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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
CBU icon
976
Community Bank
CBU
$3.37B
$230 ﹤0.01%
4
– –
HP icon
977
Helmerich & Payne
HP
$4.18B
$230 ﹤0.01%
+8
New +$213
SHC icon
978
Sotera Health
SHC
$5.41B
$230 ﹤0.01%
13
– –
RBRK icon
979
Rubrik
RBRK
$20.2B
$230 ﹤0.01%
+3
New +$230
POOL icon
980
Pool Corp
POOL
$7.27B
$229 ﹤0.01%
1
-2
-67% -$520
FHB icon
981
First Hawaiian
FHB
$3.32B
$228 ﹤0.01%
9
– –
WH icon
982
Wyndham Hotels & Resorts
WH
$5.29B
$227 ﹤0.01%
3
-2
-40% -$151
NE icon
983
Noble Corp
NE
$6.95B
$226 ﹤0.01%
8
– –
NMRK icon
984
Newmark Group
NMRK
$2.52B
$226 ﹤0.01%
13
– –
ALKS icon
985
Alkermes
ALKS
$8.29B
$224 ﹤0.01%
8
-3
-27% -$90
FORM icon
986
FormFactor
FORM
$8.79B
$224 ﹤0.01%
4
+2
+100% +$101
WU icon
987
Western Union
WU
$2.19B
$224 ﹤0.01%
24
+15
+167% +$132
BFH icon
988
Bread Financial
BFH
$4.38B
$223 ﹤0.01%
3
– –
EBC icon
989
Eastern Bankshares
EBC
$5.24B
$222 ﹤0.01%
12
– –
ETSY icon
990
Etsy
ETSY
$7.38B
$222 ﹤0.01%
4
– –
SMTC icon
991
Semtech
SMTC
$12.2B
$222 ﹤0.01%
3
– –
YETI icon
992
Yeti Holdings
YETI
$3.99B
$221 ﹤0.01%
5
– –
INDB icon
993
Independent Bank
INDB
$3.97B
$220 ﹤0.01%
3
– –
MYRG icon
994
MYR Group
MYRG
$5.14B
$219 ﹤0.01%
1
-1
-50% -$218
SON icon
995
Sonoco
SON
$5.72B
$219 ﹤0.01%
5
-3
-38% -$124
HRB icon
996
H&R Block
HRB
$5.82B
$218 ﹤0.01%
5
-1
-17% -$47
SFBS
997
ServisFirst Bancshares
SFBS
$4.84B
$216 ﹤0.01%
3
– –
TW icon
998
Tradeweb Markets
TW
$21.9B
$216 ﹤0.01%
2
– –
IPGP icon
999
IPG Photonics
IPGP
$3.61B
$215 ﹤0.01%
3
– –
RDNT icon
1000
RadNet
RDNT
$6.08B
$215 ﹤0.01%
3
– –
38 39
40
41 42

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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.