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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
HOMB icon
801
Home BancShares
HOMB
$6.23B
$389 ﹤0.01%
14
– –
UNF icon
802
Unifirst Corp
UNF
$5.29B
$386 ﹤0.01%
2
+1
+100% +$169
CAR icon
803
Avis
CAR
$4.96B
$385 ﹤0.01%
3
– –
EXLS icon
804
EXL Service
EXLS
$5.31B
$382 ﹤0.01%
9
+1
+13% +$41
MTDR icon
805
Matador Resources
MTDR
$6.48B
$382 ﹤0.01%
9
-1
-10% -$42
IDA icon
806
Idacorp
IDA
$8.11B
$380 ﹤0.01%
3
– –
NCLH icon
807
Norwegian Cruise Line
NCLH
$8.54B
$380 ﹤0.01%
17
-3
-15% -$63
RUSHA icon
808
Rush Enterprises Class A
RUSHA
$9.48B
$378 ﹤0.01%
7
+1
+17% +$52
SXT icon
809
Sensient Technologies
SXT
$5.52B
$376 ﹤0.01%
4
– –
G icon
810
Genpact
G
$5.69B
$375 ﹤0.01%
8
– –
UGI icon
811
UGI
UGI
$7.45B
$375 ﹤0.01%
10
– –
SITE icon
812
SiteOne Landscape Supply
SITE
$4.35B
$374 ﹤0.01%
3
– –
BC icon
813
Brunswick
BC
$5.26B
$372 ﹤0.01%
5
– –
AEO icon
814
American Eagle Outfitters
AEO
$2.93B
$370 ﹤0.01%
14
+10
+250% +$198
HXL icon
815
Hexcel
HXL
$7.6B
$370 ﹤0.01%
5
– –
FAF icon
816
First American
FAF
$7.38B
$369 ﹤0.01%
6
– –
GXO icon
817
GXO Logistics
GXO
$5.36B
$369 ﹤0.01%
7
– –
PSMT icon
818
Pricesmart
PSMT
$5.26B
$369 ﹤0.01%
3
– –
ST icon
819
Sensata Technologies
ST
$6.76B
$367 ﹤0.01%
11
-2
-15% -$64
CNM icon
820
Core & Main
CNM
$8.78B
$364 ﹤0.01%
7
-4
-36% -$205
CPB icon
821
Campbell Soup
CPB
$6.78B
$363 ﹤0.01%
13
– –
MKTX icon
822
MarketAxess Holdings
MKTX
$5.72B
$363 ﹤0.01%
2
+1
+100% +$171
TCBI icon
823
Texas Capital Bancshares
TCBI
$4.35B
$363 ﹤0.01%
4
– –
CPA icon
824
Copa Holdings
CPA
$5.57B
$362 ﹤0.01%
3
– –
DAR icon
825
Darling Ingredients
DAR
$9.93B
$360 ﹤0.01%
10
– –
31 32
33
34 35

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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.