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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
EL icon
876
Estee Lauder
EL
$31.9B
$315 ﹤0.01%
3
– –
BRC icon
877
Brady Corp
BRC
$4.54B
$314 ﹤0.01%
4
– –
HGV icon
878
Hilton Grand Vacations
HGV
$3.34B
$314 ﹤0.01%
7
– –
WFRD icon
879
Weatherford International
WFRD
$6.72B
$314 ﹤0.01%
4
+3
+300% +$218
BKU icon
880
Bankunited
BKU
$3.32B
$312 ﹤0.01%
7
– –
PPC icon
881
Pilgrim's Pride
PPC
$6.27B
$312 ﹤0.01%
8
+1
+14% +$38
UHAL.B icon
882
U-Haul Holding Co Series N
UHAL.B
$12.8B
$312 ﹤0.01%
6
-1
-14% -$49
CVSA
883
Covista Inc
CVSA
$4.47B
$311 ﹤0.01%
3
-1
-25% -$115
DAN icon
884
Dana Inc
DAN
$3.28B
$309 ﹤0.01%
13
– –
GBCI icon
885
Glacier Bancorp
GBCI
$6.37B
$309 ﹤0.01%
7
– –
PSN icon
886
Parsons
PSN
$5.12B
$309 ﹤0.01%
5
-2
-29% -$157
CWK icon
887
Cushman & Wakefield Ltd
CWK
$3.19B
$308 ﹤0.01%
19
– –
VFC icon
888
VF Corp
VFC
$5.87B
$308 ﹤0.01%
17
– –
MGY icon
889
Magnolia Oil & Gas
MGY
$6.15B
$307 ﹤0.01%
14
-1
-7% -$23
BCPC
890
Balchem Corp
BCPC
$5.7B
$307 ﹤0.01%
2
– –
LUMN icon
891
Lumen
LUMN
$6.91B
$304 ﹤0.01%
39
– –
PTCT icon
892
PTC Therapeutics
PTCT
$6.21B
$304 ﹤0.01%
4
-1
-20% -$73
SKYW icon
893
Skywest
SKYW
$4.22B
$302 ﹤0.01%
3
– –
FBIN icon
894
Fortune Brands Innovations
FBIN
$5.99B
$301 ﹤0.01%
6
-2
-25% -$100
ABCB icon
895
Ameris Bancorp
ABCB
$5.91B
$298 ﹤0.01%
4
– –
VNT icon
896
Vontier
VNT
$4.67B
$298 ﹤0.01%
8
– –
WEX icon
897
WEX
WEX
$6.47B
$298 ﹤0.01%
2
-1
-33% -$151
NWS icon
898
News Corp Class B
NWS
$17.7B
$297 ﹤0.01%
10
-1
-9% -$30
CWST icon
899
Casella Waste Systems
CWST
$5.84B
$294 ﹤0.01%
3
+1
+50% +$93
PLXS icon
900
Plexus
PLXS
$7.32B
$294 ﹤0.01%
2
– –
34 35
36
37 38

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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.