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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
AGCO icon
626
AGCO
AGCO
$7.06B
$626 ﹤0.01%
6
– –
CDNS icon
627
Cadence Design Systems
CDNS
$91.4B
$626 ﹤0.01%
2
– –
NYT icon
628
New York Times
NYT
$10.5B
$625 ﹤0.01%
9
– –
LNC icon
629
Lincoln National
LNC
$8.75B
$624 ﹤0.01%
14
– –
AM icon
630
Antero Midstream
AM
$10.4B
$623 ﹤0.01%
35
-1
-3% -$18
DCI icon
631
Donaldson
DCI
$11.2B
$621 ﹤0.01%
7
+1
+17% +$87
EXP icon
632
Eagle Materials
EXP
$6.47B
$621 ﹤0.01%
3
– –
JHG
633
DELISTED
Janus Henderson
JHG
$619 ﹤0.01%
13
– –
U icon
634
Unity
U
$19B
$619 ﹤0.01%
14
-1
-7% -$41
BLDR icon
635
Builders FirstSource
BLDR
$7.74B
$618 ﹤0.01%
6
-2
-25% -$225
MATX icon
636
Matsons
MATX
$6.24B
$618 ﹤0.01%
5
+3
+150% +$322
TROW icon
637
T. Rowe Price
TROW
$24.3B
$615 ﹤0.01%
6
– –
Z icon
638
Zillow
Z
$7.59B
$614 ﹤0.01%
9
-2
-18% -$145
GH icon
639
Guardant Health
GH
$22.4B
$613 ﹤0.01%
6
+2
+50% +$179
STRL icon
640
Sterling Infrastructure
STRL
$16.2B
$613 ﹤0.01%
2
– –
AKAM icon
641
Akamai
AKAM
$16.9B
$611 ﹤0.01%
7
+1
+17% +$82
ATR icon
642
AptarGroup
ATR
$8.5B
$610 ﹤0.01%
5
+2
+67% +$247
DDS icon
643
Dillards
DDS
$9.9B
$607 ﹤0.01%
1
– –
TAP icon
644
Molson Coors Class B
TAP
$7.93B
$607 ﹤0.01%
13
+1
+8% +$46
BIO icon
645
Bio-Rad Laboratories Class A
BIO
$9.48B
$606 ﹤0.01%
2
– –
HSIC icon
646
Henry Schein
HSIC
$9.82B
$605 ﹤0.01%
8
+1
+14% +$70
WYNN icon
647
Wynn Resorts
WYNN
$10.6B
$602 ﹤0.01%
5
– –
CRL icon
648
Charles River Laboratories
CRL
$13.2B
$599 ﹤0.01%
3
– –
MRP
649
Millrose Properties Inc
MRP
$4.78B
$598 ﹤0.01%
+20
New +$627
ON icon
650
ON Semiconductor
ON
$31.1B
$596 ﹤0.01%
11
-2
-15% -$103
24 25
26
27 28

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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.