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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
+5.64%
1 Year Est. Return
+18.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$19M
Cap. Flow
+$6.15M
Cap. Flow %
2.5%
Top 10 Hldgs %
95.59%
Holding
1,323
New
36
Increased
294
Reduced
381
Closed
56

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$3.83M
2
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$1.01M
3
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$584K
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$505K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$439K

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$245K
2
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$213K
3
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$14.1K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$13.7K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.1K

Sector Composition

Rank Sector Weight
1 Industrials 1.01%
2 Technology 0.73%
3 Healthcare 0.64%
4 Consumer Discretionary 0.25%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLB icon
976
Dolby
DLB
$5.81B
$217 ﹤0.01%
3
– –
SLGN icon
977
Silgan Holdings
SLGN
$4.36B
$215 ﹤0.01%
5
-4
-44% -$193
CHH icon
978
Choice Hotels
CHH
$4.57B
$214 ﹤0.01%
2
– –
SMTC icon
979
Semtech
SMTC
$12.4B
$214 ﹤0.01%
3
-1
-25% -$54
CRC icon
980
California Resources
CRC
$4.86B
$213 ﹤0.01%
4
-1
-20% -$50
FLS icon
981
Flowserve
FLS
$10.3B
$213 ﹤0.01%
4
– –
TDW icon
982
Tidewater
TDW
$4.49B
$213 ﹤0.01%
4
+3
+300% +$164
ULS icon
983
UL Solutions
ULS
$15.7B
$213 ﹤0.01%
+3
New +$204
AUB icon
984
Atlantic Union Bankshares
AUB
$5.98B
$212 ﹤0.01%
6
+3
+100% +$102
INDB icon
985
Independent Bank
INDB
$3.99B
$208 ﹤0.01%
3
– –
ITGR icon
986
Integer Holdings
ITGR
$4.26B
$207 ﹤0.01%
2
-1
-33% -$109
TREX icon
987
Trex
TREX
$5B
$207 ﹤0.01%
4
-1
-20% -$61
PRKS icon
988
United Parks & Resorts
PRKS
$2B
$207 ﹤0.01%
4
– –
SHC icon
989
Sotera Health
SHC
$5.44B
$204 ﹤0.01%
13
– –
DECK icon
990
Deckers Outdoor
DECK
$12.9B
$203 ﹤0.01%
2
-2
-50% -$218
RH icon
991
RH
RH
$3.5B
$203 ﹤0.01%
1
– –
OPLN
992
Openlane
OPLN
$4.55B
$201 ﹤0.01%
7
– –
LBTYK icon
993
Liberty Global Class C
LBTYK
$3.41B
$200 ﹤0.01%
17
+7
+70% +$78
TRMK icon
994
Trustmark
TRMK
$2.76B
$198 ﹤0.01%
5
– –
WDFC icon
995
WD-40
WDFC
$3.14B
$198 ﹤0.01%
+1
New +$217
BOH icon
996
Bank of Hawaii
BOH
$3.12B
$197 ﹤0.01%
3
– –
CNS icon
997
Cohen & Steers
CNS
$4.33B
$197 ﹤0.01%
3
– –
MATX icon
998
Matsons
MATX
$6.16B
$197 ﹤0.01%
2
-2
-50% -$214
LYB icon
999
LyondellBasell Industries
LYB
$20.6B
$196 ﹤0.01%
4
-1
-20% -$56
TRN icon
1000
Trinity Industries
TRN
$2.32B
$196 ﹤0.01%
7
– –
38 39
40
41 42

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HFM Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, HFM Investment Advisors held 1,323 positions worth $246M, up 8.4% from $227M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

HFM Investment Advisors's Q3 2025 filing shows 36 new, 294 increased, 381 reduced and 56 closed positions. Its largest new stake was MSC Income Fund Inc: 206 shares worth $2.71K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $245K.

By sector, the portfolio is most concentrated in Industrials at 1% of assets, up from 1% a quarter earlier, followed by Technology and Healthcare.

  • HFM Investment Advisors's largest Q3 2025 buy was MSC Income Fund Inc: 206 shares worth $2.71K.
  • HFM Investment Advisors added most to Dimensional Core Fixed Income ETF in Q3 2025, an estimated $3.83M increase.
  • HFM Investment Advisors's biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $245K.
  • HFM Investment Advisors fully exited Hess in Q3 2025, selling an estimated $2.08K.
  • HFM Investment Advisors's ten largest holdings make up 96% of its $246M portfolio in Q3 2025.
  • HFM Investment Advisors opened 36 new positions and closed 56 in Q3 2025.
  • HFM Investment Advisors's portfolio value rose 8.4% quarter-over-quarter to $246M.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.