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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
SGI
751
Somnigroup International
SGI
$14B
$447 ﹤0.01%
5
-5
-50% -$437
CDE icon
752
Coeur Mining
CDE
$18.8B
$446 ﹤0.01%
25
– –
HWC icon
753
Hancock Whitney
HWC
$6.27B
$446 ﹤0.01%
7
-1
-13% -$61
CACC icon
754
Credit Acceptance
CACC
$5.93B
$444 ﹤0.01%
1
– –
INGR icon
755
Ingredion
INGR
$6.59B
$442 ﹤0.01%
4
-1
-20% -$113
ENS icon
756
EnerSys
ENS
$6.89B
$441 ﹤0.01%
3
– –
MRCY icon
757
Mercury Systems
MRCY
$6.44B
$439 ﹤0.01%
6
– –
MHK icon
758
Mohawk Industries
MHK
$9.3B
$438 ﹤0.01%
4
-1
-20% -$115
NOV icon
759
NOV
NOV
$7.41B
$438 ﹤0.01%
28
-1
-3% -$15
FSS icon
760
Federal Signal
FSS
$7.89B
$435 ﹤0.01%
4
– –
WMS icon
761
Advanced Drainage Systems
WMS
$10.8B
$435 ﹤0.01%
3
– –
AX icon
762
Axos Financial
AX
$5.68B
$431 ﹤0.01%
5
– –
CPRT icon
763
Copart
CPRT
$27.4B
$431 ﹤0.01%
11
-8
-42% -$332
SCCO icon
764
Southern Copper
SCCO
$162B
$431 ﹤0.01%
3
– –
NPO icon
765
Enpro
NPO
$7.12B
$429 ﹤0.01%
2
– –
CHE icon
766
Chemed
CHE
$7.12B
$428 ﹤0.01%
+1
New +$435
OGE icon
767
OGE Energy
OGE
$9.58B
$427 ﹤0.01%
10
– –
CPNG icon
768
Coupang
CPNG
$29.7B
$425 ﹤0.01%
18
– –
ESI icon
769
Element Solutions
ESI
$9.22B
$425 ﹤0.01%
17
– –
QRVO icon
770
Qorvo
QRVO
$8.53B
$423 ﹤0.01%
5
– –
ENTG icon
771
Entegris
ENTG
$22.9B
$422 ﹤0.01%
5
+2
+67% +$174
MIR icon
772
Mirion Technologies
MIR
$3.83B
$422 ﹤0.01%
18
-1
-5% -$25
AXTA icon
773
Axalta
AXTA
$8.01B
$421 ﹤0.01%
13
-2
-13% -$59
TKR icon
774
Timken Company
TKR
$8.95B
$421 ﹤0.01%
5
– –
SIGI icon
775
Selective Insurance
SIGI
$5.63B
$419 ﹤0.01%
5
+1
+25% +$80
29 30
31
32 33

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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.