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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
VEEV icon
426
Veeva Systems
VEEV
$38.1B
$894 ﹤0.01%
3
– –
LUV icon
427
Southwest Airlines
LUV
$22B
$893 ﹤0.01%
28
+1
+4% +$33
PAYX icon
428
Paychex
PAYX
$43.1B
$887 ﹤0.01%
7
-3
-30% -$416
LEN icon
429
Lennar Class A
LEN
$20.6B
$882 ﹤0.01%
7
+3
+75% +$372
KEY icon
430
KeyCorp
KEY
$24.3B
$878 ﹤0.01%
47
– –
GPI icon
431
Group 1 Automotive
GPI
$3.16B
$875 ﹤0.01%
2
– –
KEYS icon
432
Keysight
KEYS
$57.3B
$875 ﹤0.01%
5
– –
ANET icon
433
Arista Networks
ANET
$242B
$874 ﹤0.01%
6
+1
+20% +$129
CTSH icon
434
Cognizant
CTSH
$26.3B
$872 ﹤0.01%
13
-4
-24% -$289
CCK icon
435
Crown Holdings
CCK
$13.1B
$869 ﹤0.01%
9
-2
-18% -$201
DUK icon
436
Duke Energy
DUK
$94.5B
$866 ﹤0.01%
7
– –
HII icon
437
Huntington Ingalls Industries
HII
$13B
$864 ﹤0.01%
3
– –
UNM icon
438
Unum
UNM
$14.5B
$856 ﹤0.01%
11
-3
-21% -$225
ATO icon
439
Atmos Energy
ATO
$28.4B
$854 ﹤0.01%
5
– –
CPRT icon
440
Copart
CPRT
$27.4B
$854 ﹤0.01%
19
-1
-5% -$47
HCA icon
441
HCA Healthcare
HCA
$89.6B
$852 ﹤0.01%
2
– –
OC icon
442
Owens Corning
OC
$12.2B
$849 ﹤0.01%
6
+1
+20% +$147
OVV icon
443
Ovintiv
OVV
$17.6B
$848 ﹤0.01%
21
+3
+17% +$122
SEIC icon
444
SEI Investments
SEIC
$12.6B
$848 ﹤0.01%
10
-1
-9% -$89
Z icon
445
Zillow
Z
$7.59B
$848 ﹤0.01%
11
+2
+22% +$163
SGI
446
Somnigroup International
SGI
$13.6B
$843 ﹤0.01%
10
– –
RS icon
447
Reliance Steel & Aluminium
RS
$21.9B
$842 ﹤0.01%
3
-1
-25% -$300
PPG icon
448
PPG Industries
PPG
$25.7B
$841 ﹤0.01%
8
+1
+14% +$111
ETR icon
449
Entergy
ETR
$49.3B
$839 ﹤0.01%
9
– –
VRSN icon
450
VeriSign
VRSN
$26.5B
$839 ﹤0.01%
3
-1
-25% -$279
16 17
18
19 20

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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.