Fund HoldingsHFR Wealth Management, LLC

Total Portfolio Value
$395.36M
Total Bought
$239.62M
Total Sold
$148.91M
Net Transaction
+$90.71M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
AMAZON COM INC(AMZN)102,726101,468-1,2581618,3034.63%+18,287
CINTAS CORP(CTAS)26,13725,906-2311617,7984.50%+17,782
APPLE INC(AAPL)97,07596,923-1521916,6204.20%+16,602
INTUIT(INTU)23,38823,278-1101515,1313.83%+15,116
TJX COS INC NEW(TJX)144,966144,135-8311414,6183.70%+14,605
COSTCO WHSL CORP NEW(COST)19,24919,068-1811313,9703.53%+13,957
AMPHENOL CORP NEW120,608119,973-6351213,8393.50%+13,827
TRACTOR SUPPLY CO(TSCO)51,00151,384+3831113,4483.40%+13,437
LENNOX INTL INC(LII)27,19627,158-381213,2743.36%+13,262
VISA INC(V)45,66345,791+1281212,7793.23%+12,768
SCHWAB CHARLES CORP(SCHW)174,984174,380-6041212,6153.19%+12,603
ROLLINS INC(ROL)268,935269,917+9821212,4893.16%+12,477
WASTE MGMT INC DEL(WM)57,58157,710+1291012,3013.11%+12,291
AUTOMATIC DATA PROCESSING IN46,91347,227+3141111,7942.98%+11,783
RPM INTL INC(RPM)95,35196,381+1,0301111,4652.90%+11,454
PROCTER AND GAMBLE CO(PG)68,78369,241+4581011,2342.84%+11,224
UNION PAC CORP(UNP)44,02244,440+4181110,9292.76%+10,918
DOVER CORP(DOV)60,64161,428+787910,8842.75%+10,875
BERKSHIRE HATHAWAY INC DEL25,01624,959-57910,4962.65%+10,487
AMGEN INC(AMGN)36,59336,838+2451110,4742.65%+10,463
PACKAGING CORP AMER(PKG)52,79553,296+501910,1152.56%+10,106
MCCORMICK & CO INC(MKC)127,207128,713+1,50699,8862.50%+9,878
DANAHER CORPORATION(DHR)38,61339,073+46099,7572.47%+9,748
POOL CORP(POOL)22,24822,689+44199,1552.32%+9,146
STERIS PLC(STE)38,83639,476+64098,8752.24%+8,866
AIR PRODS & CHEMS INC34,17534,919+74498,4602.14%+8,450
TOOTSIE ROLL INDS INC(TR)256,991262,527+5,53698,4092.13%+8,400
JOHNSON & JOHNSON(JNJ)51,46752,475+1,00888,3012.10%+8,293
HENRY SCHEIN INC(HSIC)105,366107,357+1,99188,1082.05%+8,100
BARRICK GOLD CORP472,509481,719+9,21098,0162.03%+8,007
BECTON DICKINSON & CO(BDX)31,35932,170+81187,9602.01%+7,953
WEC ENERGY GROUP INC(WEC)94,30296,771+2,46987,9472.01%+7,939
NEXTERA ENERGY INC(NEE)120,282123,044+2,76277,8641.99%+7,856
VAIL RESORTS INC(MTN)30,14030,836+69666,8711.74%+6,865
BERKSHIRE HATHAWAY INC DEL3300+29721,9030.48%+1,902
VERALTO CORP(VLTO)12,27912,033-24611,0670.27%+1,066
ALPHABET INC(GOOG)5,7775,777018800.22%+879
CLOROX CO DEL(CLX)5,5514,381-1,17016710.17%+670
ALPHABET INC(GOOG)4,2904,290016470.16%+647
RTX CORPORATION(RTX)6,5606,560016400.16%+639
HOME DEPOT INC(HD)1,3391,339005140.13%+513
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,4602,460005120.13%+512
CHEVRON CORP NEW(CVX)3,2383,238005110.13%+510
UNITEDHEALTH GROUP INC(UNH)1,0301,030015100.13%+509
EXXON MOBIL CORP3,6363,636004230.11%+422
STANDEX INTL CORP(SXI)2,2862,286004170.11%+416
EATON CORP PLC(ETN)1,3191,319004120.10%+412
JPMORGAN CHASE & CO(JPM)1,8451,845003700.09%+369
ISHARES TR6,0006,000003520.09%+351
ABBVIE INC(ABBV)1,5331,533002790.07%+279
DEERE & CO(DE)643559-8402300.06%+230
DISNEY WALT CO(DIS)01,740+1,74002130.05%+213
VERIZON COMMUNICATIONS INC(VZ)9,6984,993-4,70502100.05%+209
UNITED PARCEL SERVICE INC(UPS)1,6001,400-20002080.05%+208
MICROSOFT CORP(MSFT)0488+48802050.05%+205
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