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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
LEN icon
501
Lennar Class A
LEN
$20.4B
$782 ﹤0.01%
9
+2
+29% +$216
SWK icon
502
Stanley Black & Decker
SWK
$14.2B
$782 ﹤0.01%
11
+2
+22% +$161
AN icon
503
AutoNation
AN
$6.97B
$781 ﹤0.01%
4
– –
AL
504
DELISTED
Air Lease Corp
AL
$779 ﹤0.01%
12
– –
SANM icon
505
Sanmina
SANM
$11.2B
$778 ﹤0.01%
6
– –
IVZ icon
506
Invesco
IVZ
$13.3B
$777 ﹤0.01%
32
-4
-11% -$105
SCHA icon
507
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$774 ﹤0.01%
27
– –
KMB icon
508
Kimberly-Clark
KMB
$36.4B
$772 ﹤0.01%
8
-26
-76% -$2.66K
PFGC icon
509
Performance Food Group
PFGC
$17.5B
$771 ﹤0.01%
9
-1
-10% -$91
DVA icon
510
DaVita
DVA
$15.1B
$768 ﹤0.01%
5
– –
APTV icon
511
Aptiv
APTV
$12B
$764 ﹤0.01%
11
+2
+22% +$154
J icon
512
Jacobs Solutions
J
$15.9B
$764 ﹤0.01%
6
– –
GGG icon
513
Graco
GGG
$12.9B
$762 ﹤0.01%
9
– –
HOLX
514
DELISTED
Hologic
HOLX
$756 ﹤0.01%
10
– –
AMCR icon
515
Amcor
AMCR
$20.6B
$755 ﹤0.01%
19
-1
-5% -$44
NYT icon
516
New York Times
NYT
$11.6B
$754 ﹤0.01%
9
– –
WST icon
517
West Pharmaceutical
WST
$23.1B
$752 ﹤0.01%
3
+1
+50% +$249
STZ icon
518
Constellation Brands
STZ
$22.2B
$750 ﹤0.01%
5
+4
+400% +$618
KNX icon
519
Knight Transportation
KNX
$11.8B
$749 ﹤0.01%
13
– –
LAD icon
520
Lithia Motors
LAD
$7.78B
$749 ﹤0.01%
3
+1
+50% +$297
LECO icon
521
Lincoln Electric
LECO
$13.8B
$747 ﹤0.01%
3
– –
GPC icon
522
Genuine Parts
GPC
$17.1B
$740 ﹤0.01%
7
-2
-22% -$248
JXN icon
523
Jackson Financial
JXN
$8.32B
$740 ﹤0.01%
7
+1
+17% +$112
ANET icon
524
Arista Networks
ANET
$219B
$737 ﹤0.01%
6
-14
-70% -$1.87K
EVRG icon
525
Evergy
EVRG
$20.1B
$737 ﹤0.01%
9
– –
19 20
21
22 23

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BOC
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SHCM
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BAM
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LIM
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MA
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ASP
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KC
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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.