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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
Q
951
Qnity Electronics Inc
Q
$28.3B
$231 ﹤0.01%
2
– –
GME icon
952
GameStop
GME
$9.5B
$230 ﹤0.01%
+10
New +$232
LBTYA icon
953
Liberty Global Class A
LBTYA
$3.31B
$230 ﹤0.01%
19
+8
+73% +$93
RLI icon
954
RLI Corp
RLI
$5.68B
$228 ﹤0.01%
4
-3
-43% -$180
SMCI icon
955
Super Micro Computer
SMCI
$19.5B
$228 ﹤0.01%
10
+5
+100% +$150
SOLS
956
Solstice Advanced Materials
SOLS
$9.62B
$228 ﹤0.01%
+3
New +$206
PPC icon
957
Pilgrim's Pride
PPC
$6.82B
$227 ﹤0.01%
6
-2
-25% -$81
AAL icon
958
American Airlines Group
AAL
$9.58B
$226 ﹤0.01%
21
-5
-19% -$66
INDB icon
959
Independent Bank
INDB
$4.05B
$226 ﹤0.01%
3
– –
SIGI icon
960
Selective Insurance
SIGI
$5.74B
$226 ﹤0.01%
3
-2
-40% -$164
BFH icon
961
Bread Financial
BFH
$4.21B
$225 ﹤0.01%
3
– –
BGC icon
962
BGC Group
BGC
$5.58B
$225 ﹤0.01%
23
– –
TRN icon
963
Trinity Industries
TRN
$2.97B
$225 ﹤0.01%
7
– –
G icon
964
Genpact
G
$5.3B
$224 ﹤0.01%
6
-2
-25% -$82
FLG
965
Flagstar Bank National Association
FLG
$5.77B
$224 ﹤0.01%
17
+8
+89% +$105
BOH icon
966
Bank of Hawaii
BOH
$3.33B
$223 ﹤0.01%
3
– –
SKY icon
967
Champion Homes
SKY
$4.48B
$223 ﹤0.01%
3
-1
-25% -$86
FHB icon
968
First Hawaiian
FHB
$3.42B
$222 ﹤0.01%
9
– –
MGRC icon
969
McGrath RentCorp
MGRC
$2.94B
$221 ﹤0.01%
2
+1
+100% +$111
VIRT icon
970
Virtu Financial
VIRT
$5.2B
$220 ﹤0.01%
5
– –
AIR icon
971
AAR Corp
AIR
$5.15B
$219 ﹤0.01%
2
– –
AVNT icon
972
Avient
AVNT
$3.45B
$218 ﹤0.01%
6
+4
+200% +$148
BANF icon
973
BancFirst
BANF
$3.92B
$217 ﹤0.01%
2
– –
PSN icon
974
Parsons
PSN
$6.28B
$217 ﹤0.01%
4
-1
-20% -$64
CHTR icon
975
Charter Communications
CHTR
$14.7B
$216 ﹤0.01%
1
– –
37 38
39
40 41

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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.