HFR WEALTH MANAGEMENT, LLC

PrivateCIK: 1877822
Location

NISKAYUNA, NY

49
Positions
$407.35M
Total AUM (reported)
2.92M
Total Shares

Allocation by class

TOTAL AUM$407.35M49 positions
COM$329.76M81.0%
CL A$18.79M4.6%
COM CL A$13.69M3.4%
COM NEW$12.80M3.1%
CL B NEW$11.74M2.9%
COM SHS$10.54M2.6%
SHS USD$8.94M2.2%

Portfolio Concentration

Top 315.1%4–1027.0%11–2544.4%Rest13.5%TOP 1042.1%0%100%
Top 3$61.46M15.1%
4–10$109.86M27.0%
11–25$181.03M44.4%
Rest$55.00M13.5%

Top 3 weight

15.1%

Top 10 weight

42.1%

Voting Authority Distribution

Total shares with voting rights: 2.92M

Sole

Full voting authority

2.91M

shares

% of voting shares99.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

5.71K

shares

% of voting shares0.2%

Investment Discretion (by position count)

Sole49
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings49
Rows:

TJX COS INC NEW

SOLE
COM
Shares135.23K
TypeSH
Market value$21.60M
5.30%
Sole
135.23K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares79.91K
TypeSH
Market value$20.28M
4.98%
Sole
79.91K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares94.02K
TypeSH
Market value$19.58M
4.81%
Sole
94.02K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares18.31K
TypeSH
Market value$18.24M
4.48%
Sole
18.31K
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares131.69K
TypeSH
Market value$16.64M
4.08%
Sole
131.69K
Shared
0.00
None
0.00

CINTAS CORP

SOLE
COM
Shares97.41K
TypeSH
Market value$16.48M
4.04%
Sole
97.41K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

SOLE
COM
Shares170.27K
TypeSH
Market value$16.00M
3.93%
Sole
170.27K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares100.18K
TypeSH
Market value$14.47M
3.55%
Sole
100.18K
Shared
0.00
None
0.00

ROLLINS INC

SOLE
COM
Shares268.61K
TypeSH
Market value$14.35M
3.52%
Sole
268.61K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares45.29K
TypeSH
Market value$13.69M
3.36%
Sole
45.29K
Shared
0.00
None
0.00

INTUIT

SOLE
COM
Shares31.28K
TypeSH
Market value$13.52M
3.32%
Sole
31.28K
Shared
0.00
None
0.00

AMGEN INC

SOLE
COM
Shares38.02K
TypeSH
Market value$13.38M
3.28%
Sole
38.02K
Shared
0.00
None
0.00

DOVER CORP

SOLE
COM
Shares62.92K
TypeSH
Market value$13.12M
3.22%
Sole
62.92K
Shared
0.00
None
0.00

WASTE MGMT INC DEL

SOLE
COM
Shares56.95K
TypeSH
Market value$13.09M
3.21%
Sole
56.95K
Shared
0.00
None
0.00

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares97.72K
TypeSH
Market value$12.80M
3.14%
Sole
97.72K
Shared
0.00
None
0.00

TOOTSIE ROLL INDS INC

SOLE
COM
Shares289.71K
TypeSH
Market value$12.38M
3.04%
Sole
289.71K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares131.58K
TypeSH
Market value$12.22M
3.00%
Sole
131.58K
Shared
0.00
None
0.00

LENNOX INTL INC

SOLE
COM
Shares26.04K
TypeSH
Market value$12.09M
2.97%
Sole
26.04K
Shared
0.00
None
0.00

WEC ENERGY GROUP INC

SOLE
COM
Shares101.60K
TypeSH
Market value$11.76M
2.89%
Sole
101.60K
Shared
0.00
None
0.00

TRACTOR SUPPLY CO

SOLE
COM
Shares259.51K
TypeSH
Market value$11.76M
2.89%
Sole
259.51K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares24.50K
TypeSH
Market value$11.74M
2.88%
Sole
24.50K
Shared
0.00
None
0.00

PACKAGING CORP AMER

SOLE
COM
Shares53.94K
TypeSH
Market value$11.45M
2.81%
Sole
53.94K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares46.80K
TypeSH
Market value$11.36M
2.79%
Sole
46.80K
Shared
0.00
None
0.00

AIR PRODUCTS AND CHEMICALS I

SOLE
COM
Shares36.49K
TypeSH
Market value$10.60M
2.60%
Sole
36.49K
Shared
0.00
None
0.00

RPM INTL INC

SOLE
COM
Shares98.44K
TypeSH
Market value$9.78M
2.40%
Sole
98.44K
Shared
0.00
None
0.00
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