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HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
-0.16%
1 Year Est. Return
+15.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTB icon
401
M&T Bank
MTB
$36.2B
$1.03K ﹤0.01%
5
-12
-71% -$2.58K
RL icon
402
Ralph Lauren
RL
$22.2B
$1.03K ﹤0.01%
3
-1
-25% -$355
RGA icon
403
Reinsurance Group of America
RGA
$15.7B
$1.02K ﹤0.01%
5
– –
AR icon
404
Antero Resources
AR
$10.9B
$1.02K ﹤0.01%
24
+3
+14% +$109
NDAQ icon
405
Nasdaq
NDAQ
$51.5B
$1.02K ﹤0.01%
12
-1
-8% -$90
ALLE icon
406
Allegion
ALLE
$13B
$1.02K ﹤0.01%
7
– –
DY icon
407
Dycom Industries
DY
$12.9B
$1.02K ﹤0.01%
3
– –
ETR icon
408
Entergy
ETR
$54.1B
$1.01K ﹤0.01%
9
– –
ORI icon
409
Old Republic International
ORI
$10.3B
$998 ﹤0.01%
25
– –
FSLR icon
410
First Solar
FSLR
$21.8B
$986 ﹤0.01%
5
– –
CCL icon
411
Carnival Corporation Ltd
CCL
$36.1B
$983 ﹤0.01%
38
-6
-14% -$175
FTAI icon
412
FTAI Aviation
FTAI
$22.2B
$980 ﹤0.01%
4
+1
+33% +$265
BURL icon
413
Burlington
BURL
$22B
$976 ﹤0.01%
3
– –
HPE icon
414
Hewlett Packard
HPE
$63.2B
$976 ﹤0.01%
41
-1
-2% -$22
BBY icon
415
Best Buy
BBY
$18B
$963 ﹤0.01%
15
– –
PPG icon
416
PPG Industries
PPG
$25.9B
$962 ﹤0.01%
9
+1
+13% +$113
ROL icon
417
Rollins
ROL
$18.6B
$961 ﹤0.01%
18
+2
+13% +$119
SF
418
Stifel
SF
$12.3B
$961 ﹤0.01%
13
-1
-7% -$79
MEDP icon
419
Medpace
MEDP
$16.8B
$960 ﹤0.01%
2
-1
-33% -$512
COKE icon
420
Coca-Cola Consolidated
COKE
$12.3B
$959 ﹤0.01%
5
– –
IESC icon
421
IES Holdings
IESC
$12.5B
$953 ﹤0.01%
2
– –
XEL icon
422
Xcel Energy
XEL
$51B
$953 ﹤0.01%
12
– –
UNM icon
423
Unum
UNM
$13.8B
$949 ﹤0.01%
13
+2
+18% +$149
DHR icon
424
Danaher
DHR
$135B
$948 ﹤0.01%
5
-2
-29% -$426
IEX icon
425
IDEX
IEX
$16.5B
$948 ﹤0.01%
5
+2
+67% +$395
15 16
17
18 19

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LIM
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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1.1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.