HFR Wealth Management, LLC — 13F holdings

HFR Wealth Management, LLC reported 53 holdings worth $410M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. APH AMPHENOL CORP NEW — $22.6M (5.5%)
2. AAPL APPLE INC — $22.3M (5.5%)
3. AMZN AMAZON COM INC — $22.0M (5.4%)
4. TJX TJX COS INC NEW — $19.6M (4.8%)
5. COST COSTCO WHSL CORP NEW — $16.7M (4.1%)
6. CTAS Cintas Corp — $16.4M (4.0%)
7. SCHW SCHWAB CHARLES CORP — $15.5M (3.8%)
8. V Visa Inc — $15.3M (3.7%)
9. LII LENNOX INTL INC — $14.8M (3.6%)
10. PG Procter And Gamble Co — $14.3M (3.5%)