Institutional Fund
Hfr Wealth Management, LLC
Niskayuna, NYCIK 18778225 filings on record
Portfolio Value
$407.35M
Q1 2026
Holdings
49
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-3.8%
from $423.60M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Tjx Cos Inc New5.3%
- Apple Inc5.0%
- Amazon Com Inc4.8%
- Costco Whsl Corp New4.5%
- Amphenol Corp New4.1%
- Cintas Corp4.0%
- Other72.3%
Portfolio Holdings
49 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tjx Cos Inc New | 135.2K | $21.60M | 5.3% | −3.7K | Reduced |
| 2 | Apple Inc | 79.9K | $20.28M | 5.0% | −1.3K | Reduced |
| 3 | Amazon Com Inc | 94.0K | $19.58M | 4.8% | −2.0K | Reduced |
| 4 | Costco Whsl Corp New | 18.3K | $18.24M | 4.5% | −402 | Reduced |
| 5 | Amphenol Corp New | 131.7K | $16.64M | 4.1% | −83.1K | Reduced |
| 6 | Cintas Corp | 97.4K | $16.48M | 4.0% | −1.5K | Reduced |
| 7 | Schwab Charles Corp | 170.3K | $16.00M | 3.9% | −3.8K | Reduced |
| 8 | Procter And Gamble Co | 100.2K | $14.47M | 3.6% | −2.2K | Reduced |
| 9 | Rollins Inc | 268.6K | $14.35M | 3.5% | −5.3K | Reduced |
| 10 | Visa Inc | 45.3K | $13.69M | 3.4% | −754 | Reduced |
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