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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
APO icon
451
Apollo Global Management
APO
$76B
$1.01K ﹤0.01%
7
– –
DY icon
452
Dycom Industries
DY
$12B
$1.01K ﹤0.01%
3
+1
+50% +$315
HPE icon
453
Hewlett Packard
HPE
$72.4B
$1.01K ﹤0.01%
42
-2
-5% -$47
BBY icon
454
Best Buy
BBY
$17.4B
$1K ﹤0.01%
15
+2
+15% +$153
LH icon
455
Labcorp
LH
$26.1B
$1K ﹤0.01%
4
-1
-20% -$266
ORLY icon
456
O'Reilly Automotive
ORLY
$75.3B
$1K ﹤0.01%
11
+2
+22% +$195
FWONK icon
457
Liberty Media Series C
FWONK
$25.8B
$986 ﹤0.01%
10
-1
-9% -$98
FNF icon
458
Fidelity National Financial
FNF
$12.9B
$983 ﹤0.01%
18
– –
GEN icon
459
Gen Digital
GEN
$17.5B
$979 ﹤0.01%
36
-2
-5% -$54
DOV icon
460
Dover
DOV
$28.3B
$977 ﹤0.01%
5
– –
JBHT icon
461
JB Hunt Transport Services
JBHT
$25B
$972 ﹤0.01%
5
– –
KEY icon
462
KeyCorp
KEY
$24.3B
$971 ﹤0.01%
47
– –
PFG icon
463
Principal Financial Group
PFG
$24.4B
$971 ﹤0.01%
11
– –
NDSN icon
464
Nordson
NDSN
$17.2B
$962 ﹤0.01%
4
– –
ROL icon
465
Rollins
ROL
$17.9B
$961 ﹤0.01%
16
– –
ACGL icon
466
Arch Capital
ACGL
$33.5B
$960 ﹤0.01%
10
-5
-33% -$457
CSL icon
467
Carlisle Companies
CSL
$15.3B
$960 ﹤0.01%
3
– –
AA icon
468
Alcoa
AA
$13.6B
$957 ﹤0.01%
18
+3
+20% +$123
AFG icon
469
American Financial Group
AFG
$11.9B
$957 ﹤0.01%
7
– –
SFM icon
470
Sprouts Farmers Market
SFM
$7.96B
$957 ﹤0.01%
12
+7
+140% +$628
IDCC icon
471
InterDigital
IDCC
$8.99B
$956 ﹤0.01%
3
– –
XYL icon
472
Xylem
XYL
$28.3B
$954 ﹤0.01%
7
– –
A icon
473
Agilent Technologies
A
$42B
$953 ﹤0.01%
7
– –
XPO icon
474
XPO
XPO
$23.5B
$952 ﹤0.01%
7
+1
+17% +$136
FOXA icon
475
Fox Class A
FOXA
$26.6B
$950 ﹤0.01%
13
– –
17 18
19
20 21

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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.