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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
ECL icon
376
Ecolab
ECL
$79.7B
$1.31K ﹤0.01%
5
– –
CINF icon
377
Cincinnati Financial
CINF
$26.7B
$1.31K ﹤0.01%
8
– –
FSLR icon
378
First Solar
FSLR
$25.7B
$1.31K ﹤0.01%
5
– –
MTZ icon
379
MasTec
MTZ
$21.5B
$1.3K ﹤0.01%
6
– –
NUE icon
380
Nucor
NUE
$62.5B
$1.3K ﹤0.01%
8
+1
+14% +$150
MNST icon
381
Monster Beverage
MNST
$89.6B
$1.3K ﹤0.01%
17
+2
+13% +$143
AJG icon
382
Arthur J. Gallagher & Co
AJG
$64.7B
$1.29K ﹤0.01%
5
+1
+25% +$265
FTI icon
383
TechnipFMC
FTI
$29.1B
$1.29K ﹤0.01%
29
-2
-6% -$84
PHM icon
384
Pultegroup
PHM
$24.8B
$1.29K ﹤0.01%
11
+1
+10% +$123
DRI icon
385
Darden Restaurants
DRI
$24.9B
$1.29K ﹤0.01%
7
+1
+17% +$182
WAB icon
386
Wabtec
WAB
$49.7B
$1.28K ﹤0.01%
6
– –
HSY icon
387
Hershey
HSY
$36.7B
$1.27K ﹤0.01%
7
+1
+17% +$183
NDAQ icon
388
Nasdaq
NDAQ
$53.4B
$1.26K ﹤0.01%
13
-1
-7% -$90
CRS icon
389
Carpenter Technology
CRS
$27.8B
$1.26K ﹤0.01%
4
– –
MLM icon
390
Martin Marietta Materials
MLM
$33B
$1.25K ﹤0.01%
2
– –
MAR icon
391
Marriott International
MAR
$90.9B
$1.24K ﹤0.01%
4
+1
+33% +$286
MDLZ icon
392
Mondelez International
MDLZ
$78.5B
$1.24K ﹤0.01%
23
+5
+28% +$288
APD icon
393
Air Products & Chemicals
APD
$68.6B
$1.24K ﹤0.01%
5
– –
CAVA icon
394
CAVA Group
CAVA
$7.17B
$1.23K ﹤0.01%
+21
New +$1.17K
AME icon
395
Ametek
AME
$58B
$1.23K ﹤0.01%
6
– –
DLTR icon
396
Dollar Tree
DLTR
$24.9B
$1.23K ﹤0.01%
10
– –
SLB icon
397
SLB Ltd
SLB
$78.9B
$1.23K ﹤0.01%
32
+4
+14% +$145
WCC
398
WESCO International
WCC
$17.9B
$1.22K ﹤0.01%
5
– –
ITT icon
399
ITT
ITT
$18.9B
$1.22K ﹤0.01%
7
– –
WWD icon
400
Woodward
WWD
$21B
$1.21K ﹤0.01%
4
+1
+33% +$275
14 15
16
17 18

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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.