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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
BCO icon
851
Brink's
BCO
$5.02B
$311 ﹤0.01%
3
– –
WING icon
852
Wingstop
WING
$3.68B
$310 ﹤0.01%
+2
New +$481
WSBC icon
853
WesBanco
WSBC
$3.95B
$310 ﹤0.01%
9
+6
+200% +$209
MTCH icon
854
Match Group
MTCH
$8.84B
$307 ﹤0.01%
10
– –
LULU icon
855
lululemon athletica
LULU
$13B
$306 ﹤0.01%
2
– –
WEX icon
856
WEX
WEX
$6.11B
$306 ﹤0.01%
2
– –
BMI icon
857
Badger Meter
BMI
$3.66B
$305 ﹤0.01%
2
– –
NVST icon
858
Envista
NVST
$4.28B
$304 ﹤0.01%
12
– –
BCC icon
859
Boise Cascade
BCC
$2.74B
$303 ﹤0.01%
4
+2
+100% +$160
FIBK icon
860
First Interstate BancSystem
FIBK
$3.7B
$301 ﹤0.01%
9
+3
+50% +$107
TTEK icon
861
Tetra Tech
TTEK
$8.23B
$301 ﹤0.01%
10
-4
-29% -$141
W icon
862
Wayfair
W
$11.1B
$301 ﹤0.01%
4
-3
-43% -$271
CATY icon
863
Cathay General Bancorp
CATY
$4.2B
$299 ﹤0.01%
6
– –
LW icon
864
Lamb Weston
LW
$6.82B
$296 ﹤0.01%
7
+2
+40% +$89
TEX icon
865
Terex
TEX
$7.98B
$296 ﹤0.01%
5
– –
CBSH icon
866
Commerce Bancshares
CBSH
$8.5B
$295 ﹤0.01%
6
– –
TDS icon
867
Telephone and Data Systems
TDS
$3.91B
$295 ﹤0.01%
7
– –
SEE
868
DELISTED
Sealed Air
SEE
$294 ﹤0.01%
7
– –
BOOT icon
869
Boot Barn
BOOT
$4.55B
$293 ﹤0.01%
2
– –
CAR icon
870
Avis
CAR
$5.63B
$292 ﹤0.01%
2
-1
-33% -$114
MRCY icon
871
Mercury Systems
MRCY
$6.2B
$292 ﹤0.01%
4
-2
-33% -$174
BF.B icon
872
Brown-Forman Class B
BF.B
$12B
$291 ﹤0.01%
11
+2
+22% +$54
ESAB icon
873
ESAB
ESAB
$5.25B
$290 ﹤0.01%
3
-1
-25% -$116
MDU icon
874
MDU Resources
MDU
$4.44B
$290 ﹤0.01%
14
-3
-18% -$61
MTRN icon
875
Materion
MTRN
$5.01B
$289 ﹤0.01%
2
– –
33 34
35
36 37

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BOC
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SHCM
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BAM
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LIM
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MA
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ASP
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KC
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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.