Fund HoldingsHFR Wealth Management, LLC

Total Portfolio Value
$407.35M
Total Bought
$14.79M
Total Sold
$47.88M
Net Transaction
-$33.09M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DUKE ENERGY CORP NEW(DUK)097,721+97,721012,7963.14%+12,796
COSTCO WHOLESALE CORPORATION(COST)18,70918,307-40216,13318,2414.48%+2,108
TOOTSIE ROLL INDS INC(TR)293,729289,709-4,02010,75912,3763.04%+1,617
NEXTERA ENERGY INC(NEE)133,770131,580-2,19010,73912,2213.00%+1,482
AIR PRODUCTS AND CHEMICALS I37,00036,490-5109,14010,6002.60%+1,460
WEC ENERGY GROUP INC(WEC)103,388101,596-1,79210,90311,7622.89%+858
AMGEN INC(AMGN)38,66438,020-64412,65513,3773.28%+722
DOVER CORP(DOV)64,10362,921-1,18212,51513,1163.22%+600
UNION PAC CORP(UNP)47,42146,804-61710,96911,3562.79%+386
WASTE MGMT INC DEL(WM)57,90156,945-95612,72113,0853.21%+364
TJX COS INC NEW(TJX)138,909135,232-3,67721,33821,5975.30%+259
EXXON MOBIL CORP3,2933,251-423965520.14%+155
PACKAGING CORP AMER(PKG)54,89853,941-95711,32211,4472.81%+126
CHEVRON CORPORATION(CVX)2,6042,502-1023975180.13%+121
JOHNSON & JOHNSON(JNJ)2,8822,88205967040.17%+108
STANDEX INTL CORP(SXI)2,1712,17104725530.14%+82
EATON CORP PLC(ETN)1,2831,28304094590.11%+50
VERIZON COMMUNICATIONS INC(VZ)4,9934,99302032510.06%+47
RTX CORPORATION(RTX)4,6414,64108518950.22%+44
DEERE & CO(DE)559529-302602980.07%+38
SPIRE INC(SR)3,0463,038-82522750.07%+23
ISHARES TR4,9365,160+2243263480.09%+23
PHILIP MORRIS INTL INC(PM)1,4831,478-52382440.06%+7
ABBVIE INC(ABBV)1,4331,43303273120.08%-16
HOME DEPOT INC(HD)1,3381,33804604400.11%-20
JPMORGAN CHASE & CO(JPM)1,8901,886-46095550.14%-54
BROADCOM INC(AVGO)778679-992692100.05%-59
UNITEDHEALTH GROUP INC(UNH)1,0901,09003602950.07%-65
BARRICK MNG CORP(B)20,42919,229-1,2008907840.19%-105
BERKSHIRE HATHAWAY INC DEL3302,2642,1540.53%-110
PROCTER & GAMBLE CO(PG)102,334100,177-2,15714,66514,4703.55%-196
SPDR S&P 500 ETF TR(SPY)3000-3002050-205
INTERNATIONAL BUSINESS MACHS(IBM)7830-7832320-232
MCCORMICK & CO INC(MKC)8,9155,715-3,2006072880.07%-319
SCHEIN HENRY INC(HSIC)116,963115,128-1,8358,8408,4852.08%-355
RPM INTL INC(RPM)99,89598,438-1,45710,3899,7852.40%-604
LENNOX INTL INC(LII)26,55126,040-51112,89312,0862.97%-806
BERKSHIRE HATHAWAY INC DEL25,04324,498-54512,58811,7402.88%-848
TRACTOR SUPPLY CO(TSCO)262,582259,514-3,06813,13211,7562.89%-1,376
SCHWAB CHARLES CORP(SCHW)174,107170,266-3,84117,39516,0023.93%-1,393
VERALTO CORP(VLTO)112,991110,351-2,64011,2749,7572.40%-1,517
STERIS PLC(STE)41,29040,416-87410,4688,9372.19%-1,531
DANAHER CORP DEL(DHR)42,69642,149-5479,7747,9921.96%-1,782
APPLE INC(AAPL)81,23379,909-1,32422,08420,2804.98%-1,804
INTUIT(INTU)23,38931,277+7,88815,49313,5243.32%-1,970
ROLLINS INC(ROL)273,882268,608-5,27416,43814,3463.52%-2,092
CINTAS CORP(CTAS)98,87697,410-1,46618,59616,4764.04%-2,120
VISA INC(V)46,04145,287-75416,14713,6873.36%-2,460
AMAZON COM INC(AMZN)95,98094,022-1,95822,15419,5824.81%-2,572
AUTOMATIC DATA PROCESSING IN48,31247,721-59112,4279,6962.38%-2,731
AMPHENOL CORP214,793131,692-83,10129,02716,6394.08%-12,388
Page 1 of 1