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HIA

HFM Investment Advisors Portfolio holdings

AUM $285M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$584K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$505K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$439K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.7K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.1K

Sector Composition

Rank Sector Weight
1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
226
Chubb
CB
$134B
$1.69K ﹤0.01%
6
-1
-14% -$275
TT icon
227
Trane Technologies
TT
$105B
$1.69K ﹤0.01%
4
– –
BDX icon
228
Becton Dickinson
BDX
$48.9B
$1.69K ﹤0.01%
9
+1
+13% +$186
HON icon
229
Honeywell
HON
$77B
$1.68K ﹤0.01%
8
– –
PCAR icon
230
PACCAR
PCAR
$69.1B
$1.67K ﹤0.01%
17
+1
+6% +$99
VRT icon
231
Vertiv
VRT
$104B
$1.66K ﹤0.01%
11
– –
PWR icon
232
Quanta Services
PWR
$99.4B
$1.66K ﹤0.01%
4
– –
BKR icon
233
Baker Hughes
BKR
$63.6B
$1.66K ﹤0.01%
34
– –
SYY icon
234
Sysco
SYY
$40.1B
$1.65K ﹤0.01%
20
– –
KMI icon
235
Kinder Morgan
KMI
$69.9B
$1.64K ﹤0.01%
58
-10
-15% -$274
AMAT icon
236
Applied Materials
AMAT
$415B
$1.64K ﹤0.01%
8
+3
+60% +$544
CW icon
237
Curtiss-Wright
CW
$25.6B
$1.63K ﹤0.01%
3
– –
MDT icon
238
Medtronic
MDT
$114B
$1.62K ﹤0.01%
17
+5
+42% +$460
APH icon
239
Amphenol
APH
$207B
$1.61K ﹤0.01%
13
– –
PNC icon
240
PNC Financial Services
PNC
$100B
$1.61K ﹤0.01%
8
– –
NKE icon
241
Nike
NKE
$62.5B
$1.6K ﹤0.01%
23
+12
+109% +$894
FAST icon
242
Fastenal
FAST
$59.8B
$1.57K ﹤0.01%
32
– –
WM icon
243
Waste Management
WM
$90.6B
$1.55K ﹤0.01%
7
-2
-22% -$450
MCK icon
244
McKesson
MCK
$103B
$1.54K ﹤0.01%
2
– –
PKG icon
245
Packaging Corp of America
PKG
$22.7B
$1.53K ﹤0.01%
7
– –
CVNA icon
246
Carvana
CVNA
$81.5B
$1.51K ﹤0.01%
20
– –
JLL icon
247
Jones Lang LaSalle
JLL
$16.4B
$1.49K ﹤0.01%
5
– –
NTRS icon
248
Northern Trust
NTRS
$34.4B
$1.48K ﹤0.01%
11
– –
GRMN
249
Garmin
GRMN
$60.4B
$1.48K ﹤0.01%
6
– –
BSX icon
250
Boston Scientific
BSX
$73.1B
$1.46K ﹤0.01%
15
+1
+7% +$104
8 9
10
11 12

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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.