Fund HoldingsHFR Wealth Management, LLC

Total Portfolio Value
$413.97M
Total Bought
$22.33M
Total Sold
$24.15M
Net Transaction
-$1.82M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
AMPHENOL CORP NEW231,976231,448-52815,21522,8555.52%+7,640
INTUIT(INTU)23,36523,427+6214,34618,4524.46%+4,106
AMAZON COM INC(AMZN)96,88597,042+15718,43321,2905.14%+2,857
SCHWAB CHARLES CORP(SCHW)174,297175,149+85213,64415,9813.86%+2,337
CINTAS CORP(CTAS)99,60199,442-15920,47122,1635.35%+1,692
COSTCO WHSL CORP NEW(COST)18,83218,817-1517,81118,6284.50%+817
TOOTSIE ROLL INDS INC(TR)286,060292,969+6,9099,0059,8002.37%+795
ROLLINS INC(ROL)272,921273,794+87314,74615,4473.73%+702
HENRY SCHEIN INC(HSIC)113,397115,884+2,4877,7678,4652.04%+699
STERIS PLC(STE)40,59041,121+5319,2009,8782.39%+678
DOVER CORP(DOV)62,43463,221+78710,96811,5842.80%+616
LENNOX INTL INC(LII)26,26326,452+18914,72915,1633.66%+434
BARRICK MNG CORP(B)020,429+20,42904250.10%+425
INTERNATIONAL BUSINESS MACHS(IBM)0783+78302310.06%+231
AUTOMATIC DATA PROCESSING IN47,64147,931+29014,55614,7823.57%+226
VISA INC(V)45,83045,852+2216,06216,2803.93%+218
HONEYWELL INTL INC(HON)0860+86002000.05%+200
TJX COS INC NEW(TJX)141,344140,627-71717,21617,3664.20%+150
JPMORGAN CHASE & CO.(JPM)1,8801,890+104615480.13%+87
EATON CORP PLC(ETN)1,4091,283-1263834580.11%+75
RTX CORPORATION(RTX)4,9414,94106547210.17%+67
PHILIP MORRIS INTL INC(PM)1,4831,48302352700.07%+35
VERALTO CORP(VLTO)11,71511,649-661,1421,1760.28%+34
DEERE & CO(DE)55955902632840.07%+22
ISHARES TR4,9364,93602883060.07%+18
VERIZON COMMUNICATIONS INC(VZ)4,9934,99302262160.05%-10
SPIRE INC(SR)3,0463,04602382220.05%-16
STANDEX INTL CORP(SXI)2,2312,181-503603410.08%-19
ABBVIE INC(ABBV)1,4331,43303002660.06%-34
NEXTERA ENERGY INC(NEE)128,661130,871+2,2109,1219,0852.19%-36
EXXON MOBIL CORP3,2933,29303923550.09%-37
HOME DEPOT INC(HD)1,4701,338-1325394910.12%-48
CLOROX CO DEL(CLX)2,2172,21703262660.06%-60
WASTE MGMT INC DEL(WM)57,19957,571+37213,24213,1733.18%-69
CHEVRON CORP NEW(CVX)2,9502,604-3464943730.09%-121
DANAHER CORPORATION(DHR)40,83941,731+8928,3728,2441.99%-128
UNION PAC CORP(UNP)45,84346,435+59210,83010,6842.58%-146
BERKSHIRE HATHAWAY INC DEL3302,3952,1860.53%-209
UNITEDHEALTH GROUP INC(UNH)1,0901,09005713400.08%-231
AIR PRODS & CHEMS INC36,00236,511+50910,61810,2982.49%-319
WEC ENERGY GROUP INC(WEC)100,637101,857+1,22010,96710,6132.56%-354
ISHARES TR6,0000-6,0003610-361
PACKAGING CORP AMER(PKG)53,97154,641+67010,68710,2972.49%-390
BARRICK GOLD CORP20,4290-20,4293970-397
RPM INTL INC(RPM)97,75199,024+1,27311,30810,8772.63%-431
TRACTOR SUPPLY CO(TSCO)259,295261,313+2,01814,28713,7893.33%-498
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,4600-2,4605080-508
ALPHABET INC(GOOG)3,8620-3,8626030-603
ALPHABET INC(GOOG)4,1000-4,1006340-634
PROCTER AND GAMBLE CO(PG)70,38471,138+75411,99511,3342.74%-661
MCCORMICK & CO INC(MKC)132,725133,928+1,20310,92510,1542.45%-770
AMGEN INC(AMGN)37,66338,112+44911,73410,6412.57%-1,093
BERKSHIRE HATHAWAY INC DEL25,03525,150+11513,33312,2172.95%-1,116
BECTON DICKINSON & CO(BDX)33,27634,359+1,0837,6225,9181.43%-1,704
APPLE INC(AAPL)93,74489,574-4,17020,82318,3784.44%-2,445
JOHNSON & JOHNSON(JNJ)54,6072,952-51,6559,0564510.11%-8,605
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