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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
PGR icon
301
Progressive
PGR
$124B
$1.82K ﹤0.01%
8
– –
TEL icon
302
TE Connectivity
TEL
$62B
$1.82K ﹤0.01%
8
– –
MPWR icon
303
Monolithic Power Systems
MPWR
$67.9B
$1.81K ﹤0.01%
2
+1
+100% +$962
SHV icon
304
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$1.81K ﹤0.01%
17
+1
+6% +$110
GWRE icon
305
Guidewire Software
GWRE
$14.4B
$1.81K ﹤0.01%
9
+7
+350% +$1.55K
HIG icon
306
Hartford Financial Services
HIG
$38.7B
$1.79K ﹤0.01%
13
-1
-7% -$132
CYBR
307
DELISTED
CyberArk
CYBR
$1.78K ﹤0.01%
+4
New +$1.93K
VRT icon
308
Vertiv
VRT
$104B
$1.78K ﹤0.01%
11
– –
FERG icon
309
Ferguson
FERG
$51.2B
$1.78K ﹤0.01%
8
– –
ADSK icon
310
Autodesk
ADSK
$54.1B
$1.78K ﹤0.01%
6
-1
-14% -$303
CLS icon
311
Celestica
CLS
$36.2B
$1.77K ﹤0.01%
+6
New +$1.81K
AFL icon
312
Aflac
AFL
$61.2B
$1.76K ﹤0.01%
16
– –
AON icon
313
Aon
AON
$75.7B
$1.76K ﹤0.01%
5
– –
LHX icon
314
L3Harris
LHX
$54B
$1.76K ﹤0.01%
6
– –
CBOE icon
315
Cboe Global Markets
CBOE
$29.8B
$1.76K ﹤0.01%
7
– –
HON icon
316
Honeywell
HON
$77B
$1.76K ﹤0.01%
9
+1
+13% +$196
SNOW icon
317
Snowflake
SNOW
$116B
$1.75K ﹤0.01%
8
+6
+300% +$1.47K
PCAR icon
318
PACCAR
PCAR
$69.1B
$1.75K ﹤0.01%
16
-1
-6% -$102
NRG icon
319
NRG Energy
NRG
$25B
$1.75K ﹤0.01%
11
-2
-15% -$331
WMB icon
320
Williams Companies
WMB
$87.9B
$1.74K ﹤0.01%
29
– –
NSC icon
321
Norfolk Southern
NSC
$75B
$1.73K ﹤0.01%
6
– –
STLD icon
322
Steel Dynamics
STLD
$38.5B
$1.7K ﹤0.01%
10
– –
FICO icon
323
Fair Isaac
FICO
$22.7B
$1.69K ﹤0.01%
+1
New +$1.72K
MEDP icon
324
Medpace
MEDP
$16.8B
$1.69K ﹤0.01%
3
+1
+50% +$568
GD icon
325
General Dynamics
GD
$107B
$1.68K ﹤0.01%
5
– –
11 12
13
14 15

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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.