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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
OZK icon
651
Bank OZK
OZK
$5.64B
$510 ﹤0.01%
10
– –
HEI.A icon
652
HEICO Corp Class A
HEI.A
$36.9B
$508 ﹤0.01%
2
– –
SBUX icon
653
Starbucks
SBUX
$121B
$508 ﹤0.01%
6
– –
AR icon
654
Antero Resources
AR
$11.6B
$503 ﹤0.01%
15
-10
-40% -$333
LEA icon
655
Lear
LEA
$8.14B
$503 ﹤0.01%
5
– –
GNRC icon
656
Generac Holdings
GNRC
$12.7B
$502 ﹤0.01%
3
– –
SSD icon
657
Simpson Manufacturing
SSD
$8.14B
$502 ﹤0.01%
3
– –
HWC icon
658
Hancock Whitney
HWC
$6.27B
$501 ﹤0.01%
8
+2
+33% +$123
CORT icon
659
Corcept Therapeutics
CORT
$12.2B
$499 ﹤0.01%
6
-1
-14% -$72
OSIS icon
660
OSI Systems
OSIS
$3.85B
$498 ﹤0.01%
2
– –
TXRH icon
661
Texas Roadhouse
TXRH
$13.9B
$498 ﹤0.01%
3
-1
-25% -$176
SSB icon
662
SouthState Bank Corp
SSB
$10.6B
$494 ﹤0.01%
5
– –
AA icon
663
Alcoa
AA
$14.1B
$493 ﹤0.01%
15
– –
IBP icon
664
Installed Building Products
IBP
$6.46B
$493 ﹤0.01%
2
– –
NCLH icon
665
Norwegian Cruise Line
NCLH
$8.55B
$493 ﹤0.01%
20
– –
DCI icon
666
Donaldson
DCI
$11.3B
$491 ﹤0.01%
6
– –
ACI icon
667
Albertsons Companies
ACI
$5.95B
$490 ﹤0.01%
28
-10
-26% -$196
ABG icon
668
Asbury Automotive
ABG
$3.79B
$489 ﹤0.01%
2
– –
BG icon
669
Bunge Global
BG
$21.5B
$488 ﹤0.01%
6
-1
-14% -$80
IEX icon
670
IDEX
IEX
$17.4B
$488 ﹤0.01%
3
-1
-25% -$169
AVY icon
671
Avery Dennison
AVY
$13.6B
$487 ﹤0.01%
3
-2
-40% -$345
CAR icon
672
Avis
CAR
$4.96B
$482 ﹤0.01%
3
– –
CNX icon
673
CNX Resources
CNX
$5.36B
$482 ﹤0.01%
15
-2
-12% -$61
ORA icon
674
Ormat Technologies
ORA
$7.04B
$481 ﹤0.01%
5
– –
WTRG icon
675
Essential Utilities
WTRG
$11.2B
$479 ﹤0.01%
12
– –
25 26
27
28 29

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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.