Fund HoldingsHFR Wealth Management, LLC

Total Portfolio Value
$423.60M
Total Bought
$19.65M
Total Sold
$26.87M
Net Transaction
-$7.21M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
PROCTER AND GAMBLE CO(PG)71,817102,334+30,51711,03514,6653.46%+3,631
DOVER CORP(DOV)63,57064,103+53310,60512,5152.95%+1,910
AMGEN INC(AMGN)38,45038,664+21410,85112,6552.99%+1,805
DANAHER CORPORATION(DHR)42,50442,696+1928,4279,7742.31%+1,347
APPLE INC(AAPL)81,71281,233-47920,80622,0845.21%+1,278
TJX COS INC NEW(TJX)139,768138,909-85920,20221,3385.04%+1,136
HENRY SCHEIN INC(HSIC)116,316116,963+6477,7208,8402.09%+1,120
AMAZON COM INC(AMZN)96,33295,980-35221,15222,1545.23%+1,003
AMPHENOL CORP NEW227,768214,793-12,97528,18629,0276.85%+841
NEXTERA ENERGY INC(NEE)132,602133,770+1,16810,01010,7392.54%+729
SCHWAB CHARLES CORP(SCHW)174,715174,107-60816,68017,3954.11%+715
VISA INC(V)45,92046,041+12115,67616,1473.81%+471
ROLLINS INC(ROL)273,995273,882-11316,09416,4383.88%+344
STERIS PLC(STE)41,23141,290+5910,20210,4682.47%+266
BARRICK MNG CORP(B)20,42920,42906698900.21%+220
SPDR S&P 500 ETF TR(SPY)0300+30002050.05%+205
JOHNSON & JOHNSON(JNJ)2,8822,88205345960.14%+62
RTX CORPORATION(RTX)4,7414,641-1007938510.20%+58
EXXON MOBIL CORP3,2933,29303713960.09%+25
JPMORGAN CHASE & CO.(JPM)1,8901,89005966090.14%+13
BROADCOM INC(AVGO)777778+12562690.06%+13
INTERNATIONAL BUSINESS MACHS(IBM)78378302212320.05%+11
STANDEX INTL CORP(SXI)2,1812,171-104624720.11%+10
DEERE & CO(DE)55955902562600.06%+5
ISHARES TR4,9364,93603223260.08%+4
SPIRE INC(SR)3,0463,04602482520.06%+4
BERKSHIRE HATHAWAY INC DEL3302,2632,2640.53%+2
BERKSHIRE HATHAWAY INC DEL25,03725,043+612,58712,5882.97%+1
PHILIP MORRIS INTL INC(PM)1,4831,48302412380.06%-3
ABBVIE INC(ABBV)1,4331,43303323270.08%-4
CHEVRON CORP NEW(CVX)2,6042,60404043970.09%-7
WASTE MGMT INC DEL(WM)57,64757,901+25412,73012,7213.00%-9
VERIZON COMMUNICATIONS INC(VZ)4,9934,99302192030.05%-16
UNITEDHEALTH GROUP INC(UNH)1,0901,09003763600.08%-17
EATON CORP PLC(ETN)1,2831,28304804090.10%-72
HOME DEPOT INC(HD)1,3381,33805424600.11%-82
UNION PAC CORP(UNP)46,92447,421+49711,09110,9692.59%-122
CLOROX CO DEL(CLX)2,2170-2,2172730-273
INTUIT(INTU)23,35123,389+3815,94715,4933.66%-453
PACKAGING CORP AMER(PKG)54,90554,898-711,96511,3222.67%-644
WEC ENERGY GROUP INC(WEC)102,656103,388+73211,76310,9032.57%-860
AIR PRODS & CHEMS INC36,88437,000+11610,0599,1402.16%-919
LENNOX INTL INC(LII)26,37426,551+17713,96112,8933.04%-1,069
COSTCO WHSL CORP NEW(COST)18,73518,709-2617,34216,1333.81%-1,209
VERALTO CORP(VLTO)117,265112,991-4,27412,50211,2742.66%-1,227
RPM INTL INC(RPM)99,44299,895+45311,72210,3892.45%-1,333
TOOTSIE ROLL INDS INC(TR)294,188293,729-45912,33210,7592.54%-1,573
AUTOMATIC DATA PROCESSING IN47,98648,312+32614,08412,4272.93%-1,657
CINTAS CORP(CTAS)98,97698,876-10020,31618,5964.39%-1,720
TRACTOR SUPPLY CO(TSCO)261,406262,582+1,17614,86613,1323.10%-1,734
BECTON DICKINSON & CO(BDX)34,2850-34,2856,4170-6,417
MCCORMICK & CO INC(MKC)134,9098,915-125,9949,0276070.14%-8,420
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