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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
ALV icon
526
Autoliv
ALV
$8.6B
$736 ﹤0.01%
7
+2
+40% +$236
OSK icon
527
Oshkosh
OSK
$9.67B
$736 ﹤0.01%
5
– –
DTE icon
528
DTE Energy
DTE
$31.1B
$731 ﹤0.01%
5
+1
+25% +$141
ARMK icon
529
Aramark
ARMK
$15B
$730 ﹤0.01%
18
+2
+13% +$79
NXST icon
530
Nexstar Media Group
NXST
$5.6B
$723 ﹤0.01%
4
– –
IR icon
531
Ingersoll Rand
IR
$33B
$721 ﹤0.01%
9
+1
+13% +$88
ARW icon
532
Arrow Electronics
ARW
$10.9B
$717 ﹤0.01%
5
– –
UHS icon
533
Universal Health Services
UHS
$9.43B
$716 ﹤0.01%
4
-1
-20% -$205
BEN icon
534
Franklin Resources
BEN
$16.9B
$709 ﹤0.01%
30
-2
-6% -$51
VLTO icon
535
Veralto
VLTO
$22.6B
$707 ﹤0.01%
8
-1
-11% -$95
FHN icon
536
First Horizon
FHN
$12.1B
$706 ﹤0.01%
31
– –
ENTG icon
537
Entegris
ENTG
$19.7B
$703 ﹤0.01%
6
+1
+20% +$118
SAIA icon
538
Saia
SAIA
$11.3B
$703 ﹤0.01%
2
– –
GAP
539
The Gap Inc
GAP
$6.84B
$702 ﹤0.01%
29
+4
+16% +$106
WLK icon
540
Westlake Corp
WLK
$9.46B
$701 ﹤0.01%
6
+5
+500% +$485
NI icon
541
NiSource
NI
$22.4B
$700 ﹤0.01%
15
– –
CMS icon
542
CMS Energy
CMS
$23.1B
$698 ﹤0.01%
9
+1
+13% +$74
PNR icon
543
Pentair
PNR
$10.2B
$697 ﹤0.01%
8
-3
-27% -$294
AGCO icon
544
AGCO
AGCO
$8.78B
$695 ﹤0.01%
6
– –
OMF icon
545
OneMain Financial
OMF
$6.9B
$695 ﹤0.01%
13
+2
+18% +$119
WTFC icon
546
Wintrust Financial
WTFC
$10.7B
$695 ﹤0.01%
5
– –
CNX icon
547
CNX Resources
CNX
$4.85B
$694 ﹤0.01%
18
+3
+20% +$117
CFR icon
548
Cullen/Frost Bankers
CFR
$10.3B
$685 ﹤0.01%
5
– –
MTG icon
549
MGIC Investment
MTG
$6.27B
$683 ﹤0.01%
26
-1
-4% -$27
CNH
550
CNH Industrial
CNH
$13.8B
$682 ﹤0.01%
62
– –
20 21
22
23 24

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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.