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HIA

HFM Investment Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.51%
This Fund
S&P 500
This Quarter Est. Return
-0.16%
1 Year Est. Return
+15.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$4.23M
Cap. Flow
+$5.15M
Cap. Flow %
1.98%
Top 10 Hldgs %
94.93%
Holding
1,320
New
40
Increased
313
Reduced
345
Closed
114

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.02M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.53M
3
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.06M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$658K
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$543K

Top Sells

Rank Stock Value
1
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$933K
2
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$414K
3
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$277K
4
META icon
Meta Platforms (Facebook)
META
+$78.8K
5
MSFT icon
Microsoft
MSFT
+$67K

Sector Composition

Rank Sector Weight
1 Industrials 1.09%
2 Technology 0.89%
3 Healthcare 0.81%
4 Energy 0.33%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROP icon
801
Roper Technologies
ROP
$36.3B
$354 ﹤0.01%
1
-2
-67% -$738
LKQ icon
802
LKQ Corp
LKQ
$6.58B
$352 ﹤0.01%
12
-1
-8% -$32
VEEV icon
803
Veeva Systems
VEEV
$30.3B
$351 ﹤0.01%
2
– –
PFSI icon
804
PennyMac Financial
PFSI
$4.38B
$350 ﹤0.01%
4
-1
-20% -$108
SWX icon
805
Southwest Gas
SWX
$6.74B
$348 ﹤0.01%
4
– –
CNM icon
806
Core & Main
CNM
$8.17B
$346 ﹤0.01%
7
– –
GMED icon
807
Globus Medical
GMED
$10.4B
$345 ﹤0.01%
4
+1
+33% +$90
BDC icon
808
Belden
BDC
$4B
$344 ﹤0.01%
3
– –
IPGP icon
809
IPG Photonics
IPGP
$3.89B
$344 ﹤0.01%
3
– –
TAP icon
810
Molson Coors Class B
TAP
$7.68B
$344 ﹤0.01%
8
-5
-38% -$237
ALGN icon
811
Align Technology
ALGN
$12B
$343 ﹤0.01%
+2
New +$350
DOCN icon
812
DigitalOcean
DOCN
$14.4B
$343 ﹤0.01%
4
– –
CR icon
813
Crane Co
CR
$13.1B
$342 ﹤0.01%
2
-12
-86% -$2.3K
CPA icon
814
Copa Holdings
CPA
$5.56B
$341 ﹤0.01%
3
– –
LOPE icon
815
Grand Canyon Education
LOPE
$3.71B
$340 ﹤0.01%
2
– –
ACM icon
816
Aecom
ACM
$9.07B
$339 ﹤0.01%
4
-3
-43% -$284
REYN icon
817
Reynolds Consumer Products
REYN
$5.4B
$339 ﹤0.01%
16
+4
+33% +$92
SIG icon
818
Signet Jewelers
SIG
$3.55B
$339 ﹤0.01%
4
– –
BCPC
819
Balchem Corp
BCPC
$5.23B
$339 ﹤0.01%
2
– –
MP icon
820
MP Materials
MP
$7.35B
$338 ﹤0.01%
7
– –
GPN icon
821
Global Payments
GPN
$22.1B
$337 ﹤0.01%
5
-2
-29% -$148
IBOC icon
822
International Bancshares
IBOC
$4.77B
$336 ﹤0.01%
5
– –
HQY icon
823
HealthEquity
HQY
$7.91B
$334 ﹤0.01%
4
+1
+33% +$82
TDW icon
824
Tidewater
TDW
$3.91B
$334 ﹤0.01%
4
+2
+100% +$139
PATK icon
825
Patrick Industries
PATK
$2.8B
$333 ﹤0.01%
3
– –
31 32
33
34 35

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HFM Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, HFM Investment Advisors held 1,320 positions worth $260M, up 1.7% from $256M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

HFM Investment Advisors's Q1 2026 filing shows 40 new, 313 increased, 345 reduced and 114 closed positions. Its largest new stake was Sonida Senior Living: 1,991 shares worth $64.2K. The largest sale was Dimensional World ex US Core Equity 2 ETF, an estimated $933K.

By sector, the portfolio is most concentrated in Industrials at 1.1% of assets, up from 1.1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q1 2026 buy was Sonida Senior Living: 1,991 shares worth $64.2K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q1 2026, an estimated $3.02M increase.
  • HFM Investment Advisors's biggest Q1 2026 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $933K.
  • HFM Investment Advisors fully exited DoorDash in Q1 2026, selling an estimated $6.57K.
  • HFM Investment Advisors's ten largest holdings make up 95% of its $260M portfolio in Q1 2026.
  • HFM Investment Advisors opened 40 new positions and closed 114 in Q1 2026.
  • HFM Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $260M.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.