HFR Wealth Management, LLC Diversified Active

Location: Niskayuna, NY

CIK: 0001877822 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 11, 2026

Total Value: $424M (100.0% shares, 0.0% debt)

Holdings (50)

APH AMPHENOL CORP NEW 6.9%
Value $29.03M Shares 214,793 Est. Cost $47.07 Unrealized +183.7%
AMZN AMAZON COM INC 5.2%
Value $22.15M Shares 95,980 Est. Cost $116.10 Unrealized +97.1%
AAPL APPLE INC 5.2%
Value $22.08M Shares 81,233 Est. Cost $126.73 Unrealized +111.7%
TJX TJX COS INC NEW 5.0%
Value $21.34M Shares 138,909 Est. Cost $62.75 Unrealized +135.4%
CTAS CINTAS CORP 4.4%
Value $18.6M Shares 98,876 Est. Cost $164.48 Unrealized +14.4%
SCHW SCHWAB CHARLES CORP 4.1%
Value $17.4M Shares 174,107 Est. Cost $67.17 Unrealized +41.0%
ROL ROLLINS INC 3.9%
Value $16.44M Shares 273,882 Est. Cost $32.96 Unrealized +78.0%
V VISA INC 3.8%
Value $16.15M Shares 46,041 Est. Cost $221.02 Unrealized +54.0%
COST COSTCO WHSL CORP NEW 3.8%
Value $16.13M Shares 18,709 Est. Cost $360.20 Unrealized +151.5%
INTU INTUIT 3.7%
Value $15.49M Shares 23,389 Est. Cost $422.89 Unrealized +56.2%
PG PROCTER AND GAMBLE CO 3.5%
Value $14.67M Shares 102,334 Est. Cost $129.77 Unrealized +13.4%
TSCO TRACTOR SUPPLY CO 3.1%
Value $13.13M Shares 262,582 Est. Cost $51.16 Unrealized +5.0%
LII LENNOX INTL INC 3.0%
Value $12.89M Shares 26,551 Est. Cost $312.22 Unrealized +60.0%
WM WASTE MGMT INC DEL 3.0%
Value $12.72M Shares 57,901 Est. Cost $129.71 Unrealized +63.9%
AMGN AMGEN INC 3.0%
Value $12.66M Shares 38,664 Est. Cost $212.01 Unrealized +49.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.0%
Value $12.59M Shares 25,043 Est. Cost $283.17 Unrealized +75.7%
DOV DOVER CORP 3.0%
Value $12.52M Shares 64,103 Est. Cost $140.78 Unrealized +29.2%
ADP AUTOMATIC DATA PROCESSING IN 2.9%
Value $12.43M Shares 48,312 Est. Cost $177.49 Unrealized +49.2%
PKG PACKAGING CORP AMER 2.7%
Value $11.32M Shares 54,898 Est. Cost $126.60 Unrealized +59.8%
VLTO VERALTO CORP 2.7%
Value $11.27M Shares 112,991 Est. Cost $102.13 Unrealized -1.1%
UNP UNION PAC CORP 2.6%
Value $10.97M Shares 47,421 Est. Cost $202.00 Unrealized +12.5%
WEC WEC ENERGY GROUP INC 2.6%
Value $10.9M Shares 103,388 Est. Cost $80.73 Unrealized +36.6%
TR TOOTSIE ROLL INDS INC 2.5%
Value $10.76M Shares 293,729 Est. Cost $29.24 Unrealized +33.4%
NEE NEXTERA ENERGY INC 2.5%
Value $10.74M Shares 133,770 Est. Cost $66.76 Unrealized +23.6%
STE STERIS PLC 2.5%
Value $10.47M Shares 41,290 Est. Cost $224.02 Unrealized +12.1%
RPM RPM INTL INC 2.5%
Value $10.39M Shares 99,895 Est. Cost $93.18 Unrealized +16.2%
DHR DANAHER CORPORATION 2.3%
Value $9.774M Shares 42,696 Est. Cost $218.35 Unrealized +0.5%
APD AIR PRODS & CHEMS INC 2.2%
Value $9.14M Shares 37,000 Est. Cost $259.58 Unrealized -3.1%
HSIC HENRY SCHEIN INC 2.1%
Value $8.84M Shares 116,963 Est. Cost $75.15 Unrealized -6.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value $2.264M Shares 3 Est. Cost $691523.25 Unrealized +7.9%
B BARRICK MNG CORP 0.2%
Value $890K Shares 20,429 Est. Cost $19.29 Unrealized +94.0%
RTX RTX CORPORATION 0.2%
Value $851K Shares 4,641 Est. Cost $77.55 Unrealized +123.5%
JPM JPMORGAN CHASE & CO. 0.1%
Value $609K Shares 1,890 Est. Cost $119.70 Unrealized +158.6%
MKC MCCORMICK & CO INC 0.1%
Value $607K Shares 8,915 Est. Cost $78.47 Unrealized -16.0%
JNJ JOHNSON & JOHNSON 0.1%
Value $596K Shares 2,882 Est. Cost $145.63 Unrealized +35.3%
SXI STANDEX INTL CORP 0.1%
Value $472K Shares 2,171 Est. Cost $98.12 Unrealized +136.3%
HD HOME DEPOT INC 0.1%
Value $460K Shares 1,338 Est. Cost $293.85 Unrealized +24.1%
ETN EATON CORP PLC 0.1%
Value $409K Shares 1,283 Est. Cost $157.50 Unrealized +125.0%
CVX CHEVRON CORP NEW 0.1%
Value $397K Shares 2,604 Est. Cost $104.96 Unrealized +44.2%
XOM EXXON MOBIL CORP 0.1%
Value $396K Shares 3,293 Est. Cost $50.04 Unrealized +130.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $360K Shares 1,090 Est. Cost $402.24 Unrealized -16.2%
ABBV ABBVIE INC 0.1%
Value $327K Shares 1,433 Est. Cost $101.71 Unrealized +123.7%
IJH ISHARES TR 0.1%
Value $326K Shares 4,936 Est. Cost $62.31 Unrealized
AVGO BROADCOM INC 0.1%
Value $269K Shares 778 Est. Cost $305.74 Unrealized +16.8%
DE DEERE & CO 0.1%
Value $260K Shares 559 Est. Cost $369.62 Unrealized +26.5%
SR SPIRE INC 0.1%
Value $252K Shares 3,046 Est. Cost $67.29 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $238K Shares 1,483 Est. Cost $136.99 Unrealized +12.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $232K Shares 783 Est. Cost $253.82 Unrealized +17.7%
SPY SPDR S&P 500 ETF TR 0.0%
Value $205K Shares 300 Est. Cost $681.92 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $203K Shares 4,993 Est. Cost $39.58 Unrealized +2.3%