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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
PTC icon
501
PTC
PTC
$16.4B
$872 ﹤0.01%
5
– –
CMA
502
DELISTED
Comerica
CMA
$870 ﹤0.01%
10
– –
EFX icon
503
Equifax
EFX
$21.3B
$868 ﹤0.01%
4
+1
+33% +$219
BURL icon
504
Burlington
BURL
$23.4B
$867 ﹤0.01%
3
– –
AMG icon
505
Affiliated Managers Group
AMG
$9.6B
$865 ﹤0.01%
3
– –
FIS icon
506
Fidelity National Information Services
FIS
$21.9B
$864 ﹤0.01%
13
+3
+30% +$198
OXY icon
507
Occidental Petroleum
OXY
$58.6B
$864 ﹤0.01%
21
+2
+11% +$83
OVV icon
508
Ovintiv
OVV
$17.6B
$863 ﹤0.01%
22
+1
+5% +$39
TRU icon
509
TransUnion
TRU
$15.2B
$858 ﹤0.01%
10
+1
+11% +$82
VMC icon
510
Vulcan Materials
VMC
$37B
$856 ﹤0.01%
3
– –
UNM icon
511
Unum
UNM
$14.5B
$853 ﹤0.01%
11
– –
TSCO icon
512
Tractor Supply
TSCO
$18B
$851 ﹤0.01%
17
-2
-11% -$108
JAZZ icon
513
Jazz Pharmaceuticals
JAZZ
$16.7B
$850 ﹤0.01%
5
– –
XYZ
514
Block Inc
XYZ
$47.5B
$847 ﹤0.01%
13
-1
-7% -$69
FOX icon
515
Fox Class B
FOX
$23.6B
$845 ﹤0.01%
13
– –
HL icon
516
Hecla Mining
HL
$11.8B
$845 ﹤0.01%
44
– –
ATO icon
517
Atmos Energy
ATO
$28.4B
$839 ﹤0.01%
5
– –
DTM icon
518
DT Midstream
DTM
$13.7B
$838 ﹤0.01%
7
– –
BLD
519
DELISTED
TopBuild
BLD
$835 ﹤0.01%
2
– –
ETR icon
520
Entergy
ETR
$49.3B
$832 ﹤0.01%
9
– –
CMC icon
521
Commercial Metals
CMC
$8.1B
$831 ﹤0.01%
12
– –
AMCR icon
522
Amcor
AMCR
$21.8B
$826 ﹤0.01%
20
+4
+25% +$165
AN icon
523
AutoNation
AN
$6.88B
$826 ﹤0.01%
4
-1
-20% -$208
COO icon
524
Cooper Companies
COO
$14.9B
$820 ﹤0.01%
10
+4
+67% +$299
PPG icon
525
PPG Industries
PPG
$25.7B
$820 ﹤0.01%
8
– –
19 20
21
22 23

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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.