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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
NFG icon
701
National Fuel Gas
NFG
$7.79B
$462 ﹤0.01%
5
– –
GWRE icon
702
Guidewire Software
GWRE
$14.7B
$460 ﹤0.01%
2
+1
+100% +$227
TTC icon
703
Toro Company
TTC
$9.47B
$457 ﹤0.01%
6
-1
-14% -$77
ALNY icon
704
Alnylam Pharmaceuticals
ALNY
$29.3B
$456 ﹤0.01%
1
-2
-67% -$814
AKAM icon
705
Akamai
AKAM
$16.8B
$455 ﹤0.01%
6
-1
-14% -$77
QRVO icon
706
Qorvo
QRVO
$8.52B
$455 ﹤0.01%
5
+4
+400% +$356
BALL icon
707
Ball Corp
BALL
$16.7B
$454 ﹤0.01%
9
-3
-25% -$162
NPO icon
708
Enpro
NPO
$7.12B
$452 ﹤0.01%
2
– –
SNOW icon
709
Snowflake
SNOW
$115B
$451 ﹤0.01%
2
– –
CADE
710
DELISTED
Cadence Bank
CADE
$450 ﹤0.01%
12
– –
MTDR icon
711
Matador Resources
MTDR
$6.48B
$449 ﹤0.01%
10
+1
+11% +$49
PNW icon
712
Pinnacle West Capital
PNW
$12.1B
$448 ﹤0.01%
5
– –
ESAB icon
713
ESAB
ESAB
$5.48B
$447 ﹤0.01%
4
-1
-20% -$119
ISRG icon
714
Intuitive Surgical
ISRG
$141B
$447 ﹤0.01%
1
-1
-50% -$480
JKHY icon
715
Jack Henry & Associates
JKHY
$11B
$447 ﹤0.01%
3
-2
-40% -$332
W icon
716
Wayfair
W
$14.2B
$447 ﹤0.01%
5
+4
+400% +$293
KBH icon
717
KB Home
KBH
$3.54B
$445 ﹤0.01%
7
+3
+75% +$181
LBRDK icon
718
Liberty Broadband Class C
LBRDK
$5.29B
$445 ﹤0.01%
7
-2
-22% -$140
VLY icon
719
Valley National Bancorp
VLY
$8.17B
$445 ﹤0.01%
42
+8
+24% +$80
LPX icon
720
Louisiana-Pacific
LPX
$5.3B
$444 ﹤0.01%
5
– –
MIR icon
721
Mirion Technologies
MIR
$3.82B
$442 ﹤0.01%
19
– –
RIVN icon
722
Rivian
RIVN
$23.6B
$440 ﹤0.01%
30
+7
+30% +$94
LOPE icon
723
Grand Canyon Education
LOPE
$3.78B
$439 ﹤0.01%
2
-1
-33% -$192
SCHX icon
724
Schwab US Large- Cap ETF
SCHX
$74.3B
$438 ﹤0.01%
17
– –
KNX icon
725
Knight Transportation
KNX
$11.1B
$435 ﹤0.01%
11
-2
-15% -$87
27 28
29
30 31

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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.