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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
L icon
351
Loews
L
$23.3B
$1.48K ﹤0.01%
14
– –
UTHR icon
352
United Therapeutics
UTHR
$22.7B
$1.46K ﹤0.01%
3
– –
ICE icon
353
Intercontinental Exchange
ICE
$84.5B
$1.46K ﹤0.01%
9
+2
+29% +$313
CHRW icon
354
C.H. Robinson
CHRW
$17.3B
$1.45K ﹤0.01%
9
– –
CAH icon
355
Cardinal Health
CAH
$55.5B
$1.44K ﹤0.01%
7
– –
CRDO icon
356
Credo Technology Group
CRDO
$44.7B
$1.44K ﹤0.01%
10
+8
+400% +$1.23K
HLT icon
357
Hilton Worldwide
HLT
$70B
$1.44K ﹤0.01%
5
– –
DT icon
358
Dynatrace
DT
$14.6B
$1.43K ﹤0.01%
33
+25
+313% +$1.17K
EA
359
DELISTED
Electronic Arts
EA
$1.43K ﹤0.01%
7
– –
LPLA icon
360
LPL Financial
LPLA
$29.3B
$1.43K ﹤0.01%
4
– –
RL icon
361
Ralph Lauren
RL
$24.2B
$1.42K ﹤0.01%
4
+1
+33% +$341
SYK icon
362
Stryker
SYK
$133B
$1.41K ﹤0.01%
4
+1
+33% +$364
HIMS icon
363
Hims & Hers Health
HIMS
$7.35B
$1.4K ﹤0.01%
+43
New +$1.84K
THC icon
364
Tenet Healthcare
THC
$20.9B
$1.39K ﹤0.01%
7
+1
+17% +$202
STX icon
365
Seagate
STX
$182B
$1.38K ﹤0.01%
5
– –
NEU icon
366
NewMarket
NEU
$8.37B
$1.38K ﹤0.01%
2
+1
+100% +$763
CME icon
367
CME Group
CME
$94.8B
$1.37K ﹤0.01%
5
+1
+25% +$272
FN icon
368
Fabrinet
FN
$18.9B
$1.37K ﹤0.01%
3
+1
+50% +$435
BRO icon
369
Brown & Brown
BRO
$24B
$1.35K ﹤0.01%
17
+10
+143% +$834
TER icon
370
Teradyne
TER
$57.1B
$1.35K ﹤0.01%
7
+1
+17% +$172
CCL icon
371
Carnival Corporation Ltd
CCL
$38B
$1.34K ﹤0.01%
44
+1
+2% +$28
EXPD icon
372
Expeditors International
EXPD
$23.3B
$1.34K ﹤0.01%
9
+1
+13% +$136
ROP icon
373
Roper Technologies
ROP
$39.9B
$1.34K ﹤0.01%
3
+1
+50% +$463
HUBB icon
374
Hubbell
HUBB
$26.7B
$1.33K ﹤0.01%
3
– –
TDG icon
375
TransDigm Group
TDG
$67.6B
$1.33K ﹤0.01%
+1
New +$1.31K
13 14
15
16 17

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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.