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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
AMKR icon
601
Amkor Technology
AMKR
$13.5B
$568 ﹤0.01%
20
+13
+186% +$313
DTE icon
602
DTE Energy
DTE
$28.4B
$566 ﹤0.01%
4
-1
-20% -$137
LNC icon
603
Lincoln National
LNC
$8.6B
$565 ﹤0.01%
14
– –
RRC icon
604
Range Resources
RRC
$9.39B
$565 ﹤0.01%
15
-3
-17% -$107
REGN icon
605
Regeneron Pharmaceuticals
REGN
$83B
$562 ﹤0.01%
1
– –
BIO icon
606
Bio-Rad Laboratories Class A
BIO
$9.48B
$561 ﹤0.01%
2
+1
+100% +$272
DVN icon
607
Devon Energy
DVN
$49.9B
$561 ﹤0.01%
16
+8
+100% +$272
BJ icon
608
BJs Wholesale Club
BJ
$12.1B
$560 ﹤0.01%
6
-3
-33% -$307
WTS icon
609
Watts Water Technologies
WTS
$13B
$559 ﹤0.01%
2
– –
AWK icon
610
American Water Works
AWK
$26.6B
$557 ﹤0.01%
4
– –
BOKF icon
611
BOK Financial
BOKF
$8.74B
$557 ﹤0.01%
5
– –
RBLX icon
612
Roblox
RBLX
$26.4B
$554 ﹤0.01%
4
– –
SLM icon
613
SLM Corp
SLM
$5.15B
$554 ﹤0.01%
20
-6
-23% -$187
SW
614
Smurfit Westrock
SW
$25.4B
$553 ﹤0.01%
13
+4
+44% +$181
CR icon
615
Crane Co
CR
$12.9B
$552 ﹤0.01%
3
– –
KVUE icon
616
Kenvue
KVUE
$36.3B
$552 ﹤0.01%
34
+2
+6% +$41
CHTR icon
617
Charter Communications
CHTR
$18.3B
$550 ﹤0.01%
2
-3
-60% -$907
PRIM icon
618
Primoris Services
PRIM
$4.54B
$549 ﹤0.01%
4
+1
+33% +$107
GDDY icon
619
GoDaddy
GDDY
$11.7B
$547 ﹤0.01%
4
-1
-20% -$154
GTES icon
620
Gates Industrial Corporation Ltd.
GTES
$7.31B
$546 ﹤0.01%
22
– –
THG icon
621
Hanover Insurance
THG
$7.83B
$545 ﹤0.01%
3
-1
-25% -$171
DASH icon
622
DoorDash
DASH
$91.8B
$544 ﹤0.01%
2
– –
SFM icon
623
Sprouts Farmers Market
SFM
$7.89B
$544 ﹤0.01%
5
-4
-44% -$582
TAP icon
624
Molson Coors Class B
TAP
$7.8B
$543 ﹤0.01%
12
-1
-8% -$49
BMRN icon
625
BioMarin Pharmaceuticals
BMRN
$13.3B
$542 ﹤0.01%
10
+5
+100% +$286
23 24
25
26 27

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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.