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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
COLB icon
626
Columbia Banking Systems
COLB
$8.96B
$541 ﹤0.01%
21
+8
+62% +$203
FTV icon
627
Fortive
FTV
$18.7B
$539 ﹤0.01%
11
+3
+38% +$148
SWKS icon
628
Skyworks Solutions
SWKS
$10.3B
$539 ﹤0.01%
7
+2
+40% +$149
POST icon
629
Post Holdings
POST
$3.59B
$537 ﹤0.01%
5
– –
GAP
630
The Gap Inc
GAP
$7.57B
$535 ﹤0.01%
25
– –
HL icon
631
Hecla Mining
HL
$11.7B
$532 ﹤0.01%
44
– –
PB icon
632
Prosperity Bancshares
PB
$8.87B
$531 ﹤0.01%
8
+2
+33% +$137
PCG icon
633
PG&E
PCG
$37.7B
$528 ﹤0.01%
35
+5
+17% +$73
CHD icon
634
Church & Dwight Co
CHD
$24.4B
$526 ﹤0.01%
6
-1
-14% -$94
WST icon
635
West Pharmaceutical
WST
$24.7B
$525 ﹤0.01%
2
+1
+100% +$243
GATX icon
636
GATX Corp
GATX
$6.28B
$524 ﹤0.01%
3
– –
TYL icon
637
Tyler Technologies
TYL
$13.3B
$523 ﹤0.01%
+1
New +$561
RMBS icon
638
Rambus
RMBS
$10.5B
$521 ﹤0.01%
5
+2
+67% +$154
HUM icon
639
Humana
HUM
$45.2B
$520 ﹤0.01%
2
+1
+100% +$263
OSK icon
640
Oshkosh
OSK
$9.66B
$519 ﹤0.01%
4
+1
+33% +$133
ENSG icon
641
The Ensign Group
ENSG
$10.6B
$518 ﹤0.01%
3
– –
LFUS icon
642
Littelfuse
LFUS
$11.7B
$518 ﹤0.01%
2
– –
PEGA icon
643
Pegasystems
PEGA
$5.46B
$518 ﹤0.01%
9
-1
-10% -$55
THO icon
644
Thor Industries
THO
$4.21B
$518 ﹤0.01%
5
– –
CELH icon
645
Celsius Holdings
CELH
$6.95B
$517 ﹤0.01%
9
+5
+125% +$261
NYT icon
646
New York Times
NYT
$10.2B
$517 ﹤0.01%
9
– –
PINS icon
647
Pinterest
PINS
$13.5B
$515 ﹤0.01%
16
+10
+167% +$363
OLLI icon
648
Ollie's Bargain Outlet
OLLI
$4.82B
$514 ﹤0.01%
4
– –
HALO icon
649
Halozyme
HALO
$11.6B
$513 ﹤0.01%
7
– –
AFRM icon
650
Affirm
AFRM
$25.6B
$512 ﹤0.01%
7
+2
+40% +$152
24 25
26
27 28

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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.