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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
CRBG icon
526
Corebridge Financial
CRBG
$14.8B
$815 ﹤0.01%
27
-2
-7% -$61
NXST icon
527
Nexstar Media Group
NXST
$5.7B
$813 ﹤0.01%
4
– –
MO icon
528
Altria Group
MO
$109B
$808 ﹤0.01%
14
-2
-13% -$121
CNP icon
529
CenterPoint Energy
CNP
$26.3B
$806 ﹤0.01%
21
– –
VMI icon
530
Valmont Industries
VMI
$9.63B
$805 ﹤0.01%
2
– –
PEG icon
531
Public Service Enterprise Group
PEG
$37.2B
$803 ﹤0.01%
10
– –
BG icon
532
Bunge Global
BG
$21.5B
$802 ﹤0.01%
9
+3
+50% +$277
SPXC icon
533
SPX Corp
SPXC
$11.1B
$801 ﹤0.01%
4
– –
FTNT icon
534
Fortinet
FTNT
$119B
$795 ﹤0.01%
10
-1
-9% -$83
J icon
535
Jacobs Solutions
J
$17.3B
$795 ﹤0.01%
6
– –
AMKR icon
536
Amkor Technology
AMKR
$13.5B
$790 ﹤0.01%
20
– –
MTG icon
537
MGIC Investment
MTG
$6.25B
$789 ﹤0.01%
27
– –
GPI icon
538
Group 1 Automotive
GPI
$3.14B
$787 ﹤0.01%
2
– –
OTIS icon
539
Otis Worldwide
OTIS
$27.8B
$787 ﹤0.01%
9
+1
+13% +$89
SO icon
540
Southern Company
SO
$105B
$785 ﹤0.01%
9
-1
-10% -$91
NXT icon
541
Nextpower Inc
NXT
$16B
$784 ﹤0.01%
9
– –
ODFL icon
542
Old Dominion Freight Line
ODFL
$44.2B
$784 ﹤0.01%
5
-2
-29% -$287
TRMB icon
543
Trimble
TRMB
$13.7B
$784 ﹤0.01%
10
– –
IESC icon
544
IES Holdings
IESC
$15B
$779 ﹤0.01%
2
– –
EXE
545
Expand Energy Corp
EXE
$22.5B
$773 ﹤0.01%
7
+3
+75% +$333
REGN icon
546
Regeneron Pharmaceuticals
REGN
$82.8B
$772 ﹤0.01%
1
– –
AIT icon
547
Applied Industrial Technologies
AIT
$13.4B
$771 ﹤0.01%
3
– –
AL
548
DELISTED
Air Lease Corp
AL
$771 ﹤0.01%
12
– –
COKE icon
549
Coca-Cola Consolidated
COKE
$12.3B
$767 ﹤0.01%
5
– –
R icon
550
Ryder
R
$10.1B
$766 ﹤0.01%
4
– –
20 21
22
23 24

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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.