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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
+2.07%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$9.32M
Cap. Flow
+$4.43M
Cap. Flow %
1.73%
Top 10 Hldgs %
94.68%
Holding
1,342
New
75
Increased
392
Reduced
252
Closed
63

Top Buys

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.2M
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$593K
3
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$328K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$231K
5
NVDA icon
NVIDIA
NVDA
+$202K

Top Sells

Rank Stock Value
1
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$404K
2
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$39.8K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$24.4K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$24.3K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 1.07%
3 Healthcare 0.76%
4 Consumer Discretionary 0.32%
5 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TJX icon
226
TJX Companies
TJX
$175B
$3.53K ﹤0.01%
23
– –
RJF icon
227
Raymond James Financial
RJF
$34.5B
$3.53K ﹤0.01%
22
+15
+214% +$2.42K
SU icon
228
Suncor Energy
SU
$73.4B
$3.5K ﹤0.01%
+79
New +$3.34K
TRV icon
229
Travelers Companies
TRV
$78.3B
$3.48K ﹤0.01%
12
– –
KMB icon
230
Kimberly-Clark
KMB
$35.9B
$3.43K ﹤0.01%
34
+24
+240% +$2.63K
MTB icon
231
M&T Bank
MTB
$36.3B
$3.43K ﹤0.01%
17
+12
+240% +$2.29K
D icon
232
Dominion Energy
D
$59.1B
$3.4K ﹤0.01%
58
+43
+287% +$2.59K
TPR icon
233
Tapestry
TPR
$33.3B
$3.32K ﹤0.01%
26
+17
+189% +$1.94K
CASY icon
234
Casey's General Stores
CASY
$31.6B
$3.32K ﹤0.01%
6
+3
+100% +$1.65K
RBLX icon
235
Roblox
RBLX
$26.5B
$3.16K ﹤0.01%
39
+35
+875% +$3.72K
C icon
236
Citigroup
C
$227B
$3.15K ﹤0.01%
27
– –
ZTS icon
237
Zoetis
ZTS
$30.9B
$3.15K ﹤0.01%
25
-2
-7% -$261
CMCSA icon
238
Comcast
CMCSA
$89.4B
$3.11K ﹤0.01%
104
+37
+55% +$1.06K
NOW icon
239
ServiceNow
NOW
$132B
$3.06K ﹤0.01%
20
+15
+300% +$2.57K
NVT icon
240
nVent Electric
NVT
$26.3B
$3.06K ﹤0.01%
30
+20
+200% +$2.08K
PYPL icon
241
PayPal
PYPL
$50.5B
$2.98K ﹤0.01%
51
+2
+4% +$130
UNH icon
242
UnitedHealth
UNH
$371B
$2.97K ﹤0.01%
9
+4
+80% +$1.36K
IFF icon
243
International Flavors & Fragrances
IFF
$21.7B
$2.97K ﹤0.01%
44
+40
+1,000% +$2.59K
APG icon
244
APi Group
APG
$18.3B
$2.95K ﹤0.01%
77
+48
+166% +$1.77K
AVRE icon
245
Avantis Real Estate ETF
AVRE
$862M
$2.87K ﹤0.01%
66
-3
-4% -$132
HWM icon
246
Howmet Aerospace
HWM
$113B
$2.87K ﹤0.01%
14
– –
BUD icon
247
AB InBev
BUD
$164B
$2.82K ﹤0.01%
+44
New +$2.73K
CIEN icon
248
Ciena
CIEN
$54.9B
$2.81K ﹤0.01%
12
+5
+71% +$970
FIX icon
249
Comfort Systems
FIX
$58.9B
$2.8K ﹤0.01%
3
– –
BNY
250
Bank of New York Mellon
BNY
$108B
$2.79K ﹤0.01%
24
– –
8 9
10
11 12

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HFM Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, HFM Investment Advisors held 1,342 positions worth $256M, up 3.8% from $246M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q4 2025 filing shows 75 new, 392 increased, 252 reduced and 63 closed positions. Its largest new stake was FS Specialty Lending Fund: 2,927 shares worth $41.4K. The largest sale was Dimensional National Municipal Bond ETF, an estimated $404K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q4 2025 buy was FS Specialty Lending Fund: 2,927 shares worth $41.4K.
  • HFM Investment Advisors added most to Dimensional US Core Equity 2 ETF in Q4 2025, an estimated $1.2M increase.
  • HFM Investment Advisors's biggest Q4 2025 reduction was Dimensional National Municipal Bond ETF, cutting an estimated $404K.
  • HFM Investment Advisors fully exited Fiserv Inc in Q4 2025, selling an estimated $645.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $256M portfolio in Q4 2025.
  • HFM Investment Advisors opened 75 new positions and closed 63 in Q4 2025.
  • HFM Investment Advisors's portfolio value rose 3.8% quarter-over-quarter to $256M.

Based on HFM Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.