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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
SYK icon
326
Stryker
SYK
$133B
$1.11K ﹤0.01%
3
– –
TOL icon
327
Toll Brothers
TOL
$14B
$1.1K ﹤0.01%
8
– –
FSLR icon
328
First Solar
FSLR
$25.7B
$1.1K ﹤0.01%
5
+3
+150% +$576
CAH icon
329
Cardinal Health
CAH
$55.5B
$1.1K ﹤0.01%
7
+2
+40% +$309
RMD icon
330
ResMed
RMD
$31.9B
$1.09K ﹤0.01%
4
– –
AN icon
331
AutoNation
AN
$6.88B
$1.09K ﹤0.01%
5
– –
FNF icon
332
Fidelity National Financial
FNF
$12.9B
$1.09K ﹤0.01%
18
– –
UPS icon
333
United Parcel Service
UPS
$89.1B
$1.09K ﹤0.01%
13
+1
+8% +$91
AIZ icon
334
Assurant
AIZ
$14.2B
$1.08K ﹤0.01%
5
– –
CME icon
335
CME Group
CME
$94.8B
$1.08K ﹤0.01%
4
-1
-20% -$272
HPE icon
336
Hewlett Packard
HPE
$72.4B
$1.08K ﹤0.01%
44
– –
RF icon
337
Regions Financial
RF
$26.8B
$1.08K ﹤0.01%
41
-1
-2% -$26
TSCO icon
338
Tractor Supply
TSCO
$18B
$1.08K ﹤0.01%
19
+2
+12% +$118
GEN icon
339
Gen Digital
GEN
$17.5B
$1.08K ﹤0.01%
38
-2
-5% -$60
CF icon
340
CF Industries
CF
$18.4B
$1.08K ﹤0.01%
12
+5
+71% +$446
EWBC icon
341
East-West Bancorp
EWBC
$18.1B
$1.06K ﹤0.01%
10
– –
CFG icon
342
Citizens Financial Group
CFG
$30.6B
$1.06K ﹤0.01%
20
– –
ORI icon
343
Old Republic International
ORI
$10.3B
$1.06K ﹤0.01%
25
-2
-7% -$77
LII icon
344
Lennox International
LII
$14.6B
$1.06K ﹤0.01%
2
– –
WCC
345
WESCO International
WCC
$17.9B
$1.06K ﹤0.01%
5
+1
+25% +$210
MO icon
346
Altria Group
MO
$109B
$1.06K ﹤0.01%
16
– –
ACM icon
347
Aecom
ACM
$9.42B
$1.04K ﹤0.01%
8
– –
PFGC icon
348
Performance Food Group
PFGC
$17.9B
$1.04K ﹤0.01%
10
– –
SNA icon
349
Snap-on
SNA
$21.3B
$1.04K ﹤0.01%
3
– –
HBAN icon
350
Huntington Bancshares
HBAN
$35.6B
$1.04K ﹤0.01%
60
– –
12 13
14
15 16

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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.