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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
NOV icon
776
NOV
NOV
$7.49B
$384 ﹤0.01%
29
+15
+107% +$194
SIG icon
777
Signet Jewelers
SIG
$3.68B
$384 ﹤0.01%
4
+2
+100% +$171
ALG icon
778
Alamo Group
ALG
$2.07B
$382 ﹤0.01%
+2
New +$430
EAT icon
779
Brinker International
EAT
$9.49B
$380 ﹤0.01%
3
– –
NWS icon
780
News Corp Class B
NWS
$17.7B
$380 ﹤0.01%
11
– –
CVLT icon
781
Commault Systems
CVLT
$5.78B
$378 ﹤0.01%
2
– –
CRUS icon
782
Cirrus Logic
CRUS
$6.11B
$376 ﹤0.01%
3
– –
NNI icon
783
Nelnet
NNI
$4.48B
$376 ﹤0.01%
3
– –
TKR icon
784
Timken Company
TKR
$8.91B
$376 ﹤0.01%
5
+1
+25% +$77
SXT icon
785
Sensient Technologies
SXT
$5.61B
$375 ﹤0.01%
4
– –
ITRI icon
786
Itron
ITRI
$4.52B
$374 ﹤0.01%
3
– –
MKSI icon
787
MKS Inc
MKSI
$19.9B
$371 ﹤0.01%
3
+2
+200% +$213
CLX icon
788
Clorox
CLX
$13.1B
$370 ﹤0.01%
3
-3
-50% -$372
GXO icon
789
GXO Logistics
GXO
$5.37B
$370 ﹤0.01%
7
– –
CLF icon
790
Cleveland-Cliffs
CLF
$7.08B
$366 ﹤0.01%
30
+20
+200% +$210
LKQ icon
791
LKQ Corp
LKQ
$6.25B
$366 ﹤0.01%
12
-2
-14% -$66
MMS icon
792
Maximus
MMS
$2.84B
$365 ﹤0.01%
4
– –
PSMT icon
793
Pricesmart
PSMT
$5.34B
$364 ﹤0.01%
3
– –
SCCO icon
794
Southern Copper
SCCO
$164B
$364 ﹤0.01%
3
– –
UHAL.B icon
795
U-Haul Holding Co Series N
UHAL.B
$12.5B
$364 ﹤0.01%
7
-4
-36% -$213
BDC icon
796
Belden
BDC
$5.26B
$361 ﹤0.01%
3
– –
KMX icon
797
CarMax
KMX
$8.26B
$359 ﹤0.01%
8
-2
-20% -$119
MGY icon
798
Magnolia Oil & Gas
MGY
$6.16B
$358 ﹤0.01%
15
– –
BMI icon
799
Badger Meter
BMI
$3.93B
$357 ﹤0.01%
2
– –
CPA icon
800
Copa Holdings
CPA
$5.49B
$356 ﹤0.01%
3
-1
-25% -$114
30 31
32
33 34

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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.