HFR Wealth Management, LLC
CIK 1877822
13F filing for Q2 2026・No. 4,427
- Holdings
- US$409.69M
- Quarter change
- +US$2.34M
- Entries
- 53
- Net bought (estimate)
- −US$6.24M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 0
- Cut 33
- Added 3
- Corporate actions 0
- Unchanged 13
Largest holdings
53 stocks worth US$409.69M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| APHAMPHENOL CORPCL A | Cut | 127,977 | US$22.56M | 5.51% |
| AAPLAppleCOM | Cut | 77,226 | US$22.35M | 5.45% |
| AMZNAmazonCOM | Cut | 92,387 | US$22.02M | 5.37% |
| TJXTJX COS INC NEWCOM | Cut | 129,485 | US$19.62M | 4.79% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Cut | 17,850 | US$16.7M | 4.08% |
| CTASCINTAS CORPCOM | Cut | 96,378 | US$16.39M | 4.00% |
| SCHWSCHWAB CHARLES CORPCOM | Cut | 167,634 | US$15.47M | 3.78% |
| VVISA INCCOM CL A | Cut | 44,666 | US$15.32M | 3.74% |
| LIILENNOX INTL INCCOM | Cut | 25,825 | US$14.8M | 3.61% |
| PGPROCTER & GAMBLE COCOM | Cut | 97,734 | US$14.33M | 3.50% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.