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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
CROX icon
926
Crocs
CROX
$6.69B
$249 ﹤0.01%
3
– –
ALKS icon
927
Alkermes
ALKS
$8.82B
$248 ﹤0.01%
7
-1
-13% -$31
OII icon
928
Oceaneering
OII
$5.25B
$248 ﹤0.01%
7
– –
FUL icon
929
H.B. Fuller
FUL
$3B
$247 ﹤0.01%
4
– –
LCII icon
930
LCI Industries
LCII
$2.51B
$246 ﹤0.01%
2
– –
KNF icon
931
Knife River
KNF
$4.43B
$245 ﹤0.01%
3
– –
FULT icon
932
Fulton Financial
FULT
$4.7B
$244 ﹤0.01%
12
– –
YOU icon
933
Clear Secure
YOU
$5.26B
$242 ﹤0.01%
5
+2
+67% +$80
GVA icon
934
Granite Construction
GVA
$5.45B
$240 ﹤0.01%
2
– –
PLMR icon
935
Palomar
PLMR
$3.65B
$239 ﹤0.01%
2
– –
RAMP icon
936
LiveRamp
RAMP
$2.29B
$239 ﹤0.01%
9
+5
+125% +$131
CWST icon
937
Casella Waste Systems
CWST
$5.69B
$238 ﹤0.01%
3
– –
VISN
938
Vistance Networks Inc
VISN
$2.66B
$237 ﹤0.01%
13
– –
DDOG icon
939
Datadog
DDOG
$87.9B
$236 ﹤0.01%
2
-10
-83% -$1.24K
NOVT icon
940
Novanta
NOVT
$5.04B
$236 ﹤0.01%
2
+1
+100% +$131
OKTA icon
941
Okta
OKTA
$24.1B
$236 ﹤0.01%
3
-5
-63% -$415
ECG
942
Everus Construction Group
ECG
$6.63B
$236 ﹤0.01%
2
– –
CBU icon
943
Community Bank
CBU
$3.53B
$235 ﹤0.01%
4
– –
CENX icon
944
Century Aluminum
CENX
$4.57B
$235 ﹤0.01%
+4
New +$201
FWONA icon
945
Liberty Media Series A
FWONA
$22.3B
$234 ﹤0.01%
3
+1
+50% +$80
CWK icon
946
Cushman & Wakefield Ltd
CWK
$2.98B
$233 ﹤0.01%
19
– –
TPC
947
Tutor Perini Cor
TPC
$4.57B
$232 ﹤0.01%
+3
New +$230
CVSA
948
Covista Inc
CVSA
$3.94B
$231 ﹤0.01%
2
-1
-33% -$107
SMTC icon
949
Semtech
SMTC
$11.7B
$231 ﹤0.01%
3
– –
TDC icon
950
Teradata
TDC
$2.68B
$231 ﹤0.01%
9
+4
+80% +$117
36 37
38
39 40

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BAM
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LIM
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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.