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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
DHR icon
376
Danaher
DHR
$147B
$991 ﹤0.01%
5
+2
+67% +$398
STE icon
377
Steris
STE
$23.3B
$990 ﹤0.01%
4
– –
MTB icon
378
M&T Bank
MTB
$36.3B
$988 ﹤0.01%
5
+1
+25% +$196
CSL icon
379
Carlisle Companies
CSL
$15.3B
$987 ﹤0.01%
3
– –
SNPS icon
380
Synopsys
SNPS
$78.8B
$987 ﹤0.01%
2
– –
NVT icon
381
nVent Electric
NVT
$26.3B
$986 ﹤0.01%
10
– –
ODFL icon
382
Old Dominion Freight Line
ODFL
$44.1B
$985 ﹤0.01%
7
-1
-13% -$153
BBY icon
383
Best Buy
BBY
$17.4B
$983 ﹤0.01%
13
-2
-13% -$143
CRS icon
384
Carpenter Technology
CRS
$27.8B
$982 ﹤0.01%
4
-1
-20% -$256
EXPD icon
385
Expeditors International
EXPD
$23.3B
$981 ﹤0.01%
8
– –
ALLY icon
386
Ally Financial
ALLY
$13.3B
$980 ﹤0.01%
25
+3
+14% +$120
UBER icon
387
Uber
UBER
$159B
$980 ﹤0.01%
10
– –
BLDR icon
388
Builders FirstSource
BLDR
$7.74B
$970 ﹤0.01%
8
– –
ORLY icon
389
O'Reilly Automotive
ORLY
$75.3B
$970 ﹤0.01%
9
+1
+13% +$101
COHR icon
390
Coherent
COHR
$63.6B
$969 ﹤0.01%
9
– –
XEL icon
391
Xcel Energy
XEL
$48B
$968 ﹤0.01%
12
– –
EQH icon
392
Equitable Holdings
EQH
$14.4B
$965 ﹤0.01%
19
-3
-14% -$159
WDAY icon
393
Workday
WDAY
$45.5B
$963 ﹤0.01%
4
– –
SLB icon
394
SLB Ltd
SLB
$78.9B
$962 ﹤0.01%
28
+1
+4% +$35
RGA icon
395
Reinsurance Group of America
RGA
$15.8B
$961 ﹤0.01%
5
– –
HAL icon
396
Halliburton
HAL
$28B
$959 ﹤0.01%
39
+24
+160% +$531
BR icon
397
Broadridge
BR
$19.8B
$953 ﹤0.01%
4
-1
-20% -$249
NUE icon
398
Nucor
NUE
$62.5B
$948 ﹤0.01%
7
+1
+17% +$142
SO icon
399
Southern Company
SO
$105B
$948 ﹤0.01%
10
– –
DLTR icon
400
Dollar Tree
DLTR
$24.9B
$944 ﹤0.01%
10
+2
+25% +$214
14 15
16
17 18

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4WM
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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.