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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
TKR icon
676
Timken Company
TKR
$9.82B
$503 ﹤0.01%
5
– –
UNF icon
677
Unifirst Corp
UNF
$5.32B
$503 ﹤0.01%
2
– –
NPO icon
678
Enpro
NPO
$7.05B
$501 ﹤0.01%
2
– –
PRI icon
679
Primerica
PRI
$9.81B
$501 ﹤0.01%
2
– –
LNC icon
680
Lincoln National
LNC
$7.91B
$497 ﹤0.01%
14
– –
VRSN icon
681
VeriSign
VRSN
$25.3B
$497 ﹤0.01%
2
-1
-33% -$238
WAL icon
682
Western Alliance Bancorporation
WAL
$9.07B
$496 ﹤0.01%
7
-1
-13% -$83
AWI icon
683
Armstrong World Industries
AWI
$6.86B
$494 ﹤0.01%
3
– –
MUSA icon
684
Murphy USA
MUSA
$11.3B
$494 ﹤0.01%
1
– –
NJR icon
685
New Jersey Resources
NJR
$6.06B
$494 ﹤0.01%
9
+2
+29% +$103
CTSH icon
686
Cognizant
CTSH
$21.5B
$491 ﹤0.01%
8
-65
-89% -$4.65K
MDB icon
687
MongoDB
MDB
$24B
$490 ﹤0.01%
2
-3
-60% -$1K
VAL icon
688
Valaris
VAL
$5.51B
$490 ﹤0.01%
5
+3
+150% +$234
LAUR icon
689
Laureate Education
LAUR
$5.18B
$488 ﹤0.01%
14
– –
PVH icon
690
PVH
PVH
$3.71B
$488 ﹤0.01%
7
+3
+75% +$197
FNB icon
691
FNB Corp
FNB
$6.78B
$485 ﹤0.01%
29
– –
MOS icon
692
The Mosaic Company
MOS
$7.09B
$485 ﹤0.01%
19
+8
+73% +$219
GIS icon
693
General Mills
GIS
$19.2B
$484 ﹤0.01%
13
-3
-19% -$130
WTRG icon
694
Essential Utilities
WTRG
$11.2B
$483 ﹤0.01%
12
– –
FAF icon
695
First American
FAF
$7.67B
$482 ﹤0.01%
8
+2
+33% +$128
OGE icon
696
OGE Energy
OGE
$10.3B
$480 ﹤0.01%
10
– –
TFX icon
697
Teleflex
TFX
$5.85B
$478 ﹤0.01%
+4
New +$441
SW
698
Smurfit Westrock
SW
$25.5B
$478 ﹤0.01%
12
+5
+71% +$216
HRL icon
699
Hormel Foods
HRL
$13.9B
$476 ﹤0.01%
21
+10
+91% +$239
MRP
700
Millrose Properties Inc
MRP
$4.74B
$476 ﹤0.01%
17
-3
-15% -$90
26 27
28
29 30

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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.