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HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
-0.16%
1 Year Est. Return
+15.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCN icon
651
FTI Consulting
FCN
$4.82B
$530 ﹤0.01%
3
– –
IBP icon
652
Installed Building Products
IBP
$6.13B
$530 ﹤0.01%
2
– –
MIDD icon
653
Middleby
MIDD
$6.05B
$530 ﹤0.01%
4
+1
+33% +$152
SN icon
654
SharkNinja
SN
$21B
$530 ﹤0.01%
5
-3
-38% -$351
AOS icon
655
A.O. Smith
AOS
$8.38B
$528 ﹤0.01%
8
– –
ST icon
656
Sensata Technologies
ST
$6.65B
$528 ﹤0.01%
15
+4
+36% +$142
BTU icon
657
Peabody Energy
BTU
$2.78B
$527 ﹤0.01%
16
+9
+129% +$314
NOV icon
658
NOV
NOV
$7.45B
$527 ﹤0.01%
28
– –
COIN icon
659
Coinbase
COIN
$41.7B
$524 ﹤0.01%
3
– –
TRMB icon
660
Trimble
TRMB
$12.3B
$522 ﹤0.01%
8
-2
-20% -$139
ENS icon
661
EnerSys
ENS
$6.95B
$521 ﹤0.01%
3
– –
THG icon
662
Hanover Insurance
THG
$7.63B
$520 ﹤0.01%
3
– –
CLX icon
663
Clorox
CLX
$11.6B
$518 ﹤0.01%
5
-19
-79% -$2.15K
CRL icon
664
Charles River Laboratories
CRL
$10.9B
$518 ﹤0.01%
3
– –
SCCO icon
665
Southern Copper
SCCO
$141B
$516 ﹤0.01%
3
– –
VLY icon
666
Valley National Bancorp
VLY
$7.93B
$516 ﹤0.01%
42
– –
SSD icon
667
Simpson Manufacturing
SSD
$7.98B
$515 ﹤0.01%
3
– –
GATX icon
668
GATX Corp
GATX
$6.55B
$512 ﹤0.01%
3
– –
FHI icon
669
Federated Hermes
FHI
$4.4B
$510 ﹤0.01%
9
– –
BC icon
670
Brunswick
BC
$5.19B
$509 ﹤0.01%
7
+2
+40% +$161
LPX icon
671
Louisiana-Pacific
LPX
$5.2B
$509 ﹤0.01%
7
+4
+133% +$337
ONB icon
672
Old National Bancorp
ONB
$10.1B
$508 ﹤0.01%
23
+5
+28% +$117
WYNN icon
673
Wynn Resorts
WYNN
$10.1B
$508 ﹤0.01%
5
– –
REZI icon
674
Resideo Technologies
REZI
$5.23B
$506 ﹤0.01%
15
+6
+67% +$214
OZK icon
675
Bank OZK
OZK
$5.49B
$505 ﹤0.01%
11
+2
+22% +$94
25 26
27
28 29

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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1.1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.