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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
PHM icon
276
Pultegroup
PHM
$24.8B
$1.32K ﹤0.01%
10
+2
+25% +$248
EMR icon
277
Emerson Electric
EMR
$88.5B
$1.31K ﹤0.01%
10
+2
+25% +$273
OMC icon
278
Omnicom Group
OMC
$23.2B
$1.3K ﹤0.01%
16
+2
+14% +$151
NTAP icon
279
NetApp
NTAP
$39B
$1.3K ﹤0.01%
11
+1
+10% +$112
HLT icon
280
Hilton Worldwide
HLT
$70B
$1.3K ﹤0.01%
5
– –
FFIV icon
281
F5
FFIV
$23.2B
$1.29K ﹤0.01%
4
-1
-20% -$313
HUBB icon
282
Hubbell
HUBB
$26.7B
$1.29K ﹤0.01%
3
– –
TXN icon
283
Texas Instruments
TXN
$256B
$1.29K ﹤0.01%
7
-2
-22% -$391
MTZ icon
284
MasTec
MTZ
$21.5B
$1.28K ﹤0.01%
6
– –
CINF icon
285
Cincinnati Financial
CINF
$26.7B
$1.26K ﹤0.01%
8
+1
+14% +$152
MLM icon
286
Martin Marietta Materials
MLM
$33B
$1.26K ﹤0.01%
2
– –
UTHR icon
287
United Therapeutics
UTHR
$22.7B
$1.26K ﹤0.01%
3
– –
LOW icon
288
Lowe's Companies
LOW
$123B
$1.26K ﹤0.01%
5
+1
+25% +$246
ITT icon
289
ITT
ITT
$18.9B
$1.25K ﹤0.01%
7
– –
GPC icon
290
Genuine Parts
GPC
$18.5B
$1.25K ﹤0.01%
9
– –
CCL icon
291
Carnival Corporation Ltd
CCL
$38B
$1.24K ﹤0.01%
43
+6
+16% +$181
KMB icon
292
Kimberly-Clark
KMB
$35.9B
$1.24K ﹤0.01%
10
-1
-9% -$129
ALLE icon
293
Allegion
ALLE
$14.1B
$1.24K ﹤0.01%
7
– –
AJG icon
294
Arthur J. Gallagher & Co
AJG
$64.7B
$1.24K ﹤0.01%
4
– –
NDAQ icon
295
Nasdaq
NDAQ
$53.4B
$1.24K ﹤0.01%
14
+2
+17% +$185
ACN icon
296
Accenture
ACN
$109B
$1.23K ﹤0.01%
5
-2
-29% -$522
FTI icon
297
TechnipFMC
FTI
$29.1B
$1.22K ﹤0.01%
31
– –
THC icon
298
Tenet Healthcare
THC
$20.9B
$1.22K ﹤0.01%
6
– –
RJF icon
299
Raymond James Financial
RJF
$34.5B
$1.21K ﹤0.01%
7
+2
+40% +$331
WAB icon
300
Wabtec
WAB
$49.7B
$1.2K ﹤0.01%
6
– –
10 11
12
13 14

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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.