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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
TPH
951
DELISTED
Tri Pointe Homes
TPH
$252 ﹤0.01%
8
– –
ASO icon
952
Academy Sports + Outdoors
ASO
$3.09B
$250 ﹤0.01%
5
-1
-17% -$50
SHOO icon
953
Steven Madden
SHOO
$3.58B
$250 ﹤0.01%
6
+5
+500% +$193
IOT icon
954
Samsara
IOT
$23.2B
$249 ﹤0.01%
7
+3
+75% +$116
MTRN icon
955
Materion
MTRN
$5.83B
$249 ﹤0.01%
2
– –
DORM icon
956
Dorman Products
DORM
$3.95B
$247 ﹤0.01%
2
– –
BROS icon
957
Dutch Bros
BROS
$8.96B
$245 ﹤0.01%
4
+1
+33% +$57
GSAT icon
958
Globalstar
GSAT
$10.9B
$245 ﹤0.01%
4
+3
+300% +$166
KTB icon
959
Kontoor Brands
KTB
$4.27B
$245 ﹤0.01%
4
+2
+100% +$148
INSW icon
960
International Seaways
INSW
$4.48B
$243 ﹤0.01%
5
+2
+67% +$99
LCII icon
961
LCI Industries
LCII
$2.55B
$243 ﹤0.01%
2
-1
-33% -$106
LEU icon
962
Centrus Energy
LEU
$3.78B
$243 ﹤0.01%
+1
New +$302
LPX icon
963
Louisiana-Pacific
LPX
$5.2B
$243 ﹤0.01%
3
-2
-40% -$169
HAE icon
964
Haemonetics
HAE
$3.94B
$241 ﹤0.01%
+3
New +$202
POR icon
965
Portland General Electric
POR
$5.66B
$240 ﹤0.01%
5
– –
RIG icon
966
Transocean
RIG
$6.39B
$240 ﹤0.01%
+58
New +$225
USLM icon
967
United States Lime & Minerals
USLM
$3.45B
$240 ﹤0.01%
2
– –
FUL icon
968
H.B. Fuller
FUL
$3.29B
$238 ﹤0.01%
4
+1
+33% +$59
VISN
969
Vistance Networks Inc
VISN
$2.63B
$236 ﹤0.01%
+13
New +$224
BF.B icon
970
Brown-Forman Class B
BF.B
$12.9B
$235 ﹤0.01%
9
– –
SMG icon
971
ScottsMiracle-Gro
SMG
$3.63B
$234 ﹤0.01%
4
+2
+100% +$112
APPF icon
972
AppFolio
APPF
$7.07B
$233 ﹤0.01%
1
– –
FULT icon
973
Fulton Financial
FULT
$4.6B
$232 ﹤0.01%
12
– –
OGS icon
974
ONE Gas
OGS
$4.96B
$232 ﹤0.01%
3
– –
GVA icon
975
Granite Construction
GVA
$5.51B
$231 ﹤0.01%
2
– –
37 38
39
40 41

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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.