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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
NBIX icon
576
Neurocrine Biosciences
NBIX
$16.8B
$710 ﹤0.01%
5
– –
RIVN icon
577
Rivian
RIVN
$23.7B
$710 ﹤0.01%
36
+6
+20% +$95
ALB icon
578
Albemarle
ALB
$15.5B
$708 ﹤0.01%
5
+3
+150% +$341
CLH icon
579
Clean Harbors
CLH
$16.4B
$704 ﹤0.01%
3
– –
TSN icon
580
Tyson Foods
TSN
$20.1B
$704 ﹤0.01%
12
-1
-8% -$55
W icon
581
Wayfair
W
$14.1B
$703 ﹤0.01%
7
+2
+40% +$192
MCHP icon
582
Microchip Technology
MCHP
$44.2B
$701 ﹤0.01%
11
-5
-31% -$308
AEE icon
583
Ameren
AEE
$29.6B
$700 ﹤0.01%
7
– –
WTFC icon
584
Wintrust Financial
WTFC
$10.7B
$700 ﹤0.01%
5
– –
EQT icon
585
EQT Corp
EQT
$33.8B
$697 ﹤0.01%
13
– –
BWXT icon
586
BWX Technologies
BWXT
$15.5B
$692 ﹤0.01%
4
-1
-20% -$188
OKTA icon
587
Okta
OKTA
$26.2B
$692 ﹤0.01%
8
+1
+14% +$87
ADM icon
588
Archer Daniels Midland
ADM
$38.8B
$690 ﹤0.01%
12
+4
+50% +$239
BBIO icon
589
BridgeBio Pharma
BBIO
$16.6B
$689 ﹤0.01%
9
– –
APTV icon
590
Aptiv
APTV
$10.3B
$685 ﹤0.01%
9
– –
SJM icon
591
J.M. Smucker
SJM
$12.6B
$685 ﹤0.01%
7
– –
CDW icon
592
CDW
CDW
$17.1B
$681 ﹤0.01%
5
+2
+67% +$295
KNX icon
593
Knight Transportation
KNX
$11.2B
$680 ﹤0.01%
13
+2
+18% +$94
PIPR icon
594
Piper Sandler
PIPR
$5.29B
$680 ﹤0.01%
8
– –
ABNB icon
595
Airbnb
ABNB
$111B
$679 ﹤0.01%
5
+3
+150% +$374
COIN icon
596
Coinbase
COIN
$39.2B
$679 ﹤0.01%
3
– –
RVTY icon
597
Revvity
RVTY
$12.9B
$678 ﹤0.01%
7
+3
+75% +$288
KDP icon
598
Keurig Dr Pepper
KDP
$39.9B
$673 ﹤0.01%
24
-3
-11% -$82
WAL icon
599
Western Alliance Bancorporation
WAL
$8.78B
$673 ﹤0.01%
8
– –
VOYA icon
600
Voya Financial
VOYA
$9.08B
$671 ﹤0.01%
9
– –
22 23
24
25 26

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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.