
SOLEShares45.92K
TypeSH
Market value$15.68M
3.59%
Sole
45.92K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares261.41K
TypeSH
Market value$14.87M
3.41%
Sole
261.41K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares47.99K
TypeSH
Market value$14.08M
3.23%
Sole
47.99K
Shared
0.00
None
0.00
LENNOX INTL INC
SOLEShares26.37K
TypeSH
Market value$13.96M
3.20%
Sole
26.37K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares57.65K
TypeSH
Market value$12.73M
2.92%
Sole
57.65K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares25.04K
TypeSH
Market value$12.59M
2.89%
Sole
25.04K
Shared
0.00
None
0.00
VERALTO CORP
SOLEShares117.27K
TypeSH
Market value$12.50M
2.87%
Sole
117.27K
Shared
0.00
None
0.00
TOOTSIE ROLL INDS INC
SOLEShares294.19K
TypeSH
Market value$12.33M
2.83%
Sole
294.19K
Shared
0.00
None
0.00
PACKAGING CORP AMER
SOLEShares54.91K
TypeSH
Market value$11.97M
2.74%
Sole
54.91K
Shared
0.00
None
0.00
WEC ENERGY GROUP INC
SOLEShares102.66K
TypeSH
Market value$11.76M
2.70%
Sole
102.66K
Shared
0.00
None
0.00
RPM INTL INC
SOLEShares99.44K
TypeSH
Market value$11.72M
2.69%
Sole
99.44K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares46.92K
TypeSH
Market value$11.09M
2.54%
Sole
46.92K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares71.82K
TypeSH
Market value$11.03M
2.53%
Sole
71.82K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares38.45K
TypeSH
Market value$10.85M
2.49%
Sole
38.45K
Shared
0.00
None
0.00
DOVER CORP
SOLEShares63.57K
TypeSH
Market value$10.61M
2.43%
Sole
63.57K
Shared
0.00
None
0.00
STERIS PLC
SOLEShares41.23K
TypeSH
Market value$10.20M
2.34%
Sole
41.23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMPHENOL CORP NEWSOLE | CL A | 227.77K | SH | $28.19M 6.46% | 227.77K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 96.33K | SH | $21.15M 4.85% | 96.33K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 81.71K | SH | $20.81M 4.77% | 81.71K | 0.00 | 0.00 |
CINTAS CORPSOLE | COM | 98.98K | SH | $20.32M 4.66% | 98.98K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 139.77K | SH | $20.20M 4.63% | 139.77K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 18.73K | SH | $17.34M 3.98% | 18.73K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 174.72K | SH | $16.68M 3.82% | 174.72K | 0.00 | 0.00 |
ROLLINS INCSOLE | COM | 274K | SH | $16.09M 3.69% | 274K | 0.00 | 0.00 |
INTUITSOLE | COM | 23.35K | SH | $15.95M 3.66% | 23.35K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 45.92K | SH | $15.68M 3.59% | 45.92K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 261.41K | SH | $14.87M 3.41% | 261.41K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 47.99K | SH | $14.08M 3.23% | 47.99K | 0.00 | 0.00 |
LENNOX INTL INCSOLE | COM | 26.37K | SH | $13.96M 3.20% | 26.37K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 57.65K | SH | $12.73M 2.92% | 57.65K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25.04K | SH | $12.59M 2.89% | 25.04K | 0.00 | 0.00 |
VERALTO CORPSOLE | COM SHS | 117.27K | SH | $12.50M 2.87% | 117.27K | 0.00 | 0.00 |
TOOTSIE ROLL INDS INCSOLE | COM | 294.19K | SH | $12.33M 2.83% | 294.19K | 0.00 | 0.00 |
PACKAGING CORP AMERSOLE | COM | 54.91K | SH | $11.97M 2.74% | 54.91K | 0.00 | 0.00 |
WEC ENERGY GROUP INCSOLE | COM | 102.66K | SH | $11.76M 2.70% | 102.66K | 0.00 | 0.00 |
RPM INTL INCSOLE | COM | 99.44K | SH | $11.72M 2.69% | 99.44K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 46.92K | SH | $11.09M 2.54% | 46.92K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 71.82K | SH | $11.03M 2.53% | 71.82K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 38.45K | SH | $10.85M 2.49% | 38.45K | 0.00 | 0.00 |
DOVER CORPSOLE | COM | 63.57K | SH | $10.61M 2.43% | 63.57K | 0.00 | 0.00 |
STERIS PLCSOLE | SHS USD | 41.23K | SH | $10.20M 2.34% | 41.23K | 0.00 | 0.00 |
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