Loading…
CIK 0001877822 • 6 13F filings • May 13, 2025 – Aug 7, 2026
Import this data to Google Sheets with:
=jivedata("hfr-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $327K | 0.1%Prev: 0.1% | 1,433 SH | Decreased |
| AIR PRODS & CHEMS INC | COM | $9.1M | 2.2%Prev: 2.3% | 37,000 SH | Decreased+116 SH |
| AMAZON COM INC | COM | $22.2M | 5.2%Prev: 4.8% | 95,980 SH | Increased-352 SH |
| AMGEN INC | COM | $12.7M | 3.0%Prev: 2.5% | 38,664 SH | Increased+214 SH |
| AMPHENOL CORP NEW | CL A | $29.0M | 6.9%Prev: 6.5% | 214,793 SH | Increased-12,975 SH |
| APPLE INC | COM | $22.1M | 5.2%Prev: 4.8% | 81,233 SH | Increased-479 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $12.4M | 2.9%Prev: 3.2% | 48,312 SH | Decreased+326 SH |
| BARRICK MNG CORP | COM SHS | $890K | 0.2%Prev: 0.2% | 20,429 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.3M | 0.5%Prev: 0.5% | 3 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $12.6M | 3.0%Prev: 2.9% | 25,043 SH | Increased+6 SH |
| BROADCOM INC | COM | $269K | 0.1%Prev: 0.1% | 778 SH | Increased+1 SH |
| CHEVRON CORP NEW | COM | $397K | 0.1%Prev: 0.1% | 2,604 SH | Decreased |
| CINTAS CORP | COM | $18.6M | 4.4%Prev: 4.7% | 98,876 SH | Decreased-100 SH |
| COSTCO WHSL CORP NEW | COM | $16.1M | 3.8%Prev: 4.0% | 18,709 SH | Decreased-26 SH |
| DANAHER CORPORATION | COM | $9.8M | 2.3%Prev: 1.9% | 42,696 SH | Increased+192 SH |
| DEERE & CO | COM | $260K | 0.1%Prev: 0.1% | 559 SH | Increased |
| DOVER CORP | COM | $12.5M | 3.0%Prev: 2.4% | 64,103 SH | Increased+533 SH |
| EATON CORP PLC | SHS | $409K | 0.1%Prev: 0.1% | 1,283 SH | Decreased |
| EXXON MOBIL CORP | COM | $396K | 0.1%Prev: 0.1% | 3,293 SH | Increased |
| HENRY SCHEIN INC | COM | $8.8M | 2.1%Prev: 1.8% | 116,963 SH | Increased+647 SH |
| HOME DEPOT INC | COM | $460K | 0.1%Prev: 0.1% | 1,338 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $232K | 0.1%Prev: 0.1% | 783 SH | Increased |
| INTUIT | COM | $15.5M | 3.7%Prev: 3.7% | 23,389 SH | Decreased+38 SH |
| ISHARES TR | CORE S&P MCP ETF | $326K | 0.1%Prev: 0.1% | 4,936 SH | Increased |
| JOHNSON & JOHNSON | COM | $596K | 0.1%Prev: 0.1% | 2,882 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $609K | 0.1%Prev: 0.1% | 1,890 SH | Increased |
| LENNOX INTL INC | COM | $12.9M | 3.0%Prev: 3.2% | 26,551 SH | Decreased+177 SH |
| MCCORMICK & CO INC | COM NON VTG | $607K | 0.1%Prev: 2.1% | 8,915 SH | Decreased-125,994 SH |
| NEXTERA ENERGY INC | COM | $10.7M | 2.5%Prev: 2.3% | 133,770 SH | Increased+1,168 SH |
| PACKAGING CORP AMER | COM | $11.3M | 2.7%Prev: 2.7% | 54,898 SH | Decreased-7 SH |
| PHILIP MORRIS INTL INC | COM | $238K | 0.1%Prev: 0.1% | 1,483 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $14.7M | 3.5%Prev: 2.5% | 102,334 SH | Increased+30,517 SH |
| ROLLINS INC | COM | $16.4M | 3.9%Prev: 3.7% | 273,882 SH | Increased-113 SH |
| RPM INTL INC | COM | $10.4M | 2.5%Prev: 2.7% | 99,895 SH | Decreased+453 SH |
| RTX CORPORATION | COM | $851K | 0.2%Prev: 0.2% | 4,641 SH | Increased-100 SH |
| SCHWAB CHARLES CORP | COM | $17.4M | 4.1%Prev: 3.8% | 174,107 SH | Increased-608 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $205K | 0.0% | 300 SH | New |
| SPIRE INC | COM | $252K | 0.1%Prev: 0.1% | 3,046 SH | Increased |
| STANDEX INTL CORP | COM | $472K | 0.1%Prev: 0.1% | 2,171 SH | Increased-10 SH |
| STERIS PLC | SHS USD | $10.5M | 2.5%Prev: 2.3% | 41,290 SH | Increased+59 SH |
| TJX COS INC NEW | COM | $21.3M | 5.0%Prev: 4.6% | 138,909 SH | Increased-859 SH |
| TOOTSIE ROLL INDS INC | COM | $10.8M | 2.5%Prev: 2.8% | 293,729 SH | Decreased-459 SH |
| TRACTOR SUPPLY CO | COM | $13.1M | 3.1%Prev: 3.4% | 262,582 SH | Decreased+1,176 SH |
| UNION PAC CORP | COM | $11.0M | 2.6%Prev: 2.5% | 47,421 SH | Decreased+497 SH |
| UNITEDHEALTH GROUP INC | COM | $360K | 0.1%Prev: 0.1% | 1,090 SH | Decreased |
| VERALTO CORP | COM SHS | $11.3M | 2.7%Prev: 2.9% | 112,991 SH | Decreased-4,274 SH |
| VERIZON COMMUNICATIONS INC | COM | $203K | 0.0%Prev: 0.1% | 4,993 SH | Decreased |
| VISA INC | COM CL A | $16.1M | 3.8%Prev: 3.6% | 46,041 SH | Increased+121 SH |
| WASTE MGMT INC DEL | COM | $12.7M | 3.0%Prev: 2.9% | 57,901 SH | Decreased+254 SH |
| WEC ENERGY GROUP INC | COM | $10.9M | 2.6%Prev: 2.7% | 103,388 SH | Decreased+732 SH |
| 13F-HR |
| 0001877822-26-000006 |
| $409.7M |
| View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001877822-25-000006 | $414.0M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001877822-26-000004 | $407.4M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001877822-25-000004 | $410.9M | View |