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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
CMS icon
676
CMS Energy
CMS
$21.7B
$560 ﹤0.01%
8
-1
-11% -$73
COLB icon
677
Columbia Banking Systems
COLB
$8.84B
$559 ﹤0.01%
20
-1
-5% -$27
FLS icon
678
Flowserve
FLS
$10.1B
$556 ﹤0.01%
8
+4
+100% +$257
DINO icon
679
HF Sinclair
DINO
$15.2B
$553 ﹤0.01%
12
-1
-8% -$52
ORA icon
680
Ormat Technologies
ORA
$6.87B
$553 ﹤0.01%
5
– –
PB icon
681
Prosperity Bancshares
PB
$8.81B
$553 ﹤0.01%
8
– –
WTS icon
682
Watts Water Technologies
WTS
$12.8B
$553 ﹤0.01%
2
– –
CNX icon
683
CNX Resources
CNX
$5.32B
$552 ﹤0.01%
15
– –
ARW icon
684
Arrow Electronics
ARW
$10.3B
$551 ﹤0.01%
5
– –
WST icon
685
West Pharmaceutical
WST
$24.8B
$551 ﹤0.01%
2
– –
THG icon
686
Hanover Insurance
THG
$7.86B
$549 ﹤0.01%
3
– –
MKC icon
687
McCormick & Company Non-Voting
MKC
$14.3B
$545 ﹤0.01%
8
+1
+14% +$66
PLNT icon
688
Planet Fitness
PLNT
$3.7B
$543 ﹤0.01%
5
+1
+25% +$103
GPN icon
689
Global Payments
GPN
$22.8B
$542 ﹤0.01%
7
-1
-13% -$80
BJ icon
690
BJs Wholesale Club
BJ
$12.3B
$541 ﹤0.01%
6
– –
EIX icon
691
Edison International
EIX
$26.1B
$541 ﹤0.01%
9
+2
+29% +$115
APA icon
692
APA Corp
APA
$14.4B
$539 ﹤0.01%
22
+6
+38% +$145
PEGA icon
693
Pegasystems
PEGA
$5.43B
$538 ﹤0.01%
9
– –
AOS icon
694
A.O. Smith
AOS
$8.48B
$536 ﹤0.01%
8
– –
KVUE icon
695
Kenvue
KVUE
$36.5B
$535 ﹤0.01%
31
-3
-9% -$49
IEX icon
696
IDEX
IEX
$17.2B
$534 ﹤0.01%
3
– –
ADT icon
697
ADT
ADT
$5.49B
$533 ﹤0.01%
66
-3
-4% -$25
PNW icon
698
Pinnacle West Capital
PNW
$12B
$533 ﹤0.01%
6
+1
+20% +$90
DXCM icon
699
DexCom
DXCM
$33.1B
$531 ﹤0.01%
8
+3
+60% +$194
TMHC
700
DELISTED
Taylor Morrison
TMHC
$530 ﹤0.01%
9
-1
-10% -$61
26 27
28
29 30

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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.