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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
RF icon
426
Regions Financial
RF
$26.8B
$1.11K ﹤0.01%
41
– –
GPC icon
427
Genuine Parts
GPC
$18.5B
$1.11K ﹤0.01%
9
– –
HAL icon
428
Halliburton
HAL
$28B
$1.1K ﹤0.01%
39
– –
UHS icon
429
Universal Health Services
UHS
$10.5B
$1.09K ﹤0.01%
5
+2
+67% +$442
ALLY icon
430
Ally Financial
ALLY
$13.3B
$1.09K ﹤0.01%
24
-1
-4% -$41
TOL icon
431
Toll Brothers
TOL
$14B
$1.08K ﹤0.01%
8
– –
AYI icon
432
Acuity Brands
AYI
$10.6B
$1.08K ﹤0.01%
3
– –
ACN icon
433
Accenture
ACN
$109B
$1.07K ﹤0.01%
4
-1
-20% -$254
WSM icon
434
Williams-Sonoma
WSM
$29.5B
$1.07K ﹤0.01%
6
-1
-14% -$187
NTAP icon
435
NetApp
NTAP
$39B
$1.07K ﹤0.01%
10
-1
-9% -$114
CACI icon
436
CACI
CACI
$14.3B
$1.07K ﹤0.01%
2
– –
USFD icon
437
US Foods
USFD
$23.9B
$1.05K ﹤0.01%
14
-1
-7% -$75
SNX icon
438
TD Synnex
SNX
$20.3B
$1.05K ﹤0.01%
7
– –
DGX icon
439
Quest Diagnostics
DGX
$26.2B
$1.04K ﹤0.01%
6
– –
ZM icon
440
Zoom
ZM
$31.4B
$1.04K ﹤0.01%
12
+1
+9% +$84
SNA icon
441
Snap-on
SNA
$21.3B
$1.03K ﹤0.01%
3
– –
PKG icon
442
Packaging Corp of America
PKG
$22.7B
$1.03K ﹤0.01%
5
-2
-29% -$407
ADP icon
443
Automatic Data Processing
ADP
$109B
$1.03K ﹤0.01%
4
-3
-43% -$799
TDY icon
444
Teledyne Technologies
TDY
$32B
$1.02K ﹤0.01%
2
– –
EVR icon
445
Evercore
EVR
$11.5B
$1.02K ﹤0.01%
3
– –
HII icon
446
Huntington Ingalls Industries
HII
$13B
$1.02K ﹤0.01%
3
– –
EG icon
447
Everest Group
EG
$14.2B
$1.02K ﹤0.01%
3
+1
+50% +$330
RGA icon
448
Reinsurance Group of America
RGA
$15.8B
$1.02K ﹤0.01%
5
– –
KEYS icon
449
Keysight
KEYS
$57.3B
$1.02K ﹤0.01%
5
– –
STE icon
450
Steris
STE
$23.3B
$1.01K ﹤0.01%
4
– –
16 17
18
19 20

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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.