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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
MWA icon
826
Mueller Water Products
MWA
$4.11B
$358 ﹤0.01%
15
+4
+36% +$99
HPQ icon
827
HP
HPQ
$26.7B
$357 ﹤0.01%
16
-9
-36% -$229
MP icon
828
MP Materials
MP
$9.81B
$354 ﹤0.01%
7
– –
BOOT icon
829
Boot Barn
BOOT
$5.08B
$353 ﹤0.01%
2
– –
HCC icon
830
Warrior Met Coal
HCC
$5.1B
$353 ﹤0.01%
4
– –
TECH icon
831
Bio-Techne
TECH
$11.2B
$353 ﹤0.01%
6
+4
+200% +$243
BCO icon
832
Brink's
BCO
$4.71B
$351 ﹤0.01%
3
– –
BDC icon
833
Belden
BDC
$5.34B
$350 ﹤0.01%
3
– –
GNTX icon
834
Gentex
GNTX
$5.07B
$350 ﹤0.01%
15
+3
+25% +$72
BMI icon
835
Badger Meter
BMI
$3.96B
$349 ﹤0.01%
2
– –
BKH icon
836
Black Hills Corp
BKH
$5.57B
$348 ﹤0.01%
5
+2
+67% +$135
MANH icon
837
Manhattan Associates
MANH
$11.5B
$347 ﹤0.01%
2
– –
MMS icon
838
Maximus
MMS
$2.85B
$346 ﹤0.01%
4
– –
UBSI icon
839
United Bankshares
UBSI
$6.6B
$346 ﹤0.01%
9
– –
DAY
840
DELISTED
Dayforce
DAY
$346 ﹤0.01%
5
– –
DKNG icon
841
DraftKings
DKNG
$12.5B
$345 ﹤0.01%
10
+2
+25% +$66
AROC icon
842
Archrock
AROC
$5.85B
$339 ﹤0.01%
13
+3
+30% +$75
SKY icon
843
Champion Homes
SKY
$5.13B
$338 ﹤0.01%
4
+1
+33% +$79
AVT icon
844
Avnet
AVT
$7.97B
$337 ﹤0.01%
7
-1
-13% -$49
OC icon
845
Owens Corning
OC
$12.5B
$336 ﹤0.01%
3
-3
-50% -$352
ACIW icon
846
ACI Worldwide
ACIW
$5.32B
$335 ﹤0.01%
7
-2
-22% -$97
PJT icon
847
PJT Partners
PJT
$4.45B
$335 ﹤0.01%
2
– –
DBX icon
848
Dropbox
DBX
$7.52B
$334 ﹤0.01%
12
-2
-14% -$58
IBOC icon
849
International Bancshares
IBOC
$4.53B
$333 ﹤0.01%
5
– –
LOPE icon
850
Grand Canyon Education
LOPE
$3.81B
$333 ﹤0.01%
2
– –
32 33
34
35 36

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4WM
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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.