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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
MANH icon
751
Manhattan Associates
MANH
$11.4B
$410 ﹤0.01%
2
-3
-60% -$634
DRS icon
752
Leonardo DRS
DRS
$11.9B
$409 ﹤0.01%
9
-2
-18% -$87
SNEX icon
753
StoneX
SNEX
$7.96B
$404 ﹤0.01%
9
– –
TKO icon
754
TKO Group
TKO
$14.2B
$404 ﹤0.01%
2
-1
-33% -$183
WSO icon
755
Watsco Inc
WSO
$13.2B
$404 ﹤0.01%
1
-1
-50% -$428
ATR icon
756
AptarGroup
ATR
$8.57B
$401 ﹤0.01%
3
-2
-40% -$289
TTEK icon
757
Tetra Tech
TTEK
$9.06B
$401 ﹤0.01%
12
-1
-8% -$36
BAH icon
758
Booz Allen Hamilton
BAH
$9.45B
$400 ﹤0.01%
4
-4
-50% -$428
WH icon
759
Wyndham Hotels & Resorts
WH
$5.38B
$400 ﹤0.01%
5
– –
MIDD icon
760
Middleby
MIDD
$5.43B
$399 ﹤0.01%
3
-2
-40% -$278
ALK icon
761
Alaska Air
ALK
$5.4B
$398 ﹤0.01%
8
– –
QLYS icon
762
Qualys
QLYS
$6.51B
$397 ﹤0.01%
3
+1
+50% +$136
ST icon
763
Sensata Technologies
ST
$6.73B
$397 ﹤0.01%
13
+7
+117% +$221
HOMB icon
764
Home BancShares
HOMB
$6.22B
$396 ﹤0.01%
14
– –
HRL icon
765
Hormel Foods
HRL
$13.4B
$396 ﹤0.01%
16
-8
-33% -$222
IDA icon
766
Idacorp
IDA
$8.1B
$396 ﹤0.01%
3
– –
SNV
767
DELISTED
Synovus
SNV
$393 ﹤0.01%
8
– –
GOLF icon
768
Acushnet Holdings
GOLF
$5.28B
$392 ﹤0.01%
5
– –
RBC icon
769
RBC Bearings
RBC
$17.5B
$390 ﹤0.01%
1
-1
-50% -$389
APA icon
770
APA Corp
APA
$14.2B
$388 ﹤0.01%
16
+10
+167% +$211
DT icon
771
Dynatrace
DT
$14.4B
$388 ﹤0.01%
8
-2
-20% -$101
MUSA icon
772
Murphy USA
MUSA
$10B
$388 ﹤0.01%
1
– –
EIX icon
773
Edison International
EIX
$26.9B
$387 ﹤0.01%
7
-1
-13% -$54
SITE icon
774
SiteOne Landscape Supply
SITE
$4.32B
$386 ﹤0.01%
3
– –
FAF icon
775
First American
FAF
$7.31B
$385 ﹤0.01%
6
– –
29 30
31
32 33

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HMP
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4WM
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A
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FFL
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CCM
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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.