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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
BMRN icon
651
BioMarin Pharmaceuticals
BMRN
$13.3B
$595 ﹤0.01%
10
– –
ALV icon
652
Autoliv
ALV
$8.92B
$594 ﹤0.01%
5
– –
DKS icon
653
Dick's Sporting Goods
DKS
$19.2B
$594 ﹤0.01%
3
-2
-40% -$436
BOKF icon
654
BOK Financial
BOKF
$8.7B
$593 ﹤0.01%
5
– –
FTAI icon
655
FTAI Aviation
FTAI
$22.1B
$591 ﹤0.01%
3
+2
+200% +$341
ARMK icon
656
Aramark
ARMK
$14.6B
$590 ﹤0.01%
16
-1
-6% -$38
CHD icon
657
Church & Dwight Co
CHD
$24.5B
$587 ﹤0.01%
7
+1
+17% +$85
DUK icon
658
Duke Energy
DUK
$94.5B
$587 ﹤0.01%
5
-2
-29% -$244
BWA icon
659
BorgWarner
BWA
$14.1B
$586 ﹤0.01%
13
– –
LNT icon
660
Alliant Energy
LNT
$17.7B
$586 ﹤0.01%
9
– –
PCG icon
661
PG&E
PCG
$37.5B
$579 ﹤0.01%
36
+1
+3% +$16
UMBF icon
662
UMB Financial
UMBF
$11.1B
$576 ﹤0.01%
5
– –
AWI icon
663
Armstrong World Industries
AWI
$7.75B
$574 ﹤0.01%
3
– –
M icon
664
Macy's
M
$6.55B
$574 ﹤0.01%
26
– –
LEA icon
665
Lear
LEA
$8.05B
$573 ﹤0.01%
5
– –
MAS icon
666
Masco
MAS
$14.7B
$572 ﹤0.01%
9
-1
-10% -$65
CNH
667
CNH Industrial
CNH
$16.9B
$572 ﹤0.01%
62
+30
+94% +$300
DVA icon
668
DaVita
DVA
$11.7B
$569 ﹤0.01%
5
– –
PODD icon
669
Insulet
PODD
$9.91B
$569 ﹤0.01%
2
– –
AXON
670
Axon Enterprise
AXON
$48.4B
$568 ﹤0.01%
1
-1
-50% -$621
ROIV icon
671
Roivant Sciences
ROIV
$25.8B
$565 ﹤0.01%
26
+11
+73% +$217
RRC icon
672
Range Resources
RRC
$9.41B
$565 ﹤0.01%
16
+1
+7% +$37
PR
673
Permian Resources
PR
$17.8B
$562 ﹤0.01%
40
+13
+48% +$175
RRX icon
674
Regal Rexnord
RRX
$11.5B
$562 ﹤0.01%
4
– –
PAYX icon
675
Paychex
PAYX
$43.1B
$561 ﹤0.01%
5
-2
-29% -$234
25 26
27
28 29

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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.