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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
HALO icon
326
Halozyme
HALO
$12.2B
$1.68K ﹤0.01%
25
+18
+257% +$1.21K
JLL icon
327
Jones Lang LaSalle
JLL
$16.4B
$1.68K ﹤0.01%
5
– –
PSX icon
328
Phillips 66
PSX
$86B
$1.68K ﹤0.01%
13
– –
PNC icon
329
PNC Financial Services
PNC
$100B
$1.67K ﹤0.01%
8
– –
SYF icon
330
Synchrony
SYF
$25.4B
$1.67K ﹤0.01%
20
– –
WTW icon
331
Willis Towers Watson
WTW
$31.9B
$1.64K ﹤0.01%
5
– –
MDT icon
332
Medtronic
MDT
$114B
$1.63K ﹤0.01%
17
– –
DDOG icon
333
Datadog
DDOG
$93.6B
$1.63K ﹤0.01%
12
+10
+500% +$1.58K
VLO icon
334
Valero Energy
VLO
$90.7B
$1.63K ﹤0.01%
10
– –
LDOS icon
335
Leidos
LDOS
$17.5B
$1.62K ﹤0.01%
9
– –
BSX icon
336
Boston Scientific
BSX
$73.1B
$1.62K ﹤0.01%
17
+2
+13% +$196
SHW icon
337
Sherwin-Williams
SHW
$88.1B
$1.62K ﹤0.01%
5
– –
CBRE icon
338
CBRE Group
CBRE
$41.7B
$1.61K ﹤0.01%
10
+1
+11% +$157
DHR icon
339
Danaher
DHR
$147B
$1.6K ﹤0.01%
7
+2
+40% +$440
USB icon
340
US Bancorp
USB
$100B
$1.6K ﹤0.01%
30
– –
IQV icon
341
IQVIA
IQV
$39.8B
$1.58K ﹤0.01%
7
+1
+17% +$218
KMI icon
342
Kinder Morgan
KMI
$69.9B
$1.57K ﹤0.01%
57
-1
-2% -$27
TXN icon
343
Texas Instruments
TXN
$256B
$1.56K ﹤0.01%
9
+2
+29% +$343
BKR icon
344
Baker Hughes
BKR
$63.6B
$1.55K ﹤0.01%
34
– –
MCO icon
345
Moody's
MCO
$82.8B
$1.53K ﹤0.01%
3
– –
TFC icon
346
Truist Financial
TFC
$63.4B
$1.53K ﹤0.01%
31
+2
+7% +$92
WAT icon
347
Waters Corp
WAT
$40.4B
$1.52K ﹤0.01%
4
– –
FLEX icon
348
Flex
FLEX
$44.2B
$1.51K ﹤0.01%
25
– –
NTRS icon
349
Northern Trust
NTRS
$34.4B
$1.5K ﹤0.01%
11
– –
PINS icon
350
Pinterest
PINS
$13.8B
$1.5K ﹤0.01%
58
+42
+263% +$1.21K
12 13
14
15 16

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4WM
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A
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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.