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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
SWK icon
601
Stanley Black & Decker
SWK
$15.5B
$669 ﹤0.01%
9
+1
+13% +$70
ACM icon
602
Aecom
ACM
$9.42B
$668 ﹤0.01%
7
-1
-13% -$118
EQH icon
603
Equitable Holdings
EQH
$14.4B
$668 ﹤0.01%
14
-5
-26% -$237
PPL
604
PPL Corp
PPL
$26.3B
$666 ﹤0.01%
19
– –
LAD icon
605
Lithia Motors
LAD
$8.35B
$665 ﹤0.01%
2
– –
OKE icon
606
Oneok
OKE
$56.9B
$662 ﹤0.01%
9
-2
-18% -$142
PFSI icon
607
PennyMac Financial
PFSI
$3.94B
$660 ﹤0.01%
5
-1
-17% -$127
SAIA icon
608
Saia
SAIA
$9.49B
$654 ﹤0.01%
2
– –
EVRG icon
609
Evergy
EVRG
$18.9B
$653 ﹤0.01%
9
– –
ESNT icon
610
Essent Group
ESNT
$6.08B
$651 ﹤0.01%
10
– –
FLUT icon
611
Flutter Entertainment
FLUT
$16.4B
$646 ﹤0.01%
3
+2
+200% +$450
WDAY icon
612
Workday
WDAY
$45.5B
$645 ﹤0.01%
3
-1
-25% -$227
ZION icon
613
Zions Bancorporation
ZION
$10.3B
$644 ﹤0.01%
11
-1
-8% -$54
AXS icon
614
AXIS Capital
AXS
$7.43B
$643 ﹤0.01%
6
– –
JXN icon
615
Jackson Financial
JXN
$8.83B
$640 ﹤0.01%
6
– –
GAP
616
The Gap Inc
GAP
$7.74B
$640 ﹤0.01%
25
– –
FCFS icon
617
FirstCash
FCFS
$9.05B
$638 ﹤0.01%
4
– –
UFPI icon
618
UFP Industries
UFPI
$5.01B
$638 ﹤0.01%
7
+2
+40% +$183
BALL icon
619
Ball Corp
BALL
$16.6B
$636 ﹤0.01%
12
+3
+33% +$148
CFR icon
620
Cullen/Frost Bankers
CFR
$10.3B
$634 ﹤0.01%
5
– –
IR icon
621
Ingersoll Rand
IR
$33.6B
$634 ﹤0.01%
8
-1
-11% -$79
PAG icon
622
Penske Automotive Group
PAG
$14.2B
$634 ﹤0.01%
4
– –
KHC icon
623
Kraft Heinz
KHC
$29.6B
$631 ﹤0.01%
26
-2
-7% -$50
OSK icon
624
Oshkosh
OSK
$9.59B
$629 ﹤0.01%
5
+1
+25% +$129
NI icon
625
NiSource
NI
$20B
$627 ﹤0.01%
15
– –
23 24
25
26 27

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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.