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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
TKO icon
776
TKO Group
TKO
$14B
$418 ﹤0.01%
2
– –
GPOR icon
777
Gulfport Energy Corp
GPOR
$3.01B
$416 ﹤0.01%
2
+1
+100% +$199
LULU icon
778
lululemon athletica
LULU
$14.2B
$416 ﹤0.01%
2
– –
OZK icon
779
Bank OZK
OZK
$5.64B
$415 ﹤0.01%
9
-1
-10% -$47
GNRC icon
780
Generac Holdings
GNRC
$12.6B
$410 ﹤0.01%
3
– –
MUR icon
781
Murphy Oil
MUR
$5.12B
$407 ﹤0.01%
13
+9
+225% +$271
SLM icon
782
SLM Corp
SLM
$5.16B
$406 ﹤0.01%
15
-5
-25% -$137
MUSA icon
783
Murphy USA
MUSA
$10.2B
$404 ﹤0.01%
1
– –
SAIC icon
784
Saic
SAIC
$5.24B
$403 ﹤0.01%
4
+1
+33% +$95
ONB icon
785
Old National Bancorp
ONB
$10.2B
$402 ﹤0.01%
18
+3
+20% +$65
MOD icon
786
Modine Manufacturing
MOD
$10.6B
$401 ﹤0.01%
3
– –
NFG icon
787
National Fuel Gas
NFG
$7.76B
$401 ﹤0.01%
5
– –
SNV
788
DELISTED
Synovus
SNV
$401 ﹤0.01%
8
– –
GOLF icon
789
Acushnet Holdings
GOLF
$5.46B
$400 ﹤0.01%
5
– –
AAL icon
790
American Airlines Group
AAL
$10.2B
$399 ﹤0.01%
26
-2
-7% -$27
CLF icon
791
Cleveland-Cliffs
CLF
$7.11B
$399 ﹤0.01%
30
– –
NNI icon
792
Nelnet
NNI
$4.55B
$399 ﹤0.01%
3
– –
CALM icon
793
Cal-Maine
CALM
$3.88B
$398 ﹤0.01%
5
+3
+150% +$263
MAT icon
794
Mattel
MAT
$4.32B
$397 ﹤0.01%
20
– –
POST icon
795
Post Holdings
POST
$3.52B
$397 ﹤0.01%
4
-1
-20% -$104
KBH icon
796
KB Home
KBH
$3.52B
$395 ﹤0.01%
7
– –
LKQ icon
797
LKQ Corp
LKQ
$6.26B
$393 ﹤0.01%
13
+1
+8% +$30
ALSN icon
798
Allison Transmission
ALSN
$10.4B
$392 ﹤0.01%
4
-1
-20% -$88
KNSL icon
799
Kinsale Capital Group
KNSL
$8.5B
$392 ﹤0.01%
1
– –
ESE icon
800
ESCO Technologies
ESE
$7.76B
$391 ﹤0.01%
2
– –
30 31
32
33 34

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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.