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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
PEG icon
451
Public Service Enterprise Group
PEG
$37.2B
$835 ﹤0.01%
10
-1
-9% -$84
DOV icon
452
Dover
DOV
$28.3B
$834 ﹤0.01%
5
-1
-17% -$179
PRI icon
453
Primerica
PRI
$9.65B
$833 ﹤0.01%
3
– –
NEU icon
454
NewMarket
NEU
$8.37B
$828 ﹤0.01%
1
– –
TER icon
455
Teradyne
TER
$57.1B
$826 ﹤0.01%
6
+4
+200% +$437
FOXA icon
456
Fox Class A
FOXA
$26.6B
$820 ﹤0.01%
13
– –
TRMB icon
457
Trimble
TRMB
$13.6B
$816 ﹤0.01%
10
– –
CNP icon
458
CenterPoint Energy
CNP
$26.4B
$815 ﹤0.01%
21
-1
-5% -$38
PANW icon
459
Palo Alto Networks
PANW
$314B
$814 ﹤0.01%
4
+1
+33% +$191
SRE icon
460
Sempra
SRE
$55.1B
$810 ﹤0.01%
9
+1
+13% +$81
SANM icon
461
Sanmina
SANM
$10.7B
$806 ﹤0.01%
7
+1
+17% +$112
OKE icon
462
Oneok
OKE
$56.9B
$803 ﹤0.01%
11
-3
-21% -$230
FITB
463
Fifth Third Bancorp
FITB
$51.8B
$802 ﹤0.01%
18
+4
+29% +$175
RGLD icon
464
Royal Gold
RGLD
$19.8B
$802 ﹤0.01%
4
-1
-20% -$173
WEC icon
465
WEC Energy
WEC
$34.6B
$802 ﹤0.01%
7
– –
IESC icon
466
IES Holdings
IESC
$15B
$795 ﹤0.01%
2
– –
DTM icon
467
DT Midstream
DTM
$13.7B
$791 ﹤0.01%
7
-2
-22% -$209
NXST icon
468
Nexstar Media Group
NXST
$5.91B
$791 ﹤0.01%
4
– –
IP icon
469
International Paper
IP
$21.9B
$789 ﹤0.01%
17
+4
+31% +$195
JEF icon
470
Jefferies Financial Group
JEF
$12.8B
$785 ﹤0.01%
12
+4
+50% +$244
AIT icon
471
Applied Industrial Technologies
AIT
$13.2B
$783 ﹤0.01%
3
– –
VRTX icon
472
Vertex Pharmaceuticals
VRTX
$133B
$783 ﹤0.01%
2
– –
BLD
473
DELISTED
TopBuild
BLD
$782 ﹤0.01%
2
– –
MAR icon
474
Marriott International
MAR
$90.9B
$781 ﹤0.01%
3
– –
APTV icon
475
Aptiv
APTV
$10.3B
$776 ﹤0.01%
9
+3
+50% +$226
17 18
19
20 21

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A
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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.