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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
LTH icon
901
Life Time Group Holdings
LTH
$9.49B
$293 ﹤0.01%
11
-1
-8% -$26
LAZ icon
902
Lazard
LAZ
$4.16B
$292 ﹤0.01%
6
– –
CATY icon
903
Cathay General Bancorp
CATY
$4.23B
$291 ﹤0.01%
6
– –
SEE
904
DELISTED
Sealed Air
SEE
$291 ﹤0.01%
7
– –
EAT icon
905
Brinker International
EAT
$9.76B
$288 ﹤0.01%
2
-1
-33% -$131
RDN icon
906
Radian Group
RDN
$4.87B
$288 ﹤0.01%
8
– –
TPL icon
907
Texas Pacific Land
TPL
$24.2B
$288 ﹤0.01%
1
-2
-67% -$611
ERIE icon
908
Erie Indemnity
ERIE
$13.2B
$287 ﹤0.01%
+1
New +$298
FELE icon
909
Franklin Electric
FELE
$4.75B
$287 ﹤0.01%
3
– –
TDS icon
910
Telephone and Data Systems
TDS
$3.88B
$287 ﹤0.01%
7
+1
+17% +$39
ICUI icon
911
ICU Medical
ICUI
$4.56B
$286 ﹤0.01%
2
+1
+100% +$134
NMIH icon
912
NMI Holdings
NMIH
$3.32B
$286 ﹤0.01%
7
– –
SNEX icon
913
StoneX
SNEX
$7.81B
$286 ﹤0.01%
7
-2
-22% -$84
ASB icon
914
Associated Banc-Corp
ASB
$5.92B
$284 ﹤0.01%
11
– –
AUB icon
915
Atlantic Union Bankshares
AUB
$5.95B
$283 ﹤0.01%
8
+2
+33% +$69
TNL icon
916
Travel + Leisure Co
TNL
$4.5B
$283 ﹤0.01%
4
– –
UCB
917
United Community Banks
UCB
$4.27B
$281 ﹤0.01%
9
– –
GNW icon
918
Genworth Financial
GNW
$3.7B
$280 ﹤0.01%
31
– –
RKLB icon
919
Rocket Lab Corp
RKLB
$50B
$280 ﹤0.01%
4
– –
ACT icon
920
Enact Holdings
ACT
$6.67B
$278 ﹤0.01%
7
– –
WSFS icon
921
WSFS Financial
WSFS
$4.12B
$277 ﹤0.01%
5
– –
REYN icon
922
Reynolds Consumer Products
REYN
$5.51B
$276 ﹤0.01%
12
+1
+9% +$24
TTMI icon
923
TTM Technologies
TTMI
$13.7B
$276 ﹤0.01%
4
– –
HQY icon
924
HealthEquity
HQY
$8.93B
$275 ﹤0.01%
3
– –
MC icon
925
Moelis & Co
MC
$4.72B
$275 ﹤0.01%
4
+2
+100% +$133
35 36
37
38 39

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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.