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HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
-0.16%
1 Year Est. Return
+15.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFC icon
301
Truist Financial
TFC
$63.2B
$1.43K ﹤0.01%
31
– –
CINF icon
302
Cincinnati Financial
CINF
$28.3B
$1.42K ﹤0.01%
9
+1
+13% +$163
BDX icon
303
Becton Dickinson
BDX
$43.1B
$1.42K ﹤0.01%
9
-13
-59% -$2.39K
TPR icon
304
Tapestry
TPR
$28.8B
$1.41K ﹤0.01%
10
-16
-62% -$2.27K
CTRA
305
DELISTED
Coterra Energy
CTRA
$1.41K ﹤0.01%
40
+5
+14% +$150
LDOS icon
306
Leidos
LDOS
$14.1B
$1.4K ﹤0.01%
9
– –
FAST icon
307
Fastenal
FAST
$54B
$1.39K ﹤0.01%
30
-32
-52% -$1.44K
PGR icon
308
Progressive
PGR
$124B
$1.39K ﹤0.01%
7
-1
-13% -$206
WCC
309
WESCO International
WCC
$16.2B
$1.37K ﹤0.01%
5
– –
XPO icon
310
XPO
XPO
$25B
$1.36K ﹤0.01%
7
– –
NUE icon
311
Nucor
NUE
$56.4B
$1.35K ﹤0.01%
8
– –
UNH icon
312
UnitedHealth
UNH
$382B
$1.35K ﹤0.01%
5
-4
-44% -$1.19K
CI icon
313
Cigna
CI
$76.6B
$1.33K ﹤0.01%
5
-2
-29% -$553
CSL icon
314
Carlisle Companies
CSL
$13.6B
$1.33K ﹤0.01%
4
+1
+33% +$364
ITT icon
315
ITT
ITT
$17.5B
$1.33K ﹤0.01%
7
– –
LH icon
316
Labcorp
LH
$24.3B
$1.33K ﹤0.01%
5
+1
+25% +$271
AA icon
317
Alcoa
AA
$11.7B
$1.33K ﹤0.01%
20
+2
+11% +$123
THC icon
318
Tenet Healthcare
THC
$20.1B
$1.32K ﹤0.01%
7
– –
CFG icon
319
Citizens Financial Group
CFG
$30.4B
$1.32K ﹤0.01%
22
-83
-79% -$5.1K
SYK icon
320
Stryker
SYK
$127B
$1.31K ﹤0.01%
4
– –
AEP icon
321
American Electric Power
AEP
$73.7B
$1.31K ﹤0.01%
10
– –
ATI icon
322
ATI
ATI
$27B
$1.31K ﹤0.01%
9
+1
+13% +$139
MCO icon
323
Moody's
MCO
$81.7B
$1.31K ﹤0.01%
3
– –
FTNT icon
324
Fortinet
FTNT
$112B
$1.31K ﹤0.01%
16
+6
+60% +$485
MAR icon
325
Marriott International
MAR
$98.7B
$1.31K ﹤0.01%
4
– –
11 12
13
14 15

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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

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

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.