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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
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$584K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$505K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$439K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.7K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.1K

Sector Composition

Rank Sector Weight
1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARW icon
576
Arrow Electronics
ARW
$10.5B
$605 ﹤0.01%
5
-2
-29% -$252
GIS icon
577
General Mills
GIS
$20B
$605 ﹤0.01%
12
-4
-25% -$201
ELAN icon
578
Elanco Animal Health
ELAN
$11.4B
$604 ﹤0.01%
30
+17
+131% +$285
ADT icon
579
ADT
ADT
$5.51B
$601 ﹤0.01%
69
-1
-1% -$9
U icon
580
Unity
U
$18.8B
$601 ﹤0.01%
15
+4
+36% +$148
SAIA icon
581
Saia
SAIA
$9.54B
$599 ﹤0.01%
2
-1
-33% -$302
ZS icon
582
Zscaler
ZS
$28.9B
$599 ﹤0.01%
2
+1
+100% +$285
CBSH icon
583
Commerce Bancshares
CBSH
$8.46B
$598 ﹤0.01%
11
-1
-8% -$59
LRN icon
584
Stride
LRN
$3.35B
$596 ﹤0.01%
4
– –
SWK icon
585
Stanley Black & Decker
SWK
$15.7B
$595 ﹤0.01%
8
-1
-11% -$73
ZBRA icon
586
Zebra Technologies
ZBRA
$18.1B
$594 ﹤0.01%
2
-1
-33% -$319
CNM icon
587
Core & Main
CNM
$8.75B
$592 ﹤0.01%
11
+2
+22% +$121
UMBF icon
588
UMB Financial
UMBF
$11.3B
$592 ﹤0.01%
5
– –
AWI icon
589
Armstrong World Industries
AWI
$7.88B
$588 ﹤0.01%
3
– –
AOS icon
590
A.O. Smith
AOS
$8.65B
$587 ﹤0.01%
8
-1
-11% -$71
COKE icon
591
Coca-Cola Consolidated
COKE
$12.3B
$586 ﹤0.01%
5
– –
DY icon
592
Dycom Industries
DY
$12.3B
$584 ﹤0.01%
2
-1
-33% -$262
CPNG icon
593
Coupang
CPNG
$29.5B
$580 ﹤0.01%
18
+3
+20% +$91
PSN icon
594
Parsons
PSN
$5.15B
$580 ﹤0.01%
7
+4
+133% +$309
JHG
595
DELISTED
Janus Henderson
JHG
$579 ﹤0.01%
13
– –
AXS icon
596
AXIS Capital
AXS
$7.4B
$575 ﹤0.01%
6
-1
-14% -$97
RRX icon
597
Regal Rexnord
RRX
$11.7B
$574 ﹤0.01%
4
+1
+33% +$147
VTRS icon
598
Viatris
VTRS
$18.7B
$574 ﹤0.01%
58
-8
-12% -$78
BWA icon
599
BorgWarner
BWA
$14.3B
$571 ﹤0.01%
13
– –
ATI icon
600
ATI
ATI
$31.5B
$569 ﹤0.01%
7
-1
-13% -$81
22 23
24
25 26

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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.