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Home > Institutional Investor > Hfr Wealth Management, Llc > Profile

Instuitional Investor - Hfr Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Hfr Wealth Management, Llc
Portfolio Value $409,691,759
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amphenol Corp
 APH 511,908 $22,564,981 5.51%
2.
Apple Inc.
 AAPL 77,226 $22,346,064 5.45%
3.
Amazon Com Inc
 AMZN 92,387 $22,019,629 5.37%
4.
Tjx Companies Inc
 TJX 129,485 $19,616,966 4.79%
5.
Costco Wholesale Corp W
 COST 17,850 $16,698,152 4.08%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.