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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
AES icon
926
AES
AES
$10.5B
$273 ﹤0.01%
19
-5
-21% -$70
BILL icon
927
BILL Holdings
BILL
$4.91B
$273 ﹤0.01%
5
– –
ZG icon
928
Zillow
ZG
$7.66B
$273 ﹤0.01%
4
+1
+33% +$70
SW
929
Smurfit Westrock
SW
$25B
$271 ﹤0.01%
7
-6
-46% -$229
PLMR icon
930
Palomar
PLMR
$3.46B
$270 ﹤0.01%
2
– –
FFIN icon
931
First Financial Bankshares
FFIN
$4.93B
$269 ﹤0.01%
9
+1
+13% +$32
HLNE icon
932
Hamilton Lane
HLNE
$5.53B
$269 ﹤0.01%
2
– –
NLY icon
933
Annaly Capital Management
NLY
$17.3B
$269 ﹤0.01%
+12
New +$261
PVH icon
934
PVH
PVH
$4.02B
$269 ﹤0.01%
4
-1
-20% -$78
TEX icon
935
Terex
TEX
$7.58B
$267 ﹤0.01%
5
-1
-17% -$51
MTN icon
936
Vail Resorts
MTN
$5.21B
$266 ﹤0.01%
2
– –
QLYS icon
937
Qualys
QLYS
$6.43B
$266 ﹤0.01%
2
-1
-33% -$138
KFY icon
938
Korn Ferry
KFY
$4.3B
$265 ﹤0.01%
4
– –
MOS icon
939
The Mosaic Company
MOS
$7.46B
$265 ﹤0.01%
11
-10
-48% -$269
GMED icon
940
Globus Medical
GMED
$11.6B
$262 ﹤0.01%
3
+1
+50% +$76
HRL icon
941
Hormel Foods
HRL
$13.6B
$261 ﹤0.01%
11
-5
-31% -$117
NVST icon
942
Envista
NVST
$4.53B
$261 ﹤0.01%
12
– –
LBRT icon
943
Liberty Energy
LBRT
$3.45B
$259 ﹤0.01%
+14
New +$234
MSGS icon
944
Madison Square Garden
MSGS
$9.43B
$259 ﹤0.01%
1
– –
CROX icon
945
Crocs
CROX
$6.63B
$257 ﹤0.01%
3
+1
+50% +$84
DLB icon
946
Dolby
DLB
$5.82B
$257 ﹤0.01%
4
+1
+33% +$67
MSM icon
947
MSC Industrial Direct
MSM
$6.87B
$253 ﹤0.01%
3
– –
PII icon
948
Polaris
PII
$3.97B
$253 ﹤0.01%
4
+3
+300% +$198
ALK icon
949
Alaska Air
ALK
$5.27B
$252 ﹤0.01%
5
-3
-38% -$139
DELL icon
950
Dell
DELL
$296B
$252 ﹤0.01%
2
– –
36 37
38
39 40

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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.