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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
SSD icon
726
Simpson Manufacturing
SSD
$8.13B
$485 ﹤0.01%
3
– –
DOX icon
727
Amdocs
DOX
$6.21B
$484 ﹤0.01%
6
-2
-25% -$161
ACI icon
728
Albertsons Companies
ACI
$5.95B
$481 ﹤0.01%
28
– –
MKSI icon
729
MKS Inc
MKSI
$20.1B
$480 ﹤0.01%
3
– –
RVMD icon
730
Revolution Medicines
RVMD
$43.4B
$478 ﹤0.01%
6
+3
+100% +$197
CRUS icon
731
Cirrus Logic
CRUS
$6.26B
$474 ﹤0.01%
4
+1
+33% +$123
ONTO icon
732
Onto Innovation
ONTO
$15.3B
$474 ﹤0.01%
3
+2
+200% +$284
TTC icon
733
Toro Company
TTC
$9.53B
$473 ﹤0.01%
6
– –
LAUR icon
734
Laureate Education
LAUR
$5.09B
$472 ﹤0.01%
14
-1
-7% -$31
MCY icon
735
Mercury Insurance
MCY
$5.9B
$471 ﹤0.01%
5
– –
NWSA icon
736
News Corp Class A
NWSA
$15.5B
$471 ﹤0.01%
18
-3
-14% -$79
SSB icon
737
SouthState Bank Corp
SSB
$10.5B
$471 ﹤0.01%
5
– –
TTEK icon
738
Tetra Tech
TTEK
$9.11B
$470 ﹤0.01%
14
+2
+17% +$68
FHI icon
739
Federated Hermes
FHI
$4.77B
$469 ﹤0.01%
9
– –
ABG icon
740
Asbury Automotive
ABG
$3.79B
$466 ﹤0.01%
2
– –
WTRG icon
741
Essential Utilities
WTRG
$11.2B
$461 ﹤0.01%
12
– –
RMBS icon
742
Rambus
RMBS
$10.6B
$460 ﹤0.01%
5
– –
GTES icon
743
Gates Industrial Corporation Ltd.
GTES
$7.3B
$451 ﹤0.01%
21
-1
-5% -$23
AGO icon
744
Assured Guaranty
AGO
$3.35B
$450 ﹤0.01%
5
– –
RBC icon
745
RBC Bearings
RBC
$17.8B
$449 ﹤0.01%
1
– –
RLI icon
746
RLI Corp
RLI
$5.86B
$448 ﹤0.01%
7
+2
+40% +$126
SCHX icon
747
Schwab US Large- Cap ETF
SCHX
$74.6B
$448 ﹤0.01%
17
– –
ESAB icon
748
ESAB
ESAB
$5.39B
$447 ﹤0.01%
4
– –
MIDD icon
749
Middleby
MIDD
$5.69B
$447 ﹤0.01%
3
– –
VEEV icon
750
Veeva Systems
VEEV
$38.6B
$447 ﹤0.01%
2
-1
-33% -$265
28 29
30
31 32

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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.